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 |
|---|---|---|---|---|---|
|
Syon Capital LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
5,225
shares
|
$1.66 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.57%
|
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Oct 18, 2024 Q3 2024 |
5,201
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2024
Added 168.23%
|
|
|
Connective Portfolio Management, LLC
|
Oct 08, 2024 Q3 2024 |
5,170
shares
|
$1.64 Million
1.65% of portfolio
|
Q2 2023
Reduced 54.51%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
5,159
shares
|
$1.64 Million
0.12% of portfolio
|
Q3 2024
Added 19.56%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Nov 13, 2024 Q3 2024 |
5,154
shares
|
$1.64 Million
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Oct 18, 2024 Q3 2024 |
5,154
shares
|
$1.64 Million
0.43% of portfolio
|
Q3 2024
Added 2.49%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Nov 12, 2024 Q3 2024 |
5,150
shares
|
$1.64 Million
0.74% of portfolio
|
Q2 2024
Reduced 31.1%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.63 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2024 Q3 2024 |
5,124
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,119
shares
|
$1.63 Million
0.71% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Options Solutions, LLC
Chevy Chase, MD |
Nov 14, 2024 Q3 2024 |
5,101
shares
|
$1.62 Million
0.72% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Bowman & CO S.C.
|
Nov 07, 2024 Q3 2024 |
5,097
shares
|
$1.62 Million
0.75% of portfolio
|
Q3 2024
Added 11.6%
|
|
|
Plancorp, LLC
|
Nov 12, 2024 Q3 2024 |
5,088
shares
|
$1.62 Million
0.06% of portfolio
|
Q3 2024
Reduced 20.5%
|
|
|
Everhart Financial Group, Inc.
|
Nov 04, 2024 Q3 2024 |
5,086
shares
|
$1.62 Million
0.31% of portfolio
|
Q3 2024
Added 16.36%
|
|
|
Db Fitzpatrick & Co, Inc
|
Oct 16, 2024 Q3 2024 |
5,078
shares
|
$1.61 Million
1.23% of portfolio
|
Q3 2024
Reduced 0.29%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.61 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
|
Alta Wealth Advisors LLC
|
Oct 18, 2024 Q3 2024 |
5,056
shares
|
$1.61 Million
0.63% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Granite Investment Partners, LLC
|
Nov 12, 2024 Q3 2024 |
5,052
shares
|
$1.61 Million
0.06% of portfolio
|
Q3 2024
Reduced 12.23%
|
|
|
Johnson Financial Group, Inc.
Racine, WI |
Nov 13, 2024 Q3 2024 |
5,035
shares
|
$1.6 Million
0.06% of portfolio
|
Q3 2024
Reduced 3.21%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Nov 12, 2024 Q3 2024 |
5,026
shares
|
$1.6 Million
0.13% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Smith, Salley & Associates
|
Oct 24, 2024 Q3 2024 |
5,024
shares
|
$1.6 Million
0.09% of portfolio
|
Q3 2024
Added 8.53%
|
|
|
Sargent Investment Group, LLC
|
Nov 06, 2024 Q3 2024 |
5,019
shares
|
$1.6 Million
0.25% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Catalyst Financial Partners LLC
Boston, MA |
Oct 25, 2024 Q3 2024 |
5,009
shares
|
$1.59 Million
0.27% of portfolio
|
Q3 2024
Added 2.73%
|
|
|
Moody Lynn & Lieberson, LLC
|
Oct 23, 2024 Q3 2024 |
5,006
shares
|
$1.59 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.48%
|