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 |
---|---|---|---|---|---|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Aug 13, 2024 Q2 2024 |
5,000
shares
|
$1.42 Million
0.15% of portfolio
|
Q2 2024
New holding
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2024 Q2 2024 |
4,997
shares
|
$1.42 Million
0.47% of portfolio
|
Q2 2024
Added 93.38%
|
|
Castle Wealth Management LLC
|
Jul 22, 2024 Q2 2024 |
4,980
shares
|
$1.42 Million
0.76% of portfolio
|
Q2 2024
New holding
|
|
Trust Point Inc.
La Crosse, WI |
Jul 24, 2024 Q2 2024 |
4,974
shares
|
$1.42 Million
0.1% of portfolio
|
Q2 2024
Reduced 8.33%
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
4,971
shares
|
$1.41 Million
0.4% of portfolio
|
Q2 2024
Added 74.54%
|
|
Connective Capital Management, LLC
Palo Alto, CA |
Aug 16, 2024 Q2 2024 |
4,970
shares
|
$1.41 Million
2.3% of portfolio
|
Q2 2024
New holding
|
|
Ellevest, Inc.
|
Aug 14, 2024 Q2 2024 |
4,964
shares
|
$1.41 Million
0.08% of portfolio
|
Q2 2024
Added 4.42%
|
|
Sargent Investment Group, LLC
|
Aug 09, 2024 Q2 2024 |
4,958
shares
|
$1.41 Million
0.26% of portfolio
|
Q2 2024
Added 0.43%
|
|
Occidental Asset Management, LLC
|
Jul 15, 2024 Q2 2024 |
4,957
shares
|
$1.41 Million
0.23% of portfolio
|
Q2 2024
Added 10.06%
|
|
Chemistry Wealth Management LLC
New York, NY |
Oct 07, 2024 Q3 2024 |
4,952
shares
|
$1.41 Million
0.34% of portfolio
|
Q3 2024
Added 0.04%
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.4 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
Community Bank, N.A.
|
Aug 14, 2024 Q2 2024 |
4,925
shares
|
$1.4 Million
0.17% of portfolio
|
Q2 2024
Added 487.01%
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Aug 15, 2024 Q2 2024 |
4,920
shares
|
$1.4 Million
0.34% of portfolio
|
Q2 2024
Reduced 0.51%
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 08, 2024 Q2 2024 |
4,884
shares
|
$1.39 Million
0.05% of portfolio
|
Q2 2024
Reduced 6.99%
|
|
Catalyst Financial Partners LLC
Boston, MA |
Jul 25, 2024 Q2 2024 |
4,876
shares
|
$1.39 Million
0.28% of portfolio
|
Q2 2024
Added 0.81%
|
|
Pinnacle Wealth Planning Services, Inc.
|
Aug 09, 2024 Q2 2024 |
4,872
shares
|
$1.39 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 07, 2024 Q2 2024 |
4,863
shares
|
$1.38 Million
0.03% of portfolio
|
Q2 2024
Reduced 5.72%
|
|
Focus Financial Network, Inc.
Minneapolis, MN |
Jul 22, 2024 Q2 2024 |
4,863
shares
|
$1.38 Million
0.05% of portfolio
|
Q4 2022
Added 157.62%
|
|
Orion Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
4,854
shares
|
$1.38 Million
0.67% of portfolio
|
Q2 2024
Added 0.81%
|
|
Ayrshire Capital Management LLC
|
Jul 22, 2024 Q2 2024 |
4,848
shares
|
$1.38 Million
0.66% of portfolio
|
Q2 2024
Added 6.41%
|
|
Navellier & Associates Inc
Reno, NV |
Aug 08, 2024 Q2 2024 |
4,848
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2024
Reduced 0.14%
|
|
Strategic Investment Advisors
Farmington Hills, MI |
Jul 22, 2024 Q2 2024 |
4,832
shares
|
$1.38 Million
0.15% of portfolio
|
Q2 2024
Reduced 3.22%
|
|
Perfromance Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
4,824
shares
|
$1.37 Million
0.05% of portfolio
|
Q2 2024
Added 108.02%
|
|
Emprise Bank
Wichita, KS |
Oct 01, 2024 Q3 2024 |
4,815
shares
|
$1.37 Million
0.76% of portfolio
|
Q3 2024
Reduced 4.84%
|
|
Westside Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
4,812
shares
|
$1.37 Million
0.28% of portfolio
|
Q2 2024
Added 2.12%
|