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 |
---|---|---|---|---|---|
Abner Herrman & Brock LLC
|
Jul 18, 2024 Q2 2024 |
80,672
shares
|
$21.5 Million
2.63% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Braun Stacey Associates Inc
|
Jul 29, 2024 Q2 2024 |
80,274
shares
|
$21.4 Million
0.71% of portfolio
|
Q2 2024
Reduced 9.89%
|
|
Gulf International Bank (Uk) LTD
|
Jul 10, 2024 Q2 2024 |
79,695
shares
|
$21.3 Million
0.52% of portfolio
|
Q2 2024
Reduced 7.11%
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
79,671
shares
|
$21.3 Million
0.68% of portfolio
|
Q2 2024
Added 250.87%
|
|
Capital International Sarl
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
79,618
shares
|
$21.2 Million
0.65% of portfolio
|
Q2 2024
Reduced 28.0%
|
|
Moran Wealth Management, LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
79,267
shares
|
$21.1 Million
0.69% of portfolio
|
Q2 2024
Added 19.13%
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jul 22, 2024 Q2 2024 |
79,000
shares
|
$21.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 21.63%
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 08, 2024 Q2 2024 |
78,967
shares
|
$21.1 Million
1.39% of portfolio
|
Q2 2024
Added 10.94%
|
|
Old National Bancorp
|
Jul 11, 2024 Q2 2024 |
78,746
shares
|
$21 Million
0.48% of portfolio
|
Q2 2024
Added 0.67%
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 13, 2024 Q2 2024 |
78,442
shares
|
$20.9 Million
0.77% of portfolio
|
Q2 2024
Added 4.11%
|
|
Davidson Investment Advisors
|
Jul 31, 2024 Q2 2024 |
78,321
shares
|
$20.9 Million
1.05% of portfolio
|
Q2 2024
Reduced 22.45%
|
|
Nixon Peabody Trust CO
Boston, MA |
Jul 26, 2024 Q2 2024 |
77,736
shares
|
$20.7 Million
1.81% of portfolio
|
Q2 2024
Reduced 2.92%
|
|
Vanguard Personalized Indexing Management, LLC
Oakland, CA |
Aug 12, 2024 Q2 2024 |
77,714
shares
|
$20.7 Million
0.38% of portfolio
|
Q2 2024
Reduced 2.08%
|
|
Valeo Financial Advisors, LLC
|
Jul 10, 2024 Q2 2024 |
77,561
shares
|
$20.7 Million
0.57% of portfolio
|
Q2 2024
Added 7.58%
|
|
Long Path Partners LP
Stamford, CT |
Aug 14, 2024 Q2 2024 |
76,894
shares
|
$20.5 Million
10.5% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Ithaka Group LLC
Bethesda, MD |
Aug 09, 2024 Q2 2024 |
76,711
shares
|
$20.5 Million
3.64% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
Prio Wealth Limited Partnership
Boston, MA |
Sep 10, 2024 Q2 2024 |
76,207
shares
|
$20.3 Million
0.59% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Mmbg Investment Advisors Co.
|
Aug 13, 2024 Q2 2024 |
76,204
shares
|
$20.3 Million
2.1% of portfolio
|
Q2 2024
Added 0.21%
|
|
Paragon Capital Management LTD
|
Jul 12, 2024 Q2 2024 |
76,081
shares
|
$20.3 Million
3.68% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$20.2 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
Quattro Financial Advisors LLC
|
Jul 30, 2024 Q2 2024 |
75,000
shares
|
$20 Million
5.2% of portfolio
|
Q2 2024
Added 50.0%
|
|
Mizuho Securities Usa LLC
|
Jul 31, 2024 Q2 2024 |
74,886
shares
|
$20 Million
0.46% of portfolio
|
Q2 2024
New holding
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$19.8 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
73,826
shares
|
$19.7 Million
0.33% of portfolio
|
Q2 2024
Added 433.23%
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Aug 13, 2024 Q2 2024 |
73,759
shares
|
$19.7 Million
4.09% of portfolio
|
Q2 2024
Added 87.57%
|