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 |
---|---|---|---|---|---|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$4.51 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
15,662
shares
|
$4.5 Million
0.18% of portfolio
|
Q2 2024
Added 10.83%
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 12, 2024 Q2 2024 |
15,624
shares
|
$4.49 Million
0.15% of portfolio
|
Q2 2021
Added 31.29%
|
|
Rba Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,598
shares
|
$4.48 Million
1.61% of portfolio
|
Q2 2024
Added 2173.76%
|
|
Sepio Capital, LP
|
Aug 15, 2024 Q2 2024 |
15,593
shares
|
$4.48 Million
0.43% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 09, 2024 Q2 2024 |
15,591
shares
|
$4.48 Million
1.33% of portfolio
|
Q2 2024
Added 1.37%
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
Aug 12, 2024 Q2 2024 |
15,578
shares
|
$4.48 Million
0.41% of portfolio
|
Q2 2024
Reduced 6.49%
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
15,570
shares
|
$4.48 Million
0.18% of portfolio
|
Q2 2024
Added 17.62%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
15,442
shares
|
$4.44 Million
0.2% of portfolio
|
Q3 2024
Reduced 32.3%
|
|
Bey Douglas LLC
Marietta, GA |
Jul 19, 2024 Q2 2024 |
15,435
shares
|
$4.44 Million
3.61% of portfolio
|
Q2 2024
Added 29.65%
|
|
Cavalier Investments, LLC
|
Aug 02, 2024 Q2 2024 |
15,381
shares
|
$4.42 Million
1.24% of portfolio
|
Q2 2024
Added 2.9%
|
|
Private Wealth Partners, LLC
|
Aug 07, 2024 Q2 2024 |
15,322
shares
|
$4.41 Million
0.29% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$4.39 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
Progressive Investment Management Corp
|
Aug 13, 2024 Q2 2024 |
15,267
shares
|
$4.39 Million
1.04% of portfolio
|
Q2 2024
Reduced 34.47%
|
|
River Road Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
15,246
shares
|
$4.38 Million
0.06% of portfolio
|
Q2 2024
New holding
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Aug 02, 2024 Q2 2024 |
15,225
shares
|
$4.38 Million
0.86% of portfolio
|
Q2 2024
Added 58.88%
|
|
Hixon Zuercher, LLC
|
Jul 30, 2024 Q2 2024 |
15,198
shares
|
$4.37 Million
1.65% of portfolio
|
Q2 2024
Added 8.29%
|
|
Ballentine Partners, LLC
Waltham, MA |
Aug 06, 2024 Q2 2024 |
15,162
shares
|
$4.36 Million
0.07% of portfolio
|
Q2 2024
Reduced 7.21%
|
|
Cumberland Partners LTD
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
15,100
shares
|
$4.34 Million
0.31% of portfolio
|
Q2 2024
Added 36.04%
|
|
Mirova
Paris, I0 |
Aug 13, 2024 Q2 2024 |
15,084
shares
|
$4.34 Million
0.71% of portfolio
|
Q1 2024
Added 12.0%
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2024 Q2 2024 |
15,042
shares
|
$4.32 Million
1.44% of portfolio
|
Q2 2024
New holding
|
|
Arlington Financial Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
15,007
shares
|
$4.31 Million
1.05% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$4.29 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
Investment Research & Advisory Group, Inc.
|
Jul 30, 2024 Q2 2024 |
14,873
shares
|
$4.28 Million
1.69% of portfolio
|
Q2 2024
Added 0.2%
|
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
Jul 09, 2024 Q2 2024 |
14,795
shares
|
$4.25 Million
0.34% of portfolio
|
Q2 2024
Added 4.29%
|