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 |
---|---|---|---|---|---|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$8.41 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 14, 2024 Q2 2024 |
29,250
shares
|
$8.41 Million
0.1% of portfolio
|
Q2 2024
Added 1686.81%
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 08, 2024 Q2 2024 |
29,180
shares
|
$8.39 Million
0.7% of portfolio
|
Q2 2024
Added 7.54%
|
|
Everence Capital Management Inc
|
Jul 03, 2024 Q2 2024 |
29,160
shares
|
$8.38 Million
0.54% of portfolio
|
Q4 2023
Added 3.11%
|
|
Highland Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
29,092
shares
|
$8.36 Million
0.45% of portfolio
|
Q2 2024
Reduced 2.83%
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
29,008
shares
|
$8.34 Million
0.67% of portfolio
|
Q3 2024
Reduced 0.28%
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$8.32 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
Vestcor Inc
Fredericton, A3 |
Aug 13, 2024 Q2 2024 |
28,936
shares
|
$8.32 Million
0.25% of portfolio
|
Q2 2024
Reduced 5.81%
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$8.23 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
Simplicity Wealth,Llc
|
Jul 10, 2024 Q2 2024 |
28,588
shares
|
$8.22 Million
0.17% of portfolio
|
Q2 2024
Added 4.16%
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2024 Q2 2024 |
28,582
shares
|
$8.22 Million
0.19% of portfolio
|
Q2 2024
Added 8.5%
|
|
Silicon Valley Capital Partners
|
Apr 29, 2024 Q1 2024 |
28,578
shares
|
$8.22 Million
1.29% of portfolio
|
Q1 2024
Added 12.87%
|
|
Bank Of Nova Scotia Trust CO
|
Aug 14, 2024 Q2 2024 |
28,420
shares
|
$8.17 Million
0.88% of portfolio
|
Q2 2024
Added 14.47%
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2024 Q2 2024 |
28,403
shares
|
$8.17 Million
0.7% of portfolio
|
Q2 2024
New holding
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 08, 2024 Q2 2024 |
28,340
shares
|
$8.15 Million
0.41% of portfolio
|
Q2 2024
Added 52.65%
|
|
Cohen Klingenstein LLC
|
Jul 15, 2024 Q2 2024 |
28,300
shares
|
$8.14 Million
0.27% of portfolio
|
Q4 2021
Reduced 22.17%
|
|
Stelac Advisory Services LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
28,158
shares
|
$8.1 Million
3.21% of portfolio
|
Q2 2023
Reduced 1.23%
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28,142
shares
|
$8.09 Million
0.22% of portfolio
|
Q3 2024
Added 1.15%
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Aug 07, 2024 Q2 2024 |
28,128
shares
|
$8.09 Million
0.76% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
Callahan Advisors, LLC
|
Jul 29, 2024 Q2 2024 |
28,080
shares
|
$8.07 Million
0.78% of portfolio
|
Q2 2024
Added 19.28%
|
|
Portside Wealth Group, LLC
Provo, UT |
Jul 18, 2024 Q2 2024 |
27,696
shares
|
$7.96 Million
1.36% of portfolio
|
Q2 2024
Reduced 3.37%
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$7.96 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
United Services Automobile Association
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
27,674
shares
|
$7.96 Million
0.18% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
Shell Asset Management CO
The Hague, P7 |
Jul 31, 2024 Q1 2024 |
27,552
shares
|
$7.92 Million
0.32% of portfolio
|
Q1 2024
Reduced 34.49%
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
27,539
shares
|
$7.92 Million
0.34% of portfolio
|
Q2 2024
Added 1.31%
|