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 |
|---|---|---|---|---|---|
|
Arbor Trust Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
6,542
shares
|
$2.08 Million
0.89% of portfolio
|
Q2 2024
Added 0.85%
|
|
|
Deltec Asset Management LLC
|
Oct 25, 2024 Q3 2024 |
6,500
shares
|
$2.07 Million
0.37% of portfolio
|
Q2 2024
Added 36.84%
|
|
|
Steinberg Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
6,459
shares
|
$2.05 Million
1.38% of portfolio
|
Q3 2024
Reduced 1.63%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Oct 15, 2024 Q3 2024 |
6,453
shares
|
$2.05 Million
0.35% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Oct 15, 2024 Q3 2024 |
6,449
shares
|
$2.05 Million
1.0% of portfolio
|
Q3 2024
Added 17.75%
|
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
6,430
shares
|
$2.04 Million
0.99% of portfolio
|
Q3 2024
Added 4.4%
|
|
|
Davenport & CO LLC
|
Oct 24, 2024 Q3 2024 |
6,422
shares
|
$2.04 Million
0.01% of portfolio
|
Q3 2024
Added 15.73%
|
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
6,417
shares
|
$2.04 Million
0.36% of portfolio
|
Q3 2024
Added 28.16%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
6,406
shares
|
$2.04 Million
0.21% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
6,397
shares
|
$2.03 Million
0.41% of portfolio
|
Q3 2024
Added 15.62%
|
|
|
Hel Ved Capital Management LTD
Central, K3 |
Nov 13, 2024 Q3 2024 |
6,395
shares
|
$2.03 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
L & S Advisors Inc
Los Angeles, CA |
Nov 12, 2024 Q3 2024 |
6,393
shares
|
$2.03 Million
0.21% of portfolio
|
Q3 2024
Reduced 18.98%
|
|
|
Mainstream Capital Management LLC
Los Angeles, CA |
Oct 31, 2024 Q3 2024 |
6,376
shares
|
$2.03 Million
1.48% of portfolio
|
Q3 2024
New holding
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Oct 24, 2024 Q3 2024 |
6,373
shares
|
$2.03 Million
0.1% of portfolio
|
Q3 2024
Reduced 38.63%
|
|
|
Legacy Financial Advisors, Inc.
|
Nov 13, 2024 Q3 2024 |
6,367
shares
|
$2.02 Million
0.34% of portfolio
|
Q3 2024
Added 11.39%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 08, 2024 Q3 2024 |
6,356
shares
|
$2.02 Million
0.12% of portfolio
|
Q3 2024
Added 0.65%
|
|
|
Central Bank & Trust CO
|
Oct 30, 2024 Q3 2024 |
6,354
shares
|
$2.02 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Aspiriant, LLC
|
Oct 17, 2024 Q3 2024 |
6,324
shares
|
$2.01 Million
0.07% of portfolio
|
Q3 2024
Reduced 22.94%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Nov 05, 2024 Q3 2024 |
6,320
shares
|
$2.01 Million
0.22% of portfolio
|
Q2 2024
Added 0.59%
|
|
|
Portfolio Design Labs, LLC
Encino, CA |
Nov 08, 2024 Q3 2024 |
6,318
shares
|
$2.01 Million
0.48% of portfolio
|
Q3 2024
Reduced 41.72%
|
|
|
Cooper Financial Group
|
Nov 14, 2024 Q3 2024 |
6,311
shares
|
$2.01 Million
0.23% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
6,300
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Reduced 17.64%
|
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$2 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
|
Canopy Partners, LLC
Terrace Park, OH |
Nov 12, 2024 Q3 2024 |
6,283
shares
|
$2 Million
0.74% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.99 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|