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 |
---|---|---|---|---|---|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,148
shares
|
$12.1 Million
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
41,976
shares
|
$12.1 Million
0.41% of portfolio
|
Q2 2024
Added 726.14%
|
|
Oppenheimer & CO Inc
New York, NY |
Aug 07, 2024 Q2 2024 |
41,817
shares
|
$12 Million
0.17% of portfolio
|
Q2 2024
Reduced 3.83%
|
|
Profund Advisors LLC
|
Aug 13, 2024 Q2 2024 |
41,754
shares
|
$12 Million
0.4% of portfolio
|
Q2 2024
Added 5.17%
|
|
Mai Capital Management
|
Aug 12, 2024 Q2 2024 |
41,532
shares
|
$11.9 Million
0.11% of portfolio
|
Q2 2024
Added 5.65%
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,400
shares
|
$11.9 Million
1.41% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
41,244
shares
|
$11.9 Million
0.5% of portfolio
|
Q3 2022
Reduced 7.63%
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Aug 08, 2024 Q2 2024 |
40,791
shares
|
$11.7 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.68%
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 29, 2024 Q2 2024 |
40,750
shares
|
$11.7 Million
0.97% of portfolio
|
Q1 2024
New holding
|
|
Means Investment Co., Inc.
|
Jul 19, 2024 Q2 2024 |
40,702
shares
|
$11.7 Million
1.27% of portfolio
|
Q2 2024
Added 4.36%
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2024 Q2 2024 |
40,514
shares
|
$11.6 Million
1.29% of portfolio
|
Q2 2024
Reduced 24.19%
|
|
Fiduciary Trust CO
Boston, MA |
Aug 14, 2024 Q2 2024 |
40,493
shares
|
$11.6 Million
0.16% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
Sienna Gestion
Paris, I0 |
Aug 12, 2024 Q2 2024 |
40,443
shares
|
$11.6 Million
0.92% of portfolio
|
Q2 2024
Reduced 0.12%
|
|
Motco
|
Aug 07, 2024 Q2 2024 |
40,358
shares
|
$11.6 Million
1.06% of portfolio
|
Q2 2024
Added 3.16%
|
|
Dnca Finance
Paris, I0 |
Jul 15, 2024 Q2 2024 |
40,000
shares
|
$11.5 Million
0.88% of portfolio
|
Q2 2024
New holding
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
39,951
shares
|
$11.5 Million
0.47% of portfolio
|
Q2 2024
Added 8.59%
|
|
Mcrae Capital Management Inc
|
Jul 24, 2024 Q2 2024 |
39,652
shares
|
$11.4 Million
2.43% of portfolio
|
Q2 2024
Added 42.91%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
39,619
shares
|
$11.4 Million
0.17% of portfolio
|
Q2 2024
Reduced 5.33%
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Jul 19, 2024 Q2 2024 |
39,602
shares
|
$11.4 Million
1.45% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Adell Harriman & Carpenter Inc
|
Aug 01, 2024 Q2 2024 |
39,574
shares
|
$11.4 Million
0.79% of portfolio
|
Q2 2024
Reduced 13.57%
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
39,545
shares
|
$11.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 8.43%
|
|
Sandy Spring Bank
|
Aug 06, 2024 Q2 2024 |
39,458
shares
|
$11.3 Million
0.45% of portfolio
|
Q2 2024
Added 0.43%
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2024 Q2 2024 |
39,216
shares
|
$11.3 Million
0.78% of portfolio
|
Q2 2024
Added 12.6%
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
39,054
shares
|
$11.2 Million
0.31% of portfolio
|
Q2 2024
Added 76.01%
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 09, 2024 Q2 2024 |
38,924
shares
|
$11.2 Million
0.54% of portfolio
|
Q2 2024
Added 1.49%
|