Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,918 institutions that hold shares in the stock, with a total of 749 Million shares, which have been reported (via 13F filing form) to have a value of $233 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Anfield Capital Management, LLC
Newport Beach, CA |
Jul 31, 2024 Q2 2024 |
12
shares
|
$3,729
0.0% of portfolio
|
Q2 2024
Reduced 52.0%
|
|
|
Providence Capital Advisors, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
11
shares
|
$3,418
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
Nov 07, 2024 Q3 2024 |
10
shares
|
$3,107
0.0% of portfolio
|
Q2 2024
Reduced 23.08%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
9
shares
|
$2,797
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Oct 09, 2024 Q3 2024 |
9
shares
|
$2,797
0.0% of portfolio
|
Q3 2024
Added 28.57%
|
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
Aug 14, 2024 Q2 2024 |
8
shares
|
$2,486
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
8
shares
|
$2,486
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Oct 28, 2024 Q3 2024 |
6
shares
|
$1,864
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
Aug 13, 2024 Q2 2024 |
5
shares
|
$1,553
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Perritt Capital Management Inc
Chicago, IL |
Aug 07, 2024 Q2 2024 |
5
shares
|
$1,553
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,553
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
|
New Millennium Group LLC
Sandy, UT |
Jul 25, 2024 Q2 2024 |
4
shares
|
$1,243
0.0% of portfolio
|
Q2 2024
Reduced 99.94%
|
|
|
Ifs Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
3
shares
|
$932
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 04, 2024 Q3 2024 |
1
shares
|
$310
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
Oct 09, 2024 Q3 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2024
New holding
|
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
|
Epg Wealth Management LLC
Atlanta, GA |
Aug 13, 2024 Q2 2024 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2024
Closed
|