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 |
|---|---|---|---|---|---|
|
City State Bank
Norwalk, IA |
Oct 10, 2024 Q3 2024 |
2,433
shares
|
$795,347
0.24% of portfolio
|
Q2 2024
Added 125.49%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Nov 07, 2024 Q3 2024 |
2,433
shares
|
$795,347
0.18% of portfolio
|
Q3 2024
Reduced 5.92%
|
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Oct 31, 2024 Q3 2024 |
2,423
shares
|
$792,078
0.22% of portfolio
|
Q2 2024
New holding
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Oct 30, 2024 Q3 2024 |
2,406
shares
|
$786,521
0.34% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$785,540
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
|
Studio Investment Management LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
2,401
shares
|
$784,886
0.14% of portfolio
|
Q3 2024
Added 1.74%
|
|
|
Alera Investment Advisors, LLC
|
Nov 14, 2024 Q3 2024 |
2,398
shares
|
$783,906
0.08% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Oct 17, 2024 Q3 2024 |
2,397
shares
|
$783,579
0.07% of portfolio
|
Q3 2024
Added 39.85%
|
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$782,925
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Nov 12, 2024 Q3 2024 |
2,393
shares
|
$782,271
0.36% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Nov 04, 2024 Q3 2024 |
2,390
shares
|
$781,291
0.14% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Sierra Capital LLC
|
Oct 21, 2024 Q3 2024 |
2,390
shares
|
$781,291
0.08% of portfolio
|
Q1 2024
New holding
|
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,390
shares
|
$781,291
0.01% of portfolio
|
Q3 2024
Reduced 28.36%
|
|
|
Holderness Investments CO
Greensboro, NC |
Nov 12, 2024 Q3 2024 |
2,386
shares
|
$779,983
0.14% of portfolio
|
Q3 2024
Added 0.55%
|
|
|
Childress Capital Advisors, LLC
Houston, TX |
Oct 25, 2024 Q3 2024 |
2,382
shares
|
$778,675
0.18% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Oct 23, 2024 Q3 2024 |
2,376
shares
|
$776,714
0.33% of portfolio
|
Q3 2024
Added 2.11%
|
|
|
B&L Asset Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
2,369
shares
|
$774,426
0.41% of portfolio
|
Q3 2024
New holding
|
|
|
Gabelli Funds LLC
Rye, NY |
Nov 13, 2024 Q3 2024 |
2,355
shares
|
$769,849
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Global Trust Asset Management, LLC
|
Oct 23, 2024 Q3 2024 |
2,351
shares
|
$768,541
0.24% of portfolio
|
Q3 2024
Reduced 7.33%
|
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Oct 15, 2024 Q3 2024 |
2,350
shares
|
$768,215
0.27% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Joel Isaacson & Co., LLC
|
Oct 23, 2024 Q3 2024 |
2,349
shares
|
$767,888
0.03% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,349
shares
|
$767,888
0.28% of portfolio
|
Q4 2022
Reduced 25.78%
|
|
|
Rfg Holdings, Inc.
|
Oct 10, 2024 Q3 2024 |
2,338
shares
|
$764,292
0.23% of portfolio
|
Q3 2024
Added 15.29%
|
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,334
shares
|
$762,984
0.51% of portfolio
|
Q2 2022
Added 0.65%
|
|
|
Pfg Advisors
|
Oct 15, 2024 Q3 2024 |
2,331
shares
|
$762,003
0.04% of portfolio
|
Q3 2024
Reduced 3.44%
|