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 |
---|---|---|---|---|---|
Maven Securities LTD
St Helier, Y9 |
Aug 28, 2024 Q2 2024 |
899
shares
|
$239,853
0.04% of portfolio
|
Q2 2024
Reduced 75.15%
|
|
Elk River Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
897
shares
|
$239,319
0.05% of portfolio
|
Q2 2024
Reduced 4.27%
|
|
Apriem Advisors
Irvine, CA |
Aug 14, 2024 Q2 2024 |
897
shares
|
$239,319
0.03% of portfolio
|
Q2 2024
Added 11.43%
|
|
Aries Wealth Management
|
Jul 25, 2024 Q2 2024 |
891
shares
|
$237,718
0.07% of portfolio
|
Q2 2024
New holding
|
|
Bay Colony Advisory Group, Inc D
|
Jul 24, 2024 Q2 2024 |
891
shares
|
$237,718
0.04% of portfolio
|
Q2 2024
Reduced 66.17%
|
|
Caxton Associates LP
New York, NY |
Aug 14, 2024 Q2 2024 |
891
shares
|
$237,718
0.01% of portfolio
|
Q2 2024
Reduced 99.42%
|
|
Private Capital Group, LLC
|
Jul 28, 2022 Q2 2022 |
890
shares
|
$237,452
0.11% of portfolio
|
Q2 2022
Reduced 8.53%
|
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
Jul 12, 2024 Q2 2024 |
889
shares
|
$237,185
0.13% of portfolio
|
Q2 2024
Added 3.86%
|
|
Goal Vest Advisory LLC
|
Jul 30, 2024 Q2 2024 |
887
shares
|
$236,651
0.07% of portfolio
|
Q2 2024
Reduced 4.83%
|
|
Tower Wealth Partners, Inc.
Lewisburg, PA |
Aug 09, 2024 Q2 2024 |
883
shares
|
$235,584
0.14% of portfolio
|
Q2 2024
Added 1.49%
|
|
Granite Group Advisors, LLC
Stamford, CT |
Jul 23, 2024 Q2 2024 |
883
shares
|
$235,584
0.17% of portfolio
|
Q2 2024
Reduced 59.2%
|
|
Ariadne Wealth Management, LP
Santa Barbara, CA |
Aug 23, 2024 Q2 2024 |
883
shares
|
$235,584
0.18% of portfolio
|
Q2 2024
New holding
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2024 Q2 2024 |
882
shares
|
$235,317
0.01% of portfolio
|
Q2 2024
New holding
|
|
Keyes, Stange & Wooten Wealth Management, LLC
Palm Coast, FL |
Jul 23, 2024 Q2 2024 |
882
shares
|
$235,317
0.16% of portfolio
|
Q2 2024
Added 2.8%
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
880
shares
|
$234,784
0.01% of portfolio
|
Q2 2024
Added 4.76%
|
|
Reynders Mc Veigh Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
880
shares
|
$234,784
0.01% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
Rps Advisory Solutions LLC
Louisville, KY |
Jul 25, 2024 Q2 2024 |
880
shares
|
$234,784
0.21% of portfolio
|
Q2 2024
New holding
|
|
Welch Group, LLC
|
Jul 17, 2024 Q2 2024 |
878
shares
|
$234,250
0.01% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Tfc Financial Management
|
Jul 23, 2024 Q2 2024 |
878
shares
|
$234,250
0.04% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
United Advisor Group, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
877
shares
|
$233,983
0.07% of portfolio
|
Q2 2024
New holding
|
|
Security National Bank Of So Dak
Sioux City, IA |
Aug 15, 2024 Q2 2024 |
873
shares
|
$232,916
0.14% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
872
shares
|
$232,649
0.1% of portfolio
|
Q2 2024
Reduced 77.57%
|
|
Campbell Wealth Management
|
Aug 07, 2024 Q2 2024 |
871
shares
|
$232,382
0.07% of portfolio
|
Q2 2024
Added 29.81%
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2024 Q2 2024 |
865
shares
|
$230,782
0.11% of portfolio
|
Q2 2024
Added 7.32%
|
|
Smith Anglin Financial, LLC
|
Jul 10, 2024 Q2 2024 |
862
shares
|
$229,981
0.02% of portfolio
|
Q2 2024
Reduced 10.11%
|