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 |
|---|---|---|---|---|---|
|
Pinnacle Bancorp, Inc.
|
Oct 09, 2024 Q3 2024 |
1,767
shares
|
$577,632
0.13% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Nov 14, 2024 Q3 2024 |
1,763
shares
|
$576,324
0.14% of portfolio
|
Q3 2024
Added 11.16%
|
|
|
Waters Parkerson & Co., LLC
|
Nov 12, 2024 Q3 2024 |
1,757
shares
|
$574,363
0.02% of portfolio
|
Q2 2024
Added 17.53%
|
|
|
Trilogy Capital Inc.
|
Oct 18, 2024 Q3 2024 |
1,756
shares
|
$574,036
0.02% of portfolio
|
Q3 2024
Added 10.16%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,756
shares
|
$574,036
0.0% of portfolio
|
Q3 2024
Added 15.68%
|
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,752
shares
|
$572,728
0.25% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Oct 23, 2024 Q3 2024 |
1,749
shares
|
$571,748
0.15% of portfolio
|
Q3 2024
Added 0.98%
|
|
|
Richardson Financial Services Inc.
Medway, MA |
Oct 24, 2024 Q3 2024 |
1,742
shares
|
$569,459
0.28% of portfolio
|
Q3 2024
Added 0.93%
|
|
|
Ivc Wealth Advisors LLC
|
Oct 24, 2024 Q3 2024 |
1,741
shares
|
$569,132
0.26% of portfolio
|
Q3 2024
Reduced 23.17%
|
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Nov 07, 2024 Q3 2024 |
1,740
shares
|
$568,806
0.33% of portfolio
|
Q3 2024
Reduced 4.55%
|
|
|
Brown Financial Advisors
Milford, OH |
Nov 15, 2024 Q3 2024 |
1,739
shares
|
$568,479
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Clarity Wealth Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,738
shares
|
$568,152
0.14% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Stokes Family Office, LLC
|
Nov 12, 2024 Q3 2024 |
1,736
shares
|
$567,498
0.05% of portfolio
|
Q2 2024
Added 29.36%
|
|
|
First Financial Corp
|
Oct 24, 2024 Q3 2024 |
1,732
shares
|
$566,190
0.23% of portfolio
|
Q3 2024
Reduced 3.94%
|
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$566,190
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
|
Encompass Wealth Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
1,731
shares
|
$565,863
0.17% of portfolio
|
Q3 2024
Reduced 12.27%
|
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
1,730
shares
|
$565,537
0.07% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
1,729
shares
|
$565,210
0.02% of portfolio
|
Q3 2024
Added 3.84%
|
|
|
J. W. Coons Advisors, LLC
|
Nov 07, 2024 Q3 2024 |
1,728
shares
|
$564,883
0.09% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Seven Mile Advisory
Ewing, NJ |
Nov 13, 2024 Q3 2024 |
1,723
shares
|
$563,248
0.31% of portfolio
|
Q3 2024
Added 19.24%
|
|
|
Jb Capital LLC
|
Oct 31, 2024 Q3 2024 |
1,716
shares
|
$560,960
0.03% of portfolio
|
Q3 2024
Reduced 32.2%
|
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Nov 08, 2024 Q3 2024 |
1,716
shares
|
$560,960
0.15% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
|
United Advisor Group, LLC
Cincinnati, OH |
Oct 30, 2024 Q3 2024 |
1,715
shares
|
$560,633
0.11% of portfolio
|
Q3 2024
Added 95.55%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
1,714
shares
|
$560,306
0.18% of portfolio
|
Q3 2024
Added 19.69%
|
|
|
Barnes Pettey Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
1,710
shares
|
$558,999
0.37% of portfolio
|
Q3 2024
Reduced 5.99%
|