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
Andrew Lewis@Genesis Private Wealth, Llc
Recent Activity
New Position
0.2%
$355,067
1,062 shares@ 334.34 avg price
Lisa Bittner@Somerset Trust Co
Recent Activity
New Position
0.11%
$289,530
866 shares@ 334.34 avg price
James Marsden@Apeiron Ria Llc
Recent Activity
New Position
0.08%
$264,455
791 shares@ 334.33 avg price
Mark Buchanan@Ern Financial, Llc
Recent Activity
New Position
0.04%
$262,452
785 shares@ 334.34 avg price
Jeff Weglarz@Goldstone Financial Group, Llc
Recent Activity
New Position
0.04%
$253,126
757 shares@ 334.39 avg price
Dawn Thomason@Usa Financial Formulas
Recent Activity
New Position
0.04%
$252,753
756 shares@ 334.33 avg price
Peter Hoopis@One Wealth Capital Management, Llc
Recent Activity
New Position
0.13%
$252,112
754 shares@ 334.37 avg price
Marc Koven@Cypress Wealth Services, Llc
Recent Activity
New Position
0.05%
$247,788
741 shares@ 334.4 avg price
Jason MacGregor@Minichmacgregor Wealth Management, Llc
Recent Activity
New Position
0.05%
$239,776
717 shares@ 334.42 avg price
Kerry Tallon@Tallon Kerry Patrick
Recent Activity
New Position
0.23%
$236,009
714 shares@ 330.55 avg price