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 |
---|---|---|---|---|---|
Moneta Group Investment Advisors LLC
St Louis, MO |
Aug 13, 2024 Q2 2024 |
9,600
shares
|
$2.76 Million
0.04% of portfolio
|
Q2 2024
Added 12.62%
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Aug 12, 2024 Q2 2024 |
9,587
shares
|
$2.76 Million
1.21% of portfolio
|
Q2 2024
Added 1.47%
|
|
Spearhead Capital Advisors, LLC
Wellington, FL |
Nov 08, 2022 Q3 2022 |
9,571
shares
|
$2.75 Million
1.49% of portfolio
|
Q3 2022
Reduced 90.06%
|
|
Aj Wealth Strategies, LLC
|
Jul 20, 2023 Q2 2023 |
9,562
shares
|
$2.75 Million
0.1% of portfolio
|
Q2 2023
Added 1.01%
|
|
Connable Office Inc
|
Aug 06, 2024 Q2 2024 |
9,556
shares
|
$2.75 Million
0.27% of portfolio
|
Q2 2024
Reduced 21.36%
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
9,551
shares
|
$2.75 Million
0.01% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Fidelis Capital Partners, LLC
Tampa, FL |
Aug 13, 2024 Q2 2024 |
9,543
shares
|
$2.74 Million
0.33% of portfolio
|
Q2 2024
Added 3.47%
|
|
Jump Financial, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
9,531
shares
|
$2.74 Million
0.05% of portfolio
|
Q2 2024
Reduced 30.81%
|
|
Scharf Investments, LLC
|
Jul 23, 2024 Q2 2024 |
9,480
shares
|
$2.73 Million
0.08% of portfolio
|
Q2 2024
Added 51.73%
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jul 26, 2024 Q2 2024 |
9,410
shares
|
$2.71 Million
0.18% of portfolio
|
Q2 2024
Added 19.01%
|
|
Nikulski Financial, Inc.
|
Jul 30, 2024 Q2 2024 |
9,379
shares
|
$2.7 Million
0.77% of portfolio
|
Q2 2024
Added 8.48%
|
|
Teamwork Financial Advisors, LLC
|
Aug 06, 2024 Q2 2024 |
9,374
shares
|
$2.7 Million
0.36% of portfolio
|
Q2 2024
Added 67.84%
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 13, 2024 Q2 2024 |
9,310
shares
|
$2.68 Million
0.52% of portfolio
|
Q2 2024
Added 91.56%
|
|
Premier Path Wealth Partners, LLC
Madison, NJ |
Jul 24, 2024 Q2 2024 |
9,280
shares
|
$2.67 Million
0.41% of portfolio
|
Q2 2024
Added 6.11%
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 19, 2024 Q2 2024 |
9,274
shares
|
$2.67 Million
1.54% of portfolio
|
Q2 2024
Added 8.3%
|
|
Fulton Bank, N.A.
|
Oct 07, 2024 Q3 2024 |
9,269
shares
|
$2.67 Million
0.21% of portfolio
|
Q3 2024
Added 0.41%
|
|
Welch & Forbes LLC
|
Aug 01, 2024 Q2 2024 |
9,244
shares
|
$2.66 Million
0.03% of portfolio
|
Q2 2024
Added 3.97%
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Aug 09, 2024 Q2 2024 |
9,214
shares
|
$2.65 Million
0.32% of portfolio
|
Q2 2024
Added 10.48%
|
|
North Rock Partners, LLC
|
Aug 06, 2024 Q2 2024 |
9,180
shares
|
$2.64 Million
0.2% of portfolio
|
Q2 2024
Reduced 10.82%
|
|
Winton Group LTD
London, X0 |
Aug 09, 2024 Q2 2024 |
9,161
shares
|
$2.63 Million
0.17% of portfolio
|
Q2 2024
Reduced 18.66%
|
|
Aft, Forsyth & Sober, LLC
|
Aug 02, 2024 Q2 2024 |
9,150
shares
|
$2.63 Million
0.81% of portfolio
|
Q4 2023
Added 94.68%
|
|
Burns J W & CO Inc
|
Oct 04, 2024 Q3 2024 |
9,140
shares
|
$2.63 Million
0.33% of portfolio
|
Q3 2024
Reduced 6.39%
|
|
Core Cap Advisors, LLC
Southfield, MI |
Aug 08, 2024 Q2 2024 |
9,137
shares
|
$2.63 Million
0.26% of portfolio
|
Q1 2024
Reduced 8.55%
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
9,126
shares
|
$2.62 Million
0.26% of portfolio
|
Q2 2024
Reduced 13.83%
|
|
Congress Park Capital LLC
|
Jul 12, 2024 Q2 2024 |
9,115
shares
|
$2.62 Million
0.94% of portfolio
|
Q2 2024
Added 200.33%
|