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 |
---|---|---|---|---|---|
Nations Financial Group Inc,
Cedar Rapids, IA |
Jul 29, 2024 Q2 2024 |
6,646
shares
|
$1.89 Million
0.14% of portfolio
|
Q2 2024
Added 3.05%
|
|
Keel Point, LLC
Huntsville, AL |
Aug 14, 2024 Q2 2024 |
6,591
shares
|
$1.88 Million
0.15% of portfolio
|
Q2 2024
Added 17.82%
|
|
V Wealth Advisors LLC
|
Nov 15, 2023 Q3 2023 |
6,580
shares
|
$1.87 Million
1.08% of portfolio
|
Q3 2023
Reduced 43.14%
|
|
Steinberg Asset Management LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,566
shares
|
$1.87 Million
1.35% of portfolio
|
Q2 2024
Reduced 5.89%
|
|
First Pacific Financial
|
Jul 19, 2024 Q2 2024 |
6,564
shares
|
$1.87 Million
0.55% of portfolio
|
Q2 2024
Added 2.88%
|
|
Atlas Brown,Inc.
|
Jul 23, 2024 Q2 2024 |
6,560
shares
|
$1.87 Million
0.61% of portfolio
|
Q2 2024
Added 1.11%
|
|
St. Johns Investment Management Company, LLC
|
Jul 25, 2024 Q2 2024 |
6,550
shares
|
$1.86 Million
0.8% of portfolio
|
Q2 2024
Added 12.27%
|
|
Saturna Capital Corp
Bellingham, WA |
Jul 31, 2024 Q2 2024 |
6,547
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
Added 3.1%
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
6,542
shares
|
$1.86 Million
0.88% of portfolio
|
Q2 2024
Added 0.85%
|
|
Eagle Strategies LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
6,533
shares
|
$1.86 Million
0.32% of portfolio
|
Q2 2024
Added 236.41%
|
|
Invera Wealth Advisors, LLC
Bend, OR |
Aug 06, 2024 Q2 2024 |
6,532
shares
|
$1.86 Million
1.8% of portfolio
|
Q2 2024
Reduced 3.16%
|
|
Interval Partners, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
6,526
shares
|
$1.86 Million
0.05% of portfolio
|
Q2 2024
Reduced 81.87%
|
|
Deltec Asset Management LLC
|
Jul 16, 2024 Q2 2024 |
6,500
shares
|
$1.85 Million
0.34% of portfolio
|
Q2 2024
Added 36.84%
|
|
Americana Partners, LLC
Houston, TX |
Jul 30, 2024 Q2 2024 |
6,499
shares
|
$1.85 Million
0.14% of portfolio
|
Q2 2024
Added 30.06%
|
|
Bordeaux Wealth Advisors LLC
|
Aug 02, 2024 Q2 2024 |
6,495
shares
|
$1.85 Million
0.32% of portfolio
|
Q2 2024
Added 57.72%
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 30, 2024 Q2 2024 |
6,492
shares
|
$1.85 Million
1.28% of portfolio
|
Q2 2024
Reduced 0.87%
|
|
Gps Wealth Strategies Group, LLC
|
Jul 16, 2024 Q2 2024 |
6,484
shares
|
$1.85 Million
0.26% of portfolio
|
Q2 2024
Reduced 2.61%
|
|
In Track Investment Management Inc
|
Jul 15, 2024 Q2 2024 |
6,476
shares
|
$1.84 Million
1.2% of portfolio
|
Q2 2024
Added 25.89%
|
|
Lineweaver Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
6,439
shares
|
$1.83 Million
0.36% of portfolio
|
Q2 2024
Added 12.91%
|
|
Central Valley Advisors, LLC
Sacramento, CA |
Oct 04, 2024 Q3 2024 |
6,430
shares
|
$1.83 Million
0.99% of portfolio
|
Q3 2024
Added 4.4%
|
|
Ima Wealth, Inc.
Wichita, KS |
Aug 06, 2024 Q2 2024 |
6,423
shares
|
$1.83 Million
0.74% of portfolio
|
Q2 2024
Added 2.29%
|
|
Tlwm
San Antonio, TX |
Oct 07, 2024 Q3 2024 |
6,417
shares
|
$1.83 Million
0.36% of portfolio
|
Q3 2024
Added 28.16%
|
|
Keudell
|
Jul 16, 2024 Q2 2024 |
6,407
shares
|
$1.82 Million
0.48% of portfolio
|
Q2 2024
Added 1.14%
|
|
Plancorp, LLC
|
Aug 09, 2024 Q2 2024 |
6,400
shares
|
$1.82 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 11, 2024 Q2 2024 |
6,398
shares
|
$1.82 Million
0.27% of portfolio
|
Q2 2024
Added 2.03%
|