Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,954 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 $231 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aa Financial Advisors, LLC
Columbus, OH |
Oct 18, 2024 Q3 2024 |
6,265
shares
|
$1.99 Million
0.5% of portfolio
|
Q3 2024
Added 8.04%
|
|
|
Moloney Securities Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
6,263
shares
|
$1.99 Million
0.24% of portfolio
|
Q3 2024
Added 23.46%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
6,210
shares
|
$1.97 Million
0.33% of portfolio
|
Q3 2024
Added 10.99%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Oct 11, 2024 Q3 2024 |
6,189
shares
|
$1.97 Million
0.31% of portfolio
|
Q3 2024
Added 1.51%
|
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
6,184
shares
|
$1.97 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
|
Jacobi Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
6,181
shares
|
$1.96 Million
0.13% of portfolio
|
Q3 2024
Added 5.84%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Nov 12, 2024 Q3 2024 |
6,175
shares
|
$1.96 Million
1.77% of portfolio
|
Q3 2024
Reduced 5.47%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
Nov 14, 2024 Q3 2024 |
6,174
shares
|
$1.96 Million
0.37% of portfolio
|
Q3 2024
Reduced 3.88%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
Nov 13, 2024 Q3 2024 |
6,157
shares
|
$1.96 Million
0.55% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Oct 29, 2024 Q3 2024 |
6,105
shares
|
$1.94 Million
0.53% of portfolio
|
Q3 2024
Added 0.66%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
6,100
shares
|
$1.94 Million
0.58% of portfolio
|
Q3 2024
Reduced 1.13%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
6,084
shares
|
$1.93 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Future Fund LLC
Chicago, IL |
Nov 05, 2024 Q3 2024 |
6,065
shares
|
$1.93 Million
4.89% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Sanders Morris Harris LLC
|
Oct 08, 2024 Q3 2024 |
6,061
shares
|
$1.93 Million
0.28% of portfolio
|
Q1 2024
Added 6.61%
|
|
|
Gps Wealth Strategies Group, LLC
|
Oct 29, 2024 Q3 2024 |
6,049
shares
|
$1.92 Million
0.23% of portfolio
|
Q3 2024
Reduced 6.71%
|
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Nov 12, 2024 Q3 2024 |
6,044
shares
|
$1.92 Million
0.26% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Resources Management Corp
West Hartford, CT |
Nov 15, 2024 Q3 2024 |
6,007
shares
|
$1.91 Million
0.22% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Acorn Financial Advisory Services Inc
|
Nov 01, 2024 Q3 2024 |
5,993
shares
|
$1.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Nov 12, 2024 Q3 2024 |
5,986
shares
|
$1.9 Million
0.31% of portfolio
|
Q2 2024
Added 1.56%
|
|
|
Aaron Wealth Advisors LLC
|
Oct 17, 2024 Q3 2024 |
5,958
shares
|
$1.89 Million
0.2% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Scott & Selber, Inc.
|
Nov 01, 2024 Q3 2024 |
5,932
shares
|
$1.89 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.4%
|
|
|
Castle Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
5,903
shares
|
$1.88 Million
0.85% of portfolio
|
Q3 2024
Added 18.53%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2024 Q3 2024 |
5,864
shares
|
$1.86 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.53%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,850
shares
|
$1.86 Million
0.5% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Platform Technology Partners
|
Nov 04, 2024 Q3 2024 |
5,843
shares
|
$1.86 Million
0.51% of portfolio
|
Q3 2024
Reduced 4.24%
|