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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$925,453
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 15, 2024 Q3 2024 |
2,810
shares
|
$918,588
0.56% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Nov 14, 2024 Q3 2024 |
2,806
shares
|
$917,281
0.01% of portfolio
|
Q3 2024
Added 76.59%
|
|
|
Nichols & Pratt Advisers LLP
|
Oct 25, 2024 Q3 2024 |
2,805
shares
|
$916,954
0.05% of portfolio
|
Q3 2024
Added 89.53%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
2,800
shares
|
$915,319
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
2,799
shares
|
$914,993
0.43% of portfolio
|
Q3 2024
Added 23.2%
|
|
|
Beck Bode, LLC
|
Nov 08, 2024 Q3 2024 |
2,798
shares
|
$914,666
0.14% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Nov 08, 2024 Q3 2024 |
2,798
shares
|
$914,666
0.39% of portfolio
|
Q3 2024
Added 18.16%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
2,778
shares
|
$908,128
0.05% of portfolio
|
Q3 2024
Added 94.4%
|
|
|
Nvest Financial, LLC
|
Oct 09, 2024 Q3 2024 |
2,775
shares
|
$907,147
0.45% of portfolio
|
Q3 2024
Added 45.67%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 09, 2024 Q3 2024 |
2,775
shares
|
$907,147
0.62% of portfolio
|
Q3 2024
Added 17.78%
|
|
|
Sunflower Bank, N.A.
Denver, CO |
Oct 10, 2024 Q3 2024 |
2,775
shares
|
$907,147
0.21% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Angeles Investment Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
2,773
shares
|
$906,493
0.04% of portfolio
|
Q2 2024
Added 8.24%
|
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$905,512
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
|
Callan Capital, LLC
La Jolla, CA |
Nov 12, 2024 Q3 2024 |
2,770
shares
|
$905,512
0.05% of portfolio
|
Q3 2024
Added 38.36%
|
|
|
First Citizens Bank & Trust CO
|
Oct 17, 2024 Q3 2024 |
2,761
shares
|
$902,570
0.01% of portfolio
|
Q3 2024
Reduced 8.21%
|
|
|
Jackson Creek Investment Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,744
shares
|
$897,013
0.22% of portfolio
|
Q3 2024
Added 92.43%
|
|
|
My Legacy Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,742
shares
|
$896,359
0.3% of portfolio
|
Q3 2024
Reduced 14.34%
|
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$893,744
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
|
Moseley Investment Management Inc
|
Oct 16, 2024 Q3 2024 |
2,723
shares
|
$890,148
0.3% of portfolio
|
Q3 2024
Reduced 26.9%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
2,719
shares
|
$888,841
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$888,187
0.58% of portfolio
|
Q3 2023
Added 16.11%
|
|
|
Seaport Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,715
shares
|
$887,533
2.41% of portfolio
|
Q1 2024
Added 35.01%
|
|
|
Evermay Wealth Management LLC
Arlington, VA |
Oct 25, 2024 Q3 2024 |
2,713
shares
|
$886,879
0.12% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$883,610
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|