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 |
|---|---|---|---|---|---|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$431,181
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
1,319
shares
|
$431,181
0.01% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Oct 29, 2024 Q3 2024 |
1,316
shares
|
$430,200
0.07% of portfolio
|
Q3 2024
Added 3.79%
|
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Oct 17, 2024 Q3 2024 |
1,314
shares
|
$429,546
0.13% of portfolio
|
Q3 2024
Reduced 1.5%
|
|
|
Traynor Capital Management, Inc.
|
Oct 24, 2024 Q3 2024 |
1,312
shares
|
$428,892
0.02% of portfolio
|
Q3 2024
Reduced 6.88%
|
|
|
Berkeley Capital Partners, LLC
|
Nov 14, 2024 Q3 2024 |
1,310
shares
|
$428,238
0.1% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Nov 12, 2024 Q3 2024 |
1,308
shares
|
$427,585
0.16% of portfolio
|
Q3 2024
Reduced 38.42%
|
|
|
Consolidated Capital Management, LLC
|
Oct 16, 2024 Q3 2024 |
1,307
shares
|
$427,258
0.16% of portfolio
|
Q3 2024
Added 0.31%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
1,303
shares
|
$425,950
0.14% of portfolio
|
Q3 2024
Added 18.89%
|
|
|
Delap Wealth Advisory, LLC
Lake Oswego, OR |
Nov 12, 2024 Q3 2024 |
1,301
shares
|
$425,296
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$424,969
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
|
Janney Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
1,299
shares
|
$424,643
0.02% of portfolio
|
Q3 2024
Added 4.25%
|
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
1,298
shares
|
$424,316
0.21% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
1,296
shares
|
$423,662
0.03% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$420,393
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
|
Sheets Smith Wealth Management
|
Nov 01, 2024 Q3 2024 |
1,284
shares
|
$419,739
0.04% of portfolio
|
Q3 2024
Reduced 2.8%
|
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$419,739
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
|
Intellectus Partners, LLC
San Francisco, CA |
Nov 06, 2024 Q3 2024 |
1,281
shares
|
$418,758
0.09% of portfolio
|
Q3 2024
Reduced 74.86%
|
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Oct 23, 2024 Q3 2024 |
1,275
shares
|
$416,797
0.18% of portfolio
|
Q3 2024
Added 19.16%
|
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,273
shares
|
$416,143
0.08% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
|
Powers Advisory Group, LLC
|
Oct 18, 2024 Q3 2024 |
1,272
shares
|
$415,816
0.17% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
1,269
shares
|
$414,836
0.12% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Sitrin Capital Management LLC
|
Oct 28, 2024 Q3 2024 |
1,266
shares
|
$413,855
0.17% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
|
F Dx Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
1,266
shares
|
$413,855
0.09% of portfolio
|
Q3 2024
Reduced 9.89%
|
|
|
Astoria Portfolio Advisors Llc.
|
Oct 15, 2024 Q3 2024 |
1,264
shares
|
$413,201
0.12% of portfolio
|
Q3 2024
Added 13.26%
|