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 |
|---|---|---|---|---|---|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$651,184
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
|
Tfb Advisors LLC
Overland Park, KS |
Oct 31, 2024 Q3 2024 |
1,986
shares
|
$649,223
0.16% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Northwest Financial Advisors
Herndon, VA |
Nov 13, 2024 Q3 2024 |
1,986
shares
|
$649,223
0.43% of portfolio
|
Q3 2024
Reduced 10.74%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
1,971
shares
|
$644,319
0.03% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 05, 2024 Q3 2024 |
1,969
shares
|
$643,666
0.08% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Hilltop National Bank
Casper, WY |
Oct 15, 2024 Q3 2024 |
1,968
shares
|
$643,339
0.16% of portfolio
|
Q3 2024
Reduced 1.7%
|
|
|
Fny Investment Advisers, LLC
|
Oct 18, 2024 Q3 2024 |
1,966
shares
|
$642,685
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Oct 30, 2024 Q3 2024 |
1,966
shares
|
$642,685
0.07% of portfolio
|
Q3 2024
Added 4.41%
|
|
|
Capital Performance Advisors LLP
|
Nov 01, 2024 Q3 2024 |
1,963
shares
|
$641,704
0.17% of portfolio
|
Q3 2024
Added 15.27%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
1,963
shares
|
$641,704
0.24% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Long Run Wealth Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
1,962
shares
|
$641,377
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Waterloo Capital, L.P.
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,962
shares
|
$641,377
0.06% of portfolio
|
Q3 2024
Added 27.98%
|
|
|
Carson Advisory Inc.
|
Nov 01, 2024 Q3 2024 |
1,956
shares
|
$639,416
0.35% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
1,955
shares
|
$639,089
0.37% of portfolio
|
Q1 2024
Added 8.43%
|
|
|
Silver Coast Investments LLC
San Diego, X1 |
Oct 28, 2024 Q3 2024 |
1,955
shares
|
$639,089
0.2% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Fi3 Financial Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
1,946
shares
|
$636,147
0.21% of portfolio
|
Q3 2024
Added 62.98%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
1,941
shares
|
$634,512
0.46% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 31, 2024 Q3 2024 |
1,934
shares
|
$632,224
0.08% of portfolio
|
Q3 2024
Added 8.41%
|
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Nov 08, 2024 Q3 2024 |
1,931
shares
|
$631,243
0.01% of portfolio
|
Q3 2024
Reduced 9.26%
|
|
|
Alliance Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,927
shares
|
$629,936
0.29% of portfolio
|
Q3 2024
Added 9.49%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$629,282
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Oct 29, 2024 Q3 2024 |
1,923
shares
|
$628,628
0.4% of portfolio
|
Q3 2024
Reduced 4.99%
|
|
|
Riversedge Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,920
shares
|
$627,648
0.13% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Nov 14, 2024 Q3 2024 |
1,916
shares
|
$626,340
0.07% of portfolio
|
Q3 2024
Reduced 0.36%
|
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$625,686
0.15% of portfolio
|
Q4 2022
Added 15.02%
|