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 |
---|---|---|---|---|---|
Marco Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
52,598
shares
|
$14 Million
1.25% of portfolio
|
Q2 2024
Added 4.58%
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
52,188
shares
|
$13.9 Million
0.22% of portfolio
|
Q2 2024
Added 14.9%
|
|
Brookstone Capital Management
|
Jul 18, 2024 Q2 2024 |
51,873
shares
|
$13.8 Million
0.25% of portfolio
|
Q2 2024
Added 32.71%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2024 Q2 2024 |
51,695
shares
|
$13.8 Million
0.18% of portfolio
|
Q2 2024
Reduced 16.66%
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
51,694
shares
|
$13.8 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.41%
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
51,513
shares
|
$13.7 Million
0.22% of portfolio
|
Q2 2024
Added 5.98%
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
51,487
shares
|
$13.7 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.07%
|
|
Bloom Tree Partners, LLC
New York, NY |
Aug 11, 2023 Q2 2023 |
51,249
shares
|
$13.7 Million
5.02% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Aug 08, 2024 Q2 2024 |
51,098
shares
|
$13.6 Million
0.2% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
Balyasny Asset Management LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
50,976
shares
|
$13.6 Million
0.02% of portfolio
|
Q2 2024
Reduced 72.84%
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2024 Q2 2024 |
50,941
shares
|
$13.6 Million
0.99% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Prospera Financial Services Inc
|
Aug 13, 2024 Q2 2024 |
50,744
shares
|
$13.5 Million
0.37% of portfolio
|
Q1 2024
Reduced 23.71%
|
|
Ardmore Road Asset Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
50,000
shares
|
$13.3 Million
2.07% of portfolio
|
Q2 2024
New holding
|
|
Foster Victor Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
49,435
shares
|
$13.2 Million
1.0% of portfolio
|
Q2 2024
Added 13.13%
|
|
Raymond James Trust N.A.
|
Jul 25, 2024 Q2 2024 |
49,194
shares
|
$13.1 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.13%
|
|
New Mexico Educational Retirement Board
|
Aug 06, 2024 Q2 2024 |
48,986
shares
|
$13.1 Million
0.44% of portfolio
|
Q1 2024
Reduced 14.49%
|
|
Illinois Municipal Retirement Fund
|
Aug 05, 2024 Q2 2024 |
48,516
shares
|
$12.9 Million
0.19% of portfolio
|
Q2 2024
Added 2.73%
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Jul 26, 2024 Q2 2024 |
48,383
shares
|
$12.9 Million
0.8% of portfolio
|
Q2 2024
Added 8.72%
|
|
Advisory Services Network, LLC
|
Aug 13, 2024 Q2 2024 |
48,228
shares
|
$12.9 Million
0.26% of portfolio
|
Q2 2024
Added 1.67%
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 09, 2024 Q2 2024 |
48,000
shares
|
$12.8 Million
0.5% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Aug 02, 2024 Q2 2024 |
47,965
shares
|
$12.8 Million
0.36% of portfolio
|
Q2 2024
Reduced 5.3%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
47,888
shares
|
$12.8 Million
1.09% of portfolio
|
Q2 2024
Added 12.41%
|
|
Chesley Taft & Associates LLC
|
Jul 19, 2024 Q2 2024 |
47,763
shares
|
$12.7 Million
0.62% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Buckingham Capital Management, Inc.
|
Jul 15, 2024 Q2 2024 |
47,543
shares
|
$12.7 Million
1.48% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Edge Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
47,535
shares
|
$12.7 Million
2.57% of portfolio
|
Q2 2024
Reduced 0.82%
|