Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,951 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Motive Wealth Advisors
|
Oct 15, 2024 Q3 2024 |
856
shares
|
$278,140
0.13% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
|
Arcadia Investment Management Corp
|
Oct 29, 2024 Q3 2024 |
855
shares
|
$277,815
0.04% of portfolio
|
Q3 2024
Added 3.26%
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 01, 2024 Q3 2024 |
855
shares
|
$277,815
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$277,165
0.14% of portfolio
|
Q3 2022
New holding
|
|
|
Forte Capital LLC
|
Oct 31, 2024 Q3 2024 |
852
shares
|
$276,840
0.03% of portfolio
|
Q3 2024
Added 2.28%
|
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
852
shares
|
$276,840
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Crescent Grove Advisors, LLC
|
Oct 30, 2024 Q3 2024 |
847
shares
|
$275,215
0.02% of portfolio
|
Q3 2024
Reduced 34.44%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
841
shares
|
$273,266
0.06% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
|
Affiance Financial, LLC
|
Oct 11, 2024 Q3 2024 |
840
shares
|
$272,941
0.06% of portfolio
|
Q2 2024
Added 24.08%
|
|
|
Gray Wealth Management Inc.
Bangor, ME |
Oct 23, 2024 Q3 2024 |
840
shares
|
$272,941
0.09% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Canvas Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
838
shares
|
$272,291
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Archvest Wealth Advisors, Inc.
|
Nov 04, 2024 Q3 2024 |
836
shares
|
$271,641
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Sky Oak Wealth, LLC
|
Nov 04, 2024 Q3 2024 |
836
shares
|
$271,641
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Allstate Corp
Northbrook, IL |
Nov 14, 2024 Q3 2024 |
834
shares
|
$270,991
0.02% of portfolio
|
Q3 2024
Reduced 73.62%
|
|
|
My Personal Cfo, LLC
|
Oct 21, 2024 Q3 2024 |
832
shares
|
$270,341
0.13% of portfolio
|
Q3 2024
Reduced 11.4%
|
|
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
Nov 06, 2024 Q3 2024 |
832
shares
|
$270,341
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Nov 04, 2024 Q3 2024 |
828
shares
|
$269,042
0.02% of portfolio
|
Q3 2024
Reduced 22.62%
|
|
|
Blossom Wealth Management
|
Oct 22, 2024 Q3 2024 |
823
shares
|
$267,417
0.46% of portfolio
|
Q3 2024
Reduced 3.52%
|
|
|
Lockerman Financial Group, Inc.
|
Oct 15, 2024 Q3 2024 |
822
shares
|
$267,092
0.4% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
817
shares
|
$265,467
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
|
Woodward Diversified Capital, LLC
|
Oct 31, 2024 Q3 2024 |
816
shares
|
$265,142
0.14% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Financial Network Wealth Management LLC
Draper, UT |
Nov 04, 2024 Q3 2024 |
816
shares
|
$265,142
0.08% of portfolio
|
Q2 2024
New holding
|
|
|
New Covenant Trust Company, N.A.
Jeffersonville, IN |
Oct 29, 2024 Q3 2024 |
816
shares
|
$265,142
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Jackson Square Capital, LLC
|
Oct 31, 2024 Q3 2024 |
814
shares
|
$264,493
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Private Capital Management LLC
|
Nov 13, 2024 Q3 2024 |
814
shares
|
$264,493
0.04% of portfolio
|
Q3 2024
Reduced 23.21%
|