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
Cydney Shapleigh@New Hampshire Trust
Recent Activity
Increased 1.52%
0.85%
$4M
11,965 shares@ 334.33 avg price
Ronald Lenihan@Seacrest Wealth Management, Llc
Recent Activity
Increased 2.41%
0.42%
$3.985M
11,918 shares@ 334.35 avg price
Beth Uhlen@Canandaigua National Bank & Trust Co
Recent Activity
Increased 3.14%
0.38%
$3.789M
11,332 shares@ 334.34 avg price
Christine Pribyl@Cohen Investment Advisors Llc
Recent Activity
Increased 0.38%
2.27%
$3.752M
11,222 shares@ 334.34 avg price
John Hale@Trust Asset Management Llc
Recent Activity
0.3%
$3.752M
11,221 shares@ 334.34 avg price
Nathan Hatton Walsh@Occidental Asset Management, Llc
Recent Activity
Increased 146.8%
0.59%
$3.731M
11,160 shares@ 334.34 avg price
Patrick Connerty@Enterprise Bank & Trust Co
Recent Activity
Decreased -4%
1.2%
$3.637M
10,878 shares@ 334.34 avg price
Pamela A. Minnick@Fulton Bank, N.a.
Recent Activity
Increased 13.73%
0.14%
$3.524M
10,541 shares@ 334.33 avg price
Mike Greim@Cgn Advisors Llc
Recent Activity
Decreased -19.46%
0.35%
$3.511M
10,502 shares@ 334.34 avg price
Richard Buchan@180 Wealth Advisors, Llc
Recent Activity
Increased 2.25%
0.55%
$3.457M
10,339 shares@ 334.34 avg price