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 |
|---|---|---|---|---|---|
|
Inspire Trust Co, N.A.
Reno, NV |
Dec 02, 2024 Q3 2024 |
3,000
shares
|
$980,699
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Tranquility Partners, LLC
|
Nov 07, 2024 Q3 2024 |
2,974
shares
|
$972,200
0.3% of portfolio
|
Q1 2024
Added 1.09%
|
|
|
Smithfield Trust CO
Pittsburgh, PA |
Nov 12, 2024 Q3 2024 |
2,966
shares
|
$969,585
0.04% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,951
shares
|
$964,681
0.23% of portfolio
|
Q2 2024
Added 184.85%
|
|
|
Rovin Capital
|
Nov 01, 2024 Q3 2024 |
2,941
shares
|
$961,412
0.3% of portfolio
|
Q3 2024
Added 83.13%
|
|
|
Knuff & CO LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
2,940
shares
|
$961,085
0.25% of portfolio
|
Q1 2024
Added 15.75%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Nov 06, 2024 Q3 2024 |
2,935
shares
|
$959,451
0.45% of portfolio
|
Q4 2022
New holding
|
|
|
Soltis Investment Advisors LLC
St. George, UT |
Jan 03, 2025 Q3 2024 |
2,927
shares
|
$956,836
0.08% of portfolio
|
Q3 2024
Reduced 6.01%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,924
shares
|
$955,855
0.29% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,907
shares
|
$950,298
0.14% of portfolio
|
Q3 2024
Added 26.34%
|
|
|
Davis R M Inc
Portland, ME |
Nov 12, 2024 Q3 2024 |
2,901
shares
|
$948,336
0.02% of portfolio
|
Q3 2024
Reduced 6.99%
|
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Nov 13, 2024 Q3 2024 |
2,900
shares
|
$948,009
0.17% of portfolio
|
Q3 2024
Added 189.71%
|
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Nov 14, 2024 Q3 2024 |
2,896
shares
|
$946,702
0.0% of portfolio
|
Q3 2024
Reduced 75.71%
|
|
|
Grove Bank & Trust
|
Oct 11, 2024 Q3 2024 |
2,893
shares
|
$945,721
0.12% of portfolio
|
Q3 2024
Reduced 78.27%
|
|
|
Vista Wealth Management Group, LLC
|
Nov 06, 2024 Q3 2024 |
2,891
shares
|
$945,067
0.05% of portfolio
|
Q3 2024
Reduced 34.18%
|
|
|
Greystone Financial Group, LLC
|
Oct 22, 2024 Q3 2024 |
2,886
shares
|
$943,433
0.14% of portfolio
|
Q3 2024
Reduced 19.72%
|
|
|
Pointe Capital Management LLC
|
Oct 24, 2024 Q3 2024 |
2,886
shares
|
$943,433
0.47% of portfolio
|
Q3 2024
Added 45.1%
|
|
|
United Community Bank
Greenville, SC |
Oct 30, 2024 Q3 2024 |
2,875
shares
|
$939,837
0.31% of portfolio
|
Q3 2024
Added 16.35%
|
|
|
Poehling Capital Management, Inc.
Madison, WI |
Nov 13, 2024 Q3 2024 |
2,869
shares
|
$937,876
0.2% of portfolio
|
Q3 2024
Added 7.01%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Nov 08, 2024 Q3 2024 |
2,860
shares
|
$934,933
0.27% of portfolio
|
Q3 2024
Added 76.65%
|
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Oct 15, 2024 Q3 2024 |
2,852
shares
|
$932,318
0.1% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
Eads & Heald Wealth Management
|
Oct 28, 2024 Q3 2024 |
2,841
shares
|
$928,722
0.37% of portfolio
|
Q3 2024
Added 7.86%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Nov 14, 2024 Q3 2024 |
2,841
shares
|
$928,722
0.14% of portfolio
|
Q3 2024
Added 33.44%
|
|
|
S&Co Inc
Boston, MA |
Nov 07, 2024 Q3 2024 |
2,839
shares
|
$928,069
0.05% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
|
Dark Forest Capital Management LP
Weston, CT |
Nov 14, 2024 Q3 2024 |
2,839
shares
|
$928,069
0.11% of portfolio
|
Q3 2024
New holding
|