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 |
---|---|---|---|---|---|
Rfg Advisory, LLC
Birmingham, AL |
Jul 15, 2024 Q2 2024 |
10,693
shares
|
$3.07 Million
0.09% of portfolio
|
Q2 2024
Added 66.09%
|
|
Roberts Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
10,692
shares
|
$3.07 Million
1.0% of portfolio
|
Q2 2024
Added 2.32%
|
|
Efg Asset Management (North America) Corp.
|
Jul 25, 2024 Q2 2024 |
10,656
shares
|
$3.06 Million
0.48% of portfolio
|
Q2 2024
Reduced 3.78%
|
|
Citizens Business Bank
Ontario, CA |
Aug 02, 2024 Q2 2024 |
10,651
shares
|
$3.06 Million
0.6% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
Sumitomo Life Insurance CO
|
Jul 19, 2024 Q2 2024 |
10,620
shares
|
$3.05 Million
0.06% of portfolio
|
Q2 2024
Reduced 11.54%
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
10,572
shares
|
$3.04 Million
0.1% of portfolio
|
Q2 2024
Added 14.22%
|
|
Perpetual LTD
Sydney, New South Wales, C3 |
Jul 30, 2024 Q2 2024 |
10,571
shares
|
$3.04 Million
0.03% of portfolio
|
Q2 2024
Added 8.71%
|
|
Northstar Advisory Group, LLC
|
Aug 01, 2024 Q2 2024 |
10,497
shares
|
$3.02 Million
1.56% of portfolio
|
Q2 2024
Added 0.51%
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,481
shares
|
$3.01 Million
0.2% of portfolio
|
Q4 2023
Added 0.23%
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
10,478
shares
|
$3.01 Million
0.68% of portfolio
|
Q2 2024
Added 15.07%
|
|
Executive Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
10,467
shares
|
$3.01 Million
0.54% of portfolio
|
Q2 2024
Reduced 2.31%
|
|
Gpm Growth Investors, Inc.
|
Aug 02, 2024 Q2 2024 |
10,439
shares
|
$3 Million
1.19% of portfolio
|
Q2 2024
Added 2.65%
|
|
Processus Wealth & Capital Management, LLC
Brentwood, TN |
Jul 24, 2024 Q2 2024 |
10,434
shares
|
$3 Million
2.22% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Cable Hill Partners, LLC
Portland, OR |
Jul 22, 2024 Q2 2024 |
10,404
shares
|
$2.99 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.92%
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Jul 30, 2024 Q2 2024 |
10,384
shares
|
$2.99 Million
0.15% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Kampmann Melissa S.
Wausau, WI |
Aug 16, 2024 Q2 2024 |
10,369
shares
|
$2.98 Million
1.95% of portfolio
|
Q2 2024
Reduced 9.52%
|
|
Moody National Bank Trust Division
|
Oct 03, 2024 Q3 2024 |
10,357
shares
|
$2.98 Million
0.31% of portfolio
|
Q3 2024
Added 3.52%
|
|
Delta Investment Management, LLC
|
Aug 13, 2024 Q2 2024 |
10,347
shares
|
$2.97 Million
0.67% of portfolio
|
Q2 2024
Added 4.33%
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
10,328
shares
|
$2.97 Million
0.28% of portfolio
|
Q3 2024
Added 46.79%
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
10,221
shares
|
$2.94 Million
0.09% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
Asahi Life Asset Management Co., Ltd.
|
Aug 06, 2024 Q2 2024 |
10,220
shares
|
$2.94 Million
1.82% of portfolio
|
Q2 2024
Reduced 27.71%
|
|
Two Sigma Investments, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
10,216
shares
|
$2.94 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
Aug 09, 2024 Q2 2024 |
10,207
shares
|
$2.93 Million
1.13% of portfolio
|
Q2 2024
Added 0.52%
|
|
Kelly Lawrence W & Associates Inc
Pasadena, CA |
Aug 13, 2024 Q2 2024 |
10,195
shares
|
$2.93 Million
0.61% of portfolio
|
Q2 2024
Added 3.19%
|
|
J.W. Cole Advisors, Inc.
|
Aug 08, 2024 Q2 2024 |
10,151
shares
|
$2.92 Million
0.12% of portfolio
|
Q2 2024
Reduced 1.23%
|