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
Jaclyn Gilbert@Saxon Interests, Inc.
Recent Activity
New Position
0.11%
$237,709
711 shares@ 334.34 avg price
Carrie King@Ullmann Wealth Partners Group, Llc
Recent Activity
New Position
0.04%
$233,697
699 shares@ 334.34 avg price
Holly Skipper@Verum Partners Llc
Recent Activity
New Position
0.07%
$232,414
695 shares@ 334.41 avg price
Stephanie West@Capital Market Strategies Llc
Recent Activity
New Position
0.14%
$229,694
687 shares@ 334.35 avg price
Jordan Szekely@Cherrydale Wealth Management, Llc
Recent Activity
New Position
0.09%
$226,676
678 shares@ 334.34 avg price
Keith Marks@Kelleher Financial Advisors
Recent Activity
New Position
0.09%
$226,341
677 shares@ 334.33 avg price
Michael S Ryan@Michael S. Ryan, Inc.
Recent Activity
New Position
0.16%
$226,341
677 shares@ 334.33 avg price
DAVID REICHERT@Echo45 Advisors Llc
Recent Activity
New Position
0.15%
$219,714
660 shares@ 332.9 avg price
Dana Zarnich@D.b. Root & Company, Llc
Recent Activity
New Position
0.07%
$218,348
653 shares@ 334.38 avg price
Vicki Bandor Braun@Monarch Capital Management Inc
Recent Activity
New Position
0.06%
$217,575
650 shares@ 334.74 avg price