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 |
---|---|---|---|---|---|
Future Fund LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
5,775
shares
|
$1.64 Million
3.72% of portfolio
|
Q2 2024
Added 247.47%
|
|
Granite Investment Partners, LLC
|
Aug 12, 2024 Q2 2024 |
5,756
shares
|
$1.64 Million
0.06% of portfolio
|
Q2 2024
Reduced 60.8%
|
|
Crown Wealth Group, LLC
|
Jul 26, 2024 Q2 2024 |
5,743
shares
|
$1.63 Million
0.77% of portfolio
|
Q2 2024
Added 353.28%
|
|
Krs Capital Management, LLC
|
Jul 17, 2024 Q2 2024 |
5,716
shares
|
$1.63 Million
1.1% of portfolio
|
Q2 2024
Added 0.18%
|
|
Legacy Financial Advisors, Inc.
|
Aug 13, 2024 Q2 2024 |
5,716
shares
|
$1.63 Million
0.29% of portfolio
|
Q2 2024
Reduced 1.96%
|
|
Chicago Trust CO Na
|
Jul 11, 2024 Q2 2024 |
5,714
shares
|
$1.63 Million
0.36% of portfolio
|
Q2 2024
Added 1.46%
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Jul 31, 2024 Q2 2024 |
5,713
shares
|
$1.63 Million
0.08% of portfolio
|
Q2 2024
Reduced 96.66%
|
|
Lazari Capital Management, Inc.
Woodland Hills, CA |
Sep 09, 2024 Q2 2024 |
5,677
shares
|
$1.62 Million
0.66% of portfolio
|
Q2 2024
Added 4.45%
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
5,653
shares
|
$1.61 Million
0.01% of portfolio
|
Q2 2024
Reduced 81.69%
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Aug 13, 2024 Q2 2024 |
5,648
shares
|
$1.61 Million
1.03% of portfolio
|
Q2 2024
Added 2.04%
|
|
Quantum Private Wealth, LLC
Lake Forest, IL |
Jul 17, 2024 Q2 2024 |
5,626
shares
|
$1.6 Million
0.53% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
Lindbrook Capital, LLC
|
Jul 31, 2024 Q2 2024 |
5,615
shares
|
$1.6 Million
0.14% of portfolio
|
Q2 2024
Reduced 6.54%
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Aug 13, 2024 Q2 2024 |
5,595
shares
|
$1.59 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
1 St Source Bank
|
Aug 08, 2024 Q2 2024 |
5,569
shares
|
$1.58 Million
0.08% of portfolio
|
Q2 2024
Added 36.73%
|
|
Absoluto Partners Gestao De Recursos Ltda
Leblon, Rio De Janeiro, Rj, D5 |
Aug 14, 2024 Q2 2024 |
5,560
shares
|
$1.58 Million
0.86% of portfolio
|
Q2 2024
Reduced 50.22%
|
|
Northwest Bank & Trust CO
Davenport, IA |
Jul 31, 2024 Q2 2024 |
5,550
shares
|
$1.58 Million
1.19% of portfolio
|
Q2 2024
Reduced 4.61%
|
|
Davenport & CO LLC
|
Aug 06, 2024 Q2 2024 |
5,549
shares
|
$1.58 Million
0.01% of portfolio
|
Q2 2024
Added 15.75%
|
|
Legal Advantage Investments, Inc.
|
Jul 11, 2024 Q2 2024 |
5,546
shares
|
$1.58 Million
0.84% of portfolio
|
Q2 2024
Reduced 0.45%
|
|
Harfst & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
5,540
shares
|
$1.58 Million
0.33% of portfolio
|
Q2 2024
Added 3.8%
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
5,533
shares
|
$1.57 Million
0.35% of portfolio
|
Q2 2024
Added 29.4%
|
|
Cx Institutional
|
Jul 11, 2024 Q2 2024 |
5,527
shares
|
$1.57 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.66%
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 12, 2024 Q2 2024 |
5,518
shares
|
$1.57 Million
0.12% of portfolio
|
Q2 2024
Added 1.03%
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 06, 2024 Q2 2024 |
5,493
shares
|
$1.56 Million
0.41% of portfolio
|
Q2 2024
Added 22.72%
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 12, 2024 Q2 2024 |
5,491
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2024
Added 64.4%
|
|
Dearborn Partners LLC
|
Jul 26, 2024 Q2 2024 |
5,488
shares
|
$1.56 Million
0.06% of portfolio
|
Q1 2024
Reduced 2.7%
|