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 |
|---|---|---|---|---|---|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Oct 28, 2024 Q3 2024 |
3,679
shares
|
$1.2 Million
0.4% of portfolio
|
Q3 2024
Added 2.08%
|
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
3,676
shares
|
$1.2 Million
0.22% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Nov 07, 2024 Q3 2024 |
3,676
shares
|
$1.2 Million
0.48% of portfolio
|
Q3 2024
Added 13.39%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
3,675
shares
|
$1.2 Million
0.13% of portfolio
|
Q3 2024
Added 14.06%
|
|
|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$1.2 Million
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
|
Founders Financial Securities LLC
|
Nov 12, 2024 Q3 2024 |
3,648
shares
|
$1.19 Million
0.09% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
3,647
shares
|
$1.19 Million
0.13% of portfolio
|
Q3 2024
Reduced 3.03%
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Oct 29, 2024 Q3 2024 |
3,646
shares
|
$1.19 Million
0.62% of portfolio
|
Q3 2024
Added 18.99%
|
|
|
Copperwynd Financial, LLC
|
Nov 04, 2024 Q3 2024 |
3,641
shares
|
$1.19 Million
0.3% of portfolio
|
Q3 2024
Added 13.89%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Nov 07, 2024 Q3 2024 |
3,634
shares
|
$1.19 Million
0.42% of portfolio
|
Q3 2024
Reduced 68.44%
|
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Nov 12, 2024 Q3 2024 |
3,624
shares
|
$1.18 Million
0.04% of portfolio
|
Q3 2024
Added 78.43%
|
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Oct 23, 2024 Q3 2024 |
3,619
shares
|
$1.18 Million
0.33% of portfolio
|
Q3 2024
Added 62.72%
|
|
|
Kraematon Investment Advisors, Inc
|
Nov 08, 2024 Q3 2024 |
3,614
shares
|
$1.18 Million
1.03% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Ipswich Investment Management Co., Inc.
|
Nov 06, 2024 Q3 2024 |
3,590
shares
|
$1.17 Million
0.23% of portfolio
|
Q3 2024
Reduced 1.37%
|
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$1.17 Million
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
|
Sky Investment Group LLC
|
Oct 21, 2024 Q3 2024 |
3,542
shares
|
$1.16 Million
0.18% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Malaga Cove Capital, LLC
|
Oct 31, 2024 Q3 2024 |
3,542
shares
|
$1.16 Million
0.41% of portfolio
|
Q3 2024
Added 34.17%
|
|
|
Lokken Investment Group LLC
|
Nov 12, 2024 Q3 2024 |
3,533
shares
|
$1.15 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
Brown Capital Management LLC
Baltimore, MD |
Nov 12, 2024 Q3 2024 |
3,517
shares
|
$1.15 Million
0.02% of portfolio
|
Q3 2024
Reduced 0.79%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Nov 12, 2024 Q3 2024 |
3,514
shares
|
$1.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Xml Financial, LLC
|
Nov 01, 2024 Q3 2024 |
3,489
shares
|
$1.14 Million
0.09% of portfolio
|
Q3 2024
Reduced 0.94%
|
|
|
Flynn Zito Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
3,478
shares
|
$1.14 Million
0.46% of portfolio
|
Q3 2024
Reduced 34.43%
|
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$1.14 Million
0.12% of portfolio
|
Q4 2022
New holding
|
|
|
Wealth Alliance Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
3,465
shares
|
$1.13 Million
0.21% of portfolio
|
Q3 2024
Reduced 1.25%
|
|
|
Watershed Private Wealth LLC
Oak Brook, IL |
Oct 15, 2024 Q3 2024 |
3,461
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.03%
|