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 |
---|---|---|---|---|---|
Cultivar Capital, Inc.
Denton, TX |
Jul 23, 2024 Q2 2024 |
50
shares
|
$13,340
0.01% of portfolio
|
Q2 2024
New holding
|
|
Fairfield Financial Advisors, LTD
Wellesley, MA |
Aug 09, 2024 Q2 2024 |
50
shares
|
$13,340
0.0% of portfolio
|
Q2 2024
New holding
|
|
Macroview Investment Management LLC
|
Jul 23, 2024 Q2 2024 |
48
shares
|
$12,806
0.01% of portfolio
|
Q2 2024
Reduced 71.43%
|
|
Atticus Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
47
shares
|
$12,539
0.0% of portfolio
|
Q2 2024
Added 30.56%
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jul 31, 2024 Q2 2024 |
47
shares
|
$12,539
0.0% of portfolio
|
Q3 2023
Reduced 16.07%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Aug 06, 2024 Q2 2024 |
47
shares
|
$12,539
0.0% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
Fairway Wealth LLC
Independence, OH |
Aug 09, 2024 Q2 2024 |
47
shares
|
$12,539
0.01% of portfolio
|
Q2 2024
New holding
|
|
Hoey Investments, Inc
Coatesville, PA |
Jul 31, 2024 Q2 2024 |
45
shares
|
$12,006
0.0% of portfolio
|
Q2 2024
Reduced 70.0%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
Jul 29, 2024 Q2 2024 |
45
shares
|
$12,006
0.01% of portfolio
|
Q4 2022
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$11,739
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 16, 2024 Q2 2024 |
44
shares
|
$11,739
0.0% of portfolio
|
Q2 2024
Reduced 91.39%
|
|
Morton Brown Family Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
42
shares
|
$11,205
0.0% of portfolio
|
Q2 2023
Reduced 23.64%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
42
shares
|
$11,205
0.01% of portfolio
|
Q4 2023
New holding
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 30, 2024 Q2 2024 |
40
shares
|
$10,672
0.0% of portfolio
|
Q2 2024
Added 17.65%
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
Aug 15, 2024 Q2 2024 |
38
shares
|
$10,138
0.0% of portfolio
|
Q2 2024
Added 111.11%
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 12, 2024 Q2 2024 |
35
shares
|
$9,338
0.0% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 07, 2024 Q2 2024 |
33
shares
|
$8,804
0.0% of portfolio
|
Q2 2024
Reduced 57.14%
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Jul 22, 2024 Q2 2024 |
32
shares
|
$8,537
0.0% of portfolio
|
Q2 2024
Added 220.0%
|
|
Old Second National Bank Of Aurora
|
Aug 12, 2024 Q2 2024 |
31
shares
|
$8,270
0.0% of portfolio
|
Q2 2024
New holding
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
Jul 25, 2024 Q2 2024 |
31
shares
|
$8,270
0.0% of portfolio
|
Q4 2023
New holding
|
|
Godsey & Gibb Associates
|
Jul 23, 2024 Q2 2024 |
30
shares
|
$8,004
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$7,470
0.0% of portfolio
|
Q2 2022
New holding
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Aug 14, 2024 Q2 2024 |
28
shares
|
$7,470
0.0% of portfolio
|
Q2 2024
Added 7.69%
|
|
Carolina Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
26
shares
|
$6,936
0.0% of portfolio
|
Q3 2021
Reduced 55.17%
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
25
shares
|
$6,670
0.0% of portfolio
|
Q2 2024
Added 78.57%
|