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 |
---|---|---|---|---|---|
Stansberry Asset Management, LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,147
shares
|
$1.46 Million
0.19% of portfolio
|
Q2 2024
Reduced 65.5%
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.46 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
Mainstay Capital Management LLC
|
Jul 30, 2024 Q2 2024 |
5,133
shares
|
$1.46 Million
0.25% of portfolio
|
Q2 2024
Added 7.16%
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2024 Q2 2024 |
5,133
shares
|
$1.46 Million
0.04% of portfolio
|
Q2 2024
Added 70.19%
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.46 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
5,113
shares
|
$1.46 Million
0.42% of portfolio
|
Q2 2024
Reduced 14.36%
|
|
Intellectus Partners, LLC
San Francisco, CA |
Jul 18, 2024 Q2 2024 |
5,095
shares
|
$1.45 Million
0.36% of portfolio
|
Q2 2024
Reduced 9.21%
|
|
Db Fitzpatrick & Co, Inc
|
Jul 17, 2024 Q2 2024 |
5,093
shares
|
$1.45 Million
1.22% of portfolio
|
Q2 2024
Added 31.13%
|
|
Fukoku Mutual Life Insurance CO
|
Aug 01, 2024 Q2 2024 |
5,084
shares
|
$1.45 Million
0.1% of portfolio
|
Q2 2024
Reduced 5.57%
|
|
Cic Wealth, LLC
Rockville, MD |
Jul 12, 2024 Q2 2024 |
5,084
shares
|
$1.45 Million
0.36% of portfolio
|
Q2 2024
Added 17.85%
|
|
Weaver Capital Management LLC
Suwanee, GA |
Aug 02, 2024 Q2 2024 |
5,081
shares
|
$1.45 Million
0.42% of portfolio
|
Q2 2024
Added 100.35%
|
|
Moloney Securities Asset Management, LLC
|
Jul 30, 2024 Q2 2024 |
5,073
shares
|
$1.44 Million
0.2% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
Pearl River Capital, LLC
Niles, MI |
Aug 13, 2024 Q2 2024 |
5,070
shares
|
$1.44 Million
0.21% of portfolio
|
Q2 2024
Reduced 40.78%
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
5,067
shares
|
$1.44 Million
0.07% of portfolio
|
Q2 2024
New holding
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
Aug 14, 2024 Q2 2024 |
5,065
shares
|
$1.44 Million
0.13% of portfolio
|
Q2 2024
Added 0.32%
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
5,064
shares
|
$1.44 Million
0.19% of portfolio
|
Q2 2024
New holding
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.44 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
Options Solutions, LLC
Chevy Chase, MD |
Aug 14, 2024 Q2 2024 |
5,061
shares
|
$1.44 Million
0.82% of portfolio
|
Q2 2024
Added 0.06%
|
|
Coastwise Capital Group, LLC
La Jolla, CA |
Aug 14, 2024 Q2 2024 |
5,051
shares
|
$1.44 Million
1.26% of portfolio
|
Q2 2024
Added 12.12%
|
|
Country Club Bank
|
Jul 16, 2024 Q2 2024 |
5,042
shares
|
$1.43 Million
0.09% of portfolio
|
Q2 2024
Added 2.02%
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2024 Q2 2024 |
5,030
shares
|
$1.43 Million
0.32% of portfolio
|
Q2 2024
New holding
|
|
Brown, Lisle/Cummings, Inc.
Providence, RI |
Jul 17, 2024 Q2 2024 |
5,029
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2024
Added 1.0%
|
|
Fiduciary Family Office, LLC
Boca Raton, FL |
Aug 01, 2024 Q2 2024 |
5,014
shares
|
$1.43 Million
0.51% of portfolio
|
Q2 2024
Reduced 7.49%
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.42 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.42 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|