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 |
---|---|---|---|---|---|
Quarry LP
New York, NY |
Aug 14, 2024 Q2 2024 |
108
shares
|
$28,814
0.01% of portfolio
|
Q2 2024
Reduced 58.46%
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$28,014
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
Centennial Bank/Ar/
Conway, AR |
Aug 30, 2024 Q2 2024 |
105
shares
|
$28,014
0.01% of portfolio
|
Q2 2024
Reduced 12.5%
|
|
Piscataqua Savings Bank
|
Jul 12, 2024 Q2 2024 |
100
shares
|
$26,680
0.02% of portfolio
|
Q2 2024
Added 2400.0%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$26,680
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tacita Capital Inc
Toronto, A6 |
Aug 08, 2024 Q2 2024 |
100
shares
|
$26,680
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$25,879
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Jul 18, 2024 Q2 2024 |
97
shares
|
$25,879
0.02% of portfolio
|
Q4 2023
New holding
|
|
Avion Wealth
The Woodlands, TX |
Jul 26, 2024 Q2 2024 |
96
shares
|
$25,612
0.01% of portfolio
|
Q2 2024
Added 52.38%
|
|
Rosenberg Matthew Hamilton
|
Jul 26, 2024 Q2 2024 |
94
shares
|
$25,079
0.01% of portfolio
|
Q2 2024
Reduced 51.55%
|
|
Steph & CO
|
Jul 30, 2024 Q2 2024 |
93
shares
|
$24,812
0.01% of portfolio
|
Q2 2024
Reduced 38.0%
|
|
Ncp Inc.
La Quinta, CA |
Aug 30, 2024 Q2 2024 |
91
shares
|
$24,278
0.01% of portfolio
|
Q1 2024
Reduced 43.96%
|
|
Cohen & Steers, Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
89
shares
|
$23,745
0.0% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
Islay Capital Management, LLC
Lubbock, TX |
Aug 13, 2024 Q2 2024 |
85
shares
|
$22,678
0.02% of portfolio
|
Q2 2024
New holding
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jul 12, 2024 Q2 2024 |
81
shares
|
$21,610
0.02% of portfolio
|
Q2 2024
Added 19.12%
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
80
shares
|
$21,344
0.0% of portfolio
|
Q2 2024
Reduced 13.04%
|
|
Hallmark Capital Management Inc
|
Aug 08, 2024 Q2 2024 |
80
shares
|
$21,344
0.0% of portfolio
|
Q2 2024
New holding
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Jul 16, 2024 Q2 2024 |
80
shares
|
$21,344
0.01% of portfolio
|
Q2 2024
Added 8.11%
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
Aug 14, 2024 Q2 2024 |
78
shares
|
$20,810
0.03% of portfolio
|
Q2 2024
Added 1.3%
|
|
Knott David M Jr
Syosset, NY |
Aug 12, 2024 Q2 2024 |
77
shares
|
$20,543
0.01% of portfolio
|
Q2 2022
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Jul 08, 2024 Q2 2024 |
76
shares
|
$20,276
0.0% of portfolio
|
Q1 2023
Reduced 68.2%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$20,010
0.01% of portfolio
|
Q4 2022
New holding
|
|
Pineridge Advisors LLC
St. Charles, MO |
Jul 25, 2024 Q2 2024 |
75
shares
|
$20,010
0.01% of portfolio
|
Q2 2024
Reduced 6.25%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Jul 31, 2024 Q2 2024 |
70
shares
|
$18,676
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
Costello Asset Management, Inc
|
Aug 01, 2024 Q2 2024 |
69
shares
|
$18,409
0.01% of portfolio
|
Q4 2022
Reduced 51.75%
|