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 |
---|---|---|---|---|---|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Aug 12, 2024 Q2 2024 |
140
shares
|
$37,352
0.01% of portfolio
|
Q4 2023
New holding
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
Jul 17, 2024 Q2 2024 |
139
shares
|
$37,085
0.01% of portfolio
|
Q2 2024
Added 61.63%
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
138
shares
|
$36,818
0.0% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Jul 17, 2024 Q2 2024 |
136
shares
|
$36,284
0.01% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Perkins Coie Trust CO
|
Jul 12, 2024 Q2 2024 |
135
shares
|
$36,018
0.01% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
Colonial Trust Advisors
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
134
shares
|
$35,751
0.0% of portfolio
|
Q2 2024
Added 10.74%
|
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
Aug 12, 2024 Q2 2024 |
133
shares
|
$35,484
0.01% of portfolio
|
Q2 2024
Reduced 74.86%
|
|
Mcf Advisors LLC
Covington, KY |
Aug 05, 2024 Q2 2024 |
132
shares
|
$35,217
0.0% of portfolio
|
Q2 2024
Added 18.92%
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 29, 2024 Q2 2024 |
129
shares
|
$34,417
0.01% of portfolio
|
Q2 2024
Added 3125.0%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Aug 29, 2024 Q2 2024 |
128
shares
|
$34,150
0.01% of portfolio
|
Q2 2024
Reduced 67.43%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
126
shares
|
$33,616
0.02% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
First Personal Financial Services
|
Jul 29, 2024 Q2 2024 |
122
shares
|
$32,549
0.01% of portfolio
|
Q1 2024
Reduced 46.96%
|
|
Ica Group Wealth Management, LLC
Denver, CO |
Aug 08, 2024 Q2 2024 |
122
shares
|
$32,549
0.02% of portfolio
|
Q2 2024
Reduced 91.35%
|
|
Main Street Group, LTD
Glen Allen, VA |
Aug 05, 2024 Q2 2024 |
119
shares
|
$31,749
0.01% of portfolio
|
Q2 2024
Reduced 29.59%
|
|
Kathleen S. Wright Associates Inc.
|
Jul 17, 2024 Q2 2024 |
117
shares
|
$31,215
0.01% of portfolio
|
Q4 2023
New holding
|
|
Emfo, LLC
|
Jul 26, 2024 Q2 2024 |
117
shares
|
$31,215
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
Gables Capital Management Inc.
|
Aug 07, 2024 Q2 2024 |
116
shares
|
$30,948
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$30,148
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
Cedar Mountain Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
111
shares
|
$29,614
0.01% of portfolio
|
Q2 2021
Added 122.0%
|
|
Clear Investment Research, LLC
|
Aug 08, 2024 Q2 2024 |
110
shares
|
$29,348
0.04% of portfolio
|
Q2 2024
Added 816.67%
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 25, 2024 Q2 2024 |
110
shares
|
$29,348
0.01% of portfolio
|
Q2 2024
Reduced 61.4%
|
|
Zynergy Retirement Planning Llc
Red Bank, NJ |
Jul 25, 2024 Q2 2024 |
110
shares
|
$29,348
0.02% of portfolio
|
Q2 2024
New holding
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$29,081
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
Aspect Partners, LLC
Fairfax, VA |
Jul 15, 2024 Q2 2024 |
109
shares
|
$29,081
0.02% of portfolio
|
Q4 2023
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
108
shares
|
$28,814
0.01% of portfolio
|
Q1 2024
New holding
|