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 |
|---|---|---|---|---|---|
|
Convergence Investment Partners, LLC
|
Oct 29, 2024 Q3 2024 |
1,622
shares
|
$530,231
0.12% of portfolio
|
Q3 2024
Reduced 2.7%
|
|
|
Private Portfolio Partners LLC
|
Nov 08, 2024 Q3 2024 |
1,619
shares
|
$529,251
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Accredited Investors Inc.
|
Nov 06, 2024 Q3 2024 |
1,618
shares
|
$528,924
0.03% of portfolio
|
Q3 2024
Added 222.95%
|
|
|
Tci Wealth Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
1,612
shares
|
$526,962
0.04% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
1,601
shares
|
$523,366
0.32% of portfolio
|
Q3 2024
Added 6.73%
|
|
|
Welch Group, LLC
|
Oct 24, 2024 Q3 2024 |
1,596
shares
|
$521,732
0.02% of portfolio
|
Q3 2024
Added 81.78%
|
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Nov 06, 2024 Q3 2024 |
1,595
shares
|
$521,405
0.09% of portfolio
|
Q3 2024
Reduced 0.99%
|
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Nov 06, 2024 Q3 2024 |
1,590
shares
|
$519,770
0.76% of portfolio
|
Q3 2024
Reduced 76.82%
|
|
|
Canton Hathaway, LLC
|
Nov 13, 2024 Q3 2024 |
1,588
shares
|
$519,117
0.11% of portfolio
|
Q3 2024
Added 45.96%
|
|
|
Strategic Advocates LLC
Logan, UT |
Oct 17, 2024 Q3 2024 |
1,584
shares
|
$517,809
0.16% of portfolio
|
Q3 2024
Reduced 85.52%
|
|
|
Busey Wealth Management
|
Oct 23, 2024 Q3 2024 |
1,578
shares
|
$515,848
0.01% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Jacobsen Capital Management
|
Oct 25, 2024 Q3 2024 |
1,578
shares
|
$515,848
0.18% of portfolio
|
Q3 2024
Added 12.55%
|
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Nov 06, 2024 Q3 2024 |
1,575
shares
|
$514,867
0.22% of portfolio
|
Q2 2024
Added 2.87%
|
|
|
Cerro Pacific Wealth Advisors LLC
|
Oct 09, 2024 Q3 2024 |
1,573
shares
|
$514,213
0.16% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,572
shares
|
$513,886
0.26% of portfolio
|
Q2 2024
Added 46.92%
|
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
1,565
shares
|
$511,598
0.02% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Apexium Financial, LP
|
Oct 15, 2024 Q3 2024 |
1,564
shares
|
$511,271
0.03% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Jnba Financial Advisors
|
Oct 30, 2024 Q3 2024 |
1,562
shares
|
$510,617
0.04% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$507,675
0.5% of portfolio
|
Q3 2023
New holding
|
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$507,348
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
|
Dougherty Wealth Advisers LLC
|
Oct 30, 2024 Q3 2024 |
1,549
shares
|
$506,368
0.34% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
|
Wms Partners, LLC
|
Nov 13, 2024 Q3 2024 |
1,541
shares
|
$503,752
0.02% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
1,532
shares
|
$500,810
0.04% of portfolio
|
Q3 2024
Reduced 6.18%
|
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Oct 29, 2024 Q3 2024 |
1,532
shares
|
$500,810
0.22% of portfolio
|
Q3 2024
Added 14.93%
|
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$500,156
0.2% of portfolio
|
Q2 2022
New holding
|