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 |
---|---|---|---|---|---|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 14, 2024 Q2 2024 |
8,122
shares
|
$2.34 Million
0.14% of portfolio
|
Q2 2024
New holding
|
|
Core Wealth Advisors, Inc.
Lakeland, FL |
Aug 15, 2024 Q2 2024 |
8,115
shares
|
$2.33 Million
0.72% of portfolio
|
Q2 2024
Reduced 11.08%
|
|
Charter Research & Investment Group, Inc.
Southport, CT |
Aug 14, 2024 Q2 2024 |
8,107
shares
|
$2.33 Million
1.64% of portfolio
|
Q2 2024
Added 16.95%
|
|
Bluestein R H & CO LLC
Birmingham, MI |
Nov 14, 2022 Q3 2022 |
8,091
shares
|
$2.33 Million
0.07% of portfolio
|
Q3 2022
Added 31.24%
|
|
Shaker Investments LLC
|
Jul 25, 2024 Q2 2024 |
8,085
shares
|
$2.32 Million
0.91% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Columbia Trust CO 01012016
|
Jan 17, 2024 Q4 2023 |
8,076
shares
|
$2.32 Million
0.96% of portfolio
|
Q4 2023
Added 18.23%
|
|
Wealth Management Partners, LLC
|
Jul 12, 2024 Q2 2024 |
8,043
shares
|
$2.31 Million
1.02% of portfolio
|
Q2 2024
Added 1.67%
|
|
Naviter Wealth, LLC
|
Aug 01, 2024 Q2 2024 |
8,026
shares
|
$2.31 Million
0.31% of portfolio
|
Q2 2024
Added 13.44%
|
|
Colonial River Wealth Management, LLC
Midlothian, VA |
Jul 19, 2024 Q2 2024 |
8,001
shares
|
$2.3 Million
1.11% of portfolio
|
Q2 2024
Added 592.13%
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 06, 2024 Q2 2024 |
8,000
shares
|
$2.3 Million
0.64% of portfolio
|
Q4 2018
Added 100.0%
|
|
Personal Cfo Solutions, LLC
|
Aug 09, 2024 Q2 2024 |
7,982
shares
|
$2.29 Million
0.32% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 12, 2024 Q2 2024 |
7,980
shares
|
$2.29 Million
0.04% of portfolio
|
Q2 2024
Reduced 79.82%
|
|
Hellman Jordan Management CO Inc
Quincy, MA |
Jan 20, 2023 Q4 2022 |
7,968
shares
|
$2.29 Million
1.79% of portfolio
|
Q4 2022
Reduced 1.88%
|
|
Navalign, LLC
|
Jul 30, 2024 Q2 2024 |
7,936
shares
|
$2.28 Million
0.65% of portfolio
|
Q2 2024
Added 3.71%
|
|
Td Private Client Wealth LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,934
shares
|
$2.28 Million
0.06% of portfolio
|
Q1 2024
Added 36.98%
|
|
Aafmaa Wealth Management & Trust LLC
|
Jul 19, 2024 Q2 2024 |
7,933
shares
|
$2.28 Million
1.02% of portfolio
|
Q2 2024
Added 19.62%
|
|
South Dakota Investment Council
Sioux Falls, SD |
Aug 08, 2024 Q2 2024 |
7,928
shares
|
$2.28 Million
0.04% of portfolio
|
Q2 2024
Reduced 0.11%
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Aug 07, 2024 Q2 2024 |
7,923
shares
|
$2.28 Million
0.26% of portfolio
|
Q2 2024
Added 0.24%
|
|
Bangor Savings Bank
Bangor, ME |
Oct 07, 2024 Q3 2024 |
7,897
shares
|
$2.27 Million
0.2% of portfolio
|
Q3 2024
Reduced 2.47%
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Aug 02, 2024 Q2 2024 |
7,893
shares
|
$2.27 Million
0.06% of portfolio
|
Q2 2024
Added 10.07%
|
|
L & S Advisors Inc
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
7,891
shares
|
$2.27 Million
0.26% of portfolio
|
Q2 2024
Reduced 57.35%
|
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
Aug 12, 2024 Q2 2024 |
7,885
shares
|
$2.27 Million
0.02% of portfolio
|
Q2 2024
Added 18.46%
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 29, 2024 Q2 2024 |
7,868
shares
|
$2.26 Million
0.08% of portfolio
|
Q2 2024
Added 5.6%
|
|
Fin Trust Capital Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
7,858
shares
|
$2.26 Million
0.38% of portfolio
|
Q2 2024
Reduced 0.28%
|
|
Albion Financial Group
|
Jul 10, 2024 Q2 2024 |
7,850
shares
|
$2.26 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.52%
|