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 |
|---|---|---|---|---|---|
|
Vawter Financial, Ltd.
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1,143
shares
|
$373,646
0.19% of portfolio
|
Q1 2024
New holding
|
|
|
Journey Advisory Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,140
shares
|
$372,666
0.04% of portfolio
|
Q2 2024
Reduced 29.54%
|
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Oct 24, 2024 Q3 2024 |
1,140
shares
|
$372,666
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 05, 2024 Q3 2024 |
1,140
shares
|
$372,666
0.04% of portfolio
|
Q3 2024
Added 37.68%
|
|
|
Enterprise Financial Services Corp
Clayton, MO |
Nov 12, 2024 Q3 2024 |
1,139
shares
|
$372,339
0.18% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Veracity Capital LLC
|
Oct 18, 2024 Q3 2024 |
1,136
shares
|
$371,358
0.12% of portfolio
|
Q3 2024
Added 3.46%
|
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Oct 21, 2024 Q3 2024 |
1,135
shares
|
$371,031
0.09% of portfolio
|
Q3 2024
Reduced 2.74%
|
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Oct 31, 2024 Q3 2024 |
1,134
shares
|
$370,704
0.14% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Nov 07, 2024 Q3 2024 |
1,133
shares
|
$370,377
0.12% of portfolio
|
Q3 2024
Reduced 21.43%
|
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,133
shares
|
$370,377
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Oct 31, 2024 Q3 2024 |
1,132
shares
|
$370,050
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Investment Counselors Inc
|
Oct 23, 2024 Q3 2024 |
1,131
shares
|
$369,723
0.02% of portfolio
|
Q2 2024
Added 2.26%
|
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
1,130
shares
|
$369,397
0.22% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Oct 22, 2024 Q3 2024 |
1,130
shares
|
$369,397
0.22% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Nov 14, 2024 Q3 2024 |
1,129
shares
|
$369,070
0.07% of portfolio
|
Q3 2024
Reduced 9.61%
|
|
|
Wintrust Investments LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
1,129
shares
|
$369,070
0.25% of portfolio
|
Q3 2024
Reduced 89.91%
|
|
|
Everett Harris & CO
|
Oct 18, 2024 Q3 2024 |
1,127
shares
|
$368,416
0.0% of portfolio
|
Q2 2024
Added 32.28%
|
|
|
Forte Asset Management LLC
|
Oct 28, 2024 Q3 2024 |
1,125
shares
|
$367,762
0.17% of portfolio
|
Q1 2023
New holding
|
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,124
shares
|
$367,435
0.07% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
|
Round Rock Advisors, LLC
|
Nov 04, 2024 Q3 2024 |
1,122
shares
|
$366,781
0.07% of portfolio
|
Q3 2024
Added 43.85%
|
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Oct 15, 2024 Q3 2024 |
1,122
shares
|
$366,781
0.68% of portfolio
|
Q3 2024
Added 9.57%
|
|
|
Bremer Bank National Association
|
Oct 17, 2024 Q3 2024 |
1,121
shares
|
$366,454
0.06% of portfolio
|
Q3 2024
Reduced 14.69%
|
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Nov 08, 2024 Q3 2024 |
1,121
shares
|
$366,454
0.06% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Tcfg Wealth Management, LLC
Laguna Niguel, CA |
Oct 15, 2024 Q3 2024 |
1,116
shares
|
$364,820
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Aspen Grove Capital, LLC
Avon, CO |
Nov 13, 2024 Q3 2024 |
1,114
shares
|
$364,166
0.07% of portfolio
|
Q3 2024
Reduced 0.54%
|