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 |
---|---|---|---|---|---|
Cypress Capital Group
|
Jul 25, 2024 Q2 2024 |
6,969
shares
|
$2 Million
0.22% of portfolio
|
Q2 2024
Reduced 0.71%
|
|
Gs Investments, Inc.
|
Jul 31, 2024 Q2 2024 |
6,946
shares
|
$2 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.33%
|
|
Elmwood Wealth Management, Inc.
|
Aug 13, 2024 Q2 2024 |
6,942
shares
|
$2 Million
0.87% of portfolio
|
Q2 2024
Reduced 0.57%
|
|
Kpp Advisory Services LLC
Louisville, KY |
Aug 27, 2024 Q2 2024 |
6,921
shares
|
$1.99 Million
0.47% of portfolio
|
Q2 2024
Added 7.57%
|
|
Waverton Investment Management LTD
|
Aug 05, 2024 Q2 2024 |
6,915
shares
|
$1.99 Million
0.03% of portfolio
|
Q2 2024
Reduced 26.28%
|
|
Brandywine Managers, LLC
Hockessin, DE |
Aug 14, 2024 Q2 2024 |
6,913
shares
|
$1.99 Million
1.89% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
Compton Wealth Advisory Group, LLC
|
Jul 12, 2024 Q2 2024 |
6,912
shares
|
$1.99 Million
0.48% of portfolio
|
Q2 2024
Added 2.4%
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jul 29, 2024 Q2 2024 |
6,911
shares
|
$1.99 Million
0.32% of portfolio
|
Q2 2024
Added 0.22%
|
|
Camden Capital, LLC
|
Aug 06, 2024 Q2 2024 |
6,910
shares
|
$1.99 Million
0.14% of portfolio
|
Q2 2024
Added 7.36%
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$1.98 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Koshinski Asset Management, Inc.
|
Jul 12, 2024 Q2 2024 |
6,868
shares
|
$1.97 Million
0.17% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
1776 Wealth LLC
|
Aug 13, 2024 Q2 2024 |
6,864
shares
|
$1.97 Million
0.83% of portfolio
|
Q2 2024
Added 3.25%
|
|
One Wealth Management Investment & Advisory Services, LLC
Miami Beach, FL |
Aug 06, 2024 Q2 2024 |
6,860
shares
|
$1.97 Million
0.7% of portfolio
|
Q2 2024
Added 1.69%
|
|
Waldron Private Wealth LLC
|
Jul 31, 2024 Q2 2024 |
6,853
shares
|
$1.97 Million
0.08% of portfolio
|
Q4 2023
Reduced 4.68%
|
|
Northstar Group, Inc.
|
Jul 17, 2024 Q2 2024 |
6,851
shares
|
$1.97 Million
0.33% of portfolio
|
Q4 2023
Reduced 1.65%
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2024 Q2 2024 |
6,821
shares
|
$1.96 Million
0.78% of portfolio
|
Q1 2024
Reduced 3.55%
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 09, 2024 Q2 2024 |
6,764
shares
|
$1.94 Million
0.26% of portfolio
|
Q2 2024
Reduced 3.66%
|
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
Aug 05, 2024 Q2 2024 |
6,739
shares
|
$1.94 Million
0.4% of portfolio
|
Q2 2024
Added 9.01%
|
|
Heritage Trust CO
Oklahoma City, OK |
Aug 12, 2024 Q2 2024 |
6,720
shares
|
$1.93 Million
0.23% of portfolio
|
Q2 2024
Added 2.94%
|
|
F
|
Jul 29, 2024 Q2 2024 |
6,685
shares
|
$1.92 Million
0.06% of portfolio
|
Q2 2024
Reduced 5.47%
|
|
Leelyn Smith, LLC
Geneva, IL |
Aug 08, 2024 Q2 2024 |
6,677
shares
|
$1.92 Million
0.33% of portfolio
|
Q2 2024
Added 8.02%
|
|
Granger Management LLC
|
Aug 13, 2024 Q2 2024 |
6,668
shares
|
$1.92 Million
0.31% of portfolio
|
Q2 2024
Added 43.15%
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
6,665
shares
|
$1.92 Million
0.11% of portfolio
|
Q2 2024
Added 14.01%
|
|
Paradigm Asset Management CO LLC
|
Aug 12, 2024 Q2 2024 |
6,650
shares
|
$1.91 Million
0.68% of portfolio
|
Q2 2024
Added 77.33%
|
|
Capital Investment Advisors, LLC
|
Jul 12, 2024 Q2 2024 |
6,646
shares
|
$1.91 Million
0.04% of portfolio
|
Q2 2024
Added 3.29%
|