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 |
---|---|---|---|---|---|
Clear Rock Advisors, LLC
Kerrville, TX |
Sep 03, 2024 Q2 2024 |
11,964
shares
|
$3.44 Million
1.31% of portfolio
|
Q2 2024
New holding
|
|
Finer Wealth Management, Inc.
Salem, MA |
Aug 13, 2024 Q2 2024 |
11,947
shares
|
$3.44 Million
1.98% of portfolio
|
Q2 2024
Reduced 2.02%
|
|
Drw Securities, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
11,947
shares
|
$3.44 Million
0.13% of portfolio
|
Q2 2024
Added 252.63%
|
|
Eisler Capital (Uk) Ltd.
London, X0 |
Aug 13, 2024 Q2 2024 |
11,924
shares
|
$3.43 Million
0.02% of portfolio
|
Q2 2024
Added 85.96%
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Jul 31, 2024 Q2 2024 |
11,907
shares
|
$3.42 Million
2.09% of portfolio
|
Q2 2024
Added 0.53%
|
|
Jackson Hole Capital Partners, LLC
|
Aug 13, 2024 Q2 2024 |
11,898
shares
|
$3.42 Million
0.67% of portfolio
|
Q2 2024
Added 5.73%
|
|
Caliber Wealth Management, LLC
|
Apr 25, 2024 Q1 2024 |
11,857
shares
|
$3.41 Million
1.9% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
Smithbridge Asset Management Inc
|
Jul 19, 2024 Q2 2024 |
11,846
shares
|
$3.41 Million
0.64% of portfolio
|
Q2 2024
Reduced 15.16%
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 14, 2024 Q2 2024 |
11,836
shares
|
$3.4 Million
0.32% of portfolio
|
Q2 2024
Added 403.45%
|
|
Geneos Wealth Management Inc.
|
Jul 23, 2024 Q2 2024 |
11,830
shares
|
$3.4 Million
0.14% of portfolio
|
Q2 2024
Added 3.95%
|
|
Investment House LLC
Las Vegas, NV |
Jul 22, 2024 Q2 2024 |
11,741
shares
|
$3.38 Million
0.17% of portfolio
|
Q2 2024
Added 390.64%
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 15, 2024 Q2 2024 |
11,736
shares
|
$3.37 Million
0.25% of portfolio
|
Q2 2024
Reduced 4.09%
|
|
New Hampshire Trust
Concord, NH |
Jul 15, 2024 Q2 2024 |
11,728
shares
|
$3.37 Million
0.69% of portfolio
|
Q2 2024
Added 1.22%
|
|
Wright Investors Service Inc
|
Oct 04, 2024 Q3 2024 |
11,696
shares
|
$3.36 Million
0.85% of portfolio
|
Q3 2024
Added 3.02%
|
|
Paradigm Financial Partners, LLC
|
Aug 13, 2024 Q2 2024 |
11,595
shares
|
$3.33 Million
0.45% of portfolio
|
Q2 2024
Added 4.14%
|
|
Tbh Global Asset Management, LLC
Brentwood, TN |
Aug 02, 2024 Q2 2024 |
11,580
shares
|
$3.33 Million
0.67% of portfolio
|
Q2 2024
Added 437.11%
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 09, 2024 Q2 2024 |
11,514
shares
|
$3.31 Million
1.36% of portfolio
|
Q2 2024
New holding
|
|
Lake Street Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
11,485
shares
|
$3.3 Million
0.14% of portfolio
|
Q2 2024
Added 2.65%
|
|
Wiley Bros. Aintree Capital, LLC
|
Jul 23, 2024 Q2 2024 |
11,483
shares
|
$3.3 Million
0.13% of portfolio
|
Q2 2024
Added 165.2%
|
|
Keeler T Homas Management LLC
|
Jul 23, 2024 Q2 2024 |
11,446
shares
|
$3.29 Million
1.02% of portfolio
|
Q2 2024
Added 81.25%
|
|
Ocean Capital Management, LLC
|
Jul 25, 2024 Q2 2024 |
11,424
shares
|
$3.28 Million
0.98% of portfolio
|
Q2 2024
Added 0.87%
|
|
First Hawaiian Bank
|
Oct 04, 2024 Q3 2024 |
11,420
shares
|
$3.28 Million
0.1% of portfolio
|
Q3 2024
Reduced 2.4%
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
11,408
shares
|
$3.28 Million
0.14% of portfolio
|
Q2 2022
Added 3.78%
|
|
Omc Financial Services LTD
Dewitt, NY |
Jul 29, 2024 Q2 2024 |
11,359
shares
|
$3.27 Million
1.38% of portfolio
|
Q2 2024
Added 0.19%
|
|
Birch Hill Investment Advisors LLC
|
Jul 30, 2024 Q2 2024 |
11,346
shares
|
$3.26 Million
0.14% of portfolio
|
Q2 2024
Reduced 0.33%
|