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 |
|---|---|---|---|---|---|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
935
shares
|
$305,651
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Oct 23, 2024 Q3 2024 |
935
shares
|
$305,651
0.12% of portfolio
|
Q3 2024
Added 8.09%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 01, 2024 Q3 2024 |
932
shares
|
$304,670
0.02% of portfolio
|
Q3 2024
Reduced 36.34%
|
|
|
Diversified, LLC
|
Nov 13, 2024 Q3 2024 |
929
shares
|
$303,690
0.03% of portfolio
|
Q3 2024
Added 2.77%
|
|
|
Fsb Premier Wealth Management, Inc.
|
Nov 14, 2024 Q3 2024 |
929
shares
|
$303,690
0.11% of portfolio
|
Q3 2024
New holding
|
|
|
Diversified Enterprises, LLC
Wilmington, DE |
Nov 14, 2024 Q3 2024 |
929
shares
|
$303,690
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Oct 15, 2024 Q3 2024 |
927
shares
|
$303,036
0.06% of portfolio
|
Q3 2024
Added 19.15%
|
|
|
Madrona Financial Services, LLC
|
Oct 17, 2024 Q3 2024 |
924
shares
|
$302,055
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cypress Capital Management LLC (Wy)
|
Nov 05, 2024 Q3 2024 |
920
shares
|
$300,748
0.27% of portfolio
|
Q2 2024
Reduced 17.86%
|
|
|
Crescent Sterling, Ltd.
Metairie, LA |
Oct 15, 2024 Q3 2024 |
920
shares
|
$300,748
0.24% of portfolio
|
Q3 2024
New holding
|
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Nov 14, 2024 Q3 2024 |
918
shares
|
$300,094
0.06% of portfolio
|
Q3 2024
Reduced 2.65%
|
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$299,767
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
|
Warther Private Wealth, LLC
Akron, OH |
Oct 23, 2024 Q3 2024 |
917
shares
|
$299,767
0.09% of portfolio
|
Q3 2024
Reduced 9.83%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Oct 21, 2024 Q3 2024 |
917
shares
|
$299,767
0.21% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Oct 15, 2024 Q3 2024 |
913
shares
|
$298,459
0.15% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
Mcdonald Partners LLC
|
Oct 15, 2024 Q3 2024 |
912
shares
|
$298,132
0.06% of portfolio
|
Q3 2024
Added 1.22%
|
|
|
Pure Financial Advisors, LLC
|
Oct 29, 2024 Q3 2024 |
910
shares
|
$297,479
0.01% of portfolio
|
Q3 2024
Added 3.41%
|
|
|
Jag Capital Management, LLC
|
Nov 04, 2024 Q3 2024 |
909
shares
|
$297,152
0.03% of portfolio
|
Q3 2024
Added 13.2%
|
|
|
Center Star Asset Management, LLC
|
Oct 11, 2024 Q3 2024 |
908
shares
|
$296,825
0.39% of portfolio
|
Q3 2024
New holding
|
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
906
shares
|
$296,171
0.09% of portfolio
|
Q3 2024
Added 7.47%
|
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
905
shares
|
$295,844
0.07% of portfolio
|
Q3 2024
Added 10.37%
|
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Oct 18, 2024 Q3 2024 |
903
shares
|
$295,190
0.18% of portfolio
|
Q3 2024
Added 2.61%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Nov 01, 2024 Q3 2024 |
898
shares
|
$293,556
0.04% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
Axq Capital, LP
Jersey City, NJ |
Nov 14, 2024 Q3 2024 |
898
shares
|
$293,556
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Elk River Wealth Management, LLC
|
Oct 11, 2024 Q3 2024 |
897
shares
|
$293,229
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|