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 |
---|---|---|---|---|---|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 13, 2024 Q2 2024 |
17,521
shares
|
$5.04 Million
1.05% of portfolio
|
Q2 2024
Added 20.25%
|
|
Proem Advisors LLC
|
Nov 08, 2022 Q3 2022 |
17,500
shares
|
$5.03 Million
4.17% of portfolio
|
Q3 2022
New holding
|
|
Oak Associates LTD
Akron, OH |
Aug 08, 2024 Q2 2024 |
17,445
shares
|
$5.02 Million
0.3% of portfolio
|
Q2 2024
Reduced 4.2%
|
|
New Square Capital LLC
|
Jul 23, 2024 Q2 2024 |
17,408
shares
|
$5.01 Million
0.39% of portfolio
|
Q2 2024
Added 10.04%
|
|
Bnc Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
17,374
shares
|
$5 Million
1.66% of portfolio
|
Q2 2024
Added 18.41%
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Oct 04, 2024 Q3 2024 |
17,298
shares
|
$4.97 Million
0.71% of portfolio
|
Q3 2024
Reduced 8.95%
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 07, 2024 Q2 2024 |
17,266
shares
|
$4.96 Million
0.31% of portfolio
|
Q2 2024
Reduced 11.61%
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
17,127
shares
|
$4.92 Million
0.83% of portfolio
|
Q2 2024
Added 3.21%
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$4.92 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2024 Q2 2024 |
17,029
shares
|
$4.9 Million
0.29% of portfolio
|
Q2 2024
Added 26.31%
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Aug 14, 2024 Q2 2024 |
17,000
shares
|
$4.89 Million
0.71% of portfolio
|
Q2 2024
Reduced 22.02%
|
|
South State Corp
|
Aug 02, 2024 Q2 2024 |
16,995
shares
|
$4.89 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Hudson Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
16,979
shares
|
$4.88 Million
1.52% of portfolio
|
Q2 2024
Added 14.78%
|
|
Cabot Wealth Management Inc
|
Jul 12, 2024 Q2 2024 |
16,930
shares
|
$4.87 Million
0.57% of portfolio
|
Q2 2024
Reduced 1.83%
|
|
Parsons Capital Management Inc
|
Jul 19, 2024 Q2 2024 |
16,864
shares
|
$4.85 Million
0.3% of portfolio
|
Q2 2024
Reduced 9.27%
|
|
First Interstate Bank
Billings, MT |
Aug 07, 2024 Q2 2024 |
16,863
shares
|
$4.85 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.89%
|
|
Svb Wealth LLC
Boston, MA |
Aug 06, 2024 Q2 2024 |
16,834
shares
|
$4.84 Million
0.11% of portfolio
|
Q2 2024
Reduced 17.94%
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 14, 2024 Q2 2024 |
16,824
shares
|
$4.84 Million
0.85% of portfolio
|
Q2 2024
Reduced 17.93%
|
|
Timber Creek Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
16,780
shares
|
$4.82 Million
1.36% of portfolio
|
Q2 2024
Added 2.32%
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
16,719
shares
|
$4.81 Million
1.26% of portfolio
|
Q2 2024
Added 2.3%
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 31, 2024 Q2 2024 |
16,686
shares
|
$4.8 Million
0.21% of portfolio
|
Q2 2024
Added 54.9%
|
|
Kerrisdale Advisers, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
16,651
shares
|
$4.79 Million
1.51% of portfolio
|
Q2 2024
Added 28.47%
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 17, 2024 Q2 2024 |
16,638
shares
|
$4.78 Million
2.99% of portfolio
|
Q2 2024
Reduced 0.76%
|
|
Keystone Investors Pte LTD
Singapore, U0 |
Aug 12, 2024 Q2 2024 |
16,631
shares
|
$4.78 Million
0.37% of portfolio
|
Q2 2024
Added 79.29%
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2024 Q2 2024 |
16,628
shares
|
$4.78 Million
0.2% of portfolio
|
Q2 2024
Added 14.1%
|