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
Carl Szasz@Verde Capital Management
Recent Activity
Decreased -19.12%
0.77%
$2.725M
8,151 shares@ 334.34 avg price
Mark Frugoni@Focus Wealth Advisors, Llc
Recent Activity
Decreased -1.47%
1.44%
$2.704M
8,087 shares@ 334.34 avg price
Stephen Tuttle@Signet Financial Management, Llc
Recent Activity
Decreased -0.75%
0.35%
$2.675M
8,000 shares@ 334.36 avg price
Tyler Hoxie@Bangor Savings Bank
Recent Activity
Decreased -0.44%
0.25%
$2.629M
7,862 shares@ 334.34 avg price
Richard A. Flora@Key Client Fiduciary Advisors, Llc
Recent Activity
Decreased -12.91%
1.16%
$2.626M Put
7,855 shares@ 334.33 avg price
Michael Ptaszenski@Thrive Wealth Management, Llc
Recent Activity
Decreased -0.1%
0.47%
$2.602M
7,782 shares@ 334.34 avg price
Michael Schremser@Tsfg, Llc
Recent Activity
Decreased -2.55%
0.53%
$2.549M
7,626 shares@ 334.26 avg price
Thomas Curtis@Wealth Management Partners, Llc
Recent Activity
Decreased -2.12%
1.1%
$2.538M
7,592 shares@ 334.34 avg price
Janice M. Powell@Diversify Advisory Services, Llc
Recent Activity
Decreased -24.82%
0.13%
$2.339M
7,358 shares@ 317.87 avg price
Cherri Lamkin@Atlas Brown,inc.
Recent Activity
Decreased -1.08%
0.82%
$2.373M
7,097 shares@ 334.35 avg price