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 |
---|---|---|---|---|---|
Ws Portfolio Advisory, LLC
Snoqualmie Pass, WA |
Apr 22, 2024 Q1 2024 |
32,633
shares
|
$9.38 Million
1.46% of portfolio
|
Q1 2024
New holding
|
|
Cmh Wealth Management LLC
|
Jul 11, 2024 Q2 2024 |
32,601
shares
|
$9.37 Million
2.07% of portfolio
|
Q2 2024
Added 2.31%
|
|
Empirical Finance, LLC
|
Jul 30, 2024 Q2 2024 |
32,446
shares
|
$9.33 Million
0.53% of portfolio
|
Q2 2024
Reduced 6.31%
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Aug 09, 2024 Q2 2024 |
32,338
shares
|
$9.3 Million
0.65% of portfolio
|
Q2 2024
New holding
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$9.24 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$9.18 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
Spider Rock Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
31,592
shares
|
$9.08 Million
0.17% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
Chartwell Investment Partners, LLC
|
Aug 08, 2024 Q2 2024 |
31,533
shares
|
$9.07 Million
0.28% of portfolio
|
Q2 2024
Added 25.72%
|
|
Pinnacle Associates LTD
|
Jul 30, 2024 Q2 2024 |
31,332
shares
|
$9.01 Million
0.13% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 12, 2024 Q2 2024 |
31,327
shares
|
$9.01 Million
0.55% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
Beacon Investment Advisory Services, Inc.
|
Aug 14, 2024 Q2 2024 |
31,206
shares
|
$8.97 Million
0.35% of portfolio
|
Q2 2024
Reduced 4.82%
|
|
Procyon Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
31,172
shares
|
$8.96 Million
0.6% of portfolio
|
Q2 2024
Added 3.76%
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 15, 2024 Q2 2024 |
30,909
shares
|
$8.89 Million
0.21% of portfolio
|
Q2 2024
Added 0.63%
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$8.88 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
First National Trust CO
|
Aug 02, 2024 Q2 2024 |
30,815
shares
|
$8.86 Million
0.33% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 07, 2024 Q2 2024 |
30,520
shares
|
$8.78 Million
0.45% of portfolio
|
Q2 2024
Added 43.22%
|
|
Zacks Investment Management
Chicago, IL |
Aug 14, 2024 Q2 2024 |
30,429
shares
|
$8.75 Million
0.09% of portfolio
|
Q2 2024
Added 12.58%
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$8.64 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
30,031
shares
|
$8.63 Million
0.08% of portfolio
|
Q2 2024
Added 13.53%
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Aug 14, 2024 Q2 2024 |
30,000
shares
|
$8.63 Million
2.13% of portfolio
|
Q2 2024
Reduced 63.86%
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$8.55 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
29,555
shares
|
$8.5 Million
0.45% of portfolio
|
Q2 2024
Added 6.37%
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 09, 2024 Q2 2024 |
29,532
shares
|
$8.49 Million
0.36% of portfolio
|
Q2 2024
Reduced 15.69%
|
|
Burney CO
Reston, VA |
Jul 29, 2024 Q2 2024 |
29,482
shares
|
$8.48 Million
0.32% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$8.44 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|