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 |
---|---|---|---|---|---|
Balanced Wealth Group LLC
Westlake, OH |
Aug 13, 2024 Q2 2024 |
1,057
shares
|
$282,007
0.12% of portfolio
|
Q1 2024
Added 23.48%
|
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
Aug 14, 2024 Q2 2024 |
1,056
shares
|
$281,740
0.11% of portfolio
|
Q1 2023
New holding
|
|
Black Diamond Wealth Management Inc.
|
Aug 13, 2024 Q2 2024 |
1,055
shares
|
$281,474
0.2% of portfolio
|
Q2 2024
Added 6.67%
|
|
Well Done, LLC
|
Jul 18, 2024 Q2 2024 |
1,053
shares
|
$280,940
0.06% of portfolio
|
Q2 2024
Reduced 26.0%
|
|
Red Wave Investments LLC
Dillsburg, PA |
Aug 09, 2024 Q2 2024 |
1,053
shares
|
$280,940
0.11% of portfolio
|
Q2 2024
Added 0.86%
|
|
Zega Financial, LLC
Palm Beach Gardens, FL |
Aug 12, 2024 Q2 2024 |
1,050
shares
|
$280,140
0.05% of portfolio
|
Q2 2024
New holding
|
|
Endurance Wealth Management, Inc.
|
Aug 09, 2023 Q2 2023 |
1,047
shares
|
$279,339
0.03% of portfolio
|
Q4 2022
Reduced 0.66%
|
|
Signature Wealth Management Partners, LLC
|
Jul 15, 2024 Q2 2024 |
1,047
shares
|
$279,339
0.21% of portfolio
|
Q2 2024
New holding
|
|
Mendel Money Management
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
1,046
shares
|
$279,072
0.13% of portfolio
|
Q2 2024
Added 11.28%
|
|
Pring Turner Capital Group Inc
Walnut Creek, CA |
Aug 13, 2024 Q2 2024 |
1,046
shares
|
$279,072
0.19% of portfolio
|
Q2 2024
Added 44.88%
|
|
Gordian Capital Singapore Pte LTD
Singapore, U0 |
Aug 30, 2024 Q2 2024 |
1,044
shares
|
$278,539
0.15% of portfolio
|
Q2 2024
Reduced 21.62%
|
|
Concentric Wealth Management, LLC
Lafayette, CA |
Aug 13, 2024 Q2 2024 |
1,039
shares
|
$277,205
0.07% of portfolio
|
Q2 2024
New holding
|
|
Dlk Investment Management, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
1,039
shares
|
$277,205
0.11% of portfolio
|
Q2 2024
New holding
|
|
Capital Planning Advisors, LLC
Sacramento, CA |
Aug 12, 2024 Q2 2024 |
1,038
shares
|
$276,938
0.05% of portfolio
|
Q2 2024
Reduced 16.36%
|
|
Objective Capital Management, LLC
|
Jun 05, 2024 Q1 2024 |
1,035
shares
|
$276,138
0.21% of portfolio
|
Q1 2024
Added 10.7%
|
|
Pettee Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
1,034
shares
|
$275,871
0.13% of portfolio
|
Q2 2024
New holding
|
|
Wambolt & Associates, LLC
|
Aug 07, 2024 Q2 2024 |
1,029
shares
|
$274,537
0.08% of portfolio
|
Q2 2024
Reduced 17.48%
|
|
Willner & Heller, LLC
|
Jul 19, 2024 Q2 2024 |
1,027
shares
|
$274,003
0.26% of portfolio
|
Q2 2024
Added 50.81%
|
|
W.H. Cornerstone Investments Inc.
Kingston, MA |
Jul 17, 2024 Q2 2024 |
1,026
shares
|
$273,736
0.19% of portfolio
|
Q2 2024
Added 11.4%
|
|
Vander Pol Investments L.L.C.
Caledonia, MI |
Jul 11, 2024 Q2 2024 |
1,024
shares
|
$273,203
0.8% of portfolio
|
Q2 2024
Reduced 29.48%
|
|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
1,023
shares
|
$272,936
0.08% of portfolio
|
Q4 2023
Reduced 76.66%
|
|
Thompson Investment Management, Inc.
|
Jul 08, 2024 Q2 2024 |
1,020
shares
|
$272,136
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
1,017
shares
|
$271,335
0.07% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 11, 2024 Q2 2024 |
1,017
shares
|
$271,335
0.1% of portfolio
|
Q1 2024
New holding
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
1,015
shares
|
$270,802
0.08% of portfolio
|
Q2 2024
Added 0.1%
|