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 |
---|---|---|---|---|---|
Ghp Investment Advisors, Inc.
Denver, CO |
Aug 08, 2024 Q2 2024 |
206
shares
|
$54,960
0.0% of portfolio
|
Q2 2024
Added 38.26%
|
|
Emerald Advisers, LLC
|
Aug 06, 2024 Q2 2024 |
200
shares
|
$53,360
0.0% of portfolio
|
Q2 2024
Reduced 88.67%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$53,360
0.02% of portfolio
|
Q1 2023
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Aug 08, 2024 Q2 2024 |
200
shares
|
$53,360
0.02% of portfolio
|
Q1 2024
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
Aug 07, 2024 Q2 2024 |
196
shares
|
$52,292
0.02% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Tradewinds Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
182
shares
|
$48,557
0.01% of portfolio
|
Q2 2024
Added 1.68%
|
|
Tidemark, LLC
San Diego, CA |
Aug 12, 2024 Q2 2024 |
182
shares
|
$48,557
0.02% of portfolio
|
Q2 2024
Reduced 10.34%
|
|
Register Financial Advisors LLC
Atlanta, GA |
Jul 12, 2024 Q2 2024 |
180
shares
|
$48,024
0.02% of portfolio
|
Q2 2024
Reduced 71.74%
|
|
Bank & Trust CO
Litchfield, IL |
Jul 08, 2024 Q2 2024 |
180
shares
|
$48,024
0.04% of portfolio
|
Q2 2024
New holding
|
|
Duncker Streett & CO Inc
|
Jul 31, 2024 Q2 2024 |
178
shares
|
$47,490
0.01% of portfolio
|
Q2 2024
Added 2.89%
|
|
Kings Path Partners LLC
Sugar Land, TX |
Jul 30, 2024 Q2 2024 |
176
shares
|
$46,956
0.02% of portfolio
|
Q2 2024
New holding
|
|
Pingora Partners LLC
Wilson, WY |
Aug 14, 2024 Q2 2024 |
170
shares
|
$45,356
0.03% of portfolio
|
Q2 2024
Reduced 12.82%
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
168
shares
|
$44,822
0.01% of portfolio
|
Q2 2024
Reduced 33.07%
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Jul 29, 2024 Q2 2024 |
165
shares
|
$44,022
0.01% of portfolio
|
Q1 2021
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
162
shares
|
$43,221
0.03% of portfolio
|
Q4 2023
New holding
|
|
1620 Investment Advisors, Inc.
Plymouth, MA |
Jul 23, 2024 Q2 2024 |
159
shares
|
$42,421
0.03% of portfolio
|
Q2 2024
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
Jul 19, 2024 Q2 2024 |
158
shares
|
$42,154
0.02% of portfolio
|
Q2 2024
Reduced 60.5%
|
|
Lynx Investment Advisory
Washington, Dc, DC |
Jul 09, 2024 Q2 2024 |
156
shares
|
$41,620
0.03% of portfolio
|
Q2 2024
New holding
|
|
Union Savings Bank
Litchfield, CT |
Aug 01, 2024 Q2 2024 |
155
shares
|
$41,354
0.02% of portfolio
|
Q2 2024
Added 29.17%
|
|
Core Alternative Capital
|
Aug 16, 2024 Q2 2024 |
153
shares
|
$40,820
0.01% of portfolio
|
Q1 2024
Reduced 83.11%
|
|
Iag Wealth Partners, LLC
|
Jul 16, 2024 Q2 2024 |
150
shares
|
$40,020
0.01% of portfolio
|
Q2 2024
Added 15.38%
|
|
Slocum, Gordon & CO LLP
Newport, RI |
Aug 05, 2024 Q2 2024 |
150
shares
|
$40,020
0.03% of portfolio
|
Q1 2024
Reduced 31.19%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jul 25, 2024 Q2 2024 |
149
shares
|
$39,753
0.03% of portfolio
|
Q2 2024
Added 144.26%
|
|
Pacifica Partners Inc.
|
Jul 11, 2024 Q2 2024 |
144
shares
|
$38,419
0.02% of portfolio
|
Q2 2024
Added 10.77%
|
|
Pacific Capital Wealth Advisors, Inc
|
Aug 06, 2024 Q2 2024 |
142
shares
|
$37,885
0.01% of portfolio
|
Q2 2024
Added 576.19%
|