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 |
---|---|---|---|---|---|
Virtue Capital Management, LLC
Brentwood, TN |
Aug 13, 2024 Q2 2024 |
2,060
shares
|
$549,608
0.09% of portfolio
|
Q2 2024
Reduced 10.2%
|
|
Pinnacle Wealth Management Advisory Group, LLC
|
Jul 25, 2024 Q2 2024 |
2,043
shares
|
$545,072
0.05% of portfolio
|
Q2 2024
Reduced 31.97%
|
|
Boston Trust Walden Corp
|
Jul 19, 2024 Q2 2024 |
2,039
shares
|
$544,005
0.0% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 14, 2024 Q2 2024 |
2,032
shares
|
$542,137
0.03% of portfolio
|
Q2 2024
Reduced 3.65%
|
|
Journey Strategic Wealth LLC
Summit, NJ |
Aug 14, 2024 Q2 2024 |
2,031
shares
|
$541,870
0.02% of portfolio
|
Q2 2024
Added 188.09%
|
|
Rfg Holdings, Inc.
|
Jul 15, 2024 Q2 2024 |
2,028
shares
|
$541,070
0.2% of portfolio
|
Q2 2024
Added 78.68%
|
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
Aug 14, 2023 Q2 2023 |
2,026
shares
|
$540,536
0.26% of portfolio
|
Q2 2023
Reduced 10.83%
|
|
Northern Financial Advisors Inc
Bloomfield Hills, MI |
Aug 02, 2024 Q2 2024 |
2,024
shares
|
$540,003
0.42% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Crewe Advisors LLC
|
Jul 29, 2024 Q2 2024 |
2,020
shares
|
$538,936
0.06% of portfolio
|
Q2 2024
Added 1.46%
|
|
Peterson Wealth Services
|
Jul 30, 2024 Q2 2024 |
2,015
shares
|
$537,602
0.18% of portfolio
|
Q2 2024
Added 1.61%
|
|
Vicus Capital
State College, PA |
Jul 23, 2024 Q2 2024 |
2,014
shares
|
$537,335
0.05% of portfolio
|
Q2 2024
Added 9.04%
|
|
Brio Consultants, LLC
|
Aug 05, 2024 Q2 2024 |
2,008
shares
|
$535,734
0.09% of portfolio
|
Q2 2024
Reduced 13.89%
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2024 Q2 2024 |
2,003
shares
|
$534,400
0.03% of portfolio
|
Q2 2024
Added 2.88%
|
|
Alley Investment Management Company, LLC
|
Aug 14, 2024 Q2 2024 |
2,003
shares
|
$534,400
0.07% of portfolio
|
Q2 2024
Reduced 2.91%
|
|
Pegasus Partners Ltd.
Mequon, WI |
Aug 07, 2024 Q2 2024 |
2,002
shares
|
$534,133
0.05% of portfolio
|
Q2 2024
Added 50.07%
|
|
Callan Capital, LLC
La Jolla, CA |
Aug 12, 2024 Q2 2024 |
2,002
shares
|
$534,133
0.04% of portfolio
|
Q2 2024
Reduced 9.9%
|
|
Hilltop National Bank
Casper, WY |
Jul 09, 2024 Q2 2024 |
2,002
shares
|
$534,133
0.17% of portfolio
|
Q2 2024
Added 0.05%
|
|
Covenant Partners, LLC
|
Aug 05, 2024 Q2 2024 |
2,001
shares
|
$533,866
0.16% of portfolio
|
Q1 2024
Reduced 22.29%
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 26, 2024 Q2 2024 |
2,000
shares
|
$533,600
0.27% of portfolio
|
Q2 2024
Reduced 84.62%
|
|
Connecticut Wealth Management, LLC
|
Aug 13, 2024 Q2 2024 |
1,993
shares
|
$531,732
0.03% of portfolio
|
Q2 2024
Added 3.86%
|
|
Gratus Capital LLC
|
Jul 25, 2024 Q2 2024 |
1,992
shares
|
$531,465
0.02% of portfolio
|
Q2 2024
Added 50.91%
|
|
Pointe Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
1,989
shares
|
$530,665
0.32% of portfolio
|
Q2 2024
Added 0.2%
|
|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,973
shares
|
$526,396
0.19% of portfolio
|
Q2 2024
Added 2.55%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
1,971
shares
|
$525,862
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 24, 2024 Q2 2024 |
1,968
shares
|
$525,062
0.21% of portfolio
|
Q2 2024
Added 0.72%
|