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 |
|---|---|---|---|---|---|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Nov 14, 2024 Q3 2024 |
1,529
shares
|
$499,830
0.06% of portfolio
|
Q2 2024
Reduced 5.56%
|
|
|
Harmony Asset Management LLC
Scottsdale, AZ |
Nov 13, 2024 Q3 2024 |
1,529
shares
|
$499,830
0.15% of portfolio
|
Q3 2024
Added 15.83%
|
|
|
River Glades Family Offices LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,525
shares
|
$498,522
0.3% of portfolio
|
Q1 2023
Reduced 51.2%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
1,522
shares
|
$497,541
0.08% of portfolio
|
Q3 2024
Added 126.15%
|
|
|
Seven Bridge Financial Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,518
shares
|
$496,234
0.08% of portfolio
|
Q3 2024
Added 29.3%
|
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Nov 08, 2024 Q3 2024 |
1,513
shares
|
$494,599
0.16% of portfolio
|
Q3 2024
Reduced 0.07%
|
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Nov 13, 2024 Q3 2024 |
1,510
shares
|
$493,618
0.39% of portfolio
|
Q3 2024
Reduced 7.31%
|
|
|
Waddell & Associates, LLC
|
Nov 12, 2024 Q3 2024 |
1,507
shares
|
$492,638
0.05% of portfolio
|
Q3 2024
Reduced 1.05%
|
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,503
shares
|
$491,330
0.24% of portfolio
|
Q1 2024
Reduced 23.28%
|
|
|
Keystone Financial Group
|
Nov 12, 2024 Q3 2024 |
1,501
shares
|
$490,676
0.14% of portfolio
|
Q3 2024
Reduced 2.41%
|
|
|
Harbor Advisors LLC
|
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$490,349
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,500
shares
|
$490,349
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Oct 18, 2024 Q3 2024 |
1,500
shares
|
$490,349
0.31% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
|
Sustainable Insight Capital Management, LLC
New York, NY |
Nov 01, 2024 Q3 2024 |
1,499
shares
|
$490,023
0.19% of portfolio
|
Q3 2024
Added 66.74%
|
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Nov 08, 2024 Q3 2024 |
1,496
shares
|
$489,042
0.09% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
West Oak Capital, LLC
|
Oct 17, 2024 Q3 2024 |
1,495
shares
|
$488,715
0.08% of portfolio
|
Q1 2024
Added 106.21%
|
|
|
Dcm Advisors, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,495
shares
|
$488,715
0.21% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Guardian Asset Advisors, LLC
Mechanicsburg, PA |
Oct 08, 2024 Q3 2024 |
1,490
shares
|
$487,080
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
1,483
shares
|
$484,792
0.11% of portfolio
|
Q4 2024
Added 42.32%
|
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Nov 12, 2024 Q3 2024 |
1,471
shares
|
$480,869
0.18% of portfolio
|
Q3 2024
Added 4.7%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,468
shares
|
$479,889
0.04% of portfolio
|
Q3 2024
Reduced 32.01%
|
|
|
Grandfield & Dodd, LLC
|
Nov 08, 2024 Q3 2024 |
1,464
shares
|
$478,581
0.03% of portfolio
|
Q3 2024
Reduced 0.48%
|
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Oct 31, 2024 Q3 2024 |
1,462
shares
|
$477,927
0.26% of portfolio
|
Q3 2024
Reduced 2.73%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,459
shares
|
$476,947
0.29% of portfolio
|
Q3 2024
Reduced 45.68%
|
|
|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$476,947
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|