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 |
---|---|---|---|---|---|
Sora Investors LLC
Bryn Mawr, PA |
Aug 14, 2024 Q2 2024 |
65,000
shares
|
$17.3 Million
3.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
Lyell Wealth Management, LP
|
Aug 08, 2024 Q2 2024 |
64,280
shares
|
$17.1 Million
1.58% of portfolio
|
Q2 2024
Added 6.83%
|
|
First Long Island Investors, LLC
|
Aug 07, 2024 Q2 2024 |
63,981
shares
|
$17.1 Million
1.41% of portfolio
|
Q2 2024
Added 0.49%
|
|
Beese Fulmer Investment Management, Inc.
|
Jul 03, 2024 Q2 2024 |
63,645
shares
|
$17 Million
1.52% of portfolio
|
Q2 2024
Added 108.32%
|
|
Franklin Street Advisors Inc
|
Jul 18, 2024 Q2 2024 |
63,225
shares
|
$16.9 Million
1.16% of portfolio
|
Q2 2024
Reduced 50.54%
|
|
Ctc LLC
|
Aug 09, 2024 Q2 2024 |
62,873
shares
|
$16.8 Million
0.53% of portfolio
|
Q2 2024
Added 42.17%
|
|
Adams Diversified Equity Fund, Inc.
|
Aug 01, 2024 Q2 2024 |
62,800
shares
|
$16.8 Million
0.56% of portfolio
|
Q2 2024
Reduced 53.72%
|
|
Grimes & Company, Inc.
|
Jul 22, 2024 Q2 2024 |
62,282
shares
|
$16.6 Million
0.48% of portfolio
|
Q2 2024
Added 7332.22%
|
|
Hartford Investment Management CO
|
Aug 01, 2024 Q2 2024 |
62,227
shares
|
$16.6 Million
0.56% of portfolio
|
Q2 2024
Reduced 0.54%
|
|
Fulton Breakefield Broenniman LLC
|
Aug 07, 2024 Q2 2024 |
62,182
shares
|
$16.6 Million
1.2% of portfolio
|
Q2 2024
Added 0.41%
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 11, 2024 Q2 2024 |
61,607
shares
|
$16.4 Million
2.04% of portfolio
|
Q2 2024
Added 3.56%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
61,273
shares
|
$16.3 Million
0.36% of portfolio
|
Q2 2024
Added 1.34%
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
60,870
shares
|
$16.2 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Jul 16, 2024 Q2 2024 |
60,700
shares
|
$16.2 Million
0.06% of portfolio
|
Q2 2024
Added 8.74%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
60,133
shares
|
$16 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.09%
|
|
Middleton & CO Inc
|
Aug 12, 2024 Q2 2024 |
60,021
shares
|
$16 Million
1.8% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
59,238
shares
|
$15.8 Million
0.03% of portfolio
|
Q2 2024
Added 22.32%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$15.7 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|
Banque Cantonale Vaudoise
|
Jul 31, 2024 Q2 2024 |
58,373
shares
|
$15.6 Million
0.6% of portfolio
|
Q2 2024
Added 11.18%
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2024 Q4 2023 |
58,300
shares
|
$15.6 Million
1.07% of portfolio
|
Q4 2023
Added 62.85%
|
|
Great Valley Advisor Group, Inc.
|
Jul 16, 2024 Q2 2024 |
58,277
shares
|
$15.5 Million
0.43% of portfolio
|
Q2 2024
Added 14.74%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 19, 2024 Q2 2024 |
57,667
shares
|
$15.4 Million
0.21% of portfolio
|
Q2 2024
Reduced 8.82%
|
|
Empowered Funds, LLC
|
Jul 30, 2024 Q2 2024 |
57,158
shares
|
$15.2 Million
0.26% of portfolio
|
Q2 2024
Added 177.92%
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
57,041
shares
|
$15.2 Million
0.7% of portfolio
|
Q2 2024
Reduced 35.55%
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Jul 31, 2024 Q2 2024 |
57,020
shares
|
$15.2 Million
0.6% of portfolio
|
Q2 2024
Reduced 25.04%
|