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 |
|---|---|---|---|---|---|
|
Laffer Tengler Investments
Nashville, TN |
Nov 04, 2024 Q3 2024 |
2,086
shares
|
$681,913
0.12% of portfolio
|
Q3 2024
Reduced 2.48%
|
|
|
626 Financial, LLC
|
Oct 15, 2024 Q3 2024 |
2,085
shares
|
$681,586
0.32% of portfolio
|
Q3 2024
Reduced 9.9%
|
|
|
Synergy Financial Group, LTD
|
Nov 15, 2024 Q3 2024 |
2,077
shares
|
$678,971
0.55% of portfolio
|
Q3 2024
Added 6.13%
|
|
|
White Pine Capital LLC
Golden Valley, MN |
Nov 12, 2024 Q3 2024 |
2,077
shares
|
$678,971
0.2% of portfolio
|
Q3 2024
Added 5.75%
|
|
|
Altfest L J & CO Inc
|
Nov 05, 2024 Q3 2024 |
2,074
shares
|
$677,990
0.08% of portfolio
|
Q3 2024
Reduced 8.03%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Oct 22, 2024 Q3 2024 |
2,072
shares
|
$677,336
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Nov 13, 2024 Q3 2024 |
2,066
shares
|
$675,375
0.05% of portfolio
|
Q3 2024
Reduced 48.18%
|
|
|
Addison Advisors LLC
|
Nov 04, 2024 Q3 2024 |
2,052
shares
|
$670,798
0.17% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Bison Wealth, LLC
|
Nov 05, 2024 Q3 2024 |
2,050
shares
|
$670,145
0.1% of portfolio
|
Q3 2024
Reduced 4.21%
|
|
|
Redwood Financial Network Corp
|
Nov 08, 2024 Q3 2024 |
2,041
shares
|
$667,202
0.44% of portfolio
|
Q3 2024
Reduced 4.67%
|
|
|
Boston Trust Walden Corp
|
Oct 24, 2024 Q3 2024 |
2,039
shares
|
$666,549
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
New Century Financial Group, LLC
Princeton, NJ |
Oct 18, 2024 Q3 2024 |
2,038
shares
|
$666,222
0.2% of portfolio
|
Q3 2024
Added 157.97%
|
|
|
H&H Retirement Design & Management Inc
|
Oct 16, 2024 Q3 2024 |
2,035
shares
|
$665,241
0.33% of portfolio
|
Q3 2024
Added 31.63%
|
|
|
Tyche Wealth Partners LLC
Plano, TX |
Oct 25, 2024 Q3 2024 |
2,029
shares
|
$663,280
0.13% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$662,299
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Nov 14, 2024 Q3 2024 |
2,024
shares
|
$661,645
0.16% of portfolio
|
Q3 2024
Reduced 3.57%
|
|
|
Bigelow Investment Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
2,022
shares
|
$660,991
0.25% of portfolio
|
Q3 2024
Added 7.61%
|
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Oct 09, 2024 Q3 2024 |
2,020
shares
|
$660,338
0.05% of portfolio
|
Q3 2024
Reduced 21.8%
|
|
|
Heartland Bank & Trust CO
|
Oct 22, 2024 Q3 2024 |
2,014
shares
|
$658,376
0.3% of portfolio
|
Q3 2024
Reduced 6.06%
|
|
|
Ewa, LLC
Pittsbugh, PA |
Nov 15, 2024 Q3 2024 |
2,001
shares
|
$654,126
0.24% of portfolio
|
Q3 2024
Added 1.68%
|
|
|
Alley Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
2,000
shares
|
$653,800
0.07% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Grace & Mercy Foundation, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
2,000
shares
|
$653,800
0.12% of portfolio
|
Q3 2024
Reduced 73.33%
|
|
|
Latko Wealth Management, Ltd.
Frankfort, IL |
Oct 29, 2024 Q3 2024 |
2,000
shares
|
$653,800
0.33% of portfolio
|
Q3 2024
New holding
|
|
|
Traveka Wealth, LLC
San Jose, CA |
Oct 08, 2024 Q3 2024 |
1,996
shares
|
$652,492
0.28% of portfolio
|
Q3 2024
Added 4.01%
|
|
|
Spc Financial, Inc.
|
Oct 16, 2024 Q3 2024 |
1,995
shares
|
$652,165
0.05% of portfolio
|
Q3 2024
Added 3.69%
|