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 |
|---|---|---|---|---|---|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Oct 09, 2024 Q3 2024 |
4,624
shares
|
$1.47 Million
0.31% of portfolio
|
Q3 2024
Reduced 0.04%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
4,618
shares
|
$1.47 Million
0.16% of portfolio
|
Q3 2024
Added 11.3%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Oct 09, 2024 Q3 2024 |
4,608
shares
|
$1.46 Million
0.04% of portfolio
|
Q3 2024
Added 1.95%
|
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Oct 25, 2024 Q3 2024 |
4,601
shares
|
$1.46 Million
0.14% of portfolio
|
Q3 2024
Added 60.2%
|
|
|
Pinnacle Wealth Planning Services, Inc.
|
Nov 13, 2024 Q3 2024 |
4,595
shares
|
$1.46 Million
0.17% of portfolio
|
Q3 2024
Reduced 5.69%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Nov 12, 2024 Q3 2024 |
4,575
shares
|
$1.45 Million
0.35% of portfolio
|
Q4 2023
Reduced 36.46%
|
|
|
Bank Ozk
|
Nov 14, 2024 Q3 2024 |
4,566
shares
|
$1.45 Million
0.52% of portfolio
|
Q3 2024
Reduced 3.08%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
4,562
shares
|
$1.45 Million
0.14% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Exchange Traded Concepts, LLC
|
Oct 10, 2024 Q3 2024 |
4,553
shares
|
$1.45 Million
0.03% of portfolio
|
Q3 2024
Reduced 58.38%
|
|
|
Essex Savings Bank
|
Nov 01, 2024 Q3 2024 |
4,551
shares
|
$1.45 Million
0.31% of portfolio
|
Q3 2024
Added 5.2%
|
|
|
Hohimer Wealth Management, LLC
|
Nov 18, 2024 Q3 2024 |
4,541
shares
|
$1.44 Million
0.27% of portfolio
|
Q3 2024
Added 3.51%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.44 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
4,526
shares
|
$1.44 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
|
Occidental Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
4,522
shares
|
$1.44 Million
0.2% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Lebenthal Global Advisors, LLC
|
Oct 28, 2024 Q3 2024 |
4,498
shares
|
$1.43 Million
0.25% of portfolio
|
Q3 2024
Added 8.73%
|
|
|
Pds Planning, Inc
|
Oct 29, 2024 Q3 2024 |
4,496
shares
|
$1.43 Million
0.11% of portfolio
|
Q3 2024
Added 8.26%
|
|
|
Embree Financial Group
Chicago, IL |
Oct 18, 2024 Q3 2024 |
4,478
shares
|
$1.42 Million
0.22% of portfolio
|
Q3 2024
Added 6.47%
|
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Nov 12, 2024 Q3 2024 |
4,472
shares
|
$1.42 Million
0.05% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Csenge Advisory Group
|
Nov 13, 2024 Q3 2024 |
4,469
shares
|
$1.42 Million
0.06% of portfolio
|
Q3 2024
Added 4.91%
|
|
|
First United Bank & Trust
|
Oct 15, 2024 Q3 2024 |
4,464
shares
|
$1.42 Million
0.45% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
|
Donoghue Forlines LLC
|
Nov 13, 2024 Q3 2024 |
4,454
shares
|
$1.42 Million
0.36% of portfolio
|
Q3 2024
New holding
|
|
|
Nabity Jensen Investment Management Inc
Omaha, NE |
Nov 15, 2024 Q3 2024 |
4,440
shares
|
$1.41 Million
0.93% of portfolio
|
Q3 2024
New holding
|
|
|
Sentry Investment Management LLC
|
Oct 30, 2024 Q3 2024 |
4,405
shares
|
$1.4 Million
0.51% of portfolio
|
Q3 2024
Added 4.36%
|
|
|
Bordeaux Wealth Advisors LLC
|
Nov 04, 2024 Q3 2024 |
4,403
shares
|
$1.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 32.21%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 18, 2024 Q3 2024 |
4,400
shares
|
$1.4 Million
0.56% of portfolio
|
Q3 2024
Added 11.51%
|