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 |
---|---|---|---|---|---|
Ritholtz Wealth Management
|
Jul 31, 2024 Q2 2024 |
12,817
shares
|
$3.69 Million
0.11% of portfolio
|
Q2 2024
Reduced 0.25%
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$3.68 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|
|
Independence Bank Of Kentucky
|
Jul 25, 2024 Q2 2024 |
12,711
shares
|
$3.65 Million
0.88% of portfolio
|
Q2 2024
Added 0.51%
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
12,643
shares
|
$3.64 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.66%
|
|
Centaurus Financial, Inc.
|
Sep 20, 2024 Q2 2024 |
12,464
shares
|
$3.58 Million
0.23% of portfolio
|
Q2 2024
Added 23.42%
|
|
Garrett Investment Advisors LLC
|
Jul 10, 2024 Q2 2024 |
12,458
shares
|
$3.58 Million
0.4% of portfolio
|
Q2 2024
Added 1.66%
|
|
Destiny Wealth Partners, LLC
|
Jul 25, 2024 Q2 2024 |
12,369
shares
|
$3.56 Million
0.61% of portfolio
|
Q2 2024
New holding
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$3.55 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|
|
Soros Capital Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
12,346
shares
|
$3.55 Million
1.53% of portfolio
|
Q2 2024
Reduced 82.31%
|
|
Dynasty Wealth Management, LLC
St. Petersburg, FL |
Aug 12, 2024 Q2 2024 |
12,329
shares
|
$3.54 Million
0.09% of portfolio
|
Q2 2024
Added 8.06%
|
|
Arthur M. Cohen & Associates, LLC
|
Jul 29, 2024 Q2 2024 |
12,306
shares
|
$3.54 Million
0.61% of portfolio
|
Q2 2024
Added 3.69%
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2024 Q2 2024 |
12,225
shares
|
$3.51 Million
0.71% of portfolio
|
Q2 2024
Reduced 51.21%
|
|
Dubuque Bank & Trust CO
|
Oct 27, 2023 Q3 2023 |
12,209
shares
|
$3.51 Million
0.34% of portfolio
|
Q3 2023
Reduced 2.83%
|
|
Artemis Investment Management LLP
|
Jul 15, 2024 Q2 2024 |
12,206
shares
|
$3.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 63.73%
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 10, 2024 Q2 2024 |
12,205
shares
|
$3.51 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Glynn Capital Management LLC
|
Aug 02, 2024 Q2 2024 |
12,197
shares
|
$3.51 Million
0.74% of portfolio
|
Q4 2021
Added 19.44%
|
|
Diversified Trust CO
|
Oct 07, 2024 Q3 2024 |
12,193
shares
|
$3.51 Million
0.1% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
Carmignac Gestion
Paris, I0 |
Aug 13, 2024 Q2 2024 |
12,154
shares
|
$3.49 Million
0.05% of portfolio
|
Q2 2024
Reduced 95.82%
|
|
Alps Advisors Inc
Denver, CO |
Aug 13, 2024 Q2 2024 |
12,148
shares
|
$3.49 Million
0.02% of portfolio
|
Q2 2024
Added 7.66%
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
12,147
shares
|
$3.49 Million
0.07% of portfolio
|
Q2 2024
Added 2.1%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
12,072
shares
|
$3.47 Million
0.22% of portfolio
|
Q2 2024
Added 1.33%
|
|
Wellington Shields Capital Management, LLC
New York, NY |
Aug 05, 2024 Q2 2024 |
12,043
shares
|
$3.46 Million
0.57% of portfolio
|
Q2 2024
Added 2.02%
|
|
Sea Crest Wealth Management, LLC
Purchase, NY |
Jul 19, 2024 Q2 2024 |
12,017
shares
|
$3.46 Million
0.36% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 01, 2024 Q2 2024 |
12,017
shares
|
$3.46 Million
0.95% of portfolio
|
Q2 2024
Added 2.74%
|
|
Norden Group LLC
Provo, UT |
Aug 06, 2024 Q2 2024 |
12,007
shares
|
$3.45 Million
0.62% of portfolio
|
Q2 2024
Reduced 10.87%
|