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 |
---|---|---|---|---|---|
Salem Investment Counselors Inc
Winston Salem, NC |
Jul 11, 2024 Q2 2024 |
4,089
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2024
Added 9.36%
|
|
Capital Markets Trading Uk LLP
London, X0 |
Aug 14, 2024 Q2 2024 |
4,082
shares
|
$1.16 Million
0.02% of portfolio
|
Q2 2024
Reduced 34.82%
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Jul 29, 2024 Q2 2024 |
4,080
shares
|
$1.16 Million
0.73% of portfolio
|
Q2 2024
New holding
|
|
Truadvice, LLC
Sarasota, FL |
Nov 13, 2023 Q3 2023 |
4,075
shares
|
$1.16 Million
0.36% of portfolio
|
Q3 2023
Added 5.82%
|
|
Texas Yale Capital Corp.
St. Petersburg, FL |
Aug 13, 2024 Q2 2024 |
4,062
shares
|
$1.16 Million
0.05% of portfolio
|
Q4 2023
Added 3.07%
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
4,062
shares
|
$1.16 Million
0.03% of portfolio
|
Q1 2024
Added 18.05%
|
|
Octavia Wealth Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
4,048
shares
|
$1.15 Million
0.14% of portfolio
|
Q2 2024
Added 6.39%
|
|
Prudent Man Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
4,047
shares
|
$1.15 Million
0.37% of portfolio
|
Q2 2024
Added 3.48%
|
|
Hm Payson & CO
Portland, ME |
Aug 13, 2024 Q2 2024 |
4,036
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$1.14 Million
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
Souders Financial Advisors
|
Aug 28, 2024 Q2 2024 |
4,018
shares
|
$1.14 Million
0.16% of portfolio
|
Q2 2024
Added 435.02%
|
|
Sage Rhino Capital LLC
|
Jul 30, 2024 Q2 2024 |
3,995
shares
|
$1.14 Million
0.25% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Aug 13, 2024 Q2 2024 |
3,987
shares
|
$1.13 Million
0.09% of portfolio
|
Q2 2024
Reduced 5.05%
|
|
Raelipskie Partnership
Waterloo, A6 |
Jul 18, 2024 Q2 2024 |
3,984
shares
|
$1.13 Million
0.55% of portfolio
|
Q1 2024
Reduced 3.86%
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Aug 02, 2024 Q2 2024 |
3,983
shares
|
$1.13 Million
0.25% of portfolio
|
Q2 2024
Added 0.76%
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$1.13 Million
2.2% of portfolio
|
Q2 2022
New holding
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$1.13 Million
0.01% of portfolio
|
Q3 2022
New holding
|
|
Legacy Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
3,963
shares
|
$1.13 Million
0.12% of portfolio
|
Q2 2024
Reduced 22.52%
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 13, 2024 Q2 2024 |
3,960
shares
|
$1.13 Million
0.39% of portfolio
|
Q2 2024
Added 6.62%
|
|
Vise Technologies, Inc.
New York, NY |
Aug 01, 2024 Q2 2024 |
3,954
shares
|
$1.13 Million
0.18% of portfolio
|
Q2 2024
Added 42.23%
|
|
Beck Bode, LLC
|
Aug 15, 2024 Q2 2024 |
3,949
shares
|
$1.12 Million
0.2% of portfolio
|
Q2 2024
Reduced 37.6%
|
|
Cnb Bank
Clearfield, PA |
Aug 08, 2024 Q2 2024 |
3,946
shares
|
$1.12 Million
0.49% of portfolio
|
Q2 2024
Added 163.95%
|
|
Romano Brothers And Company
Evanston, IL |
Jul 17, 2024 Q2 2024 |
3,940
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2024
Reduced 2.45%
|
|
Claro Advisors LLC
Boston, MA |
Jul 31, 2024 Q2 2024 |
3,926
shares
|
$1.12 Million
0.17% of portfolio
|
Q2 2024
Reduced 4.06%
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$1.12 Million
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|