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 |
---|---|---|---|---|---|
Stablepoint Partners, LLC
Braintree, MA |
Aug 02, 2024 Q2 2024 |
6,097
shares
|
$1.74 Million
0.31% of portfolio
|
Q2 2024
Reduced 10.86%
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Oct 04, 2024 Q3 2024 |
6,084
shares
|
$1.73 Million
0.96% of portfolio
|
Q3 2024
Reduced 0.56%
|
|
Doliver Advisors, LP
Houston, TX |
Oct 02, 2024 Q3 2024 |
6,076
shares
|
$1.73 Million
0.48% of portfolio
|
Q3 2024
Added 4.98%
|
|
Vela Investment Management, LLC
New Albany, OH |
Aug 05, 2024 Q2 2024 |
6,065
shares
|
$1.73 Million
0.49% of portfolio
|
Q2 2024
Added 16.21%
|
|
Sanders Morris Harris LLC
|
Jul 12, 2024 Q2 2024 |
6,061
shares
|
$1.72 Million
0.26% of portfolio
|
Q1 2024
Added 6.61%
|
|
Oak Harvest Investment Services
|
Jul 22, 2024 Q2 2024 |
6,038
shares
|
$1.72 Million
0.26% of portfolio
|
Q2 2024
Added 8.56%
|
|
Global X Japan Co., Ltd.
Chiyoda Ku, Tokyo, M0 |
Aug 07, 2024 Q2 2024 |
6,034
shares
|
$1.72 Million
0.22% of portfolio
|
Q2 2024
New holding
|
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
Aug 09, 2024 Q2 2024 |
6,019
shares
|
$1.71 Million
0.05% of portfolio
|
Q2 2024
Added 9.14%
|
|
Signature Wealth Management Group
|
Jul 15, 2024 Q2 2024 |
6,012
shares
|
$1.71 Million
0.69% of portfolio
|
Q2 2024
Added 37.61%
|
|
Acorn Financial Advisory Services Inc
|
Aug 01, 2024 Q2 2024 |
6,010
shares
|
$1.71 Million
0.32% of portfolio
|
Q2 2024
Added 0.07%
|
|
Schonfeld Strategic Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
6,006
shares
|
$1.71 Million
0.01% of portfolio
|
Q2 2024
Reduced 96.95%
|
|
Ramirez Asset Management, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
5,986
shares
|
$1.7 Million
0.31% of portfolio
|
Q2 2024
Added 1.56%
|
|
Scott & Selber, Inc.
|
Jul 29, 2024 Q2 2024 |
5,956
shares
|
$1.69 Million
0.49% of portfolio
|
Q2 2024
Added 1.66%
|
|
Resources Management Corp
West Hartford, CT |
Aug 14, 2024 Q2 2024 |
5,942
shares
|
$1.69 Million
0.22% of portfolio
|
Q2 2024
Added 5.75%
|
|
Gilbert & Cook, Inc.
|
Aug 01, 2024 Q2 2024 |
5,927
shares
|
$1.69 Million
0.23% of portfolio
|
Q2 2024
Reduced 9.23%
|
|
Scientech Research LLC
Jersey City, NJ |
Aug 14, 2024 Q2 2024 |
5,918
shares
|
$1.68 Million
0.31% of portfolio
|
Q2 2024
Added 106.2%
|
|
True Private Wealth Advisors
|
Jul 16, 2024 Q2 2024 |
5,895
shares
|
$1.68 Million
0.18% of portfolio
|
Q2 2024
Added 0.6%
|
|
Parcion Private Wealth LLC
Bellevue, WA |
Aug 06, 2024 Q2 2024 |
5,879
shares
|
$1.67 Million
0.14% of portfolio
|
Q2 2024
Added 10.53%
|
|
Signet Financial Management, LLC
Parsippany, NJ |
Aug 02, 2024 Q2 2024 |
5,864
shares
|
$1.67 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.44%
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 12, 2024 Q2 2024 |
5,852
shares
|
$1.67 Million
0.52% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Jacobi Capital Management LLC
|
Aug 09, 2024 Q2 2024 |
5,840
shares
|
$1.66 Million
0.13% of portfolio
|
Q2 2024
Reduced 9.01%
|
|
Intact Investment Management Inc.
Montreal, A8 |
Jul 30, 2024 Q2 2024 |
5,820
shares
|
$1.66 Million
0.06% of portfolio
|
Q2 2024
Added 63.03%
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Jul 15, 2024 Q2 2024 |
5,805
shares
|
$1.65 Million
0.3% of portfolio
|
Q2 2024
Added 34.06%
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 16, 2024 Q2 2024 |
5,799
shares
|
$1.65 Million
0.53% of portfolio
|
Q2 2024
Reduced 3.64%
|
|
Capital Advisors Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
5,780
shares
|
$1.64 Million
0.29% of portfolio
|
Q2 2024
Added 58.23%
|