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 |
---|---|---|---|---|---|
Strategic Advisors LLC
|
Jul 11, 2024 Q2 2024 |
25,310
shares
|
$7.28 Million
1.28% of portfolio
|
Q2 2024
Reduced 7.75%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
25,250
shares
|
$7.26 Million
0.64% of portfolio
|
Q2 2024
Added 2.18%
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Aug 12, 2024 Q2 2024 |
25,108
shares
|
$7.22 Million
0.19% of portfolio
|
Q2 2024
Added 5.25%
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Aug 14, 2024 Q2 2024 |
25,098
shares
|
$7.22 Million
0.66% of portfolio
|
Q2 2024
Reduced 14.03%
|
|
Webster Bank, N. A.
|
Jul 12, 2024 Q2 2024 |
25,049
shares
|
$7.2 Million
0.71% of portfolio
|
Q2 2024
Reduced 2.35%
|
|
Atomvest LTD
Hong Kong, K3 |
Aug 12, 2024 Q2 2024 |
25,000
shares
|
$7.19 Million
10.38% of portfolio
|
Q2 2024
New holding
|
|
Central Trust CO
Jefferson City, MO |
Aug 05, 2024 Q2 2024 |
24,912
shares
|
$7.16 Million
0.16% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$7.16 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2024 Q2 2024 |
24,836
shares
|
$7.14 Million
0.28% of portfolio
|
Q2 2024
Added 11.64%
|
|
Concentric Capital Strategies, LP
Stamford, CT |
Aug 14, 2024 Q2 2024 |
24,778
shares
|
$7.12 Million
0.33% of portfolio
|
Q2 2024
Reduced 42.57%
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
24,469
shares
|
$7.04 Million
0.07% of portfolio
|
Q2 2024
Reduced 2.05%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
24,432
shares
|
$7.02 Million
0.42% of portfolio
|
Q2 2024
Added 32.42%
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$7.02 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
24,367
shares
|
$7.01 Million
0.19% of portfolio
|
Q2 2024
Added 16.07%
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2024 Q2 2024 |
24,312
shares
|
$6.99 Million
0.7% of portfolio
|
Q2 2024
Reduced 19.97%
|
|
Lazard Freres Gestion S.A.S.
|
Jul 29, 2024 Q2 2024 |
24,287
shares
|
$6.98 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.22%
|
|
Asio Capital, LLC
|
Jul 17, 2024 Q2 2024 |
24,088
shares
|
$6.93 Million
1.3% of portfolio
|
Q2 2024
Added 43.97%
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 05, 2024 Q2 2024 |
24,000
shares
|
$6.9 Million
2.82% of portfolio
|
Q2 2024
New holding
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 06, 2024 Q2 2024 |
23,978
shares
|
$6.89 Million
2.73% of portfolio
|
Q2 2024
Reduced 0.97%
|
|
Bank Hapoalim Bm
|
Jul 23, 2024 Q2 2024 |
23,920
shares
|
$6.88 Million
0.87% of portfolio
|
Q2 2024
Added 5.0%
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
23,900
shares
|
$6.87 Million
0.24% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Moore Capital Management, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
23,883
shares
|
$6.87 Million
0.12% of portfolio
|
Q2 2024
Reduced 94.81%
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Aug 12, 2024 Q2 2024 |
23,870
shares
|
$6.86 Million
0.1% of portfolio
|
Q2 2024
Reduced 42.02%
|
|
Boston Financial Mangement LLC
Boston, MA |
Jul 29, 2024 Q2 2024 |
23,855
shares
|
$6.86 Million
0.2% of portfolio
|
Q2 2024
Added 3.04%
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
23,730
shares
|
$6.82 Million
1.21% of portfolio
|
Q2 2024
Reduced 11.88%
|