Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,898 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 $217 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Wealth Collab, LLC
Bellevue, WA |
Aug 13, 2024 Q2 2024 |
685
shares
|
$199,725
0.15% of portfolio
|
Q2 2024
Reduced 3.8%
|
|
Stewart & Patten CO LLC
|
Apr 18, 2024 Q1 2024 |
673
shares
|
$196,226
0.03% of portfolio
|
Q1 2024
Reduced 12.94%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
673
shares
|
$196,226
0.07% of portfolio
|
Q1 2024
Added 2.75%
|
|
Riverview Trust CO
|
Jul 16, 2024 Q2 2024 |
666
shares
|
$194,185
0.16% of portfolio
|
Q2 2024
Reduced 82.03%
|
|
Dt Investment Partners, LLC
|
Jul 24, 2024 Q2 2024 |
662
shares
|
$193,019
0.02% of portfolio
|
Q2 2023
Added 16.14%
|
|
Richelieu Gestion PLC
|
Apr 15, 2024 Q1 2024 |
650
shares
|
$189,520
0.2% of portfolio
|
Q1 2024
Added 8.33%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
642
shares
|
$187,187
0.07% of portfolio
|
Q2 2024
Reduced 86.27%
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
637
shares
|
$185,730
0.06% of portfolio
|
Q3 2023
Reduced 3.63%
|
|
Quest Partners LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
628
shares
|
$183,105
0.02% of portfolio
|
Q2 2024
Reduced 73.13%
|
|
Kb Financial Partners, LLC
Princeton, NJ |
Nov 15, 2023 Q3 2023 |
616
shares
|
$179,607
0.04% of portfolio
|
Q3 2023
Reduced 4.5%
|
|
Hanson & Doremus Investment Management
|
Aug 08, 2024 Q2 2024 |
606
shares
|
$176,691
0.03% of portfolio
|
Q1 2024
Added 22.42%
|
|
Globeflex Capital L P
San Diego, CA |
Aug 13, 2024 Q2 2024 |
600
shares
|
$174,942
0.02% of portfolio
|
Q2 2023
New holding
|
|
Milestone Wealth, LLC
Buffalo, NY |
Nov 14, 2022 Q3 2022 |
588
shares
|
$171,443
0.1% of portfolio
|
Q2 2022
Reduced 7.11%
|
|
Abound Wealth Management
Franklin, TN |
Aug 09, 2024 Q2 2024 |
585
shares
|
$170,568
0.06% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
577
shares
|
$168,235
0.11% of portfolio
|
Q2 2024
Reduced 45.77%
|
|
Tompkins Financial Corp
|
Jul 17, 2024 Q2 2024 |
571
shares
|
$166,486
0.02% of portfolio
|
Q1 2023
Reduced 65.62%
|
|
First Foundation Advisors
Irvine, CA |
Aug 06, 2024 Q2 2024 |
568
shares
|
$165,611
0.01% of portfolio
|
Q2 2024
Reduced 31.4%
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
Aug 12, 2024 Q2 2024 |
564
shares
|
$164,445
0.12% of portfolio
|
Q2 2024
Added 27.89%
|
|
Clearstead Trust, LLC
Portland, ME |
Aug 09, 2024 Q2 2024 |
563
shares
|
$164,153
0.04% of portfolio
|
Q2 2024
Reduced 95.27%
|
|
Ulland Investment Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
559
shares
|
$162,987
0.1% of portfolio
|
Q2 2024
Reduced 15.56%
|
|
First Command Advisory Services, Inc.
|
Jul 26, 2024 Q2 2024 |
533
shares
|
$155,406
0.0% of portfolio
|
Q2 2024
Added 5.54%
|
|
Sound Income Strategies, LLC
|
Jul 12, 2024 Q2 2024 |
531
shares
|
$154,823
0.01% of portfolio
|
Q2 2024
Reduced 34.85%
|
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
Nov 14, 2022 Q2 2022 |
529
shares
|
$154,240
0.01% of portfolio
|
Q3 2021
Added 12.71%
|
|
Pin Oak Investment Advisors Inc
Houston, TX |
Aug 14, 2024 Q2 2024 |
518
shares
|
$151,033
0.13% of portfolio
|
Q2 2024
Added 4.02%
|
|
Hall Laurie J Trustee
|
Oct 08, 2024 Q3 2024 |
505
shares
|
$147,242
0.04% of portfolio
|
Q1 2024
Reduced 6.48%
|