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 |
|---|---|---|---|---|---|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6,720
shares
|
$2.14 Million
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
|
Trust Point Inc.
La Crosse, WI |
Oct 17, 2024 Q3 2024 |
6,718
shares
|
$2.14 Million
0.14% of portfolio
|
Q3 2024
Added 35.06%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$2.13 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Nov 04, 2024 Q3 2024 |
6,704
shares
|
$2.13 Million
0.14% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Parametrica Management LTD
|
Nov 05, 2024 Q3 2024 |
6,700
shares
|
$2.13 Million
2.19% of portfolio
|
Q3 2024
New holding
|
|
|
Strengthening Families & Communities, LLC
|
Nov 07, 2024 Q3 2024 |
6,695
shares
|
$2.13 Million
0.47% of portfolio
|
Q3 2024
Added 7.9%
|
|
|
Renasant Bank
|
Nov 07, 2024 Q3 2024 |
6,686
shares
|
$2.13 Million
1.32% of portfolio
|
Q3 2024
Reduced 12.29%
|
|
|
Tealwood Asset Management Inc
|
Oct 08, 2024 Q3 2024 |
6,676
shares
|
$2.12 Million
0.8% of portfolio
|
Q3 2024
New holding
|
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Oct 22, 2024 Q3 2024 |
6,676
shares
|
$2.12 Million
0.23% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
First Pacific Financial
|
Oct 15, 2024 Q3 2024 |
6,672
shares
|
$2.12 Million
0.55% of portfolio
|
Q3 2024
Added 1.65%
|
|
|
1776 Wealth LLC
|
Nov 06, 2024 Q3 2024 |
6,666
shares
|
$2.12 Million
0.86% of portfolio
|
Q3 2024
Reduced 2.88%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,664
shares
|
$2.12 Million
0.16% of portfolio
|
Q3 2024
Added 31.6%
|
|
|
Wp Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
6,656
shares
|
$2.12 Million
0.67% of portfolio
|
Q3 2024
Reduced 11.08%
|
|
|
Paradigm Asset Management CO LLC
|
Nov 05, 2024 Q3 2024 |
6,650
shares
|
$2.11 Million
0.68% of portfolio
|
Q2 2024
Added 77.33%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Oct 31, 2024 Q3 2024 |
6,643
shares
|
$2.11 Million
1.33% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
6,639
shares
|
$2.11 Million
0.04% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
F
|
Oct 29, 2024 Q3 2024 |
6,636
shares
|
$2.11 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
6,632
shares
|
$2.11 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Elmwood Wealth Management, Inc.
|
Oct 11, 2024 Q3 2024 |
6,623
shares
|
$2.11 Million
0.81% of portfolio
|
Q3 2024
Reduced 4.6%
|
|
|
Pfg Investments, LLC
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
6,618
shares
|
$2.1 Million
0.12% of portfolio
|
Q3 2024
Added 5.45%
|
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$2.09 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
|
Belmont Capital, LLC
|
Nov 07, 2024 Q3 2024 |
6,570
shares
|
$2.09 Million
0.31% of portfolio
|
Q3 2024
Added 203.18%
|
|
|
Keel Point, LLC
Huntsville, AL |
Nov 14, 2024 Q3 2024 |
6,567
shares
|
$2.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
St. Johns Investment Management Company, LLC
|
Oct 23, 2024 Q3 2024 |
6,552
shares
|
$2.08 Million
0.84% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Oct 22, 2024 Q3 2024 |
6,543
shares
|
$2.08 Million
0.53% of portfolio
|
Q3 2024
Added 28.77%
|