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 |
---|---|---|---|---|---|
Central Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
6,360
shares
|
$1.81 Million
0.23% of portfolio
|
Q2 2024
Added 67.41%
|
|
Cwa Asset Management Group, LLC
|
May 13, 2024 Q1 2024 |
6,332
shares
|
$1.8 Million
0.12% of portfolio
|
Q1 2024
Reduced 1.09%
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 12, 2024 Q2 2024 |
6,320
shares
|
$1.8 Million
0.21% of portfolio
|
Q2 2024
Added 0.59%
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
6,315
shares
|
$1.8 Million
0.11% of portfolio
|
Q2 2024
Added 6.96%
|
|
Perpetual Investment Management LTD
Sydney, C3 |
Feb 14, 2023 Q4 2022 |
6,298
shares
|
$1.79 Million
0.1% of portfolio
|
Q3 2022
Reduced 30.16%
|
|
Quadcap Wealth Management, LLC
Frisco, TX |
Aug 14, 2024 Q2 2024 |
6,297
shares
|
$1.79 Million
0.29% of portfolio
|
Q2 2024
Added 2.77%
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2024 Q2 2024 |
6,295
shares
|
$1.79 Million
0.25% of portfolio
|
Q2 2024
Added 2673.13%
|
|
Baker Tilly Wealth Management, LLC
|
Jul 18, 2024 Q2 2024 |
6,283
shares
|
$1.79 Million
0.68% of portfolio
|
Q2 2024
Reduced 64.75%
|
|
First County Bank /Ct/
Stamford, CT |
Aug 15, 2024 Q2 2024 |
6,282
shares
|
$1.79 Million
0.83% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
Pictet Bank & Trust LTD
|
Jul 18, 2024 Q2 2024 |
6,276
shares
|
$1.79 Million
1.64% of portfolio
|
Q2 2024
Added 4.15%
|
|
Pfg Investments, LLC
Woodbury, NY |
Aug 06, 2024 Q2 2024 |
6,276
shares
|
$1.79 Million
0.12% of portfolio
|
Q2 2024
Reduced 52.95%
|
|
Axiom Advisory, LLC
San Diego, CA |
Oct 07, 2024 Q3 2024 |
6,272
shares
|
$1.78 Million
0.02% of portfolio
|
Q3 2024
Added 1.55%
|
|
Coastline Trust CO
|
Jul 15, 2024 Q2 2024 |
6,268
shares
|
$1.78 Million
0.19% of portfolio
|
Q2 2024
Reduced 39.84%
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Aug 02, 2024 Q2 2024 |
6,249
shares
|
$1.78 Million
0.35% of portfolio
|
Q2 2024
Added 6.06%
|
|
Strengthening Families & Communities, LLC
|
Jul 22, 2024 Q2 2024 |
6,205
shares
|
$1.77 Million
0.46% of portfolio
|
Q2 2024
Added 14.02%
|
|
Canopy Partners, LLC
Terrace Park, OH |
Aug 09, 2024 Q2 2024 |
6,205
shares
|
$1.77 Million
0.74% of portfolio
|
Q2 2024
Reduced 0.88%
|
|
Grandview Asset Management LLC
|
Oct 04, 2024 Q3 2024 |
6,184
shares
|
$1.76 Million
0.97% of portfolio
|
Q3 2024
Reduced 4.82%
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Jul 30, 2024 Q2 2024 |
6,181
shares
|
$1.76 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.19%
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 17, 2024 Q2 2024 |
6,170
shares
|
$1.76 Million
0.6% of portfolio
|
Q2 2024
Added 12.2%
|
|
Concord Wealth Partners
|
Jul 31, 2024 Q2 2024 |
6,152
shares
|
$1.75 Million
0.28% of portfolio
|
Q2 2024
Reduced 8.89%
|
|
Bok Financial Private Wealth, Inc.
Denver, CO |
Aug 14, 2024 Q2 2024 |
6,150
shares
|
$1.75 Million
0.12% of portfolio
|
Q2 2024
Added 0.39%
|
|
Redmond Asset Management, LLC
Henrico, VA |
Aug 09, 2024 Q2 2024 |
6,149
shares
|
$1.75 Million
0.54% of portfolio
|
Q2 2024
Reduced 7.0%
|
|
Cooper Financial Group
|
Jul 15, 2024 Q2 2024 |
6,145
shares
|
$1.75 Million
0.24% of portfolio
|
Q2 2024
Reduced 6.08%
|
|
Geneva Capital Management LLC
|
Aug 14, 2024 Q2 2024 |
6,116
shares
|
$1.74 Million
0.03% of portfolio
|
Q2 2024
New holding
|
|
Platform Technology Partners
|
Jul 30, 2024 Q2 2024 |
6,102
shares
|
$1.74 Million
0.55% of portfolio
|
Q2 2024
Added 14.44%
|