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 |
|---|---|---|---|---|---|
|
Uncommon Cents Investing LLC
|
Oct 17, 2024 Q3 2024 |
42
shares
|
$13,349
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Morton Brown Family Wealth, LLC
|
Oct 24, 2024 Q3 2024 |
42
shares
|
$13,349
0.0% of portfolio
|
Q2 2023
Reduced 23.64%
|
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Oct 21, 2024 Q3 2024 |
42
shares
|
$13,349
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Centennial Bank/Ar/
Conway, AR |
Oct 29, 2024 Q3 2024 |
40
shares
|
$12,714
0.01% of portfolio
|
Q3 2024
Reduced 61.9%
|
|
|
Atticus Wealth Management, LLC
|
Oct 15, 2024 Q3 2024 |
37
shares
|
$11,760
0.0% of portfolio
|
Q3 2024
Reduced 21.28%
|
|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Nov 08, 2024 Q3 2024 |
37
shares
|
$11,760
0.0% of portfolio
|
Q3 2024
Added 208.33%
|
|
|
Lowe Wealth Advisors, LLC
|
Jan 10, 2025 Q4 2024 |
35
shares
|
$11,124
0.0% of portfolio
|
Q4 2024
Added 94.44%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Nov 12, 2024 Q3 2024 |
35
shares
|
$11,124
0.01% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Nov 18, 2024 Q3 2024 |
32
shares
|
$10,171
0.0% of portfolio
|
Q2 2024
Added 220.0%
|
|
|
Old Second National Bank Of Aurora
|
Nov 05, 2024 Q3 2024 |
31
shares
|
$9,853
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Oct 31, 2024 Q3 2024 |
31
shares
|
$9,853
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$8,899
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 08, 2024 Q3 2024 |
26
shares
|
$8,264
0.0% of portfolio
|
Q3 2024
Added 188.89%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
25
shares
|
$7,946
0.0% of portfolio
|
Q2 2024
Added 78.57%
|
|
|
Bollard Group LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
25
shares
|
$7,946
0.0% of portfolio
|
Q3 2023
Reduced 77.27%
|
|
|
Pay Pay Securities Corp
Tokyo, M0 |
Oct 31, 2024 Q3 2024 |
24
shares
|
$7,628
0.58% of portfolio
|
Q3 2024
Added 26.32%
|
|
|
Christopher J. Hasenberg, Inc
Eau Claire, WI |
Oct 09, 2024 Q3 2024 |
24
shares
|
$7,628
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Oct 17, 2024 Q3 2024 |
22
shares
|
$6,992
0.0% of portfolio
|
Q2 2023
Reduced 98.59%
|
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Oct 24, 2024 Q3 2024 |
21
shares
|
$6,674
0.0% of portfolio
|
Q2 2024
Reduced 59.62%
|
|
|
Lake Point Wealth Management
|
Jul 19, 2022 Q2 2022 |
20
shares
|
$6,357
0.0% of portfolio
|
Q3 2021
Added 33.33%
|
|
|
Toth Financial Advisory Corp
|
Oct 21, 2024 Q3 2024 |
20
shares
|
$6,357
0.0% of portfolio
|
Q3 2024
Added 233.33%
|
|
|
High Mark Wealth Management LLC
|
Oct 17, 2024 Q3 2024 |
19
shares
|
$6,039
0.0% of portfolio
|
Q3 2024
Reduced 5.0%
|
|
|
Riggs Asset Managment Co. Inc.
|
Oct 24, 2024 Q3 2024 |
19
shares
|
$6,039
0.0% of portfolio
|
Q3 2024
Added 5.56%
|
|
|
Claris Advisors, LLC
|
Oct 31, 2024 Q3 2024 |
18
shares
|
$5,721
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Rogco, LP
Claremore, OK |
Oct 22, 2024 Q3 2024 |
18
shares
|
$5,721
0.0% of portfolio
|
Q3 2024
New holding
|