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 |
|---|---|---|---|---|---|
|
Bfsg, LLC
|
Oct 16, 2024 Q3 2024 |
4,054
shares
|
$1.33 Million
0.13% of portfolio
|
Q3 2024
Added 4.73%
|
|
|
Shaker Investments LLC
|
Oct 10, 2024 Q3 2024 |
4,052
shares
|
$1.32 Million
0.46% of portfolio
|
Q3 2024
Reduced 49.88%
|
|
|
Bridges Investment Management Inc
|
Nov 01, 2024 Q3 2024 |
4,044
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Reduced 14.21%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Nov 14, 2024 Q3 2024 |
4,041
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2024
Reduced 86.18%
|
|
|
Advisor Resource Council
|
Oct 31, 2024 Q3 2024 |
4,033
shares
|
$1.32 Million
0.37% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
4,026
shares
|
$1.32 Million
0.07% of portfolio
|
Q3 2024
Added 24.64%
|
|
|
Sage Rhino Capital LLC
|
Nov 01, 2024 Q3 2024 |
4,023
shares
|
$1.32 Million
0.25% of portfolio
|
Q3 2024
Added 0.7%
|
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$1.31 Million
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Nov 04, 2024 Q3 2024 |
4,020
shares
|
$1.31 Million
0.44% of portfolio
|
Q3 2024
New holding
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Nov 05, 2024 Q3 2024 |
3,980
shares
|
$1.3 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.08%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$1.3 Million
2.2% of portfolio
|
Q2 2022
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$1.3 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Lcm Capital Management Inc
|
Oct 28, 2024 Q3 2024 |
3,946
shares
|
$1.29 Million
0.63% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Nov 13, 2024 Q3 2024 |
3,940
shares
|
$1.29 Million
0.51% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$1.28 Million
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$1.28 Million
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
3,913
shares
|
$1.28 Million
0.18% of portfolio
|
Q3 2024
Added 0.03%
|
|
|
Monetta Financial Services Inc
Wheaton, IL |
Nov 07, 2024 Q3 2024 |
3,900
shares
|
$1.27 Million
0.91% of portfolio
|
Q3 2024
New holding
|
|
|
Shum Financial Group, Inc.
Alameda, CA |
Nov 13, 2024 Q3 2024 |
3,893
shares
|
$1.27 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Romano Brothers And Company
Evanston, IL |
Oct 22, 2024 Q3 2024 |
3,891
shares
|
$1.27 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.24%
|
|
|
Bond & Devick Financial Network, Inc.
|
Nov 04, 2024 Q3 2024 |
3,871
shares
|
$1.27 Million
0.46% of portfolio
|
Q2 2024
Added 4.03%
|
|
|
Delta Financial Advisors LLC
|
Nov 04, 2024 Q3 2024 |
3,871
shares
|
$1.27 Million
0.38% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Prudent Man Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
3,870
shares
|
$1.27 Million
0.36% of portfolio
|
Q3 2024
Reduced 4.37%
|
|
|
Ted Buchan & CO
San Diego, CA |
Nov 01, 2024 Q3 2024 |
3,843
shares
|
$1.26 Million
0.5% of portfolio
|
Q3 2024
Added 13.43%
|
|
|
Augustine Asset Management Inc
|
Oct 25, 2024 Q3 2024 |
3,840
shares
|
$1.26 Million
0.37% of portfolio
|
Q3 2024
Added 1.13%
|