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 |
|---|---|---|---|---|---|
|
Integrated Investment Consultants, LLC
|
Nov 12, 2024 Q3 2024 |
1,458
shares
|
$476,620
0.01% of portfolio
|
Q3 2024
Reduced 11.8%
|
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Nov 14, 2024 Q3 2024 |
1,451
shares
|
$474,331
0.02% of portfolio
|
Q3 2024
Reduced 1.36%
|
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$474,004
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
|
Paladin Advisory Group, LLC
|
Nov 05, 2024 Q3 2024 |
1,446
shares
|
$472,697
0.29% of portfolio
|
Q3 2024
Reduced 1.23%
|
|
|
Mattern Wealth Management LLC
|
Oct 21, 2024 Q3 2024 |
1,444
shares
|
$472,043
0.09% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Farrell Financial LLC
Orchard Park, NY |
Nov 12, 2024 Q3 2024 |
1,444
shares
|
$472,043
0.33% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Beacon Capital Management, LLC
|
Nov 07, 2024 Q3 2024 |
1,442
shares
|
$471,389
0.07% of portfolio
|
Q3 2024
Added 6.26%
|
|
|
Dc Investments Management, LLC
Mclean, VA |
Nov 14, 2024 Q3 2024 |
1,441
shares
|
$471,062
0.28% of portfolio
|
Q2 2023
Reduced 8.39%
|
|
|
Fulcrum Capital LLC
|
Oct 22, 2024 Q3 2024 |
1,438
shares
|
$470,082
0.09% of portfolio
|
Q3 2024
Reduced 23.63%
|
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,432
shares
|
$468,120
0.15% of portfolio
|
Q3 2024
Added 6.79%
|
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Nov 14, 2024 Q3 2024 |
1,431
shares
|
$467,793
0.24% of portfolio
|
Q3 2024
Reduced 62.75%
|
|
|
Creative Financial Designs Inc
|
Oct 28, 2024 Q3 2024 |
1,429
shares
|
$467,140
0.03% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Gemmer Asset Management LLC
|
Oct 24, 2024 Q3 2024 |
1,424
shares
|
$465,505
0.04% of portfolio
|
Q3 2024
Reduced 12.69%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
1,424
shares
|
$465,505
0.22% of portfolio
|
Q2 2024
Added 7.55%
|
|
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Oct 11, 2024 Q3 2024 |
1,424
shares
|
$465,505
0.33% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
King Wealth
Saratoga Springs, NY |
Nov 06, 2024 Q3 2024 |
1,423
shares
|
$465,178
0.06% of portfolio
|
Q3 2024
Reduced 49.21%
|
|
|
First Foundation Advisors
Irvine, CA |
Nov 13, 2024 Q3 2024 |
1,422
shares
|
$464,851
0.02% of portfolio
|
Q3 2024
Added 150.35%
|
|
|
Stonebridge Financial Planning Group, LLC
|
Nov 08, 2024 Q3 2024 |
1,420
shares
|
$464,197
0.19% of portfolio
|
Q3 2024
Reduced 2.61%
|
|
|
Financial Partners Group, Inc
Overland Park, KS |
Oct 30, 2024 Q3 2024 |
1,418
shares
|
$463,544
0.06% of portfolio
|
Q3 2024
Added 10.26%
|
|
|
Outlook Wealth Advisors, LLC
|
Oct 23, 2024 Q3 2024 |
1,416
shares
|
$462,890
0.13% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Veery Capital, LLC
|
Nov 06, 2024 Q3 2024 |
1,411
shares
|
$461,255
0.15% of portfolio
|
Q3 2024
Added 2.17%
|
|
|
Ifg Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,400
shares
|
$457,659
0.08% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Dorchester Wealth Management CO
|
Oct 22, 2024 Q3 2024 |
1,400
shares
|
$457,659
0.07% of portfolio
|
Q1 2023
New holding
|
|
|
Zimmermann Investment Management & Planning LLC
|
Oct 24, 2024 Q3 2024 |
1,397
shares
|
$456,679
0.13% of portfolio
|
Q3 2024
Reduced 16.85%
|
|
|
Tradition Wealth Management, LLC
|
Nov 14, 2024 Q3 2024 |
1,396
shares
|
$456,352
0.04% of portfolio
|
Q3 2024
Reduced 9.53%
|