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 |
---|---|---|---|---|---|
Clean Yield Group
|
Jul 10, 2024 Q2 2024 |
20,114
shares
|
$5.78 Million
2.03% of portfolio
|
Q2 2024
Added 4263.12%
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Aug 09, 2024 Q2 2024 |
20,091
shares
|
$5.78 Million
0.14% of portfolio
|
Q2 2024
Added 43.98%
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 16, 2024 Q2 2024 |
20,078
shares
|
$5.77 Million
0.58% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 30, 2024 Q2 2024 |
20,062
shares
|
$5.77 Million
0.09% of portfolio
|
Q2 2024
New holding
|
|
Ubs Oconnor LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
20,000
shares
|
$5.75 Million
0.3% of portfolio
|
Q2 2024
Added 33.33%
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 08, 2024 Q2 2024 |
19,833
shares
|
$5.7 Million
0.59% of portfolio
|
Q2 2024
New holding
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2024 Q2 2024 |
19,594
shares
|
$5.63 Million
0.03% of portfolio
|
Q2 2024
Reduced 90.54%
|
|
Sea Bridge Investment Advisors LLC
|
Jul 31, 2024 Q2 2024 |
19,569
shares
|
$5.63 Million
1.31% of portfolio
|
Q2 2024
Added 7.15%
|
|
Ascent Group, LLC
|
Aug 14, 2024 Q2 2024 |
19,556
shares
|
$5.62 Million
0.42% of portfolio
|
Q2 2024
Added 15.2%
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 16, 2024 Q2 2024 |
19,514
shares
|
$5.61 Million
0.81% of portfolio
|
Q2 2024
Reduced 4.37%
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
Aug 02, 2024 Q2 2024 |
19,490
shares
|
$5.6 Million
0.26% of portfolio
|
Q2 2024
Added 3.95%
|
|
Bouvel Investment Partners, LLC
|
Jul 12, 2024 Q2 2024 |
19,426
shares
|
$5.59 Million
2.09% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 14, 2024 Q2 2024 |
19,418
shares
|
$5.58 Million
0.1% of portfolio
|
Q2 2024
Added 19.66%
|
|
Meridian Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
19,369
shares
|
$5.57 Million
0.99% of portfolio
|
Q2 2024
Added 0.78%
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
19,364
shares
|
$5.57 Million
0.05% of portfolio
|
Q2 2024
Added 19.06%
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Aug 13, 2024 Q2 2024 |
19,357
shares
|
$5.57 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$5.53 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
Miracle Mile Advisors, LLC
|
Oct 07, 2024 Q3 2024 |
19,200
shares
|
$5.52 Million
0.13% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
Univest Financial Corp
|
Aug 05, 2024 Q2 2024 |
19,194
shares
|
$5.52 Million
1.39% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
Elite Wealth Management, Inc.
|
Aug 12, 2024 Q2 2024 |
19,157
shares
|
$5.51 Million
1.06% of portfolio
|
Q2 2024
Reduced 2.77%
|
|
Summit Financial, LLC
Parsippany, NJ |
Jul 31, 2024 Q2 2024 |
19,090
shares
|
$5.49 Million
0.23% of portfolio
|
Q2 2024
Added 122.62%
|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Aug 13, 2024 Q2 2024 |
18,970
shares
|
$5.45 Million
0.07% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 12, 2024 Q2 2024 |
18,929
shares
|
$5.44 Million
0.84% of portfolio
|
Q2 2024
Added 62.58%
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$5.43 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
Sawyer & Company, Inc
|
Jul 31, 2024 Q2 2024 |
18,815
shares
|
$5.41 Million
1.92% of portfolio
|
Q2 2024
Added 0.16%
|