Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Secure Asset Management, LLC
|
Oct 16, 2024 Q3 2024 |
6,971
shares
|
$2.22 Million
0.34% of portfolio
|
Q3 2024
Added 32.53%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
6,936
shares
|
$2.2 Million
0.33% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Bard Financial Services, Inc.
|
Jan 06, 2025 Q4 2024 |
6,935
shares
|
$2.2 Million
0.28% of portfolio
|
Q3 2024
Added 45.69%
|
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Oct 09, 2024 Q3 2024 |
6,935
shares
|
$2.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 34.4%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Nov 14, 2024 Q3 2024 |
6,925
shares
|
$2.2 Million
0.53% of portfolio
|
Q3 2024
Added 39.31%
|
|
|
Leelyn Smith, LLC
Geneva, IL |
Nov 12, 2024 Q3 2024 |
6,923
shares
|
$2.2 Million
0.35% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Nov 13, 2024 Q3 2024 |
6,913
shares
|
$2.2 Million
2.04% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Oct 15, 2024 Q3 2024 |
6,904
shares
|
$2.19 Million
0.29% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Angle Point Asset Management LTD
Hong Kong, K3 |
Nov 04, 2024 Q3 2024 |
6,900
shares
|
$2.19 Million
3.92% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$2.19 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Nov 06, 2024 Q3 2024 |
6,894
shares
|
$2.19 Million
0.43% of portfolio
|
Q3 2024
Added 17.44%
|
|
|
New Insight Wealth Advisors
San Ramon, CA |
Nov 13, 2024 Q3 2024 |
6,893
shares
|
$2.19 Million
0.99% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$2.19 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Chicago Partners Investment Group LLC
|
Oct 28, 2024 Q3 2024 |
6,882
shares
|
$2.19 Million
0.07% of portfolio
|
Q3 2024
Reduced 4.87%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
6,868
shares
|
$2.18 Million
0.17% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Zhang Financial LLC
|
Oct 15, 2024 Q3 2024 |
6,867
shares
|
$2.18 Million
0.12% of portfolio
|
Q3 2024
Added 80.57%
|
|
|
Cypress Capital Group
|
Nov 08, 2024 Q3 2024 |
6,823
shares
|
$2.17 Million
0.21% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Nov 07, 2024 Q3 2024 |
6,797
shares
|
$2.16 Million
0.25% of portfolio
|
Q3 2024
Added 0.49%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Nov 13, 2024 Q3 2024 |
6,794
shares
|
$2.16 Million
0.19% of portfolio
|
Q3 2024
Reduced 19.45%
|
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
6,782
shares
|
$2.16 Million
0.08% of portfolio
|
Q3 2024
Reduced 72.63%
|
|
|
Udine Wealth Management, Inc.
|
Oct 08, 2024 Q3 2024 |
6,777
shares
|
$2.15 Million
1.33% of portfolio
|
Q3 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
6,776
shares
|
$2.15 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
6,760
shares
|
$2.15 Million
0.76% of portfolio
|
Q3 2024
Added 12.44%
|
|
|
Saturna Capital Corp
Bellingham, WA |
Nov 05, 2024 Q3 2024 |
6,747
shares
|
$2.14 Million
0.02% of portfolio
|
Q3 2024
Added 3.05%
|
|
|
Main Street Research LLC
Sausalito, CA |
Nov 12, 2024 Q3 2024 |
6,743
shares
|
$2.14 Million
0.12% of portfolio
|
Q3 2024
Added 280.1%
|