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
Julie Gerron@Sendero Wealth Management, Llc
Recent Activity
Decreased -38.68%
0.7%
$4.647M
13,899 shares@ 334.34 avg price
Rebecca L. Westervelt@Courier Capital Llc
Recent Activity
Decreased -2.07%
0.3%
$4.345M
12,995 shares@ 334.33 avg price
John Waddill@Laurel Wealth Advisors Llc
Recent Activity
Decreased -0.03%
0.67%
$4.224M
12,635 shares@ 334.34 avg price
Stephanie Nee@Harbor Capital Advisors, Inc.
Recent Activity
Decreased -5.99%
0.19%
$4.176M
12,492 shares@ 334.3 avg price
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
Decreased -4%
1.2%
$3.637M
10,878 shares@ 334.34 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -5.33%
0.1%
$3.44M
10,750 shares@ 320.01 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -19.46%
0.35%
$3.511M
10,502 shares@ 334.34 avg price
Amit S. Khandwala@Wright Investors Service Inc
Recent Activity
Decreased -11.68%
1.13%
$3.453M
10,329 shares@ 334.34 avg price
Jordan Pitts@Moody National Bank Trust Division
Recent Activity
Decreased -1.6%
0.36%
$3.407M
10,191 shares@ 334.33 avg price
Jeffrey McGrath@Cetera Trust Company, N.a
Recent Activity
Decreased -0.05%
2.09%
$3.205M
9,586 shares@ 334.33 avg price