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 |
---|---|---|---|---|---|
John G Ullman & Associates Inc
|
Aug 08, 2024 Q2 2024 |
14,700
shares
|
$4.23 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
Aperture Investors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
14,615
shares
|
$4.2 Million
0.61% of portfolio
|
Q1 2024
Reduced 17.83%
|
|
Trust CO Of Toledo Na
Holland, OH |
Oct 02, 2024 Q3 2024 |
14,572
shares
|
$4.19 Million
0.54% of portfolio
|
Q3 2024
Reduced 1.71%
|
|
Nbt Bank N A
|
Jul 30, 2024 Q2 2024 |
14,571
shares
|
$4.19 Million
0.27% of portfolio
|
Q2 2024
Added 3.36%
|
|
Landscape Capital Management, L.L.C.
|
Aug 12, 2024 Q2 2024 |
14,503
shares
|
$4.17 Million
0.34% of portfolio
|
Q2 2024
Added 101.68%
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jul 12, 2024 Q2 2024 |
14,441
shares
|
$4.15 Million
0.2% of portfolio
|
Q2 2024
Reduced 32.28%
|
|
Beech Hill Advisors, Inc.
|
Jul 12, 2024 Q2 2024 |
14,389
shares
|
$4.14 Million
1.57% of portfolio
|
Q2 2024
Added 15.08%
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 02, 2024 Q2 2024 |
14,346
shares
|
$4.12 Million
0.37% of portfolio
|
Q2 2024
Added 2.74%
|
|
Transatlantique Private Wealth LLC
|
Aug 13, 2024 Q2 2024 |
14,345
shares
|
$4.12 Million
1.52% of portfolio
|
Q2 2024
Added 2.23%
|
|
Redwood Investments, LLC
|
Aug 14, 2024 Q2 2024 |
14,324
shares
|
$4.12 Million
1.14% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Aug 12, 2024 Q2 2024 |
14,299
shares
|
$4.11 Million
0.35% of portfolio
|
Q2 2024
Added 840.11%
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 06, 2024 Q2 2024 |
14,207
shares
|
$4.08 Million
1.23% of portfolio
|
Q2 2024
Added 5.92%
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 17, 2024 Q2 2024 |
14,184
shares
|
$4.08 Million
0.25% of portfolio
|
Q2 2024
Added 0.75%
|
|
Symphony Financial, Ltd. Co.
|
Jul 17, 2024 Q2 2024 |
14,156
shares
|
$4.07 Million
0.67% of portfolio
|
Q2 2024
Added 34.37%
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 29, 2024 Q2 2024 |
14,150
shares
|
$4.07 Million
1.02% of portfolio
|
Q1 2024
New holding
|
|
Modus Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
14,057
shares
|
$4.04 Million
1.31% of portfolio
|
Q2 2024
Added 11.55%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
14,029
shares
|
$4.03 Million
0.11% of portfolio
|
Q2 2024
Added 59.53%
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Jul 29, 2024 Q2 2024 |
14,021
shares
|
$4.03 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.37%
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Aug 05, 2024 Q2 2024 |
14,017
shares
|
$4.03 Million
0.58% of portfolio
|
Q2 2024
Added 26.11%
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$3.96 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|
|
Wd Rutherford LLC
|
Jul 25, 2024 Q2 2024 |
13,703
shares
|
$3.94 Million
1.78% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
Lgt Group Foundation
|
Aug 07, 2024 Q2 2024 |
13,638
shares
|
$3.92 Million
0.05% of portfolio
|
Q2 2024
Added 11.9%
|
|
Insight Holdings Group, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
13,630
shares
|
$3.92 Million
0.12% of portfolio
|
Q2 2024
Reduced 86.77%
|
|
Bridgeway Capital Management, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
13,600
shares
|
$3.91 Million
0.08% of portfolio
|
Q2 2024
Reduced 63.14%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
13,543
shares
|
$3.89 Million
0.11% of portfolio
|
Q2 2024
Added 27.03%
|