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 $212 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Dover Advisors, LLC
Richmond, VA |
Jul 31, 2024 Q2 2024 |
5,477
shares
|
$1.56 Million
0.87% of portfolio
|
Q2 2024
Added 72.45%
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
5,472
shares
|
$1.56 Million
0.06% of portfolio
|
Q3 2024
Added 1.52%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
5,468
shares
|
$1.56 Million
0.16% of portfolio
|
Q2 2024
Reduced 22.05%
|
|
Aaron Wealth Advisors LLC
|
Jul 22, 2024 Q2 2024 |
5,462
shares
|
$1.55 Million
0.2% of portfolio
|
Q2 2024
Reduced 13.29%
|
|
Oxler Private Wealth LLC
New York, NY |
Jul 29, 2024 Q2 2024 |
5,462
shares
|
$1.55 Million
0.55% of portfolio
|
Q2 2024
Added 0.09%
|
|
Alta Wealth Advisors LLC
|
Jul 24, 2024 Q2 2024 |
5,459
shares
|
$1.55 Million
0.7% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 13, 2024 Q2 2024 |
5,453
shares
|
$1.55 Million
1.17% of portfolio
|
Q2 2024
Added 21.77%
|
|
Ballast, Inc.
|
Jul 15, 2024 Q2 2024 |
5,425
shares
|
$1.54 Million
0.43% of portfolio
|
Q2 2024
Added 6.06%
|
|
World Equity Group, Inc.
Schaumburg, IL |
Jul 18, 2024 Q2 2024 |
5,402
shares
|
$1.54 Million
0.41% of portfolio
|
Q4 2022
Added 0.97%
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
5,385
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2024
Reduced 44.56%
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Aug 07, 2024 Q2 2024 |
5,373
shares
|
$1.53 Million
0.39% of portfolio
|
Q2 2024
Added 6.52%
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 16, 2024 Q2 2024 |
5,363
shares
|
$1.53 Million
0.77% of portfolio
|
Q1 2024
Reduced 7.31%
|
|
Syon Capital LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
5,363
shares
|
$1.53 Million
0.13% of portfolio
|
Q2 2024
Added 0.13%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
5,305
shares
|
$1.51 Million
0.04% of portfolio
|
Q2 2024
Reduced 1.63%
|
|
Flynn Zito Capital Management, LLC
|
Aug 05, 2024 Q2 2024 |
5,304
shares
|
$1.51 Million
0.7% of portfolio
|
Q2 2024
Reduced 40.88%
|
|
Moody Lynn & Lieberson, LLC
|
Jul 25, 2024 Q2 2024 |
5,296
shares
|
$1.51 Million
0.09% of portfolio
|
Q2 2024
Reduced 72.13%
|
|
Wade G W & Inc
Wellesley, MA |
Feb 08, 2024 Q4 2023 |
5,272
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2023
Reduced 8.01%
|
|
Secure Asset Management, LLC
|
Jul 24, 2024 Q2 2024 |
5,260
shares
|
$1.5 Million
0.27% of portfolio
|
Q2 2024
Added 26.44%
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
5,250
shares
|
$1.49 Million
0.22% of portfolio
|
Q1 2024
Reduced 16.69%
|
|
Sapient Capital LLC
Indianapolis, IN |
Jul 15, 2024 Q2 2024 |
5,243
shares
|
$1.49 Million
0.03% of portfolio
|
Q2 2024
Reduced 6.89%
|
|
New Century Advisors, LLC
|
Oct 13, 2022 Q3 2022 |
5,240
shares
|
$1.49 Million
0.92% of portfolio
|
Q1 2022
Added 7.38%
|
|
Privium Fund Management (Uk) LTD
|
Aug 01, 2024 Q2 2024 |
5,205
shares
|
$1.48 Million
0.53% of portfolio
|
Q2 2024
Reduced 19.98%
|
|
Johnson Financial Group, Inc.
Racine, WI |
Aug 14, 2024 Q2 2024 |
5,202
shares
|
$1.48 Million
0.06% of portfolio
|
Q2 2024
Added 105.45%
|
|
Connective Portfolio Management, LLC
|
Jul 30, 2024 Q2 2024 |
5,170
shares
|
$1.47 Million
2.16% of portfolio
|
Q2 2023
Reduced 54.51%
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 13, 2024 Q2 2024 |
5,150
shares
|
$1.47 Million
0.74% of portfolio
|
Q2 2024
Reduced 31.1%
|