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 |
---|---|---|---|---|---|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Jul 15, 2024 Q2 2024 |
69
shares
|
$18,409
0.01% of portfolio
|
Q4 2023
New holding
|
|
Fsc Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
68
shares
|
$18,142
0.01% of portfolio
|
Q4 2023
Reduced 78.62%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Aug 15, 2024 Q2 2024 |
67
shares
|
$17,875
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
Kelly Financial Services LLC
Braintree, MA |
Aug 12, 2024 Q2 2024 |
67
shares
|
$17,875
0.01% of portfolio
|
Q2 2024
Reduced 24.72%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 14, 2024 Q2 2024 |
65
shares
|
$17,342
0.0% of portfolio
|
Q2 2024
Reduced 4.41%
|
|
Proffitt & Goodson Inc
|
Jul 23, 2024 Q2 2024 |
64
shares
|
$17,075
0.0% of portfolio
|
Q2 2024
New holding
|
|
First Premier Bank
|
Jul 17, 2024 Q2 2024 |
63
shares
|
$16,808
0.0% of portfolio
|
Q1 2024
Added 530.0%
|
|
Tortoise Investment Management, LLC
|
Aug 01, 2024 Q2 2024 |
63
shares
|
$16,808
0.0% of portfolio
|
Q2 2024
Reduced 72.73%
|
|
Lgt Financial Advisors LLC
Dallas, TX |
Aug 05, 2024 Q2 2024 |
63
shares
|
$16,808
0.03% of portfolio
|
Q2 2024
New holding
|
|
Naples Money Management LLC
Naples, FL |
Jul 09, 2024 Q2 2024 |
63
shares
|
$16,808
0.01% of portfolio
|
Q4 2023
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
Jul 30, 2024 Q2 2024 |
62
shares
|
$16,541
0.01% of portfolio
|
Q3 2023
Reduced 90.61%
|
|
Trust CO
|
Jul 15, 2024 Q2 2024 |
60
shares
|
$16,008
0.0% of portfolio
|
Q3 2022
Reduced 64.91%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$16,008
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
Annapolis Financial Services, LLC
|
Jul 17, 2024 Q2 2024 |
59
shares
|
$15,741
0.01% of portfolio
|
Q4 2022
Reduced 40.4%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Jul 25, 2024 Q2 2024 |
58
shares
|
$15,474
0.01% of portfolio
|
Q2 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$15,207
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|
|
Park Circle CO
|
Aug 02, 2024 Q2 2024 |
54
shares
|
$14,407
0.01% of portfolio
|
Q3 2021
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Aug 14, 2024 Q2 2024 |
51
shares
|
$13,606
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
Legacy Bridge, LLC
|
Aug 06, 2024 Q2 2024 |
50
shares
|
$13,340
0.01% of portfolio
|
Q2 2024
Reduced 98.98%
|
|
Evolution Advisers, Inc.
|
Jul 26, 2024 Q2 2024 |
50
shares
|
$13,340
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Prairie View Partners, LLC
|
Aug 01, 2024 Q2 2024 |
50
shares
|
$13,340
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
Sws Partners
|
Jul 17, 2024 Q2 2024 |
50
shares
|
$13,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Mechanics Financial Corp
|
Aug 01, 2024 Q2 2024 |
50
shares
|
$13,340
0.01% of portfolio
|
Q4 2021
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Jul 10, 2024 Q2 2024 |
50
shares
|
$13,340
0.02% of portfolio
|
Q1 2024
New holding
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
50
shares
|
$13,340
0.01% of portfolio
|
Q4 2022
New holding
|