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 |
|---|---|---|---|---|---|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
985
shares
|
$321,996
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
State Of Wyoming
Cheyenne, WY |
Nov 14, 2024 Q3 2024 |
983
shares
|
$321,342
0.04% of portfolio
|
Q3 2024
Reduced 61.48%
|
|
|
Epiq Partners, LLC
|
Oct 15, 2024 Q3 2024 |
979
shares
|
$320,035
0.16% of portfolio
|
Q4 2023
Reduced 10.27%
|
|
|
Clifford Group, LLC
Wayland, MA |
Nov 12, 2024 Q3 2024 |
977
shares
|
$319,381
0.21% of portfolio
|
Q3 2024
Added 2.09%
|
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Nov 08, 2024 Q3 2024 |
976
shares
|
$319,054
0.08% of portfolio
|
Q2 2024
Added 1.14%
|
|
|
Opal Wealth Advisors, LLC
Jericho, NY |
Oct 15, 2024 Q3 2024 |
975
shares
|
$318,727
0.08% of portfolio
|
Q3 2024
Reduced 19.69%
|
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Oct 24, 2024 Q3 2024 |
975
shares
|
$318,727
0.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 06, 2024 Q3 2024 |
974
shares
|
$318,400
0.02% of portfolio
|
Q3 2024
Added 6.68%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Oct 23, 2024 Q3 2024 |
971
shares
|
$317,419
0.03% of portfolio
|
Q3 2024
Reduced 27.54%
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Oct 25, 2024 Q3 2024 |
968
shares
|
$316,439
0.09% of portfolio
|
Q2 2023
Reduced 81.51%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
965
shares
|
$315,458
0.08% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Zwj Investment Counsel Inc
|
Oct 16, 2024 Q3 2024 |
964
shares
|
$315,131
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Avory & Company, LLC
Miami, FL |
Nov 07, 2024 Q3 2024 |
963
shares
|
$314,804
0.16% of portfolio
|
Q3 2024
Reduced 3.51%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Nov 04, 2024 Q3 2024 |
963
shares
|
$314,804
0.04% of portfolio
|
Q3 2024
Added 17.73%
|
|
|
Sweet Financial Partners, LLC
|
Oct 16, 2024 Q3 2024 |
954
shares
|
$311,862
0.06% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Oct 17, 2024 Q3 2024 |
953
shares
|
$311,535
0.01% of portfolio
|
Q3 2024
Added 15.8%
|
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Nov 04, 2024 Q3 2024 |
953
shares
|
$311,535
0.11% of portfolio
|
Q2 2024
Added 0.53%
|
|
|
Stiles Financial Services Inc
|
Oct 31, 2024 Q3 2024 |
952
shares
|
$311,208
0.09% of portfolio
|
Q3 2024
Reduced 5.65%
|
|
|
Goal Vest Advisory LLC
|
Nov 06, 2024 Q3 2024 |
951
shares
|
$310,881
0.08% of portfolio
|
Q3 2024
Added 7.22%
|
|
|
Edge Rock Capital LLC
|
Oct 15, 2024 Q3 2024 |
946
shares
|
$309,247
0.19% of portfolio
|
Q3 2024
Added 1.83%
|
|
|
Garner Asset Management Corp
|
Nov 12, 2024 Q3 2024 |
944
shares
|
$308,593
0.11% of portfolio
|
Q4 2023
New holding
|
|
|
Global Strategic Investment Solutions, LLC
|
Oct 31, 2024 Q3 2024 |
941
shares
|
$307,612
0.03% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
939
shares
|
$306,959
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
|
Lattice Capital Management, LLC
|
Nov 13, 2024 Q3 2024 |
938
shares
|
$306,632
0.24% of portfolio
|
Q2 2024
New holding
|
|
|
Safeguard Investment Advisory Group, LLC
|
Nov 14, 2024 Q3 2024 |
936
shares
|
$305,978
0.07% of portfolio
|
Q3 2024
New holding
|