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
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
Anthony Habbit@Wesbanco Bank Inc
Recent Activity
Increased 0.7%
1.11%
$32.233M
96,410 shares@ 334.34 avg price
Sandy Ruby@Community Trust & Investment Co
Recent Activity
Increased 0.08%
1.81%
$29.199M
87,336 shares@ 334.34 avg price
Naomi Ackley@Annex Advisory Services, Llc
Recent Activity
Increased 11.53%
0.86%
$28.22M
84,407 shares@ 334.34 avg price
Diana H. Inman@Franklin Street Advisors Inc Nc
Recent Activity
Increased 3.47%
1.68%
$25.25M
75,523 shares@ 334.34 avg price
Robert Key@Ccm Investment Advisers Llc
Recent Activity
Increased 0.23%
2.49%
$22.502M
67,304 shares@ 334.34 avg price
Kristen Niebuhr@Ars Investment Partners, Llc
Recent Activity
Increased 1.59%
1.98%
$21.94M
65,624 shares@ 334.34 avg price
Matt Lovett@Brookstone Capital Management
Recent Activity
Increased 1.16%
0.28%
$19.113M
57,167 shares@ 334.34 avg price
Kayla Berg@Dakota Wealth Management
Recent Activity
Increased 664.79%
0.43%
$18.638M
55,745 shares@ 334.35 avg price