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 |
---|---|---|---|---|---|
Alterity Financial Group, LLC
Bangor, ME |
Jan 18, 2024 Q4 2023 |
4,245
shares
|
$1.21 Million
1.6% of portfolio
|
Q4 2023
Reduced 1.74%
|
|
Cpwm, LLC
Seattle, WA |
Nov 14, 2022 Q3 2022 |
4,244
shares
|
$1.21 Million
0.06% of portfolio
|
Q3 2022
Reduced 10.43%
|
|
Seven Springs Wealth Group, LLC
|
Jul 30, 2024 Q2 2024 |
4,231
shares
|
$1.2 Million
0.44% of portfolio
|
Q2 2024
Reduced 0.07%
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 24, 2024 Q2 2024 |
4,225
shares
|
$1.2 Million
0.87% of portfolio
|
Q4 2023
New holding
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Aug 09, 2024 Q2 2024 |
4,223
shares
|
$1.2 Million
0.6% of portfolio
|
Q2 2024
Reduced 4.63%
|
|
Sentry Investment Management LLC
|
Aug 07, 2024 Q2 2024 |
4,221
shares
|
$1.2 Million
0.48% of portfolio
|
Q2 2024
Reduced 22.61%
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
4,220
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2024
Reduced 20.74%
|
|
Gsa Capital Partners LLP
London, X0 |
Aug 15, 2024 Q2 2024 |
4,219
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2024
New holding
|
|
Bank Of Marin
Novato, CA |
Aug 09, 2024 Q2 2024 |
4,209
shares
|
$1.2 Million
0.94% of portfolio
|
Q2 2024
Reduced 3.04%
|
|
First Merchants Corp
|
Jul 25, 2024 Q2 2024 |
4,206
shares
|
$1.2 Million
0.08% of portfolio
|
Q2 2024
Added 27.15%
|
|
Embree Financial Group
Chicago, IL |
Aug 01, 2024 Q2 2024 |
4,206
shares
|
$1.2 Million
0.21% of portfolio
|
Q2 2024
Reduced 2.57%
|
|
Lmg Wealth Partners, LLC
Shreveport, LA |
Aug 01, 2024 Q2 2024 |
4,203
shares
|
$1.2 Million
0.27% of portfolio
|
Q2 2024
Added 13.63%
|
|
Hussman Strategic Advisors, Inc.
Ellicott City, MD |
Aug 01, 2024 Q2 2024 |
4,200
shares
|
$1.2 Million
0.31% of portfolio
|
Q2 2024
Added 100.0%
|
|
Pds Planning, Inc
|
Aug 07, 2024 Q2 2024 |
4,153
shares
|
$1.18 Million
0.11% of portfolio
|
Q2 2024
Reduced 3.31%
|
|
Moneco Advisors, LLC
Fairfield, CT |
Jul 19, 2024 Q2 2024 |
4,149
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2024
Added 56.04%
|
|
Choate Investment Advisors
Boston, MA |
Aug 08, 2024 Q2 2024 |
4,140
shares
|
$1.18 Million
0.03% of portfolio
|
Q2 2024
Reduced 3.32%
|
|
Lebenthal Global Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
4,137
shares
|
$1.18 Million
0.23% of portfolio
|
Q2 2024
Added 4.02%
|
|
Byrne Asset Management LLC
|
Jul 23, 2024 Q2 2024 |
4,136
shares
|
$1.18 Million
0.91% of portfolio
|
Q2 2024
Added 6.3%
|
|
Viawealth, LLC
Overland Park, KS |
Aug 12, 2024 Q2 2024 |
4,124
shares
|
$1.17 Million
0.66% of portfolio
|
Q2 2024
Added 25.96%
|
|
Bank Of Hawaii
Honolulu, HI |
Aug 14, 2024 Q2 2024 |
4,110
shares
|
$1.17 Million
0.05% of portfolio
|
Q2 2024
Reduced 1.67%
|
|
Diligent Investors, LLC
|
Jul 15, 2024 Q2 2024 |
4,106
shares
|
$1.17 Million
0.28% of portfolio
|
Q2 2024
Added 1.11%
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2024 Q2 2024 |
4,106
shares
|
$1.17 Million
0.01% of portfolio
|
Q2 2024
Added 16.91%
|
|
Payden & Rygel
Los Angeles, CA |
Oct 07, 2024 Q2 2024 |
4,100
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2024
Reduced 93.75%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
4,100
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2024
Reduced 92.99%
|
|
Btg Pactual Global Asset Management LTD
New York, NY |
May 15, 2024 Q1 2024 |
4,097
shares
|
$1.17 Million
0.21% of portfolio
|
Q1 2024
New holding
|