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 |
|---|---|---|---|---|---|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,075
shares
|
$1.01 Million
3.3% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
|
Retireful, LLC
|
Nov 08, 2024 Q3 2024 |
3,073
shares
|
$1 Million
0.63% of portfolio
|
Q3 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Oct 29, 2024 Q3 2024 |
3,073
shares
|
$1 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
3,069
shares
|
$1 Million
0.08% of portfolio
|
Q3 2024
Reduced 89.26%
|
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,069
shares
|
$1 Million
0.01% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
3,067
shares
|
$1 Million
0.04% of portfolio
|
Q3 2024
Reduced 58.3%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Oct 30, 2024 Q3 2024 |
3,065
shares
|
$1 Million
0.39% of portfolio
|
Q3 2024
Added 4.29%
|
|
|
Lingohr & Partner Asset Management Gmb H
Erkrath, 2M |
Nov 08, 2024 Q3 2024 |
3,065
shares
|
$1 Million
2.03% of portfolio
|
Q3 2024
Added 48.64%
|
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Nov 15, 2024 Q3 2024 |
3,060
shares
|
$1 Million
0.41% of portfolio
|
Q3 2024
Reduced 14.98%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Oct 17, 2024 Q3 2024 |
3,056
shares
|
$999,006
0.78% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Catalina Capital Group, LLC
Torrance, CA |
Oct 30, 2024 Q3 2024 |
3,042
shares
|
$994,429
0.28% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Meadow Creek Wealth Advisors LLC
|
Oct 22, 2024 Q3 2024 |
3,036
shares
|
$992,468
0.66% of portfolio
|
Q3 2024
Reduced 2.0%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
3,034
shares
|
$991,814
0.01% of portfolio
|
Q3 2024
Added 14.19%
|
|
|
Corvex Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
3,032
shares
|
$991,160
0.04% of portfolio
|
Q2 2023
Reduced 87.06%
|
|
|
Parkside Financial Bank & Trust
|
Nov 07, 2024 Q3 2024 |
3,030
shares
|
$990,506
0.12% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
River & Mercantile Asset Management LLP
London, X0 |
Nov 04, 2024 Q3 2024 |
3,030
shares
|
$990,506
0.18% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
Wealth Advisors Of Iowa, LLC
|
Nov 12, 2024 Q3 2024 |
3,028
shares
|
$989,853
0.42% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Oct 30, 2024 Q3 2024 |
3,025
shares
|
$988,872
0.1% of portfolio
|
Q3 2024
Reduced 8.31%
|
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,020
shares
|
$987,237
0.09% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Nov 06, 2024 Q3 2024 |
3,013
shares
|
$984,949
0.25% of portfolio
|
Q2 2024
Added 32.15%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$984,622
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
|
Carret Asset Management, LLC
|
Oct 24, 2024 Q3 2024 |
3,011
shares
|
$984,295
0.09% of portfolio
|
Q3 2024
Added 12.39%
|
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Oct 23, 2024 Q3 2024 |
3,005
shares
|
$982,334
0.05% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Facet Wealth, Inc.
|
Nov 04, 2024 Q3 2024 |
3,001
shares
|
$981,026
0.02% of portfolio
|
Q3 2024
Added 183.92%
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$980,699
0.37% of portfolio
|
Q3 2023
New holding
|