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 |
|---|---|---|---|---|---|
|
Battery Global Advisors, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,914
shares
|
$625,686
0.29% of portfolio
|
Q4 2023
New holding
|
|
|
Telos Capital Management, Inc.
|
Oct 21, 2024 Q3 2024 |
1,911
shares
|
$624,705
0.06% of portfolio
|
Q3 2024
Reduced 10.7%
|
|
|
Elevated Capital Advisors, LLC
Sandy, UT |
Oct 22, 2024 Q3 2024 |
1,909
shares
|
$624,052
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Jeppson Wealth Management, LLC
|
Nov 04, 2024 Q3 2024 |
1,908
shares
|
$623,725
0.19% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
1,905
shares
|
$622,744
0.0% of portfolio
|
Q3 2024
Reduced 80.05%
|
|
|
Winthrop Advisory Group LLC
|
Oct 31, 2024 Q3 2024 |
1,899
shares
|
$620,783
0.06% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 17, 2024 Q3 2024 |
1,899
shares
|
$620,783
0.05% of portfolio
|
Q3 2024
Added 102.67%
|
|
|
Fermata Advisors, LLC
Sonoma, CA |
Oct 09, 2024 Q3 2024 |
1,896
shares
|
$619,802
0.11% of portfolio
|
Q3 2024
Added 36.9%
|
|
|
Citizens National Bank Trust Department
|
Oct 29, 2024 Q3 2024 |
1,889
shares
|
$617,514
0.11% of portfolio
|
Q3 2024
Added 7.82%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
1,886
shares
|
$616,533
0.53% of portfolio
|
Q3 2024
Added 21.05%
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
1,876
shares
|
$613,264
0.05% of portfolio
|
Q3 2023
Reduced 17.57%
|
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Nov 12, 2024 Q3 2024 |
1,875
shares
|
$612,937
0.04% of portfolio
|
Q3 2024
Added 15.38%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
1,874
shares
|
$612,610
0.15% of portfolio
|
Q3 2024
Added 0.05%
|
|
|
Waypoint Wealth Partners Inc.
|
Nov 08, 2024 Q3 2024 |
1,870
shares
|
$611,303
0.14% of portfolio
|
Q3 2024
Added 21.04%
|
|
|
Financial Insights, Inc.
|
Oct 22, 2024 Q3 2024 |
1,865
shares
|
$609,668
0.17% of portfolio
|
Q3 2024
Reduced 47.7%
|
|
|
Raleigh Capital Management Inc.
Cary, NC |
Oct 21, 2024 Q3 2024 |
1,858
shares
|
$607,380
0.2% of portfolio
|
Q3 2024
Added 7.52%
|
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$607,053
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
|
Avalon Trust CO
Santa Fe, NM |
Nov 13, 2024 Q3 2024 |
1,856
shares
|
$606,726
0.04% of portfolio
|
Q3 2024
Reduced 18.63%
|
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Oct 22, 2024 Q3 2024 |
1,855
shares
|
$606,399
0.17% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Berry Wealth Group, LP
Granbury, TX |
Oct 21, 2024 Q3 2024 |
1,855
shares
|
$606,399
0.36% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Geller Advisors LLC
New York, NY |
Nov 15, 2024 Q3 2024 |
1,854
shares
|
$606,072
0.04% of portfolio
|
Q3 2024
Added 4.75%
|
|
|
First Heartland Consultants, Inc.
|
Nov 05, 2024 Q3 2024 |
1,851
shares
|
$605,091
0.05% of portfolio
|
Q3 2024
Added 36.61%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$605,091
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
|
Baxter Bros Inc
|
Oct 29, 2024 Q3 2024 |
1,847
shares
|
$603,784
0.07% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Lvw Advisors, LLC
|
Oct 09, 2024 Q3 2024 |
1,846
shares
|
$603,457
0.07% of portfolio
|
Q3 2024
Added 1.1%
|