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 |
|---|---|---|---|---|---|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Oct 24, 2024 Q3 2024 |
3,446
shares
|
$1.13 Million
0.77% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
3,430
shares
|
$1.12 Million
0.17% of portfolio
|
Q3 2024
Added 57.05%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
3,414
shares
|
$1.12 Million
0.03% of portfolio
|
Q3 2024
Reduced 35.65%
|
|
|
Flc Capital Advisors
|
Oct 16, 2024 Q3 2024 |
3,400
shares
|
$1.11 Million
0.22% of portfolio
|
Q3 2024
Added 2.66%
|
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
|
Kg&L Capital Management,Llc
|
Oct 29, 2024 Q3 2024 |
3,387
shares
|
$1.11 Million
0.3% of portfolio
|
Q3 2024
Added 10.0%
|
|
|
David J Yvars Group
|
Oct 31, 2024 Q3 2024 |
3,380
shares
|
$1.1 Million
0.59% of portfolio
|
Q3 2024
Reduced 79.38%
|
|
|
Ironwood Investment Counsel, LLC
|
Nov 14, 2024 Q3 2024 |
3,366
shares
|
$1.1 Million
0.16% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
3,351
shares
|
$1.1 Million
0.09% of portfolio
|
Q4 2024
Reduced 99.67%
|
|
|
Great Diamond Partners, LLC
|
Oct 25, 2024 Q3 2024 |
3,349
shares
|
$1.09 Million
0.24% of portfolio
|
Q3 2024
Reduced 26.75%
|
|
|
Gryphon Financial Partners LLC
|
Nov 08, 2024 Q3 2024 |
3,345
shares
|
$1.09 Million
0.12% of portfolio
|
Q3 2024
Reduced 3.99%
|
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Nov 12, 2024 Q3 2024 |
3,334
shares
|
$1.09 Million
0.15% of portfolio
|
Q3 2024
Reduced 8.38%
|
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Oct 29, 2024 Q3 2024 |
3,334
shares
|
$1.09 Million
0.67% of portfolio
|
Q3 2024
Added 2.24%
|
|
|
Simon Quick Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3,323
shares
|
$1.09 Million
0.06% of portfolio
|
Q3 2024
Added 7.12%
|
|
|
Staley Capital Advisers Inc
|
Nov 08, 2024 Q3 2024 |
3,305
shares
|
$1.08 Million
0.04% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
|
Principal Street Partners, LLC
Memphis, TN |
Nov 13, 2024 Q3 2024 |
3,297
shares
|
$1.08 Million
0.15% of portfolio
|
Q3 2024
Added 1.04%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Oct 23, 2024 Q3 2024 |
3,291
shares
|
$1.08 Million
0.47% of portfolio
|
Q3 2024
Added 12.4%
|
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Nov 12, 2024 Q3 2024 |
3,279
shares
|
$1.07 Million
0.73% of portfolio
|
Q3 2024
Reduced 24.08%
|
|
|
Wbi Investments, Inc.
|
Nov 12, 2024 Q3 2024 |
3,278
shares
|
$1.07 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
3,274
shares
|
$1.07 Million
0.25% of portfolio
|
Q3 2024
Added 28.04%
|
|
|
Essex Financial Services, Inc.
|
Oct 24, 2024 Q3 2024 |
3,268
shares
|
$1.07 Million
0.04% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Calamos Wealth Management LLC
|
Nov 12, 2024 Q3 2024 |
3,264
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Nov 04, 2024 Q3 2024 |
3,262
shares
|
$1.07 Million
0.2% of portfolio
|
Q3 2024
Reduced 71.83%
|
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Nov 14, 2024 Q3 2024 |
3,262
shares
|
$1.07 Million
0.77% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
|
Monetary Management Group Inc
St Louis, MO |
Nov 13, 2024 Q3 2024 |
3,240
shares
|
$1.06 Million
0.23% of portfolio
|
Q3 2024
Reduced 3.71%
|