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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Oct 08, 2024 Q3 2024 |
2,703
shares
|
$883,610
0.21% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Alta Advisers LTD
|
Nov 08, 2024 Q3 2024 |
2,700
shares
|
$882,629
0.34% of portfolio
|
Q3 2022
New holding
|
|
|
Hemenway Trust CO LLC
|
Nov 05, 2024 Q3 2024 |
2,695
shares
|
$880,995
0.06% of portfolio
|
Q3 2024
Added 54.44%
|
|
|
Forvis Wealth Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,685
shares
|
$877,726
0.02% of portfolio
|
Q3 2024
Added 94.57%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
2,676
shares
|
$874,784
0.07% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Vancity Investment Management LTD
Vancouver, A1 |
Nov 14, 2024 Q3 2024 |
2,675
shares
|
$874,457
0.09% of portfolio
|
Q3 2024
Reduced 98.54%
|
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$873,476
0.37% of portfolio
|
Q1 2023
Added 1.48%
|
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Oct 29, 2024 Q3 2024 |
2,671
shares
|
$873,149
0.05% of portfolio
|
Q3 2024
Added 4.46%
|
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Nov 14, 2024 Q3 2024 |
2,659
shares
|
$869,227
0.01% of portfolio
|
Q3 2024
Added 16.98%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Oct 11, 2024 Q3 2024 |
2,659
shares
|
$869,227
0.43% of portfolio
|
Q3 2024
Added 13.05%
|
|
|
Avitas Wealth Management LLC
|
Oct 25, 2024 Q3 2024 |
2,651
shares
|
$866,611
0.1% of portfolio
|
Q3 2024
Reduced 7.15%
|
|
|
Financial Advisory Service, Inc.
|
Oct 17, 2024 Q3 2024 |
2,649
shares
|
$865,958
0.06% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
West Branch Capital LLC
|
Oct 18, 2024 Q3 2024 |
2,647
shares
|
$865,304
0.26% of portfolio
|
Q3 2024
Added 54.07%
|
|
|
Fayez Sarofim & CO
Houston, TX |
Nov 14, 2024 Q3 2024 |
2,646
shares
|
$864,977
0.0% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,636
shares
|
$861,708
1.32% of portfolio
|
Q4 2023
Added 13.67%
|
|
|
Blodgett Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
2,627
shares
|
$858,766
0.6% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Nov 22, 2024 Q3 2024 |
2,626
shares
|
$858,439
0.02% of portfolio
|
Q3 2024
Reduced 17.19%
|
|
|
Aviso Wealth Management
Bellevue, WA |
Nov 07, 2024 Q3 2024 |
2,625
shares
|
$858,112
0.39% of portfolio
|
Q3 2024
Reduced 14.63%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Nov 04, 2024 Q3 2024 |
2,617
shares
|
$855,497
0.01% of portfolio
|
Q3 2024
Reduced 10.35%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,613
shares
|
$854,189
0.05% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Winslow Capital Management, LLC
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
2,612
shares
|
$853,862
0.0% of portfolio
|
Q3 2024
Reduced 96.98%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
2,603
shares
|
$850,920
0.31% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Inscription Capital, LLC
Houston, TX |
Oct 24, 2024 Q3 2024 |
2,593
shares
|
$847,651
0.11% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Nvwm, LLC
|
Oct 29, 2024 Q3 2024 |
2,565
shares
|
$838,498
0.18% of portfolio
|
Q3 2024
Added 1.42%
|
|
|
Key F Inancial Inc
|
Oct 29, 2024 Q3 2024 |
2,557
shares
|
$835,883
0.16% of portfolio
|
Q3 2024
Added 0.39%
|