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 |
|---|---|---|---|---|---|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,710
shares
|
$558,999
0.01% of portfolio
|
Q3 2024
Added 89.37%
|
|
|
Sunpointe, LLC
St. Louis, MO |
Oct 16, 2024 Q3 2024 |
1,695
shares
|
$554,095
0.38% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Wedge Capital Management L L P
|
Oct 11, 2024 Q3 2024 |
1,693
shares
|
$553,441
0.01% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
Copley Financial Group, Inc.
San Diego, CA |
Dec 09, 2024 Q3 2024 |
1,693
shares
|
$553,441
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
New Republic Capital, LLC
Charlotte, NC |
Nov 04, 2024 Q3 2024 |
1,684
shares
|
$550,499
0.26% of portfolio
|
Q3 2024
Reduced 34.12%
|
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Nov 14, 2024 Q3 2024 |
1,683
shares
|
$550,172
0.18% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,668
shares
|
$545,269
0.22% of portfolio
|
Q2 2024
Added 94.86%
|
|
|
Gyl Financial Synergies, LLC
|
Nov 07, 2024 Q3 2024 |
1,667
shares
|
$544,942
0.03% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$543,634
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|
|
|
Slate Stone Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
1,653
shares
|
$540,365
0.04% of portfolio
|
Q3 2024
Reduced 1.2%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,652
shares
|
$540,038
0.25% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Beacon Financial Group
|
Nov 12, 2024 Q3 2024 |
1,651
shares
|
$539,711
0.05% of portfolio
|
Q3 2024
Reduced 8.83%
|
|
|
Hyperion Partners, LLC
Berwyn, PA |
Oct 08, 2024 Q3 2024 |
1,651
shares
|
$539,711
0.29% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Nov 12, 2024 Q3 2024 |
1,649
shares
|
$539,058
0.09% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$538,731
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
|
Crewe Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,647
shares
|
$538,404
0.05% of portfolio
|
Q3 2024
Reduced 18.47%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,646
shares
|
$538,077
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Aveo Capital Partners, LLC
|
Nov 12, 2024 Q3 2024 |
1,645
shares
|
$537,750
0.05% of portfolio
|
Q3 2024
Added 11.22%
|
|
|
Verdad Advisers, LP
Boston, MA |
Nov 14, 2024 Q3 2024 |
1,642
shares
|
$536,769
0.6% of portfolio
|
Q3 2024
New holding
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Nov 01, 2024 Q3 2024 |
1,638
shares
|
$535,462
0.05% of portfolio
|
Q3 2024
Reduced 20.64%
|
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,635
shares
|
$534,481
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
|
Pathway Financial Advisors LLC
|
Oct 08, 2024 Q3 2024 |
1,634
shares
|
$534,154
0.12% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
V2 Financial Group LLC
Naperville, IL |
Nov 05, 2024 Q3 2024 |
1,628
shares
|
$532,193
0.29% of portfolio
|
Q2 2024
Reduced 45.55%
|
|
|
Tobam
|
Oct 09, 2024 Q3 2024 |
1,625
shares
|
$531,212
0.08% of portfolio
|
Q3 2024
Reduced 8.14%
|
|
|
Revolve Wealth Partners, LLC
|
Oct 18, 2024 Q3 2024 |
1,622
shares
|
$530,231
0.07% of portfolio
|
Q3 2024
Reduced 10.39%
|