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
Mark Lazarczyk@Hudson Valley Investment Advisors Inc Adv
Recent Activity
Decreased -8.18%
1.39%
$12.2M
36,491 shares@ 334.33 avg price
James Landry@Pallas Capital Advisors Llc
Recent Activity
Decreased -2.37%
0.52%
$11.965M
35,788 shares@ 334.33 avg price
Katie Leung@Grassi Investment Management
Recent Activity
Decreased -0.77%
0.92%
$10.753M
32,164 shares@ 334.32 avg price
Richard A. Handelman@Meyer Handelman Co
Recent Activity
Decreased -0.76%
0.37%
$10.644M
31,836 shares@ 334.33 avg price
Kristen L. Hanley@Cmh Wealth Management Llc
Recent Activity
Decreased -3.02%
2.42%
$10.523M
31,437 shares@ 334.73 avg price
Raymond P Dean@Harbor Investment Advisory, Llc
Recent Activity
Decreased -1.23%
0.38%
$4.012M
28,649 shares@ 140.06 avg price
George M. Cohen@Cohen Klingenstein Llc
Recent Activity
Decreased -3.53%
0.32%
$9.127M
27,300 shares@ 334.33 avg price
Joshua Ryan Standeven@Selective Wealth Management, Inc.
Recent Activity
Decreased -5.79%
3.15%
$7.747M
23,944 shares@ 323.55 avg price
Anna Jackson@Eastover Investment Advisors Llc
Recent Activity
Decreased -2.73%
3.68%
$7.861M
23,512 shares@ 334.34 avg price
Jenny Ly@Clean Yield Group
Recent Activity
Decreased -0.26%
2.47%
$7.757M
23,201 shares@ 334.33 avg price