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 |
---|---|---|---|---|---|
Dohj, LLC
Seattle, WA |
Aug 09, 2024 Q2 2024 |
4,527
shares
|
$1.29 Million
0.29% of portfolio
|
Q2 2024
Added 338.24%
|
|
Wallace Advisory Group, LLC
Lafayette, CA |
Oct 04, 2024 Q3 2024 |
4,526
shares
|
$1.29 Million
0.85% of portfolio
|
Q3 2024
Reduced 1.78%
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 24, 2024 Q2 2024 |
4,520
shares
|
$1.29 Million
0.04% of portfolio
|
Q2 2024
Reduced 5.79%
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 25, 2024 Q2 2024 |
4,481
shares
|
$1.28 Million
0.65% of portfolio
|
Q2 2024
Reduced 1.1%
|
|
Paces Ferry Wealth Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
4,465
shares
|
$1.27 Million
0.69% of portfolio
|
Q2 2024
Reduced 1.98%
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
4,449
shares
|
$1.27 Million
0.13% of portfolio
|
Q2 2024
Reduced 6.36%
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 13, 2024 Q2 2024 |
4,421
shares
|
$1.26 Million
1.01% of portfolio
|
Q2 2024
New holding
|
|
Vista Wealth Management Group, LLC
|
Jul 30, 2024 Q2 2024 |
4,392
shares
|
$1.25 Million
0.09% of portfolio
|
Q2 2024
Added 1.34%
|
|
Hohimer Wealth Management, LLC
|
Aug 02, 2024 Q2 2024 |
4,387
shares
|
$1.25 Million
0.27% of portfolio
|
Q2 2024
New holding
|
|
Everhart Financial Group, Inc.
|
Jul 24, 2024 Q2 2024 |
4,371
shares
|
$1.24 Million
0.3% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Birinyi Associates Inc
|
Aug 01, 2024 Q2 2024 |
4,358
shares
|
$1.24 Million
0.34% of portfolio
|
Q2 2024
Reduced 28.15%
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 15, 2024 Q2 2024 |
4,351
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2024
Added 10.85%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 07, 2024 Q2 2024 |
4,339
shares
|
$1.23 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
Aug 02, 2024 Q2 2024 |
4,339
shares
|
$1.23 Million
0.77% of portfolio
|
Q2 2024
Added 1.54%
|
|
Meridian Financial Partners LLC
|
Jul 19, 2024 Q2 2024 |
4,331
shares
|
$1.23 Million
0.64% of portfolio
|
Q2 2024
Added 8.68%
|
|
Mwa Asset Management
Lexington, MA |
Jul 26, 2024 Q2 2024 |
4,327
shares
|
$1.23 Million
0.79% of portfolio
|
Q2 2024
Reduced 2.37%
|
|
Essex Savings Bank
|
Jul 23, 2024 Q2 2024 |
4,326
shares
|
$1.23 Million
0.3% of portfolio
|
Q2 2024
Reduced 3.48%
|
|
Vantage Financial Partners Ltd., Inc.
|
Aug 14, 2024 Q2 2024 |
4,325
shares
|
$1.23 Million
0.28% of portfolio
|
Q2 2024
Reduced 1.14%
|
|
Oxford Wealth Group, LLC
Orlando, FL |
Aug 12, 2024 Q2 2024 |
4,319
shares
|
$1.23 Million
0.76% of portfolio
|
Q2 2024
Added 59.14%
|
|
Shariaportfolio, Inc.
Lake Mary, FL |
Aug 12, 2024 Q2 2024 |
4,316
shares
|
$1.23 Million
0.72% of portfolio
|
Q2 2024
Added 16.65%
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
4,315
shares
|
$1.23 Million
0.1% of portfolio
|
Q2 2024
Added 22.76%
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Aug 13, 2024 Q2 2024 |
4,312
shares
|
$1.23 Million
0.03% of portfolio
|
Q2 2024
Reduced 51.53%
|
|
Jmac Enterprises LLC
|
Jul 30, 2024 Q2 2024 |
4,300
shares
|
$1.22 Million
0.2% of portfolio
|
Q2 2024
Added 3.37%
|
|
Csenge Advisory Group
|
Jul 10, 2024 Q2 2024 |
4,260
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2024
Added 14.03%
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
4,249
shares
|
$1.21 Million
0.07% of portfolio
|
Q4 2023
Reduced 20.8%
|