CRM

Salesforce Inc

Latest period2024 - Q4Total superinvestors462

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 462 superinvestors own shares of Salesforce Inc (CRM), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Salesforce Inc (CRM), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Salesforce Inc (CRM) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Salesforce Inc (CRM) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Joel R. Mogy@Mogy Joel R Investment Counsel Inc
Recent Activity
Increased 0.03%
3.92%
$65.847M
196,951 shares@ 334.34 avg price
Julie M. Schmuelling@Gateway Investment Advisers Llc
Recent Activity
Decreased -1.23%
0.67%
$60.126M
179,840 shares@ 334.33 avg price
Loni Adams@Daymark Wealth Partners, Llc
Recent Activity
Decreased -0.09%
1%
$23.482M
174,922 shares@ 134.25 avg price
Nicole Solinga-Stasi@Douglas Lane & Associates, Llc
Recent Activity
Increased 57.49%
0.68%
$47.723M
142,741 shares@ 334.34 avg price
Eric Duncan@Wealth Enhancement Advisory Services, Llc
Recent Activity
Increased 0.23%
0.08%
$36.668M
134,728 shares@ 272.17 avg price
Jenna Fricke@Sanibel Captiva Trust Company, Inc.
Recent Activity
Increased 0.61%
1.36%
$42.402M
126,826 shares@ 334.33 avg price
Bernadett Horvath@Guinness Asset Management Ltd
Recent Activity
Decreased -9.87%
0.8%
$42.312M
126,554 shares@ 334.35 avg price
Scott John Jaffray@Guoline Advisory Pte Ltd
Recent Activity
4.07%
$39.414M
117,890 shares@ 334.34 avg price
Jason Kaplan@Howard Capital Management Group, Llc
Recent Activity
Increased 0.28%
2.64%
$38.468M
115,060 shares@ 334.33 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Increased 11.58%
0.66%
$35.794M
107,061 shares@ 334.34 avg price