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 |
---|---|---|---|---|---|
Flagship Harbor Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
9,104
shares
|
$2.62 Million
0.18% of portfolio
|
Q1 2024
Reduced 4.5%
|
|
Norway Savings Bank
|
Jul 12, 2024 Q2 2024 |
9,087
shares
|
$2.61 Million
1.33% of portfolio
|
Q2 2024
Added 8.9%
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.61 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|
|
Beaumont Asset Management, L.L.C.
|
Aug 02, 2024 Q2 2024 |
9,052
shares
|
$2.6 Million
1.5% of portfolio
|
Q2 2024
Reduced 0.34%
|
|
Wealth Alliance
Mellville, NY |
Aug 09, 2024 Q2 2024 |
9,032
shares
|
$2.6 Million
0.31% of portfolio
|
Q2 2024
Reduced 20.47%
|
|
Adviser Investments LLC
|
Aug 12, 2024 Q2 2024 |
9,031
shares
|
$2.6 Million
0.03% of portfolio
|
Q2 2024
Reduced 54.08%
|
|
Triangle Securities Wealth Management
|
Jul 10, 2024 Q2 2024 |
9,028
shares
|
$2.6 Million
0.67% of portfolio
|
Q2 2024
Added 0.48%
|
|
55 I, LLC
Boston, MA |
Nov 14, 2022 Q3 2022 |
8,971
shares
|
$2.58 Million
0.04% of portfolio
|
Q3 2022
Added 169.64%
|
|
Segment Wealth Management, LLC
|
Jul 22, 2024 Q2 2024 |
8,942
shares
|
$2.57 Million
0.17% of portfolio
|
Q2 2024
Added 4.21%
|
|
Principle Wealth Partners LLC
|
Aug 13, 2024 Q2 2024 |
8,924
shares
|
$2.57 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 18, 2024 Q2 2024 |
8,903
shares
|
$2.56 Million
0.72% of portfolio
|
Q2 2024
Added 0.06%
|
|
Liberty Wealth Management LLC
Oakland, CA |
Aug 06, 2024 Q2 2024 |
8,890
shares
|
$2.56 Million
0.04% of portfolio
|
Q2 2024
Added 978.88%
|
|
Bradley Mark J.
|
Aug 07, 2023 Q2 2023 |
8,882
shares
|
$2.55 Million
1.89% of portfolio
|
Q2 2023
Reduced 33.08%
|
|
Financial Advocates Investment Management
Olympia, WA |
Jul 26, 2024 Q2 2024 |
8,848
shares
|
$2.54 Million
0.14% of portfolio
|
Q2 2024
Added 18.16%
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jul 19, 2024 Q2 2024 |
8,783
shares
|
$2.53 Million
0.14% of portfolio
|
Q2 2024
Added 55.64%
|
|
Tsfg, LLC
|
Jul 16, 2024 Q2 2024 |
8,740
shares
|
$2.51 Million
0.53% of portfolio
|
Q2 2024
Added 386.91%
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 13, 2024 Q2 2024 |
8,720
shares
|
$2.51 Million
0.03% of portfolio
|
Q2 2024
Reduced 37.26%
|
|
Amg National Trust Bank
|
Jul 25, 2024 Q2 2024 |
8,669
shares
|
$2.49 Million
0.06% of portfolio
|
Q2 2024
Added 2.16%
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.49 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
Peterson Wealth Management
|
Aug 05, 2024 Q2 2024 |
8,603
shares
|
$2.47 Million
1.37% of portfolio
|
Q2 2024
Added 33.48%
|
|
Avestar Capital, LLC
|
Aug 08, 2024 Q2 2024 |
8,597
shares
|
$2.47 Million
0.23% of portfolio
|
Q2 2024
Added 26.04%
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
8,561
shares
|
$2.46 Million
0.25% of portfolio
|
Q2 2024
Added 1.07%
|
|
Cornercap Investment Counsel Inc
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
8,552
shares
|
$2.46 Million
0.37% of portfolio
|
Q2 2024
Reduced 2.04%
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 18, 2024 Q2 2024 |
8,545
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2024
Added 22.4%
|
|
Missouri Trust & Investment CO
Springfield, MO |
Aug 14, 2024 Q2 2024 |
8,537
shares
|
$2.45 Million
0.83% of portfolio
|
Q2 2024
Reduced 0.81%
|