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 |
|---|---|---|---|---|---|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
1,113
shares
|
$363,839
0.08% of portfolio
|
Q3 2024
Added 24.92%
|
|
|
Bridgefront Capital, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
1,113
shares
|
$363,839
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
1,112
shares
|
$363,512
0.16% of portfolio
|
Q3 2024
Reduced 2.2%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 25, 2024 Q3 2024 |
1,110
shares
|
$362,859
0.01% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Klingenstein Fields & CO LP
|
Oct 29, 2024 Q3 2024 |
1,109
shares
|
$362,532
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
First American Trust, Fsb
|
Nov 12, 2024 Q3 2024 |
1,107
shares
|
$361,878
0.03% of portfolio
|
Q3 2024
Reduced 13.79%
|
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$361,551
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
1,100
shares
|
$359,590
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Northeast Investment Management
|
Oct 29, 2024 Q3 2024 |
1,094
shares
|
$357,628
0.01% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Shoker Investment Counsel, Inc.
Oxford, OH |
Nov 01, 2024 Q3 2024 |
1,091
shares
|
$356,647
0.1% of portfolio
|
Q3 2024
New holding
|
|
|
Mengis Capital Management, Inc.
|
Nov 05, 2024 Q3 2024 |
1,090
shares
|
$356,321
0.06% of portfolio
|
Q3 2024
Reduced 0.82%
|
|
|
Lifestyle Asset Management, Inc.
Friendswood, TX |
Oct 31, 2024 Q3 2024 |
1,085
shares
|
$354,686
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Nadler Financial Group, Inc.
|
Oct 28, 2024 Q3 2024 |
1,082
shares
|
$353,705
0.03% of portfolio
|
Q3 2024
Added 0.46%
|
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Nov 08, 2024 Q3 2024 |
1,082
shares
|
$353,705
0.06% of portfolio
|
Q3 2024
Added 1.88%
|
|
|
Wmg Financial Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
1,080
shares
|
$353,052
0.14% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
1,075
shares
|
$351,417
0.1% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Heritage Wealth Advisors
|
Nov 12, 2024 Q3 2024 |
1,074
shares
|
$351,090
0.01% of portfolio
|
Q3 2023
Reduced 5.19%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Nov 13, 2024 Q3 2024 |
1,074
shares
|
$351,090
0.04% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Mendel Money Management
Northbrook, IL |
Nov 07, 2024 Q3 2024 |
1,073
shares
|
$350,763
0.13% of portfolio
|
Q3 2024
Added 2.58%
|
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$350,436
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
|
Fort, L.P.
Chevy Chase, MD |
Oct 29, 2024 Q3 2024 |
1,071
shares
|
$350,109
0.76% of portfolio
|
Q3 2024
Reduced 2.1%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
1,067
shares
|
$348,802
0.12% of portfolio
|
Q3 2024
Reduced 31.91%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
1,066
shares
|
$348,475
0.05% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Main Street Investment Advisors LLC
|
Nov 12, 2024 Q3 2024 |
1,063
shares
|
$347,494
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Old North State Wealth Management, LLC
Wilmington, NC |
Oct 29, 2024 Q3 2024 |
1,062
shares
|
$347,167
0.16% of portfolio
|
Q3 2024
Added 0.66%
|