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 |
---|---|---|---|---|---|
First Command Bank
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$147,242
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
First Command Financial Services, Inc.
|
Jul 21, 2023 Q2 2023 |
505
shares
|
$147,242
0.01% of portfolio
|
Q4 2022
Reduced 32.67%
|
|
Optimum Investment Advisors
|
Jul 12, 2024 Q2 2024 |
500
shares
|
$145,785
0.06% of portfolio
|
Q1 2024
Reduced 0.99%
|
|
Kessler Investment Group, LLC
|
Jul 18, 2024 Q2 2024 |
500
shares
|
$145,785
0.07% of portfolio
|
Q4 2023
Reduced 9.75%
|
|
Deseret Mutual Benefit Administrators
|
Aug 02, 2024 Q2 2024 |
468
shares
|
$136,454
0.06% of portfolio
|
Q1 2024
Reduced 6.02%
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
467
shares
|
$136,163
0.03% of portfolio
|
Q2 2022
Reduced 6.04%
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 07, 2024 Q2 2024 |
466
shares
|
$135,871
0.02% of portfolio
|
Q2 2024
Added 1.97%
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Jul 22, 2024 Q2 2024 |
466
shares
|
$135,871
0.06% of portfolio
|
Q2 2024
Added 151.89%
|
|
Plante Moran Financial Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
464
shares
|
$135,288
0.01% of portfolio
|
Q2 2024
Added 16.58%
|
|
First Premier Bank
|
Oct 08, 2024 Q3 2024 |
463
shares
|
$134,996
0.03% of portfolio
|
Q3 2024
Added 634.92%
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Aug 12, 2024 Q2 2024 |
459
shares
|
$133,830
0.06% of portfolio
|
Q4 2023
New holding
|
|
Gw&K Investment Management, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
451
shares
|
$131,498
0.0% of portfolio
|
Q2 2024
Added 15.35%
|
|
Dakota Community Bank & Trust Na
Hebron, ND |
Oct 08, 2024 Q3 2024 |
446
shares
|
$130,040
0.62% of portfolio
|
Q2 2024
Reduced 3.67%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
Jul 17, 2024 Q2 2024 |
442
shares
|
$128,873
0.03% of portfolio
|
Q2 2024
Added 17.55%
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
418
shares
|
$121,876
0.04% of portfolio
|
Q3 2024
Added 40.74%
|
|
Financial Connections Group, Inc.
|
Jul 26, 2024 Q2 2024 |
416
shares
|
$121,293
0.05% of portfolio
|
Q3 2022
Reduced 25.85%
|
|
Wr Wealth Planners, LLC
Columbia, MO |
Jul 31, 2024 Q2 2024 |
411
shares
|
$119,835
0.03% of portfolio
|
Q3 2023
Reduced 36.67%
|
|
Institutional & Family Asset Management, LLC
|
Jul 05, 2024 Q2 2024 |
410
shares
|
$119,543
0.01% of portfolio
|
Q2 2024
Added 77.49%
|
|
Jfs Wealth Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
402
shares
|
$117,211
0.01% of portfolio
|
Q2 2024
Reduced 15.37%
|
|
Meeder Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
398
shares
|
$116,044
0.01% of portfolio
|
Q2 2024
Reduced 81.17%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Jul 29, 2024 Q2 2024 |
395
shares
|
$115,170
0.01% of portfolio
|
Q2 2023
Reduced 27.66%
|
|
Stone House Investment Management, LLC
|
Aug 14, 2024 Q2 2024 |
385
shares
|
$112,254
0.03% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Financial Management Professionals, Inc.
|
Jul 12, 2024 Q2 2024 |
384
shares
|
$111,962
0.01% of portfolio
|
Q2 2024
Reduced 51.08%
|
|
Atwood & Palmer Inc
|
Oct 07, 2024 Q3 2024 |
380
shares
|
$110,796
0.01% of portfolio
|
Q2 2024
Reduced 23.85%
|
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
Jul 22, 2024 Q2 2024 |
374
shares
|
$109,047
0.02% of portfolio
|
Q2 2024
New holding
|