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
Phillip Fitzsimmons@Hennion & Walsh Asset Management, Inc.
Recent Activity
Increased 4.9%
0.25%
$5.509M
16,477 shares@ 334.33 avg price
Terry M. Stanford@Diversified Trust Co
Recent Activity
Increased 30.4%
0.13%
$5.316M
15,899 shares@ 334.33 avg price
Kimberly Key@Cwa Asset Management Group, Llc
Recent Activity
Increased 14.06%
0.27%
$5.252M
15,708 shares@ 334.33 avg price
George McBlane@Central Pacific Bank - Trust Division
Recent Activity
Increased 85.67%
0.69%
$5.235M
15,659 shares@ 334.33 avg price
Chad Beaty@Trust Co Of Toledo Na Oh
Recent Activity
Increased 2.54%
0.66%
$4.996M
14,942 shares@ 334.34 avg price
Jeffrey A. Smith@Atomi Financial Group, Inc.
Recent Activity
Increased 24.05%
0.26%
$4.976M
14,884 shares@ 334.33 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Increased 5.23%
0.27%
$4.922M
14,721 shares@ 334.34 avg price
Jason P Edgar@Bar Harbor Wealth Management
Recent Activity
Increased 4.47%
0.33%
$4.903M
14,666 shares@ 334.34 avg price
Kari Haanstad@Modus Advisors, Llc
Recent Activity
Increased 0.42%
1.51%
$4.817M
14,406 shares@ 334.35 avg price
Will Sharp@True North Advisors, Llc
Recent Activity
Increased 673.66%
1.1%
$4.664M
13,949 shares@ 334.34 avg price