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 |
---|---|---|---|---|---|
Hudson Valley Investment Advisors Inc
|
Jul 02, 2024 Q2 2024 |
27,449
shares
|
$7.89 Million
0.87% of portfolio
|
Q2 2024
Added 0.29%
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 24, 2024 Q2 2024 |
27,404
shares
|
$7.88 Million
0.63% of portfolio
|
Q2 2024
Added 6.37%
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2024 Q2 2024 |
27,324
shares
|
$7.86 Million
3.14% of portfolio
|
Q2 2024
Reduced 4.77%
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
27,137
shares
|
$7.8 Million
0.11% of portfolio
|
Q2 2024
Added 0.54%
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$7.78 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
Selkirk Management LLC
Chatham, NJ |
Aug 14, 2024 Q2 2024 |
27,000
shares
|
$7.76 Million
3.5% of portfolio
|
Q2 2023
Added 58.82%
|
|
Maytus Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
26,981
shares
|
$7.76 Million
2.47% of portfolio
|
Q2 2024
Added 49.89%
|
|
Foundations Investment Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
26,830
shares
|
$7.71 Million
0.18% of portfolio
|
Q2 2024
Added 27.6%
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
26,810
shares
|
$7.71 Million
1.17% of portfolio
|
Q2 2024
Added 16.82%
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$7.71 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
Dillon & Associates Inc
|
Aug 06, 2024 Q2 2024 |
26,748
shares
|
$7.69 Million
1.0% of portfolio
|
Q2 2024
Added 5.04%
|
|
Kornitzer Capital Management Inc
|
Aug 02, 2024 Q2 2024 |
26,735
shares
|
$7.69 Million
0.13% of portfolio
|
Q2 2024
Added 5.62%
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jul 11, 2024 Q2 2024 |
26,547
shares
|
$7.63 Million
3.34% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 15, 2024 Q2 2024 |
26,359
shares
|
$7.58 Million
0.31% of portfolio
|
Q2 2024
Added 51.31%
|
|
Neo Ivy Capital Management
New York, NY |
Jul 19, 2024 Q2 2024 |
26,008
shares
|
$7.48 Million
1.32% of portfolio
|
Q2 2024
New holding
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
26,004
shares
|
$7.48 Million
0.08% of portfolio
|
Q3 2024
Reduced 12.56%
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
25,992
shares
|
$7.47 Million
0.21% of portfolio
|
Q2 2024
Reduced 7.91%
|
|
Cohen Capital Management, Inc.
|
Aug 05, 2024 Q2 2024 |
25,901
shares
|
$7.45 Million
1.17% of portfolio
|
Q2 2024
Added 4.48%
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$7.45 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 13, 2024 Q2 2024 |
25,857
shares
|
$7.43 Million
0.86% of portfolio
|
Q2 2024
Added 8.18%
|
|
Sheaff Brock Investment Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
25,568
shares
|
$7.35 Million
0.61% of portfolio
|
Q2 2024
Added 73.42%
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 07, 2024 Q2 2024 |
25,557
shares
|
$7.35 Million
0.6% of portfolio
|
Q2 2024
Added 0.35%
|
|
Spinnaker Trust
|
Jul 31, 2024 Q2 2024 |
25,555
shares
|
$7.35 Million
0.42% of portfolio
|
Q2 2024
Added 1.1%
|
|
Brighton Jones LLC
|
Aug 12, 2024 Q2 2024 |
25,525
shares
|
$7.34 Million
0.22% of portfolio
|
Q2 2024
Reduced 6.6%
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Sep 30, 2024 Q4 2023 |
25,495
shares
|
$7.33 Million
2.24% of portfolio
|
Q4 2023
New holding
|