13F

Stock

Salesforce, Inc.

CRM · held by 30 managers

Reported value

$2.14B

Holders

30

+1 new · −0 exited

Holders’ est. mark

$367.9M

Price effect on 18 books still in the name

Largest holder

$1.13B

BARCLAYS PLC

Holder count by quarter

Who holds it

Notable only
InvestorSharesValueEst. markChange
BARCLAYS PLC3.39M$1.13B$205.4MAdded$160.8M
DANSKE BANK A/S928K$310.3M$56.3MAdded$39.4M
ONTARIO TEACHERS PENSION PLAN BOARD855.5K$286M$51.9MCut−$278M
Employees Provident Fund Board307.9K$102.9M$12.2MAdded$47.9M
Swiss Life Asset Management Ltd252.1K$84.2M$11.3MAdded$33.2M
Danica Pension, Livsforsikringsaktieselskab233.8K$78.2M$6.92MAdded$46.9M
Henshaw Capital LLC216.4K$72.3M$13.1MAdded$13.1M
Marex Group plc80.2K$26.8M$4.86MCut−$8.89M
Leonteq Securities AG45.7K$15.3M$2.77MCut−$644.2K
Evelyn Partners Investment Management LLP24K$8.03MHeld
Kentucky Farm Bureau Mutual Insurance Co16K$5.35M$969.9KAdded$969.9K
ELEVATION POINT WEALTH PARTNERS, LLC15.9K$5.33M$966.8KAdded$352.6K
Altrafin AG9.59K$3.2M$581KAdded$581K
Cornerstone National Bank & Trust Co5.93K$1.98M$358.6KAdded$365K
Evelyn Partners Investment Management (Europe) Ltd4.59K$1.54MHeld
Aventura Private Wealth, LLC4.44K$1.48MHeld
Evelyn Partners Investment Management Services Ltd3.62K$1.21MHeld
Absoluto Partners Gestao de Recursos Ltda2.89K$964.9KHeld
Severin Investments, LLC2.35K$785.9KHeld
Ramiah Investment Group1.9K$633.6K$114.9KAdded$58.8K
Ransom Advisory, Ltd1.57K$524.2K$95.1KAdded$95.1K
Womack Financial LLC1.47K$489.8KHeld
American State Bank (Iowa)1.25K$416.2K$75.5KAdded$75.5K
Evelyn Partners Asset Management Ltd313$104.6KHeld
Prestige Wealth Management Group LLC292$97.7K$17.7KAdded$17.7K
Clark Wealth Partners151$50.6KHeld
CHESAPEAKE ASSET MANAGEMENT LLC110$36.9K$6.55KAdded$7.55K
Medallion Wealth Advisors, LLC101$31KHeld
AEGON ASSET MANAGEMENT UK Plc59$19.7KNew
Catherine Avery Investment Management LLC10$3.34KHeld

Positions as of Q4 2024. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.