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 |
---|---|---|---|---|---|
A16z Perennial Management, L.P.
Menlo Park, CA |
Jul 22, 2024 Q2 2024 |
13,528
shares
|
$3.89 Million
0.32% of portfolio
|
Q1 2024
Reduced 68.04%
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 23, 2024 Q2 2024 |
13,498
shares
|
$3.88 Million
0.26% of portfolio
|
Q2 2024
Added 169.69%
|
|
Pitcairn CO
Jenkintown, PA |
Aug 13, 2024 Q2 2024 |
13,417
shares
|
$3.86 Million
0.21% of portfolio
|
Q2 2024
Reduced 16.07%
|
|
Transcend Capital Advisors, LLC
|
Jul 02, 2024 Q2 2024 |
13,386
shares
|
$3.85 Million
0.26% of portfolio
|
Q2 2024
Reduced 0.81%
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
13,364
shares
|
$3.84 Million
0.03% of portfolio
|
Q2 2024
Reduced 21.54%
|
|
Grove Bank & Trust
|
Jul 24, 2024 Q2 2024 |
13,316
shares
|
$3.83 Million
0.55% of portfolio
|
Q2 2024
Added 2.92%
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$3.82 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
13,200
shares
|
$3.8 Million
0.18% of portfolio
|
Q2 2024
New holding
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$3.79 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
Davidson Capital Management Inc.
Corpus Christi, TX |
Aug 12, 2024 Q2 2024 |
13,156
shares
|
$3.78 Million
1.04% of portfolio
|
Q2 2024
Added 62.88%
|
|
Canal Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
13,063
shares
|
$3.76 Million
0.59% of portfolio
|
Q2 2024
Added 3.03%
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
13,035
shares
|
$3.75 Million
0.04% of portfolio
|
Q2 2024
Reduced 48.52%
|
|
Family Management Corp
New York, NY |
Aug 14, 2024 Q2 2024 |
13,002
shares
|
$3.74 Million
0.6% of portfolio
|
Q2 2024
New holding
|
|
Exor Capital LLP
London, X0 |
Aug 12, 2024 Q2 2024 |
13,000
shares
|
$3.74 Million
0.12% of portfolio
|
Q2 2024
New holding
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 30, 2024 Q2 2024 |
12,976
shares
|
$3.73 Million
2.04% of portfolio
|
Q2 2024
Added 10.65%
|
|
Gilliland Jeter Wealth Management LLC
Little Rock, AR |
Jul 24, 2024 Q2 2024 |
12,947
shares
|
$3.72 Million
1.12% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
12,944
shares
|
$3.72 Million
1.27% of portfolio
|
Q2 2024
Added 154.75%
|
|
Courier Capital LLC
|
Jul 23, 2024 Q2 2024 |
12,933
shares
|
$3.72 Million
0.27% of portfolio
|
Q2 2024
Added 1.67%
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,928
shares
|
$3.72 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
Prostatis Group LLC
Hanover, MD |
Aug 14, 2023 Q2 2023 |
12,901
shares
|
$3.71 Million
0.01% of portfolio
|
Q2 2023
New holding
|
|
Icon Advisers Inc
Greenwood Village, CO |
Aug 14, 2024 Q2 2024 |
12,900
shares
|
$3.71 Million
0.78% of portfolio
|
Q2 2023
New holding
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
12,900
shares
|
$3.71 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$3.71 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jul 31, 2024 Q2 2024 |
12,889
shares
|
$3.71 Million
0.99% of portfolio
|
Q2 2024
Added 2.6%
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 18, 2024 Q2 2024 |
12,834
shares
|
$3.69 Million
0.96% of portfolio
|
Q2 2024
Added 1.78%
|