Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,000 institutions that hold shares in the stock, with a total of 738 Million shares, which have been reported (via 13F filing form) to have a value of $190 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Flputnam Investment Management CO
Portland, ME |
May 03, 2024 Q1 2024 |
67,158
shares
|
$17.3 Million
0.44% of portfolio
|
Q1 2024
Added 0.51%
|
|
Moran Wealth Management, LLC
Naples, FL |
May 15, 2024 Q1 2024 |
66,536
shares
|
$17.1 Million
0.66% of portfolio
|
Q1 2024
Reduced 0.28%
|
|
Cullen/Frost Bankers, Inc.
|
May 10, 2024 Q1 2024 |
66,486
shares
|
$17.1 Million
0.3% of portfolio
|
Q1 2024
Reduced 1.28%
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,260
shares
|
$17.1 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 14, 2024 Q1 2024 |
66,132
shares
|
$17 Million
0.75% of portfolio
|
Q1 2024
Added 1.45%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
65,829
shares
|
$16.9 Million
0.54% of portfolio
|
Q3 2023
Added 2.74%
|
|
Ccm Investment Advisers LLC
|
May 17, 2024 Q1 2024 |
64,598
shares
|
$16.6 Million
2.34% of portfolio
|
Q1 2024
Reduced 10.03%
|
|
D.A. Davidson & Co.
|
May 13, 2024 Q1 2024 |
64,386
shares
|
$16.6 Million
0.18% of portfolio
|
Q1 2024
Added 0.82%
|
|
Jones Financial Companies Lllp
|
May 14, 2024 Q1 2024 |
64,219
shares
|
$16.5 Million
0.03% of portfolio
|
Q1 2024
Added 15.86%
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2024 Q1 2024 |
64,094
shares
|
$16.5 Million
5.43% of portfolio
|
Q1 2024
New holding
|
|
First Long Island Investors, LLC
|
May 03, 2024 Q1 2024 |
63,666
shares
|
$16.4 Million
1.62% of portfolio
|
Q1 2024
New holding
|
|
Beese Fulmer Investment Management, Inc.
|
Jul 03, 2024 Q2 2024 |
63,645
shares
|
$16.4 Million
1.52% of portfolio
|
Q2 2024
Added 108.32%
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
May 14, 2024 Q1 2024 |
63,463
shares
|
$16.3 Million
0.81% of portfolio
|
Q1 2024
Reduced 8.66%
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
May 08, 2024 Q1 2024 |
63,244
shares
|
$16.3 Million
1.63% of portfolio
|
Q1 2024
Reduced 0.78%
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
May 13, 2024 Q1 2024 |
62,761
shares
|
$16.2 Million
0.88% of portfolio
|
Q1 2024
Added 2.45%
|
|
Hartford Investment Management CO
|
Apr 17, 2024 Q1 2024 |
62,565
shares
|
$16.1 Million
0.67% of portfolio
|
Q1 2024
Reduced 4.57%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
62,530
shares
|
$16.1 Million
0.43% of portfolio
|
Q1 2024
Added 5.1%
|
|
Cwm, LLC
|
Apr 05, 2024 Q1 2024 |
62,079
shares
|
$16 Million
0.09% of portfolio
|
Q1 2024
Added 22.88%
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2024 Q1 2024 |
62,030
shares
|
$16 Million
0.29% of portfolio
|
Q1 2024
Reduced 17.39%
|
|
Fulton Breakefield Broenniman LLC
|
Apr 29, 2024 Q1 2024 |
61,930
shares
|
$15.9 Million
1.46% of portfolio
|
Q1 2024
Reduced 1.3%
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Apr 18, 2024 Q1 2024 |
61,834
shares
|
$15.9 Million
0.69% of portfolio
|
Q1 2024
Added 925.61%
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 03, 2024 Q1 2024 |
61,549
shares
|
$15.8 Million
0.35% of portfolio
|
Q1 2024
Reduced 19.2%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
61,417
shares
|
$15.8 Million
0.21% of portfolio
|
Q1 2024
Reduced 16.4%
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
May 15, 2024 Q1 2024 |
61,405
shares
|
$15.8 Million
4.51% of portfolio
|
Q1 2024
Reduced 14.58%
|
|
Middleton & CO Inc
|
May 14, 2024 Q1 2024 |
61,200
shares
|
$15.8 Million
2.14% of portfolio
|
Q1 2024
Reduced 2.13%
|