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 |
---|---|---|---|---|---|
Grace & Mercy Foundation, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
7,500
shares
|
$2 Million
0.44% of portfolio
|
Q2 2024
Added 36.36%
|
|
Ingalls & Snyder LLC
New York, NY |
Jul 31, 2024 Q2 2024 |
7,493
shares
|
$2 Million
0.08% of portfolio
|
Q2 2024
Reduced 10.36%
|
|
M&R Capital Management Inc
|
Jul 02, 2024 Q2 2024 |
7,491
shares
|
$2 Million
0.47% of portfolio
|
Q2 2024
Added 38.93%
|
|
Bard Financial Services, Inc.
|
Jul 09, 2024 Q2 2024 |
7,485
shares
|
$2 Million
0.2% of portfolio
|
Q2 2024
Added 9.51%
|
|
Wp Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
7,485
shares
|
$2 Million
0.61% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
7,470
shares
|
$1.99 Million
0.54% of portfolio
|
Q2 2024
Added 1.34%
|
|
Bay Rivers Group
|
Jul 22, 2024 Q2 2024 |
7,433
shares
|
$1.98 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$1.97 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
Berkshire Bank
|
Jul 12, 2024 Q2 2024 |
7,372
shares
|
$1.97 Million
0.48% of portfolio
|
Q2 2024
Reduced 5.28%
|
|
Kaizen Financial Strategies
|
Aug 02, 2024 Q2 2024 |
7,358
shares
|
$1.96 Million
1.23% of portfolio
|
Q2 2024
Added 9.46%
|
|
Mid West One Financial Group, Inc.
Iowa City, IA |
Aug 15, 2024 Q2 2024 |
7,356
shares
|
$1.96 Million
0.34% of portfolio
|
Q2 2024
Reduced 3.92%
|
|
Prana Capital Management, LP
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
7,355
shares
|
$1.96 Million
0.09% of portfolio
|
Q2 2024
Reduced 23.31%
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Aug 14, 2024 Q2 2024 |
7,341
shares
|
$1.96 Million
0.45% of portfolio
|
Q2 2024
Added 20.92%
|
|
9258 Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
7,296
shares
|
$1.95 Million
0.29% of portfolio
|
Q2 2024
Added 1.15%
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 13, 2024 Q2 2024 |
7,289
shares
|
$1.94 Million
0.03% of portfolio
|
Q2 2024
Reduced 49.16%
|
|
Nilsine Partners, LLC
Greenwood Village, CO |
Jul 31, 2024 Q2 2024 |
7,286
shares
|
$1.94 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.55%
|
|
Barings LLC
|
Aug 08, 2024 Q2 2024 |
7,283
shares
|
$1.94 Million
0.05% of portfolio
|
Q2 2024
Reduced 17.24%
|
|
United Asset Strategies, Inc.
Garden City, NY |
Aug 01, 2024 Q2 2024 |
7,273
shares
|
$1.94 Million
0.19% of portfolio
|
Q2 2024
Added 0.46%
|
|
Bristlecone Advisors, LLC
|
Jul 25, 2024 Q2 2024 |
7,272
shares
|
$1.94 Million
0.16% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 14, 2024 Q2 2024 |
7,271
shares
|
$1.94 Million
0.09% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Vera Bank, N.A.
|
Jul 24, 2024 Q2 2024 |
7,264
shares
|
$1.94 Million
0.6% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Cito Capital Group, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
7,250
shares
|
$1.93 Million
0.72% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Aug 13, 2024 Q2 2024 |
7,245
shares
|
$1.93 Million
1.34% of portfolio
|
Q2 2024
Reduced 30.5%
|
|
Chicago Partners Investment Group LLC
|
Jul 31, 2024 Q2 2024 |
7,234
shares
|
$1.93 Million
0.08% of portfolio
|
Q2 2024
Added 1.8%
|
|
United Bank
|
Jul 23, 2024 Q2 2024 |
7,227
shares
|
$1.93 Million
0.93% of portfolio
|
Q2 2024
Reduced 12.02%
|