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 |
---|---|---|---|---|---|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$6.81 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
North Star Asset Management Inc
|
Aug 05, 2024 Q2 2024 |
23,512
shares
|
$6.76 Million
0.3% of portfolio
|
Q2 2024
Added 2351.72%
|
|
Kmg Fiduciary Partners, LLC
|
Jul 17, 2024 Q2 2024 |
23,401
shares
|
$6.73 Million
0.59% of portfolio
|
Q2 2024
Added 6.68%
|
|
Venture Visionary Partners LLC
|
Aug 13, 2024 Q2 2024 |
23,285
shares
|
$6.69 Million
0.28% of portfolio
|
Q2 2024
Added 1.69%
|
|
Generate Investment Management LTD
Auckland, Q2 |
Aug 01, 2024 Q2 2024 |
23,278
shares
|
$6.69 Million
0.35% of portfolio
|
Q2 2024
Reduced 57.13%
|
|
Sfmg, LLC
|
Aug 14, 2024 Q2 2024 |
23,264
shares
|
$6.69 Million
0.52% of portfolio
|
Q2 2024
Added 24.88%
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$6.68 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
Consolidated Investment Group LLC
|
Jul 22, 2024 Q2 2024 |
23,200
shares
|
$6.67 Million
0.92% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
Marietta Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
23,195
shares
|
$6.67 Million
0.96% of portfolio
|
Q2 2024
Added 3.22%
|
|
Allworth Financial LP
|
Jul 23, 2024 Q2 2024 |
23,160
shares
|
$6.66 Million
0.04% of portfolio
|
Q2 2024
Added 15.63%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
23,132
shares
|
$6.65 Million
2.49% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$6.63 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 08, 2024 Q2 2024 |
23,019
shares
|
$6.62 Million
0.29% of portfolio
|
Q2 2024
Added 8.14%
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Aug 07, 2024 Q2 2024 |
22,992
shares
|
$6.61 Million
1.31% of portfolio
|
Q2 2024
Added 2.19%
|
|
Twin Capital Management Inc
|
Aug 13, 2024 Q2 2024 |
22,930
shares
|
$6.59 Million
0.71% of portfolio
|
Q2 2024
Added 1.18%
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 25, 2024 Q2 2024 |
22,903
shares
|
$6.59 Million
2.14% of portfolio
|
Q2 2024
Added 0.02%
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
22,879
shares
|
$6.58 Million
0.72% of portfolio
|
Q2 2024
New holding
|
|
Plimoth Trust CO LLC
|
Jul 23, 2024 Q2 2024 |
22,842
shares
|
$6.57 Million
1.59% of portfolio
|
Q2 2024
Added 3.16%
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2024 Q2 2024 |
22,825
shares
|
$6.56 Million
0.41% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 09, 2024 Q2 2024 |
22,824
shares
|
$6.56 Million
0.13% of portfolio
|
Q2 2024
Added 18.86%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 26, 2024 Q2 2024 |
22,667
shares
|
$6.52 Million
0.42% of portfolio
|
Q2 2024
Added 1.4%
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$6.49 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
22,563
shares
|
$6.49 Million
2.12% of portfolio
|
Q2 2024
Reduced 8.76%
|
|
Groupama Asset Managment
Paris, I0 |
Aug 14, 2024 Q2 2024 |
22,540
shares
|
$6.48 Million
0.08% of portfolio
|
Q2 2024
Added 11.01%
|
|
Axs Investments LLC
Port Chester, NY |
Aug 13, 2024 Q2 2024 |
22,453
shares
|
$6.46 Million
1.67% of portfolio
|
Q1 2024
Added 4.97%
|