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 |
|---|---|---|---|---|---|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Nov 12, 2024 Q3 2024 |
5,478
shares
|
$1.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.72%
|
|
|
Claro Advisors LLC
Boston, MA |
Nov 07, 2024 Q3 2024 |
5,476
shares
|
$1.74 Million
0.21% of portfolio
|
Q3 2024
Reduced 55.02%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
5,473
shares
|
$1.74 Million
0.1% of portfolio
|
Q3 2024
Added 283.0%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
5,472
shares
|
$1.74 Million
0.06% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Oxler Private Wealth LLC
New York, NY |
Oct 11, 2024 Q3 2024 |
5,469
shares
|
$1.74 Million
0.56% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Mainstay Capital Management LLC
|
Oct 23, 2024 Q3 2024 |
5,465
shares
|
$1.74 Million
0.27% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Nov 04, 2024 Q3 2024 |
5,453
shares
|
$1.73 Million
1.19% of portfolio
|
Q2 2024
Added 21.77%
|
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Nov 12, 2024 Q3 2024 |
5,448
shares
|
$1.73 Million
0.11% of portfolio
|
Q3 2024
Reduced 11.41%
|
|
|
Maia Wealth LLC
Denver, CO |
Oct 30, 2024 Q3 2024 |
5,447
shares
|
$1.73 Million
0.39% of portfolio
|
Q3 2024
Added 69.16%
|
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Oct 22, 2024 Q3 2024 |
5,443
shares
|
$1.73 Million
0.64% of portfolio
|
Q3 2024
Reduced 4.12%
|
|
|
Krs Capital Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,420
shares
|
$1.72 Million
1.08% of portfolio
|
Q3 2024
Reduced 5.18%
|
|
|
Capital Advisors Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
5,420
shares
|
$1.72 Million
0.28% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Fukoku Mutual Life Insurance CO
|
Nov 06, 2024 Q3 2024 |
5,416
shares
|
$1.72 Million
0.11% of portfolio
|
Q3 2024
Added 6.53%
|
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Oct 30, 2024 Q3 2024 |
5,410
shares
|
$1.72 Million
0.69% of portfolio
|
Q3 2024
Added 50.74%
|
|
|
Community Bank, N.A.
|
Nov 14, 2024 Q3 2024 |
5,394
shares
|
$1.71 Million
0.19% of portfolio
|
Q3 2024
Added 9.52%
|
|
|
Dohj, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
5,374
shares
|
$1.71 Million
0.34% of portfolio
|
Q3 2024
Added 18.71%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Nov 13, 2024 Q3 2024 |
5,368
shares
|
$1.71 Million
0.45% of portfolio
|
Q3 2024
New holding
|
|
|
Ballast, Inc.
|
Oct 16, 2024 Q3 2024 |
5,366
shares
|
$1.71 Million
0.42% of portfolio
|
Q3 2024
Reduced 1.09%
|
|
|
Keudell
|
Oct 31, 2024 Q3 2024 |
5,358
shares
|
$1.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 16.37%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Oct 29, 2024 Q3 2024 |
5,350
shares
|
$1.7 Million
0.05% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Oct 18, 2024 Q3 2024 |
5,297
shares
|
$1.68 Million
0.66% of portfolio
|
Q3 2024
Added 18.21%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Oct 10, 2024 Q3 2024 |
5,295
shares
|
$1.68 Million
0.39% of portfolio
|
Q3 2024
Reduced 1.45%
|
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.68 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
|
Sapient Capital LLC
Indianapolis, IN |
Oct 11, 2024 Q3 2024 |
5,242
shares
|
$1.67 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.67 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|