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 |
---|---|---|---|---|---|
Transcendent Capital Group LLC
Edmond, OK |
Jul 24, 2024 Q2 2024 |
354
shares
|
$94,447
0.05% of portfolio
|
Q2 2024
Reduced 48.17%
|
|
City Holding CO
|
Jul 12, 2024 Q2 2024 |
351
shares
|
$93,646
0.01% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Union Investments & Development Ltd.
|
Aug 08, 2024 Q2 2024 |
350
shares
|
$93,380
0.55% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Family Firm, Inc.
|
Jul 24, 2024 Q2 2024 |
341
shares
|
$90,978
0.01% of portfolio
|
Q2 2024
New holding
|
|
Estabrook Capital Management
New York, NY |
Aug 13, 2024 Q2 2024 |
331
shares
|
$88,310
0.01% of portfolio
|
Q4 2021
Added 231.0%
|
|
Swan Capital LLC
Pensacola, FL |
Aug 14, 2024 Q2 2024 |
329
shares
|
$87,777
0.05% of portfolio
|
Q2 2024
New holding
|
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
Aug 09, 2024 Q2 2024 |
328
shares
|
$87,510
0.06% of portfolio
|
Q2 2024
New holding
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$86,443
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
Bay Harbor Wealth Management, LLC
|
Jul 24, 2024 Q2 2024 |
324
shares
|
$86,443
0.03% of portfolio
|
Q2 2024
Reduced 0.31%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 13, 2024 Q2 2024 |
323
shares
|
$86,176
0.02% of portfolio
|
Q2 2024
Added 4.53%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$85,376
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Aug 13, 2024 Q2 2024 |
320
shares
|
$85,376
0.04% of portfolio
|
Q2 2024
Reduced 7.78%
|
|
Ogorek Anthony Joseph
|
Aug 08, 2024 Q2 2024 |
314
shares
|
$83,775
0.03% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
Jcic Asset Management Inc.
Toronto, A6 |
Jul 10, 2024 Q2 2024 |
314
shares
|
$83,775
0.04% of portfolio
|
Q2 2024
Added 18.94%
|
|
Bank Of New Hampshire
|
Jul 01, 2024 Q2 2024 |
310
shares
|
$82,708
0.02% of portfolio
|
Q1 2023
Reduced 61.3%
|
|
Gfs Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
300
shares
|
$80,040
0.0% of portfolio
|
Q2 2024
Reduced 62.55%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$80,040
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Prestige Wealth Management Group LLC
|
Aug 06, 2024 Q2 2024 |
299
shares
|
$79,773
0.02% of portfolio
|
Q2 2024
Reduced 3.86%
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
Aug 14, 2024 Q2 2024 |
299
shares
|
$79,773
0.0% of portfolio
|
Q4 2023
New holding
|
|
Horizon Financial Services, LLC
|
Aug 15, 2024 Q2 2024 |
298
shares
|
$79,506
0.05% of portfolio
|
Q2 2024
Added 21.14%
|
|
Logan Capital Management Inc
Newtown Square, PA |
Aug 14, 2024 Q2 2024 |
298
shares
|
$79,506
0.0% of portfolio
|
Q4 2022
Reduced 34.65%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Jul 29, 2024 Q2 2024 |
297
shares
|
$79,239
0.03% of portfolio
|
Q3 2023
Added 1.37%
|
|
Fwl Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
295
shares
|
$78,706
0.04% of portfolio
|
Q2 2024
Reduced 17.6%
|
|
Delta Asset Management LLC
Memphis, TN |
Aug 12, 2024 Q2 2024 |
292
shares
|
$77,905
0.01% of portfolio
|
Q2 2024
Reduced 1.02%
|
|
Dunhill Financial, LLC
London, X0 |
Aug 09, 2024 Q2 2024 |
286
shares
|
$76,304
0.05% of portfolio
|
Q2 2024
Added 7.52%
|