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 |
---|---|---|---|---|---|
Cohen Investment Advisors LLC
|
Jul 25, 2024 Q2 2024 |
10,146
shares
|
$2.92 Million
1.74% of portfolio
|
Q2 2024
Reduced 4.22%
|
|
180 Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
10,117
shares
|
$2.91 Million
0.44% of portfolio
|
Q2 2024
Reduced 12.24%
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Aug 09, 2024 Q2 2024 |
10,117
shares
|
$2.91 Million
0.08% of portfolio
|
Q2 2024
Added 49.59%
|
|
Herbst Group, LLC
Westport, CT |
Oct 07, 2024 Q3 2024 |
10,110
shares
|
$2.91 Million
1.73% of portfolio
|
Q3 2024
Added 5.2%
|
|
Pinnacle Wealth Management, LLC
|
Jul 30, 2024 Q2 2024 |
10,092
shares
|
$2.9 Million
3.28% of portfolio
|
Q2 2024
Added 3.75%
|
|
Wealth Shield Partners, LLC
Cary, NC |
Jul 26, 2024 Q2 2024 |
10,019
shares
|
$2.88 Million
0.4% of portfolio
|
Q2 2024
Added 11.38%
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 02, 2024 Q2 2024 |
10,006
shares
|
$2.88 Million
1.62% of portfolio
|
Q2 2024
Reduced 8.34%
|
|
Mizuho Securities Co. Ltd.
|
Jul 31, 2024 Q2 2024 |
10,000
shares
|
$2.88 Million
6.43% of portfolio
|
Q2 2024
Added 2602.7%
|
|
Audent Global Asset Management, LLC
West Hollywood, CA |
Aug 14, 2024 Q2 2024 |
10,000
shares
|
$2.88 Million
2.68% of portfolio
|
Q2 2024
New holding
|
|
Conscious Wealth Investments, LLC
Miami Beach, FL |
Aug 09, 2024 Q2 2024 |
9,992
shares
|
$2.87 Million
1.84% of portfolio
|
Q2 2024
Added 0.82%
|
|
Verde Capital Management
|
Jul 18, 2024 Q2 2024 |
9,963
shares
|
$2.86 Million
0.83% of portfolio
|
Q2 2024
Added 27.13%
|
|
Graypoint LLC
|
Jul 31, 2024 Q2 2024 |
9,949
shares
|
$2.86 Million
0.18% of portfolio
|
Q2 2024
Reduced 11.15%
|
|
Institute For Wealth Management, Llc.
|
Jul 25, 2024 Q2 2024 |
9,945
shares
|
$2.86 Million
0.35% of portfolio
|
Q2 2024
Added 10.43%
|
|
Big Sur Wealth Management LLC
Miami, FL |
Jul 22, 2024 Q2 2024 |
9,930
shares
|
$2.86 Million
0.8% of portfolio
|
Q2 2024
Added 7.0%
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
9,909
shares
|
$2.85 Million
0.26% of portfolio
|
Q2 2024
Added 5.57%
|
|
Clarius Group, LLC
Seattle, WA |
Jul 11, 2024 Q2 2024 |
9,909
shares
|
$2.85 Million
0.18% of portfolio
|
Q2 2024
Reduced 3.43%
|
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
Aug 12, 2024 Q2 2024 |
9,875
shares
|
$2.84 Million
1.14% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
Aft, Forsyth & Company, Inc.
|
Aug 13, 2024 Q2 2024 |
9,854
shares
|
$2.83 Million
1.32% of portfolio
|
Q2 2024
Added 7.16%
|
|
Angle Point Asset Management LTD
Hong Kong, K3 |
Aug 12, 2024 Q2 2024 |
9,850
shares
|
$2.83 Million
3.26% of portfolio
|
Q2 2024
New holding
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 17, 2024 Q2 2024 |
9,839
shares
|
$2.83 Million
0.47% of portfolio
|
Q2 2024
Reduced 1.43%
|
|
Dakota Wealth Management
|
Jul 19, 2024 Q2 2024 |
9,823
shares
|
$2.82 Million
0.06% of portfolio
|
Q2 2024
Reduced 63.72%
|
|
M Holdings Securities, Inc.
Portland, OR |
Aug 13, 2024 Q2 2024 |
9,770
shares
|
$2.81 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 09, 2024 Q2 2024 |
9,744
shares
|
$2.8 Million
0.04% of portfolio
|
Q2 2024
Added 128.3%
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Aug 06, 2024 Q2 2024 |
9,720
shares
|
$2.79 Million
0.69% of portfolio
|
Q2 2024
Added 66.5%
|
|
Boltwood Capital Management
|
Oct 02, 2024 Q3 2024 |
9,633
shares
|
$2.77 Million
0.78% of portfolio
|
Q3 2024
Reduced 2.43%
|