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 |
|---|---|---|---|---|---|
|
Allen Capital Group, LLC
|
Nov 12, 2024 Q3 2024 |
1,022
shares
|
$334,091
0.03% of portfolio
|
Q3 2024
Added 25.09%
|
|
|
Westfuller Advisors, LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
1,021
shares
|
$333,764
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,020
shares
|
$333,438
0.14% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
|
Thompson Investment Management, Inc.
|
Oct 15, 2024 Q3 2024 |
1,020
shares
|
$333,438
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
|
Frisch Financial Group, Inc.
Melville, NY |
Nov 14, 2024 Q3 2024 |
1,017
shares
|
$332,457
0.08% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cahill Financial Advisors Inc
Edina, MN |
Nov 12, 2024 Q3 2024 |
1,015
shares
|
$331,803
0.04% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Clifford Swan Investment Counsel LLC
|
Nov 14, 2024 Q3 2024 |
1,013
shares
|
$331,149
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Oct 30, 2024 Q3 2024 |
1,013
shares
|
$331,149
0.19% of portfolio
|
Q3 2024
Reduced 1.27%
|
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,004
shares
|
$328,207
0.15% of portfolio
|
Q3 2024
Added 11.06%
|
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
1,002
shares
|
$327,553
0.11% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Oct 09, 2024 Q3 2024 |
1,002
shares
|
$327,553
0.11% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Highview Capital Management LLC
|
Oct 25, 2024 Q3 2024 |
1,000
shares
|
$326,900
0.11% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
|
Wulff, Hansen & Co.
|
Nov 12, 2024 Q3 2024 |
1,000
shares
|
$326,900
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Oct 18, 2024 Q3 2024 |
1,000
shares
|
$326,900
0.14% of portfolio
|
Q3 2024
Reduced 50.0%
|
|
|
Onyx Bridge Wealth Group LLC
|
Oct 16, 2024 Q3 2024 |
999
shares
|
$326,573
0.04% of portfolio
|
Q3 2024
Added 5.16%
|
|
|
Elgethun Capital Management
Sioux Falls, SD |
Nov 14, 2024 Q3 2024 |
999
shares
|
$326,573
0.07% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Nov 07, 2024 Q3 2024 |
999
shares
|
$326,573
0.09% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
Jgp Wealth Management, LLC
|
Oct 09, 2024 Q3 2024 |
994
shares
|
$324,938
0.04% of portfolio
|
Q3 2024
Added 8.28%
|
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Nov 08, 2024 Q3 2024 |
993
shares
|
$324,611
0.19% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Nov 14, 2024 Q3 2024 |
991
shares
|
$323,957
0.14% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
990
shares
|
$323,631
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
989
shares
|
$323,304
0.19% of portfolio
|
Q2 2022
Added 7.15%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
988
shares
|
$322,977
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Oct 28, 2024 Q3 2024 |
988
shares
|
$322,977
0.12% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Nov 14, 2024 Q3 2024 |
986
shares
|
$322,323
0.1% of portfolio
|
Q3 2024
Reduced 1.89%
|