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 $214 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Edge Wealth Management LLC
|
Jul 12, 2024 Q2 2024 |
47,535
shares
|
$13.7 Million
2.57% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$13.7 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 26, 2024 Q2 2024 |
47,289
shares
|
$13.6 Million
0.34% of portfolio
|
Q2 2024
Added 0.94%
|
|
Bogart Wealth, LLC
|
Jul 31, 2024 Q2 2024 |
46,009
shares
|
$13.2 Million
0.6% of portfolio
|
Q2 2024
Added 23.97%
|
|
Choreo, LLC
Minneapolis, MN |
Aug 06, 2024 Q2 2024 |
45,969
shares
|
$13.2 Million
0.2% of portfolio
|
Q2 2024
Added 90.57%
|
|
Bokf, Na
Tulsa, OK |
Aug 07, 2024 Q2 2024 |
45,603
shares
|
$13.1 Million
0.21% of portfolio
|
Q2 2024
Added 85.81%
|
|
Equitable Trust CO
|
Aug 01, 2024 Q2 2024 |
45,529
shares
|
$13.1 Million
0.85% of portfolio
|
Q2 2024
Added 39.9%
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Aug 01, 2024 Q2 2024 |
45,424
shares
|
$13.1 Million
0.4% of portfolio
|
Q2 2024
Reduced 26.54%
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$13 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
Rothschild Investment LLC
Chicago, IL |
Jul 30, 2024 Q2 2024 |
44,946
shares
|
$12.9 Million
0.8% of portfolio
|
Q1 2024
Reduced 4.55%
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 08, 2024 Q2 2024 |
44,927
shares
|
$12.9 Million
2.59% of portfolio
|
Q2 2024
Added 38.28%
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
44,758
shares
|
$12.9 Million
1.41% of portfolio
|
Q2 2024
Added 2.24%
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2024 Q2 2024 |
44,578
shares
|
$12.8 Million
0.33% of portfolio
|
Q2 2024
Added 1.79%
|
|
Baker Avenue Asset Management, LP
|
Aug 07, 2024 Q2 2024 |
44,450
shares
|
$12.8 Million
0.32% of portfolio
|
Q2 2024
Reduced 0.52%
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 30, 2024 Q2 2024 |
44,342
shares
|
$12.7 Million
0.76% of portfolio
|
Q2 2024
Added 9.34%
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Aug 06, 2024 Q2 2024 |
44,095
shares
|
$12.7 Million
9.5% of portfolio
|
Q2 2024
Added 11.63%
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
43,973
shares
|
$12.6 Million
3.11% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Iyo Bank, Ltd.
|
Jul 31, 2024 Q2 2024 |
43,532
shares
|
$12.5 Million
3.97% of portfolio
|
Q4 2021
New holding
|
|
Kemnay Advisory Services Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
43,445
shares
|
$12.5 Million
2.36% of portfolio
|
Q2 2024
Added 1.37%
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$12.5 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
43,191
shares
|
$12.4 Million
1.86% of portfolio
|
Q2 2024
Reduced 4.19%
|
|
Amica Mutual Insurance CO
|
Jul 25, 2024 Q2 2024 |
43,038
shares
|
$12.4 Million
1.1% of portfolio
|
Q2 2024
Reduced 18.6%
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Aug 14, 2024 Q2 2024 |
43,000
shares
|
$12.4 Million
0.4% of portfolio
|
Q2 2024
New holding
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2024 Q2 2024 |
42,842
shares
|
$12.3 Million
0.46% of portfolio
|
Q2 2024
Reduced 32.49%
|
|
Cfm Wealth Partners LLC
|
Jul 18, 2024 Q2 2024 |
42,543
shares
|
$12.2 Million
2.02% of portfolio
|
Q2 2024
Reduced 0.06%
|