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 |
---|---|---|---|---|---|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2024 Q2 2024 |
8,520
shares
|
$2.45 Million
0.25% of portfolio
|
Q2 2024
Added 22.47%
|
|
Pinnacle Holdings, LLC
Tulsa, OK |
Aug 13, 2024 Q2 2024 |
8,512
shares
|
$2.45 Million
1.11% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Bell Bank
|
Jul 31, 2024 Q2 2024 |
8,488
shares
|
$2.44 Million
0.19% of portfolio
|
Q2 2024
Added 10.23%
|
|
Harvey Capital Management Inc
|
Jul 22, 2024 Q2 2024 |
8,475
shares
|
$2.44 Million
0.57% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
New Insight Wealth Advisors
San Ramon, CA |
Aug 15, 2024 Q2 2024 |
8,471
shares
|
$2.44 Million
1.28% of portfolio
|
Q2 2024
Reduced 1.69%
|
|
Life Plan Financial, LLC
Mankato, MN |
Oct 03, 2024 Q3 2024 |
8,463
shares
|
$2.43 Million
1.99% of portfolio
|
Q3 2024
Added 27.44%
|
|
Sage View Advisory Group, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
8,446
shares
|
$2.43 Million
0.1% of portfolio
|
Q2 2024
Added 175.74%
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2024 Q2 2024 |
8,440
shares
|
$2.43 Million
0.04% of portfolio
|
Q2 2024
Added 2.66%
|
|
Fiduciary Group LLC
Savannah, GA |
Aug 08, 2024 Q2 2024 |
8,434
shares
|
$2.42 Million
0.24% of portfolio
|
Q2 2024
Reduced 1.06%
|
|
Central Pacific Bank Trust Division
Honolulu, HI |
Oct 02, 2024 Q3 2024 |
8,434
shares
|
$2.42 Million
0.29% of portfolio
|
Q3 2024
Reduced 26.02%
|
|
Rmr Wealth Builders
|
Jul 23, 2024 Q2 2024 |
8,424
shares
|
$2.42 Million
0.25% of portfolio
|
Q2 2024
Reduced 2.5%
|
|
L.M. Kohn & Company
|
Jul 30, 2024 Q2 2024 |
8,365
shares
|
$2.41 Million
0.59% of portfolio
|
Q2 2024
Reduced 4.14%
|
|
Financial Gravity Asset Management, Inc.
|
Aug 06, 2024 Q2 2024 |
8,348
shares
|
$2.4 Million
0.54% of portfolio
|
Q2 2024
Added 4.3%
|
|
Park Place Capital Corp
Birmingham, AL |
Jul 02, 2024 Q2 2024 |
8,323
shares
|
$2.39 Million
0.74% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Chickasaw Capital Management LLC
|
Jul 08, 2024 Q2 2024 |
8,295
shares
|
$2.38 Million
0.09% of portfolio
|
Q2 2024
Reduced 1.25%
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Jul 31, 2024 Q2 2024 |
8,287
shares
|
$2.38 Million
0.1% of portfolio
|
Q2 2024
New holding
|
|
Focus Wealth Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
8,272
shares
|
$2.38 Million
1.19% of portfolio
|
Q2 2024
Added 10.77%
|
|
Orin Green Financial, LLC
|
Jul 30, 2024 Q2 2024 |
8,270
shares
|
$2.38 Million
0.98% of portfolio
|
Q2 2024
Reduced 0.02%
|
|
Edge Capital Group, LLC
|
Aug 13, 2024 Q2 2024 |
8,261
shares
|
$2.38 Million
0.1% of portfolio
|
Q2 2024
Added 1.95%
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
8,252
shares
|
$2.37 Million
0.45% of portfolio
|
Q2 2024
Reduced 3.34%
|
|
Aspiriant, LLC
|
Jul 15, 2024 Q2 2024 |
8,207
shares
|
$2.36 Million
0.09% of portfolio
|
Q2 2024
Reduced 21.79%
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
8,201
shares
|
$2.36 Million
0.08% of portfolio
|
Q3 2022
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
8,185
shares
|
$2.35 Million
0.09% of portfolio
|
Q2 2024
Added 31.95%
|
|
Citizens & Northern Corp
|
Jul 30, 2024 Q2 2024 |
8,169
shares
|
$2.35 Million
0.66% of portfolio
|
Q2 2024
Reduced 2.99%
|
|
Charter Oak Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
8,139
shares
|
$2.34 Million
0.22% of portfolio
|
Q2 2024
Reduced 9.93%
|