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 |
---|---|---|---|---|---|
Argus Investors' Counsel, Inc.
|
Jul 22, 2024 Q2 2024 |
4,800
shares
|
$1.37 Million
0.77% of portfolio
|
Q2 2024
Added 18.08%
|
|
Key Client Fiduciary Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
4,796
shares
|
$1.36 Million
0.68% of portfolio
|
Q2 2024
Added 31.29%
|
|
Rainsberger Wealth Advisors, Inc.
Colorado Springs, CO |
Jan 26, 2024 Q4 2023 |
4,791
shares
|
$1.36 Million
0.69% of portfolio
|
Q4 2023
Reduced 2.34%
|
|
Argent Advisors, Inc.
Monroe, LA |
Jul 29, 2024 Q2 2024 |
4,774
shares
|
$1.36 Million
0.49% of portfolio
|
Q2 2024
Reduced 4.52%
|
|
Bard Financial Services, Inc.
|
Oct 04, 2024 Q3 2024 |
4,760
shares
|
$1.35 Million
0.27% of portfolio
|
Q3 2024
Reduced 36.41%
|
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
Jul 31, 2024 Q2 2024 |
4,760
shares
|
$1.35 Million
0.61% of portfolio
|
Q2 2024
Reduced 4.48%
|
|
Aldebaran Financial Inc.
|
Aug 22, 2024 Q2 2024 |
4,735
shares
|
$1.35 Million
1.7% of portfolio
|
Q2 2024
Added 2.62%
|
|
Ascension Asset Management LLC
|
Aug 15, 2024 Q2 2024 |
4,715
shares
|
$1.34 Million
0.63% of portfolio
|
Q1 2024
Added 0.53%
|
|
Bridges Investment Management Inc
|
Aug 12, 2024 Q2 2024 |
4,714
shares
|
$1.34 Million
0.02% of portfolio
|
Q2 2024
Added 263.73%
|
|
Bank Ozk
|
Jul 29, 2024 Q2 2024 |
4,711
shares
|
$1.34 Million
0.53% of portfolio
|
Q2 2024
Added 5.98%
|
|
Main Street Financial Solutions, LLC
|
Aug 07, 2024 Q2 2024 |
4,701
shares
|
$1.34 Million
0.11% of portfolio
|
Q2 2024
Added 12.49%
|
|
Xcel Wealth Management, LLC
|
Jul 23, 2024 Q2 2024 |
4,697
shares
|
$1.34 Million
0.38% of portfolio
|
Q2 2024
Reduced 68.14%
|
|
Western Pacific Wealth Management, LP
|
Aug 14, 2024 Q2 2024 |
4,689
shares
|
$1.33 Million
0.92% of portfolio
|
Q2 2024
Reduced 1.78%
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 26, 2024 Q2 2024 |
4,674
shares
|
$1.33 Million
0.94% of portfolio
|
Q2 2024
Added 7.35%
|
|
Marietta Investment Partners LLC
Milwaukee, WI |
Aug 14, 2024 Q2 2024 |
4,636
shares
|
$1.32 Million
0.26% of portfolio
|
Q2 2024
Added 14.3%
|
|
Smith, Salley & Associates
|
Jul 29, 2024 Q2 2024 |
4,629
shares
|
$1.32 Million
0.09% of portfolio
|
Q2 2024
Reduced 12.43%
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 17, 2024 Q2 2024 |
4,626
shares
|
$1.32 Million
0.29% of portfolio
|
Q2 2024
New holding
|
|
Cornerstone Wealth Management, LLC
|
Jul 16, 2024 Q2 2024 |
4,580
shares
|
$1.3 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.48%
|
|
First United Bank & Trust
|
Aug 12, 2024 Q2 2024 |
4,577
shares
|
$1.3 Million
0.45% of portfolio
|
Q2 2024
Added 0.99%
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2024 Q2 2024 |
4,575
shares
|
$1.3 Million
0.34% of portfolio
|
Q4 2023
Reduced 36.46%
|
|
Great Diamond Partners, LLC
|
Jul 29, 2024 Q2 2024 |
4,572
shares
|
$1.3 Million
0.28% of portfolio
|
Q2 2024
Reduced 3.07%
|
|
Bowman & CO S.C.
|
Jul 24, 2024 Q2 2024 |
4,567
shares
|
$1.3 Million
0.69% of portfolio
|
Q2 2024
Added 9.65%
|
|
Paragon Private Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
4,556
shares
|
$1.3 Million
0.68% of portfolio
|
Q2 2024
Added 15.75%
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.29 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Aug 13, 2024 Q2 2024 |
4,538
shares
|
$1.29 Million
0.75% of portfolio
|
Q2 2024
Added 4.25%
|