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 |
|---|---|---|---|---|---|
|
Susquehanna International Group Ltd.
Dublin, L2 |
Nov 14, 2024 Q3 2024 |
1,392
shares
|
$455,044
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Nov 13, 2024 Q3 2024 |
1,390
shares
|
$454,390
0.09% of portfolio
|
Q3 2024
Reduced 95.86%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
Nov 25, 2024 Q3 2024 |
1,388
shares
|
$453,737
0.02% of portfolio
|
Q3 2024
Reduced 3.0%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Oct 25, 2024 Q3 2024 |
1,384
shares
|
$452,429
0.05% of portfolio
|
Q3 2024
Reduced 1.56%
|
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
1,383
shares
|
$452,102
0.18% of portfolio
|
Q3 2024
New holding
|
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Nov 14, 2024 Q3 2024 |
1,382
shares
|
$451,775
0.36% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Shay Capital LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
1,380
shares
|
$451,121
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$450,795
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Nov 13, 2024 Q3 2024 |
1,366
shares
|
$446,545
0.12% of portfolio
|
Q3 2024
Added 10.43%
|
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Nov 14, 2024 Q3 2024 |
1,360
shares
|
$444,583
0.24% of portfolio
|
Q3 2024
Added 4.53%
|
|
|
Lake Street Financial LLC
|
Oct 22, 2024 Q3 2024 |
1,359
shares
|
$444,257
0.06% of portfolio
|
Q3 2024
Reduced 87.67%
|
|
|
Bellecapital International Ltd.
|
Oct 21, 2024 Q3 2024 |
1,359
shares
|
$444,257
0.08% of portfolio
|
Q2 2024
Added 11.03%
|
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Oct 10, 2024 Q3 2024 |
1,358
shares
|
$443,930
0.05% of portfolio
|
Q3 2024
Added 9.69%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
1,349
shares
|
$440,988
0.02% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Teamwork Financial Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
1,347
shares
|
$440,334
0.05% of portfolio
|
Q3 2024
Reduced 85.63%
|
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Nov 06, 2024 Q3 2024 |
1,346
shares
|
$440,007
0.07% of portfolio
|
Q3 2024
Added 20.61%
|
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Nov 15, 2024 Q3 2024 |
1,344
shares
|
$439,353
0.24% of portfolio
|
Q3 2024
Added 28.74%
|
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$437,392
0.1% of portfolio
|
Q1 2024
New holding
|
|
|
Soa Wealth Advisors, Llc.
|
Nov 20, 2024 Q3 2024 |
1,335
shares
|
$436,411
0.07% of portfolio
|
Q3 2024
Reduced 8.62%
|
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Oct 22, 2024 Q3 2024 |
1,332
shares
|
$435,430
0.27% of portfolio
|
Q3 2024
Added 17.46%
|
|
|
Sym Financial Corp
|
Nov 14, 2024 Q3 2024 |
1,331
shares
|
$435,103
0.05% of portfolio
|
Q3 2024
Added 2.31%
|
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,327
shares
|
$433,796
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
|
Willis Johnson & Associates, Inc.
|
Oct 31, 2024 Q3 2024 |
1,327
shares
|
$433,796
0.03% of portfolio
|
Q3 2024
Added 7.36%
|
|
|
Morling Financial Advisors, LLC
|
Oct 18, 2024 Q3 2024 |
1,326
shares
|
$433,469
0.14% of portfolio
|
Q3 2024
Added 12.18%
|
|
|
Balboa Wealth Partners
Newport Beach, CA |
Nov 06, 2024 Q3 2024 |
1,323
shares
|
$432,488
0.09% of portfolio
|
Q3 2024
Reduced 48.36%
|