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 |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
2,194
shares
|
$717,218
0.11% of portfolio
|
Q3 2024
Reduced 0.68%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
2,192
shares
|
$716,564
0.06% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Wilson & Boucher Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
2,175
shares
|
$711,007
0.41% of portfolio
|
Q3 2024
Added 64.15%
|
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Nov 01, 2024 Q3 2024 |
2,174
shares
|
$710,680
0.05% of portfolio
|
Q3 2024
Added 11.2%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 05, 2024 Q3 2024 |
2,173
shares
|
$710,353
0.03% of portfolio
|
Q2 2024
Reduced 66.23%
|
|
|
Beacon Financial Advisory LLC
|
Oct 30, 2024 Q3 2024 |
2,172
shares
|
$710,026
0.22% of portfolio
|
Q3 2024
Added 31.88%
|
|
|
Wbh Advisory Inc
|
Oct 15, 2024 Q3 2024 |
2,164
shares
|
$707,411
0.06% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Oct 22, 2024 Q3 2024 |
2,163
shares
|
$707,084
0.15% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Oct 16, 2024 Q3 2024 |
2,160
shares
|
$706,104
0.06% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
2,158
shares
|
$705,450
0.07% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Oct 29, 2024 Q3 2024 |
2,154
shares
|
$704,142
0.05% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Brio Consultants, LLC
|
Oct 18, 2024 Q3 2024 |
2,149
shares
|
$702,508
0.09% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
2,147
shares
|
$701,854
0.17% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
Dec 19, 2024 Q3 2024 |
2,140
shares
|
$699,566
0.13% of portfolio
|
Q3 2024
Added 7.27%
|
|
|
Marino, Stram & Associates LLC
|
Oct 21, 2024 Q3 2024 |
2,137
shares
|
$698,585
0.13% of portfolio
|
Q2 2024
Added 15.58%
|
|
|
Centiva Capital, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
2,133
shares
|
$697,277
0.01% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$692,047
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|
|
Peterson Wealth Services
|
Nov 06, 2024 Q3 2024 |
2,116
shares
|
$691,720
0.19% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Western Pacific Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
2,116
shares
|
$691,720
0.39% of portfolio
|
Q3 2024
Reduced 54.87%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
2,112
shares
|
$690,412
0.32% of portfolio
|
Q3 2024
Reduced 89.48%
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 11, 2024 Q3 2024 |
2,111
shares
|
$690,085
0.19% of portfolio
|
Q3 2024
New holding
|
|
|
Cedrus LLC
Littleton, CO |
Oct 18, 2024 Q3 2024 |
2,096
shares
|
$685,182
0.21% of portfolio
|
Q3 2024
Added 8.1%
|
|
|
Walkner Condon Financial Advisors LLC
|
Oct 31, 2024 Q3 2024 |
2,093
shares
|
$684,201
0.12% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,087
shares
|
$682,240
0.08% of portfolio
|
Q1 2023
Reduced 15.47%
|
|
|
Eagle Strategies LLC
New York, NY |
Oct 25, 2024 Q3 2024 |
2,086
shares
|
$681,913
0.1% of portfolio
|
Q3 2024
Reduced 68.07%
|