Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,954 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 $231 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Oct 04, 2024 Q3 2024 |
165
shares
|
$52,445
0.02% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Oct 15, 2024 Q3 2024 |
165
shares
|
$52,445
0.01% of portfolio
|
Q1 2021
New holding
|
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Oct 29, 2024 Q3 2024 |
158
shares
|
$50,220
0.02% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
|
Union Savings Bank
Litchfield, CT |
Oct 15, 2024 Q3 2024 |
155
shares
|
$49,266
0.02% of portfolio
|
Q2 2024
Added 29.17%
|
|
|
Core Alternative Capital
|
Nov 14, 2024 Q3 2024 |
153
shares
|
$48,631
0.01% of portfolio
|
Q1 2024
Reduced 83.11%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
150
shares
|
$47,677
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Nov 04, 2024 Q3 2024 |
150
shares
|
$47,677
0.01% of portfolio
|
Q1 2024
Reduced 31.19%
|
|
|
Pacifica Partners Inc.
|
Oct 07, 2024 Q3 2024 |
144
shares
|
$45,770
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Mcf Advisors LLC
Covington, KY |
Oct 24, 2024 Q3 2024 |
141
shares
|
$44,816
0.0% of portfolio
|
Q3 2024
Added 6.82%
|
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Nov 15, 2024 Q3 2024 |
140
shares
|
$44,499
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Annapolis Financial Services, LLC
|
Oct 16, 2024 Q3 2024 |
139
shares
|
$44,181
0.01% of portfolio
|
Q3 2024
Added 135.59%
|
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
138
shares
|
$43,863
0.0% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
138
shares
|
$43,863
0.0% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Oct 16, 2024 Q3 2024 |
136
shares
|
$43,227
0.01% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
136
shares
|
$43,227
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Perkins Coie Trust CO
|
Oct 08, 2024 Q3 2024 |
135
shares
|
$42,909
0.01% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
|
Clear Investment Research, LLC
|
Nov 12, 2024 Q3 2024 |
129
shares
|
$41,002
0.05% of portfolio
|
Q3 2024
Added 17.27%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Nov 13, 2024 Q3 2024 |
128
shares
|
$40,684
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
First Personal Financial Services
|
Nov 01, 2024 Q3 2024 |
125
shares
|
$39,731
0.01% of portfolio
|
Q3 2024
Added 2.46%
|
|
|
Pingora Partners LLC
Wilson, WY |
Nov 14, 2024 Q3 2024 |
125
shares
|
$39,731
0.02% of portfolio
|
Q3 2024
Reduced 26.47%
|
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$38,777
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
|
Godsey & Gibb Associates
|
Oct 18, 2024 Q3 2024 |
120
shares
|
$38,142
0.0% of portfolio
|
Q3 2024
Added 300.0%
|
|
|
Kathleen S. Wright Associates Inc.
|
Oct 11, 2024 Q3 2024 |
117
shares
|
$37,188
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$37,188
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
|
Main Street Group, LTD
Glen Allen, VA |
Nov 13, 2024 Q3 2024 |
117
shares
|
$37,188
0.01% of portfolio
|
Q3 2024
Reduced 1.68%
|