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 |
---|---|---|---|---|---|
Mirabella Financial Services LLP
London, X0 |
Aug 08, 2024 Q2 2024 |
7,829
shares
|
$2.25 Million
0.18% of portfolio
|
Q2 2024
Reduced 71.85%
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2024 Q2 2024 |
7,814
shares
|
$2.25 Million
0.33% of portfolio
|
Q2 2024
Added 9.89%
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
7,791
shares
|
$2.24 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.18%
|
|
Thrive Wealth Management, LLC
|
Oct 04, 2024 Q3 2024 |
7,790
shares
|
$2.24 Million
0.39% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
Granite Shares Advisors LLC
|
Aug 01, 2024 Q2 2024 |
7,758
shares
|
$2.23 Million
0.67% of portfolio
|
Q2 2024
Added 22.17%
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 17, 2024 Q2 2024 |
7,755
shares
|
$2.23 Million
0.82% of portfolio
|
Q2 2024
Added 2.89%
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$2.23 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
Ascent Wealth Partners, LLC
New Hartford, NY |
Jul 31, 2024 Q2 2024 |
7,722
shares
|
$2.22 Million
0.29% of portfolio
|
Q2 2024
Added 1.23%
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
7,718
shares
|
$2.22 Million
0.03% of portfolio
|
Q2 2024
Added 1.91%
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 17, 2024 Q2 2024 |
7,690
shares
|
$2.21 Million
0.2% of portfolio
|
Q2 2024
Added 113.37%
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Jul 18, 2024 Q2 2024 |
7,688
shares
|
$2.21 Million
0.29% of portfolio
|
Q2 2024
Added 0.14%
|
|
De Dora Capital, Inc.
|
Jul 17, 2024 Q2 2024 |
7,680
shares
|
$2.21 Million
0.62% of portfolio
|
Q2 2024
Added 8.2%
|
|
Umpqua Bank
Lake Oswego, OR |
Aug 06, 2024 Q2 2024 |
7,674
shares
|
$2.21 Million
0.76% of portfolio
|
Q2 2024
Added 2.59%
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2024 Q2 2024 |
7,664
shares
|
$2.2 Million
0.15% of portfolio
|
Q2 2024
Added 0.29%
|
|
Gts Securities LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
7,649
shares
|
$2.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 90.98%
|
|
Renasant Bank
|
Aug 09, 2024 Q2 2024 |
7,623
shares
|
$2.19 Million
1.45% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Little House Capital LLC
Braintree, MA |
Aug 01, 2024 Q2 2024 |
7,615
shares
|
$2.19 Million
0.62% of portfolio
|
Q2 2024
Added 12.23%
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2024 Q2 2024 |
7,605
shares
|
$2.19 Million
0.06% of portfolio
|
Q2 2024
Reduced 80.31%
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$2.19 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 01, 2024 Q2 2024 |
7,570
shares
|
$2.18 Million
1.32% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
7,570
shares
|
$2.18 Million
0.98% of portfolio
|
Q2 2024
Added 0.73%
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2024 Q2 2024 |
7,558
shares
|
$2.17 Million
0.15% of portfolio
|
Q2 2024
Reduced 1.31%
|
|
Kovack Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
7,523
shares
|
$2.16 Million
0.22% of portfolio
|
Q2 2024
Reduced 33.14%
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$2.16 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
Trinity Point Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
7,510
shares
|
$2.16 Million
0.31% of portfolio
|
Q2 2024
Reduced 5.83%
|