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 |
---|---|---|---|---|---|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
1,013
shares
|
$270,268
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,012
shares
|
$270,001
0.06% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
1,009
shares
|
$269,201
0.1% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
Weybosset Research & Management LLC
|
Jul 22, 2024 Q2 2024 |
1,005
shares
|
$268,134
0.1% of portfolio
|
Q2 2024
Added 1.01%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 12, 2024 Q2 2024 |
1,005
shares
|
$268,134
0.1% of portfolio
|
Q2 2023
New holding
|
|
Trinity Financial Advisors LLC
|
Jul 10, 2024 Q2 2024 |
1,002
shares
|
$267,333
0.12% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
1,001
shares
|
$267,066
0.06% of portfolio
|
Q2 2024
Reduced 74.25%
|
|
Highview Capital Management LLC
|
Jul 29, 2024 Q2 2024 |
1,000
shares
|
$266,800
0.11% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
Cv Advisors LLC
Aventura, FL |
Jul 24, 2024 Q2 2024 |
1,000
shares
|
$266,800
0.13% of portfolio
|
Q2 2023
New holding
|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$266,800
0.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$266,800
0.0% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$266,800
0.19% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
999
shares
|
$266,533
0.07% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
999
shares
|
$266,533
0.04% of portfolio
|
Q2 2024
Reduced 54.84%
|
|
Avory & Company, LLC
Miami, FL |
Aug 01, 2024 Q2 2024 |
998
shares
|
$266,266
0.18% of portfolio
|
Q2 2024
Reduced 18.6%
|
|
Mizuho Markets Cayman LP
|
Jul 31, 2024 Q2 2024 |
993
shares
|
$264,932
1.13% of portfolio
|
Q2 2024
Reduced 47.54%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 12, 2024 Q2 2024 |
992
shares
|
$264,665
0.08% of portfolio
|
Q2 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
990
shares
|
$264,132
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
989
shares
|
$263,865
0.19% of portfolio
|
Q2 2022
Added 7.15%
|
|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
989
shares
|
$263,865
0.13% of portfolio
|
Q2 2024
Added 6.92%
|
|
Foster Group, Inc.
|
Jul 30, 2024 Q2 2024 |
986
shares
|
$263,064
0.01% of portfolio
|
Q2 2024
Added 0.41%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
986
shares
|
$263,064
0.15% of portfolio
|
Q2 2024
New holding
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
985
shares
|
$262,798
0.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Epiq Partners, LLC
|
Jul 10, 2024 Q2 2024 |
979
shares
|
$261,197
0.18% of portfolio
|
Q4 2023
Reduced 10.27%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
978
shares
|
$260,930
0.16% of portfolio
|
Q2 2024
Reduced 8.08%
|