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 |
---|---|---|---|---|---|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 30, 2024 Q2 2024 |
16,599
shares
|
$4.77 Million
0.34% of portfolio
|
Q2 2024
Reduced 7.22%
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
16,570
shares
|
$4.76 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.68%
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2024 Q2 2024 |
16,528
shares
|
$4.75 Million
0.41% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 12, 2024 Q2 2024 |
16,448
shares
|
$4.73 Million
0.31% of portfolio
|
Q2 2024
Added 43.93%
|
|
De Burlo Group Inc
Boston, MA |
Aug 14, 2024 Q2 2024 |
16,424
shares
|
$4.72 Million
0.58% of portfolio
|
Q2 2024
Reduced 22.32%
|
|
David J Yvars Group
|
Jul 22, 2024 Q2 2024 |
16,394
shares
|
$4.71 Million
2.72% of portfolio
|
Q2 2024
Reduced 1.01%
|
|
Merit Financial Group, LLC
|
Aug 13, 2024 Q2 2024 |
16,353
shares
|
$4.7 Million
0.09% of portfolio
|
Q2 2024
Added 3.36%
|
|
Invst, LLC
Indianapolis, IN |
Aug 16, 2024 Q2 2024 |
16,318
shares
|
$4.69 Million
0.45% of portfolio
|
Q2 2024
Added 9.79%
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2024 Q2 2024 |
16,312
shares
|
$4.69 Million
1.3% of portfolio
|
Q2 2024
Added 0.95%
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2024 Q2 2024 |
16,249
shares
|
$4.67 Million
1.12% of portfolio
|
Q2 2024
Added 0.37%
|
|
Zions Bancorporation, N.A.
|
Aug 08, 2024 Q2 2024 |
16,203
shares
|
$4.66 Million
0.34% of portfolio
|
Q2 2024
Reduced 13.33%
|
|
Hbw Advisory Services LLC
|
Oct 04, 2024 Q3 2024 |
16,172
shares
|
$4.65 Million
0.71% of portfolio
|
Q3 2024
Reduced 13.38%
|
|
Al Ti Global, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
16,127
shares
|
$4.64 Million
0.11% of portfolio
|
Q2 2024
Added 27.37%
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$4.63 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 08, 2024 Q2 2024 |
16,097
shares
|
$4.63 Million
0.29% of portfolio
|
Q2 2024
Added 37.17%
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 07, 2024 Q2 2024 |
16,058
shares
|
$4.62 Million
0.21% of portfolio
|
Q2 2024
Added 0.97%
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$4.61 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 13, 2024 Q2 2024 |
15,894
shares
|
$4.57 Million
0.29% of portfolio
|
Q2 2024
Added 1000.69%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
15,891
shares
|
$4.57 Million
0.22% of portfolio
|
Q2 2024
Added 22.44%
|
|
Wedmont Private Capital
|
Jul 15, 2024 Q2 2024 |
15,874
shares
|
$4.56 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.19%
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 12, 2024 Q2 2024 |
15,838
shares
|
$4.55 Million
0.23% of portfolio
|
Q2 2024
Added 3.6%
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
15,818
shares
|
$4.55 Million
0.29% of portfolio
|
Q2 2024
Added 28.11%
|
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
Jul 12, 2024 Q2 2024 |
15,733
shares
|
$4.52 Million
1.03% of portfolio
|
Q2 2024
Added 58.23%
|
|
Vestmark Advisory Solutions, Inc.
|
Aug 12, 2024 Q2 2024 |
15,713
shares
|
$4.52 Million
0.18% of portfolio
|
Q2 2024
Added 0.83%
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 13, 2024 Q2 2024 |
15,691
shares
|
$4.51 Million
0.88% of portfolio
|
Q2 2024
Added 36.05%
|