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 |
---|---|---|---|---|---|
Mgo One Seven LLC
Beachwood, OH |
Aug 07, 2024 Q2 2024 |
18,813
shares
|
$5.41 Million
0.23% of portfolio
|
Q2 2024
Added 54.99%
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$5.41 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
First Horizon Advisors, Inc.
|
Jul 19, 2024 Q2 2024 |
18,649
shares
|
$5.36 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Hb Wealth Management, LLC
|
Jul 26, 2024 Q2 2024 |
18,639
shares
|
$5.36 Million
0.06% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
Bray Capital Advisors
|
Jul 31, 2024 Q2 2024 |
18,441
shares
|
$5.3 Million
1.23% of portfolio
|
Q2 2024
Reduced 0.86%
|
|
Yhb Investment Advisors, Inc.
|
Aug 01, 2024 Q2 2024 |
18,422
shares
|
$5.3 Million
0.41% of portfolio
|
Q1 2024
Reduced 6.14%
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 12, 2024 Q2 2024 |
18,358
shares
|
$5.28 Million
2.26% of portfolio
|
Q2 2024
Added 0.85%
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
18,356
shares
|
$5.28 Million
0.19% of portfolio
|
Q2 2024
Added 11.8%
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$5.27 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
18,345
shares
|
$5.27 Million
0.4% of portfolio
|
Q2 2024
Added 11.89%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 18, 2024 Q2 2024 |
18,257
shares
|
$5.25 Million
0.36% of portfolio
|
Q2 2024
Added 2.02%
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 10, 2024 Q2 2024 |
18,233
shares
|
$5.24 Million
0.72% of portfolio
|
Q2 2024
Reduced 17.04%
|
|
Frg Family Wealth Advisors LLC
|
Aug 07, 2024 Q2 2024 |
18,222
shares
|
$5.24 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Mission Wealth Management, LP
|
Aug 02, 2024 Q2 2024 |
18,217
shares
|
$5.24 Million
0.12% of portfolio
|
Q2 2024
Reduced 17.5%
|
|
Garde Capital, Inc.
Seattle, WA |
Aug 19, 2024 Q2 2024 |
18,206
shares
|
$5.23 Million
0.33% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2024 Q2 2024 |
18,184
shares
|
$5.23 Million
0.41% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$5.2 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 29, 2024 Q2 2024 |
18,028
shares
|
$5.18 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.04%
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 12, 2024 Q2 2024 |
18,009
shares
|
$5.18 Million
1.23% of portfolio
|
Q1 2024
Reduced 37.0%
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2024 Q2 2024 |
18,000
shares
|
$5.18 Million
0.59% of portfolio
|
Q2 2024
Added 134.38%
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 15, 2024 Q2 2024 |
17,957
shares
|
$5.16 Million
1.49% of portfolio
|
Q2 2024
Added 4.8%
|
|
Harbour Capital Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
17,916
shares
|
$5.15 Million
1.12% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Oct 07, 2024 Q3 2024 |
17,800
shares
|
$5.12 Million
0.55% of portfolio
|
Q3 2024
Added 10.39%
|
|
Red Door Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
17,652
shares
|
$5.08 Million
0.84% of portfolio
|
Q2 2024
Added 13.12%
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2024 Q2 2024 |
17,570
shares
|
$5.05 Million
0.34% of portfolio
|
Q2 2024
Added 5.35%
|