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 |
---|---|---|---|---|---|
Dynamic Advisor Solutions LLC
|
Jul 15, 2024 Q2 2024 |
21,548
shares
|
$6.2 Million
0.18% of portfolio
|
Q2 2024
Added 4.35%
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$6.15 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Meritage Portfolio Management
|
Aug 08, 2024 Q2 2024 |
21,345
shares
|
$6.14 Million
0.35% of portfolio
|
Q2 2024
Added 0.24%
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 09, 2024 Q2 2024 |
21,263
shares
|
$6.11 Million
0.04% of portfolio
|
Q2 2024
Added 5.56%
|
|
Rb Capital Management, LLC
|
Aug 13, 2024 Q2 2024 |
21,225
shares
|
$6.1 Million
1.42% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Cullinan Associates Inc
|
Jul 10, 2024 Q2 2024 |
21,222
shares
|
$6.1 Million
0.31% of portfolio
|
Q2 2024
Added 21.64%
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Aug 14, 2024 Q2 2024 |
21,193
shares
|
$6.09 Million
1.98% of portfolio
|
Q2 2024
Reduced 21.18%
|
|
High Vista Strategies LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
21,185
shares
|
$6.09 Million
2.19% of portfolio
|
Q2 2024
Added 67.09%
|
|
Modera Wealth Management, LLC
|
Jul 29, 2024 Q2 2024 |
21,033
shares
|
$6.05 Million
0.08% of portfolio
|
Q2 2024
Added 61.88%
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
May 20, 2024 Q1 2024 |
20,851
shares
|
$6 Million
0.7% of portfolio
|
Q1 2024
Added 274.14%
|
|
Once Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
20,800
shares
|
$5.98 Million
2.54% of portfolio
|
Q4 2021
New holding
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$5.98 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Sep 23, 2024 Q2 2024 |
20,768
shares
|
$5.97 Million
3.36% of portfolio
|
Q2 2024
Added 4.24%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
20,766
shares
|
$5.97 Million
0.08% of portfolio
|
Q2 2024
Reduced 10.07%
|
|
Eastover Investment Advisors LLC
|
Jul 09, 2024 Q2 2024 |
20,674
shares
|
$5.94 Million
2.56% of portfolio
|
Q2 2024
Added 3.31%
|
|
Westbourne Investment Advisors, Inc.
|
Aug 07, 2024 Q2 2024 |
20,674
shares
|
$5.94 Million
1.93% of portfolio
|
Q2 2024
Added 1.14%
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$5.94 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 26, 2024 Q2 2024 |
20,649
shares
|
$5.94 Million
0.28% of portfolio
|
Q2 2024
Reduced 5.41%
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2024 Q2 2024 |
20,614
shares
|
$5.93 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.43%
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$5.91 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
Renaissance Investment Group LLC
|
Jul 10, 2024 Q2 2024 |
20,437
shares
|
$5.88 Million
1.18% of portfolio
|
Q2 2024
Added 23.99%
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Aug 08, 2024 Q2 2024 |
20,405
shares
|
$5.87 Million
0.54% of portfolio
|
Q2 2024
Reduced 18.22%
|
|
Bridge Creek Capital Management LLC
|
Jul 15, 2024 Q2 2024 |
20,400
shares
|
$5.87 Million
1.7% of portfolio
|
Q2 2024
Added 0.13%
|
|
Bailard, Inc.
|
Jul 25, 2024 Q2 2024 |
20,380
shares
|
$5.86 Million
0.15% of portfolio
|
Q2 2024
Added 1.54%
|
|
Bulltick Wealth Management, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
20,207
shares
|
$5.81 Million
1.28% of portfolio
|
Q2 2024
Added 159.96%
|