Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,896 institutions that hold shares in the stock, with a total of 745 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
791
shares
|
$211,038
0.04% of portfolio
|
Q2 2024
Reduced 14.39%
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
790
shares
|
$210,772
0.0% of portfolio
|
Q2 2024
New holding
|
|
New Century Financial Group, LLC
Princeton, NJ |
Aug 27, 2024 Q2 2024 |
790
shares
|
$210,772
0.09% of portfolio
|
Q2 2024
Reduced 78.62%
|
|
Gateway Wealth Partners, LLC
Appleton, WI |
Aug 16, 2024 Q2 2024 |
789
shares
|
$210,505
0.06% of portfolio
|
Q2 2024
Added 1.28%
|
|
Aletheian Wealth Advisors LLC
|
Jul 26, 2024 Q2 2024 |
786
shares
|
$209,704
0.11% of portfolio
|
Q2 2024
New holding
|
|
Montz Harcus Wealth Management LLC
|
Jul 19, 2024 Q2 2024 |
786
shares
|
$209,704
0.13% of portfolio
|
Q2 2024
Added 10.24%
|
|
Old Port Advisors
|
Jul 18, 2024 Q2 2024 |
784
shares
|
$209,171
0.06% of portfolio
|
Q2 2024
Added 4.67%
|
|
Revisor Wealth Management LLC
Akron, OH |
Aug 09, 2024 Q2 2024 |
783
shares
|
$208,904
0.14% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Round Rock Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
780
shares
|
$208,104
0.05% of portfolio
|
Q2 2024
Reduced 6.81%
|
|
Leonard Rickey Investment Advisors P.L.L.C.
|
Jul 24, 2024 Q2 2024 |
778
shares
|
$207,570
0.05% of portfolio
|
Q2 2024
New holding
|
|
Eagle Bay Advisors LLC
New York, NY |
Jul 26, 2024 Q2 2024 |
775
shares
|
$206,770
0.12% of portfolio
|
Q2 2024
Reduced 24.09%
|
|
West Paces Advisors Inc.
Atlanta, GA |
Jul 16, 2024 Q2 2024 |
771
shares
|
$205,702
0.05% of portfolio
|
Q2 2024
Added 5.04%
|
|
Activest Wealth Management
|
Jul 30, 2024 Q2 2024 |
768
shares
|
$204,902
0.07% of portfolio
|
Q2 2024
Added 71.43%
|
|
Archer Investment Corp
|
Aug 02, 2024 Q2 2024 |
759
shares
|
$202,501
0.06% of portfolio
|
Q2 2024
Added 15.17%
|
|
Capital Advisors, Ltd. LLC
|
Jul 25, 2024 Q2 2024 |
742
shares
|
$197,965
0.02% of portfolio
|
Q2 2024
Reduced 1.46%
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Aug 14, 2024 Q2 2024 |
728
shares
|
$194,230
0.14% of portfolio
|
Q2 2024
Added 8.33%
|
|
Vestor Capital, LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
727
shares
|
$193,963
0.02% of portfolio
|
Q2 2024
Reduced 98.11%
|
|
Holistic Planning, LLC
Nacogdoches, TX |
Jul 22, 2024 Q2 2024 |
724
shares
|
$193,163
0.17% of portfolio
|
Q1 2024
New holding
|
|
Chris Bulman Inc
Roseville, CA |
Aug 06, 2024 Q2 2024 |
722
shares
|
$192,629
0.13% of portfolio
|
Q2 2024
New holding
|
|
First Community Trust Na
|
Jul 15, 2024 Q2 2024 |
710
shares
|
$189,428
0.16% of portfolio
|
Q2 2024
Added 27.24%
|
|
Blume Capital Management, Inc.
Berkeley, CA |
Aug 05, 2024 Q2 2024 |
700
shares
|
$186,760
0.04% of portfolio
|
Q4 2023
Added 16.67%
|
|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
685
shares
|
$182,758
0.15% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$179,556
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
673
shares
|
$179,556
0.07% of portfolio
|
Q1 2024
Added 2.75%
|
|
Riverview Trust CO
|
Jul 16, 2024 Q2 2024 |
666
shares
|
$177,688
0.16% of portfolio
|
Q2 2024
Reduced 82.03%
|