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 |
---|---|---|---|---|---|
Enterprise Bank & Trust CO
|
Jul 10, 2024 Q2 2024 |
11,288
shares
|
$3.25 Million
1.0% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 09, 2024 Q2 2024 |
11,261
shares
|
$3.24 Million
0.15% of portfolio
|
Q2 2024
Reduced 12.96%
|
|
Trust Asset Management LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
11,221
shares
|
$3.23 Million
0.24% of portfolio
|
Q4 2023
Reduced 3.16%
|
|
Wintrust Investments LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
11,185
shares
|
$3.22 Million
0.26% of portfolio
|
Q2 2024
Added 11.04%
|
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
Feb 14, 2023 Q4 2022 |
11,061
shares
|
$3.18 Million
0.14% of portfolio
|
Q4 2022
Reduced 2.37%
|
|
Lake Street Financial LLC
|
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2024
Added 9.56%
|
|
Relative Value Partners Group, LLC
Northbrook, IL |
Jul 12, 2024 Q2 2024 |
11,022
shares
|
$3.17 Million
0.38% of portfolio
|
Q2 2024
Added 301.97%
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
10,994
shares
|
$3.16 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Canandaigua National Bank & Trust CO
Canandaigua, NY |
Oct 03, 2024 Q3 2024 |
10,988
shares
|
$3.16 Million
0.29% of portfolio
|
Q3 2024
Reduced 32.15%
|
|
Strategic Advocates LLC
Logan, UT |
Jul 11, 2024 Q2 2024 |
10,943
shares
|
$3.15 Million
1.12% of portfolio
|
Q2 2024
Added 8.56%
|
|
Polaris Wealth Advisory Group, LLC
|
Oct 11, 2023 Q3 2023 |
10,940
shares
|
$3.15 Million
0.17% of portfolio
|
Q3 2023
Added 35.46%
|
|
Exchange Traded Concepts, LLC
|
Aug 13, 2024 Q2 2024 |
10,940
shares
|
$3.15 Million
0.07% of portfolio
|
Q2 2024
Reduced 71.17%
|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
10,867
shares
|
$3.12 Million
0.5% of portfolio
|
Q3 2023
Added 579.19%
|
|
Western Wealth Management, LLC
|
Jul 19, 2024 Q2 2024 |
10,858
shares
|
$3.12 Million
0.21% of portfolio
|
Q2 2024
Added 7.64%
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2024 Q2 2024 |
10,852
shares
|
$3.12 Million
0.06% of portfolio
|
Q2 2024
Added 12.3%
|
|
Portfolio Design Labs, LLC
Encino, CA |
Aug 13, 2024 Q2 2024 |
10,840
shares
|
$3.12 Million
0.86% of portfolio
|
Q2 2024
Added 21.93%
|
|
Qtron Investments LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
10,807
shares
|
$3.11 Million
0.41% of portfolio
|
Q2 2024
Reduced 7.93%
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Aug 14, 2024 Q2 2024 |
10,777
shares
|
$3.1 Million
0.24% of portfolio
|
Q2 2024
Reduced 50.09%
|
|
Community Financial Services Group, LLC
Newport, VT |
Jul 25, 2024 Q2 2024 |
10,753
shares
|
$3.09 Million
0.6% of portfolio
|
Q2 2024
Added 6.94%
|
|
Ov Management LLC
Minneapolis, MN |
Aug 08, 2024 Q2 2024 |
10,746
shares
|
$3.09 Million
1.93% of portfolio
|
Q2 2024
Added 0.96%
|
|
Capital Wealth Planning, LLC
|
Aug 09, 2024 Q2 2024 |
10,743
shares
|
$3.09 Million
0.03% of portfolio
|
Q2 2024
Added 2.99%
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 13, 2024 Q2 2024 |
10,743
shares
|
$3.09 Million
0.24% of portfolio
|
Q2 2024
Added 512.84%
|
|
Hennion & Walsh Asset Management, Inc.
|
Jul 19, 2024 Q2 2024 |
10,741
shares
|
$3.09 Million
0.15% of portfolio
|
Q2 2024
Added 54.95%
|
|
Hancock Whitney Corp
|
Aug 13, 2024 Q2 2024 |
10,719
shares
|
$3.08 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.47%
|
|
Roundview Capital LLC
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
10,698
shares
|
$3.08 Million
0.22% of portfolio
|
Q2 2024
Reduced 11.49%
|