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 |
|---|---|---|---|---|---|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Oct 17, 2024 Q3 2024 |
1,212
shares
|
$396,202
0.14% of portfolio
|
Q3 2024
Added 5.3%
|
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Oct 10, 2024 Q3 2024 |
1,212
shares
|
$396,202
0.22% of portfolio
|
Q3 2024
Reduced 3.19%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 23, 2024 Q3 2024 |
1,211
shares
|
$395,875
0.2% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Stegent Equity Advisors, Inc.
Houston, TX |
Oct 18, 2024 Q3 2024 |
1,207
shares
|
$394,568
0.42% of portfolio
|
Q3 2024
New holding
|
|
|
Gries Financial LLC
Cleveland, OH |
Oct 18, 2024 Q3 2024 |
1,204
shares
|
$393,587
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
First National Bank Sioux Falls
|
Oct 29, 2024 Q3 2024 |
1,200
shares
|
$392,280
0.15% of portfolio
|
Q3 2024
Reduced 9.37%
|
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Nov 01, 2024 Q3 2024 |
1,200
shares
|
$392,280
0.11% of portfolio
|
Q3 2024
Added 8.7%
|
|
|
Jsf Financial, LLC
|
Nov 12, 2024 Q3 2024 |
1,199
shares
|
$391,953
0.09% of portfolio
|
Q3 2024
Reduced 0.5%
|
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Nov 05, 2024 Q3 2024 |
1,195
shares
|
$390,645
0.04% of portfolio
|
Q3 2024
Reduced 17.59%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
1,194
shares
|
$390,318
0.02% of portfolio
|
Q3 2024
Reduced 41.24%
|
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Nov 13, 2024 Q3 2024 |
1,190
shares
|
$389,011
0.27% of portfolio
|
Q3 2024
Reduced 10.59%
|
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Nov 13, 2024 Q3 2024 |
1,180
shares
|
$385,742
0.32% of portfolio
|
Q1 2023
New holding
|
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Oct 23, 2024 Q3 2024 |
1,180
shares
|
$385,742
0.15% of portfolio
|
Q3 2024
Reduced 9.79%
|
|
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
Oct 23, 2024 Q3 2024 |
1,180
shares
|
$385,742
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Sabal Trust CO
|
Nov 12, 2024 Q3 2024 |
1,176
shares
|
$384,434
0.02% of portfolio
|
Q3 2024
Added 1.29%
|
|
|
Black Diamond Wealth Management Inc.
|
Nov 14, 2024 Q3 2024 |
1,174
shares
|
$383,780
0.24% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
1,168
shares
|
$381,819
0.19% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$380,511
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
|
Cra Financial Services, LLC
|
Oct 10, 2024 Q3 2024 |
1,160
shares
|
$379,204
0.06% of portfolio
|
Q3 2024
Added 3.39%
|
|
|
Indiana Trust & Investment Management CO
|
Oct 16, 2024 Q3 2024 |
1,158
shares
|
$378,550
0.11% of portfolio
|
Q3 2024
Added 6.83%
|
|
|
Claret Asset Management Corp
|
Nov 14, 2024 Q3 2024 |
1,156
shares
|
$377,896
0.05% of portfolio
|
Q3 2024
Added 0.35%
|
|
|
Signal Advisors Wealth, LLC
Detroit, MI |
Oct 15, 2024 Q3 2024 |
1,152
shares
|
$376,588
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Napatree Capital LLC
Westerly, RI |
Nov 12, 2024 Q3 2024 |
1,151
shares
|
$376,261
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$375,935
0.44% of portfolio
|
Q1 2023
New holding
|
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
1,148
shares
|
$375,281
0.05% of portfolio
|
Q3 2024
New holding
|