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 |
---|---|---|---|---|---|
United Bank
|
Jul 23, 2024 Q2 2024 |
7,227
shares
|
$2.08 Million
0.93% of portfolio
|
Q2 2024
Reduced 12.02%
|
|
Amica Retiree Medical Trust
|
Nov 03, 2023 Q3 2023 |
7,205
shares
|
$2.07 Million
1.72% of portfolio
|
Q2 2023
Reduced 6.0%
|
|
Nelson Capital Management, LLC
|
Aug 07, 2024 Q2 2024 |
7,193
shares
|
$2.07 Million
0.33% of portfolio
|
Q2 2024
Added 3.75%
|
|
Aptus Capital Advisors, LLC
|
Jul 31, 2024 Q2 2024 |
7,193
shares
|
$2.07 Million
0.04% of portfolio
|
Q2 2024
Added 8.08%
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$2.07 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
Wolf Group Capital Advisors
|
Jul 30, 2024 Q2 2024 |
7,182
shares
|
$2.06 Million
0.74% of portfolio
|
Q2 2024
Reduced 4.53%
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 12, 2024 Q2 2024 |
7,181
shares
|
$2.06 Million
1.11% of portfolio
|
Q2 2024
Added 1.57%
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Aug 14, 2024 Q2 2024 |
7,177
shares
|
$2.06 Million
0.04% of portfolio
|
Q2 2024
Reduced 91.9%
|
|
Optas, LLC
|
Jul 25, 2024 Q2 2024 |
7,135
shares
|
$2.05 Million
0.48% of portfolio
|
Q2 2024
Reduced 8.63%
|
|
Vivid Wealth Management, LLC
West Des Moines, IA |
Jul 25, 2024 Q2 2024 |
7,135
shares
|
$2.05 Million
1.03% of portfolio
|
Q2 2024
Added 210.89%
|
|
Crestline Management, LP
Fort Worth, TX |
Aug 13, 2024 Q2 2024 |
7,129
shares
|
$2.05 Million
0.14% of portfolio
|
Q2 2024
Reduced 69.3%
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 11, 2024 Q2 2024 |
7,125
shares
|
$2.05 Million
0.07% of portfolio
|
Q2 2024
Added 1.34%
|
|
Power Wealth Management LLC
Roswell, GA |
Aug 13, 2024 Q2 2024 |
7,122
shares
|
$2.05 Million
0.87% of portfolio
|
Q2 2024
Added 4.54%
|
|
Intrust Bank Na
Wichita, KS |
Aug 08, 2024 Q2 2024 |
7,113
shares
|
$2.05 Million
0.2% of portfolio
|
Q2 2024
Reduced 4.96%
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 09, 2024 Q2 2024 |
7,053
shares
|
$2.03 Million
0.58% of portfolio
|
Q2 2024
Reduced 17.57%
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2024 Q2 2024 |
7,031
shares
|
$2.02 Million
0.18% of portfolio
|
Q2 2024
Added 164.72%
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$2.02 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
Clear Harbor Asset Management, LLC
|
Jul 17, 2024 Q2 2024 |
7,021
shares
|
$2.02 Million
0.16% of portfolio
|
Q2 2024
Added 8.27%
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$2.02 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
7,017
shares
|
$2.02 Million
0.09% of portfolio
|
Q2 2024
Added 2.39%
|
|
Robert Vinall
Rv Capital Ag | Schindellegi, V8
|
Aug 07, 2024 Q2 2024 |
7,000
shares
|
$2.01 Million
0.43% of portfolio
|
Q2 2024
New holding
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
Aug 15, 2024 Q2 2024 |
6,998
shares
|
$2.01 Million
1.28% of portfolio
|
Q2 2024
Added 25.46%
|
|
Boyd Watterson Asset Management LLC
|
Aug 14, 2024 Q2 2024 |
6,990
shares
|
$2.01 Million
0.52% of portfolio
|
Q2 2024
Reduced 5.64%
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$2.01 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
Unique Wealth, LLC
Tampa, FL |
Oct 03, 2024 Q3 2024 |
6,972
shares
|
$2 Million
0.44% of portfolio
|
Q3 2024
Added 12.93%
|