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 |
|---|---|---|---|---|---|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Nov 06, 2024 Q3 2024 |
4,807
shares
|
$1.53 Million
0.4% of portfolio
|
Q3 2024
Reduced 43.79%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Oct 28, 2024 Q3 2024 |
4,798
shares
|
$1.53 Million
0.75% of portfolio
|
Q3 2024
Added 26.93%
|
|
|
Westside Investment Management, Inc.
|
Nov 20, 2024 Q3 2024 |
4,792
shares
|
$1.52 Million
0.27% of portfolio
|
Q3 2024
Reduced 0.42%
|
|
|
Argent Advisors, Inc.
Monroe, LA |
Nov 13, 2024 Q3 2024 |
4,791
shares
|
$1.52 Million
0.49% of portfolio
|
Q3 2024
Added 0.36%
|
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.52 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
4,781
shares
|
$1.52 Million
0.18% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Oct 31, 2024 Q3 2024 |
4,779
shares
|
$1.52 Million
0.94% of portfolio
|
Q3 2024
Added 2.25%
|
|
|
Country Club Bank
|
Oct 23, 2024 Q3 2024 |
4,778
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2024
Reduced 5.24%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Nov 12, 2024 Q3 2024 |
4,765
shares
|
$1.51 Million
0.87% of portfolio
|
Q3 2024
Added 9.82%
|
|
|
Argus Investors' Counsel, Inc.
|
Oct 21, 2024 Q3 2024 |
4,764
shares
|
$1.51 Million
0.88% of portfolio
|
Q3 2024
Reduced 0.75%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Nov 12, 2024 Q3 2024 |
4,747
shares
|
$1.51 Million
0.05% of portfolio
|
Q3 2024
Reduced 2.81%
|
|
|
Aldebaran Financial Inc.
|
Nov 21, 2024 Q3 2024 |
4,735
shares
|
$1.51 Million
1.62% of portfolio
|
Q2 2024
Added 2.62%
|
|
|
Key Client Fiduciary Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
4,720
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.5 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Nov 14, 2024 Q3 2024 |
4,713
shares
|
$1.5 Million
0.03% of portfolio
|
Q3 2024
Added 9.3%
|
|
|
Brophy Wealth Management, LLC
Bedford, NH |
Nov 14, 2024 Q3 2024 |
4,712
shares
|
$1.5 Million
0.46% of portfolio
|
Q3 2024
New holding
|
|
|
Viawealth, LLC
Overland Park, KS |
Nov 12, 2024 Q3 2024 |
4,706
shares
|
$1.5 Million
0.75% of portfolio
|
Q3 2024
Added 14.11%
|
|
|
Payden & Rygel
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
4,700
shares
|
$1.49 Million
0.1% of portfolio
|
Q3 2024
Added 14.63%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Nov 14, 2024 Q3 2024 |
4,694
shares
|
$1.49 Million
0.75% of portfolio
|
Q3 2024
Added 3.44%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
4,683
shares
|
$1.49 Million
0.22% of portfolio
|
Q3 2024
Added 28.44%
|
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Oct 21, 2024 Q3 2024 |
4,678
shares
|
$1.49 Million
0.14% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Oct 31, 2024 Q3 2024 |
4,665
shares
|
$1.48 Million
0.45% of portfolio
|
Q3 2024
Reduced 17.08%
|
|
|
Legacy Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
4,659
shares
|
$1.48 Million
0.14% of portfolio
|
Q3 2024
Added 17.56%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Nov 15, 2024 Q3 2024 |
4,659
shares
|
$1.48 Million
0.62% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Oct 30, 2024 Q3 2024 |
4,630
shares
|
$1.47 Million
0.42% of portfolio
|
Q3 2024
Reduced 7.66%
|