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 |
---|---|---|---|---|---|
Blue Bell Private Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
283
shares
|
$75,504
0.02% of portfolio
|
Q1 2024
Added 1.43%
|
|
Northwest Capital Management Inc
|
Jul 09, 2024 Q2 2024 |
283
shares
|
$75,504
0.03% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
Ibex Wealth Advisors
Lebanon, NJ |
Aug 06, 2024 Q2 2024 |
280
shares
|
$74,704
0.01% of portfolio
|
Q2 2024
New holding
|
|
Live Oak Investment Partners
Austin, TX |
Jul 16, 2024 Q2 2024 |
270
shares
|
$72,036
0.06% of portfolio
|
Q4 2023
Reduced 18.18%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$70,968
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
265
shares
|
$70,702
0.06% of portfolio
|
Q4 2023
New holding
|
|
Mc Ilrath & Eck, LLC
|
Aug 13, 2024 Q2 2024 |
263
shares
|
$70,168
0.01% of portfolio
|
Q2 2024
Added 26.44%
|
|
Tower View Investment Management & Research LLC
|
Jul 26, 2024 Q2 2024 |
260
shares
|
$69,368
0.04% of portfolio
|
Q3 2021
Added 5.26%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Jul 08, 2024 Q2 2024 |
259
shares
|
$69,101
0.03% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
Aug 14, 2024 Q2 2024 |
248
shares
|
$66,166
0.06% of portfolio
|
Q2 2024
Reduced 34.04%
|
|
Systm Wealth Solutions LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
245
shares
|
$65,366
0.01% of portfolio
|
Q2 2024
Reduced 61.42%
|
|
Creekmur Asset Management LLC
Morton, IL |
Aug 13, 2024 Q2 2024 |
241
shares
|
$64,298
0.02% of portfolio
|
Q2 2024
Reduced 5.49%
|
|
Tucker Asset Management LLC
Littleton, CO |
Aug 09, 2024 Q2 2024 |
237
shares
|
$63,231
0.01% of portfolio
|
Q2 2024
Reduced 1.66%
|
|
Hartford Financial Management Inc.
|
Aug 09, 2024 Q2 2024 |
235
shares
|
$62,698
0.01% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
Iron Horse Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
235
shares
|
$62,698
0.02% of portfolio
|
Q2 2024
New holding
|
|
Operose Advisors LLC
Milwaukee, WI |
Aug 08, 2024 Q2 2024 |
231
shares
|
$61,630
0.02% of portfolio
|
Q4 2023
Reduced 51.98%
|
|
Pacific Center For Financial Services
San Ramon, CA |
Aug 14, 2024 Q2 2024 |
230
shares
|
$61,364
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
Baldwin Brothers LLC
|
Jul 12, 2024 Q2 2024 |
227
shares
|
$60,563
0.0% of portfolio
|
Q2 2024
Added 6.57%
|
|
J.Safra Asset Management Corp
|
Jul 17, 2024 Q2 2024 |
225
shares
|
$60,030
0.01% of portfolio
|
Q2 2024
Added 625.81%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Jul 17, 2024 Q2 2024 |
223
shares
|
$59,496
0.02% of portfolio
|
Q2 2023
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
223
shares
|
$59,496
0.02% of portfolio
|
Q2 2024
Added 197.33%
|
|
Entry Point Capital, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
216
shares
|
$57,628
0.08% of portfolio
|
Q2 2024
Added 730.77%
|
|
Oakworth Capital, Inc.
|
Jul 19, 2024 Q2 2024 |
215
shares
|
$57,362
0.0% of portfolio
|
Q2 2024
Added 86.96%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$56,028
0.02% of portfolio
|
Q1 2022
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$55,494
0.01% of portfolio
|
Q4 2022
New holding
|