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 |
|---|---|---|---|---|---|
|
Wellington Wealth Strategies, Llc.
Indianapolis, IN |
Nov 12, 2024 Q3 2024 |
2,322
shares
|
$759,061
0.51% of portfolio
|
Q3 2024
New holding
|
|
|
Investors Research Corp
|
Nov 12, 2024 Q3 2024 |
2,317
shares
|
$757,427
0.14% of portfolio
|
Q2 2024
Added 4.51%
|
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Nov 25, 2024 Q3 2024 |
2,316
shares
|
$757,100
0.19% of portfolio
|
Q3 2024
Reduced 3.42%
|
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Nov 12, 2024 Q3 2024 |
2,302
shares
|
$752,523
0.33% of portfolio
|
Q3 2024
Reduced 0.35%
|
|
|
Cascades Capital Asset Management, LLC
Greensboro, NC |
Nov 14, 2024 Q3 2024 |
2,302
shares
|
$752,523
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Parkside Advisors LLC
|
Oct 08, 2024 Q3 2024 |
2,299
shares
|
$751,543
0.15% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,296
shares
|
$750,562
0.07% of portfolio
|
Q3 2024
Added 17.5%
|
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,294
shares
|
$749,908
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Cornerstone Wealth Group, LLC
|
Oct 25, 2024 Q3 2024 |
2,284
shares
|
$746,639
0.05% of portfolio
|
Q3 2024
Reduced 4.48%
|
|
|
Accel Wealth Management
|
Oct 15, 2024 Q3 2024 |
2,284
shares
|
$746,639
0.24% of portfolio
|
Q3 2024
Added 1.78%
|
|
|
Truvestments Capital LLC
Sarasota, FL |
Nov 13, 2024 Q3 2024 |
2,276
shares
|
$744,024
0.17% of portfolio
|
Q3 2024
Added 18.11%
|
|
|
Pegasus Partners Ltd.
Mequon, WI |
Nov 01, 2024 Q3 2024 |
2,272
shares
|
$742,716
0.06% of portfolio
|
Q3 2024
Added 13.49%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Oct 10, 2024 Q3 2024 |
2,271
shares
|
$742,389
0.13% of portfolio
|
Q3 2024
Reduced 14.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Nov 12, 2024 Q3 2024 |
2,267
shares
|
$741,082
0.05% of portfolio
|
Q3 2024
Added 5.39%
|
|
|
Covenant Partners, LLC
|
Oct 24, 2024 Q3 2024 |
2,258
shares
|
$738,140
0.18% of portfolio
|
Q3 2024
Added 12.84%
|
|
|
17 Capital Partners, LLC
|
Nov 01, 2024 Q3 2024 |
2,252
shares
|
$736,178
0.4% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Advisory Alpha, LLC
|
Nov 12, 2024 Q3 2024 |
2,252
shares
|
$736,178
0.02% of portfolio
|
Q3 2024
Added 22.13%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
2,244
shares
|
$733,563
0.19% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Gerber Kawasaki Wealth & Investment Management
|
Nov 13, 2024 Q3 2024 |
2,239
shares
|
$731,929
0.03% of portfolio
|
Q3 2024
Added 1.96%
|
|
|
Magnus Financial Group LLC
New York, NY |
Oct 15, 2024 Q3 2024 |
2,234
shares
|
$730,294
0.06% of portfolio
|
Q3 2024
Reduced 12.97%
|
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Nov 08, 2024 Q3 2024 |
2,223
shares
|
$726,698
0.12% of portfolio
|
Q3 2024
Reduced 9.74%
|
|
|
Relyea Zuckerberg Hanson LLC
|
Oct 17, 2024 Q3 2024 |
2,218
shares
|
$725,064
0.09% of portfolio
|
Q2 2024
Added 0.93%
|
|
|
Good Life Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
2,216
shares
|
$724,410
0.04% of portfolio
|
Q3 2024
Added 35.54%
|
|
|
Capital Investment Advisory Services, LLC
|
Oct 30, 2024 Q3 2024 |
2,204
shares
|
$720,487
0.06% of portfolio
|
Q3 2024
Reduced 0.77%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
2,202
shares
|
$719,833
0.03% of portfolio
|
Q3 2024
Added 44.02%
|