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 |
|---|---|---|---|---|---|
|
Lindbrook Capital, LLC
|
Nov 01, 2024 Q3 2024 |
5,782
shares
|
$1.84 Million
0.13% of portfolio
|
Q3 2024
Added 2.97%
|
|
|
Doliver Advisors, LP
Houston, TX |
Jan 06, 2025 Q4 2024 |
5,782
shares
|
$1.84 Million
0.57% of portfolio
|
Q4 2024
Reduced 4.84%
|
|
|
Gilbert & Cook, Inc.
|
Nov 07, 2024 Q3 2024 |
5,768
shares
|
$1.83 Million
0.22% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Nov 14, 2024 Q3 2024 |
5,748
shares
|
$1.83 Million
1.3% of portfolio
|
Q3 2024
Added 13.8%
|
|
|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
5,748
shares
|
$1.83 Million
0.39% of portfolio
|
Q3 2024
Added 111.63%
|
|
|
Convergence Financial, LLC
Columbia, MO |
Oct 23, 2024 Q3 2024 |
5,745
shares
|
$1.83 Million
0.33% of portfolio
|
Q3 2024
Added 48.26%
|
|
|
Howard Capital Management Inc.
|
Nov 12, 2024 Q3 2024 |
5,742
shares
|
$1.83 Million
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
In Track Investment Management Inc
|
Oct 10, 2024 Q3 2024 |
5,728
shares
|
$1.82 Million
1.12% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Oct 25, 2024 Q3 2024 |
5,689
shares
|
$1.81 Million
1.01% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Nov 13, 2024 Q3 2024 |
5,654
shares
|
$1.8 Million
0.03% of portfolio
|
Q3 2024
Reduced 22.43%
|
|
|
Fred Alger Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
5,649
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Nov 12, 2024 Q3 2024 |
5,645
shares
|
$1.79 Million
0.41% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Cx Institutional
|
Oct 11, 2024 Q3 2024 |
5,637
shares
|
$1.79 Million
0.07% of portfolio
|
Q3 2024
Added 1.99%
|
|
|
Geneva Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
5,628
shares
|
$1.79 Million
0.03% of portfolio
|
Q3 2024
Reduced 7.98%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Oct 09, 2024 Q3 2024 |
5,594
shares
|
$1.78 Million
1.16% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Crown Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
5,574
shares
|
$1.77 Million
0.72% of portfolio
|
Q3 2024
Reduced 2.94%
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Nov 05, 2024 Q3 2024 |
5,565
shares
|
$1.77 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.59%
|
|
|
Legal Advantage Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
5,546
shares
|
$1.76 Million
0.87% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Oct 23, 2024 Q3 2024 |
5,534
shares
|
$1.76 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.87%
|
|
|
1 St Source Bank
|
Dec 11, 2024 Q3 2024 |
5,519
shares
|
$1.75 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.9%
|
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Oct 31, 2024 Q3 2024 |
5,510
shares
|
$1.75 Million
0.04% of portfolio
|
Q3 2024
Reduced 8.46%
|
|
|
Granger Management LLC
|
Nov 13, 2024 Q3 2024 |
5,508
shares
|
$1.75 Million
0.3% of portfolio
|
Q3 2024
Reduced 17.4%
|
|
|
Castle Knight Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
5,500
shares
|
$1.75 Million
0.07% of portfolio
|
Q3 2024
Reduced 58.33%
|
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Oct 23, 2024 Q3 2024 |
5,493
shares
|
$1.75 Million
0.34% of portfolio
|
Q3 2024
Added 30.69%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,479
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2024
Added 8.13%
|