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 |
---|---|---|---|---|---|
Icici Prudential Asset Management CO LTD
|
Jul 22, 2024 Q2 2024 |
35,315
shares
|
$10.2 Million
1.09% of portfolio
|
Q2 2024
Reduced 12.51%
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
35,159
shares
|
$10.1 Million
0.03% of portfolio
|
Q2 2024
Added 506.4%
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$10.1 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
Meyer Handelman CO
|
Jul 16, 2024 Q2 2024 |
35,091
shares
|
$10.1 Million
0.32% of portfolio
|
Q2 2024
Added 0.13%
|
|
Stratos Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
34,905
shares
|
$10 Million
0.45% of portfolio
|
Q2 2024
Added 4.57%
|
|
Neos Investment Management LLC
Westport, CT |
Aug 14, 2024 Q2 2024 |
34,858
shares
|
$10 Million
0.37% of portfolio
|
Q2 2024
Added 45.84%
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 15, 2024 Q2 2024 |
34,815
shares
|
$10 Million
1.23% of portfolio
|
Q2 2024
Added 1.36%
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2024 Q2 2024 |
34,748
shares
|
$9.99 Million
0.25% of portfolio
|
Q2 2024
Added 20.87%
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
34,555
shares
|
$9.94 Million
0.63% of portfolio
|
Q2 2024
Reduced 2.3%
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
34,376
shares
|
$9.88 Million
0.25% of portfolio
|
Q2 2024
Added 17.86%
|
|
Arkadios Wealth Advisors
|
Jul 29, 2024 Q2 2024 |
34,240
shares
|
$9.84 Million
0.63% of portfolio
|
Q2 2024
Added 7.11%
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
34,067
shares
|
$9.79 Million
1.15% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
Thames Capital Management LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
34,055
shares
|
$9.79 Million
3.57% of portfolio
|
Q2 2024
Reduced 21.82%
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Jul 30, 2024 Q2 2024 |
34,022
shares
|
$9.78 Million
1.02% of portfolio
|
Q2 2024
Added 0.37%
|
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
Aug 14, 2024 Q2 2024 |
33,600
shares
|
$9.66 Million
0.02% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Aug 14, 2024 Q2 2024 |
33,600
shares
|
$9.66 Million
1.26% of portfolio
|
Q2 2024
New holding
|
|
Sierra Summit Advisors LLC
Incline Village, NV |
Aug 09, 2024 Q2 2024 |
33,578
shares
|
$9.65 Million
2.14% of portfolio
|
Q2 2024
Added 16.59%
|
|
Caprock Group, Inc.
|
Aug 06, 2024 Q2 2024 |
33,571
shares
|
$9.65 Million
0.36% of portfolio
|
Q2 2024
Added 79.72%
|
|
Novare Capital Management LLC
|
Aug 01, 2024 Q2 2024 |
33,315
shares
|
$9.58 Million
0.78% of portfolio
|
Q2 2024
Reduced 2.26%
|
|
Grassi Investment Management
|
Jul 09, 2024 Q2 2024 |
33,163
shares
|
$9.54 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.34%
|
|
Wedbush Securities Inc
|
Aug 06, 2024 Q2 2024 |
33,046
shares
|
$9.5 Million
0.3% of portfolio
|
Q2 2024
Added 1.4%
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Jul 22, 2024 Q2 2024 |
33,015
shares
|
$9.49 Million
0.35% of portfolio
|
Q2 2024
Added 0.47%
|
|
Independent Advisor Alliance
|
Aug 12, 2024 Q2 2024 |
32,996
shares
|
$9.49 Million
0.29% of portfolio
|
Q2 2024
Added 1.46%
|
|
Simmons Bank
|
Jul 26, 2024 Q2 2024 |
32,965
shares
|
$9.48 Million
0.65% of portfolio
|
Q2 2024
Added 3.83%
|
|
Keybank National Association
|
Jul 31, 2024 Q2 2024 |
32,875
shares
|
$9.45 Million
0.04% of portfolio
|
Q2 2024
Added 1.73%
|