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 |
---|---|---|---|---|---|
Seaview Investment Managers LLC
|
Aug 07, 2024 Q2 2024 |
38,372
shares
|
$11 Million
2.98% of portfolio
|
Q2 2024
New holding
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
37,966
shares
|
$10.9 Million
0.2% of portfolio
|
Q2 2024
Added 714.9%
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$10.8 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$10.8 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2024 Q2 2024 |
37,557
shares
|
$10.8 Million
0.27% of portfolio
|
Q2 2024
Added 0.54%
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 13, 2024 Q2 2024 |
37,239
shares
|
$10.7 Million
0.47% of portfolio
|
Q2 2024
Added 1.39%
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 05, 2024 Q2 2024 |
37,167
shares
|
$10.7 Million
0.09% of portfolio
|
Q2 2024
Reduced 29.29%
|
|
Trust CO Of Vermont
|
Jul 09, 2024 Q2 2024 |
37,123
shares
|
$10.7 Million
0.52% of portfolio
|
Q2 2024
Added 3.02%
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 19, 2024 Q2 2024 |
37,033
shares
|
$10.6 Million
0.41% of portfolio
|
Q2 2024
Added 0.58%
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$10.6 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$10.6 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
Forbes J M & CO LLP
|
Jul 30, 2024 Q2 2024 |
36,767
shares
|
$10.6 Million
0.99% of portfolio
|
Q2 2024
Added 1.22%
|
|
Rpg Investment Advisory, LLC
|
Aug 07, 2024 Q2 2024 |
36,761
shares
|
$10.6 Million
1.4% of portfolio
|
Q2 2024
Added 0.46%
|
|
Northstar Asset Management Inc
Boston, MA |
Aug 05, 2024 Q2 2024 |
36,612
shares
|
$10.5 Million
2.56% of portfolio
|
Q1 2024
Added 1.06%
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$10.5 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Aug 14, 2024 Q2 2024 |
36,263
shares
|
$10.4 Million
1.02% of portfolio
|
Q2 2024
Added 2.16%
|
|
Copeland Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
36,115
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 13, 2024 Q2 2024 |
36,087
shares
|
$10.4 Million
0.18% of portfolio
|
Q2 2024
Added 74.74%
|
|
Spire Wealth Management
|
Jul 31, 2024 Q2 2024 |
35,965
shares
|
$10.3 Million
0.33% of portfolio
|
Q2 2024
Reduced 11.01%
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
35,748
shares
|
$10.3 Million
0.25% of portfolio
|
Q2 2024
Added 63.11%
|
|
Blb&B Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
35,679
shares
|
$10.3 Million
0.5% of portfolio
|
Q2 2024
Added 1598.19%
|
|
Lgt Fund Management CO Ltd.
|
Aug 07, 2024 Q2 2024 |
35,587
shares
|
$10.2 Million
1.14% of portfolio
|
Q2 2024
Added 316.22%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,523
shares
|
$10.2 Million
0.28% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
35,468
shares
|
$10.2 Million
0.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$10.2 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|