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 |
---|---|---|---|---|---|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$1.11 Million
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
3,912
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2024
Reduced 2.95%
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 13, 2024 Q2 2024 |
3,893
shares
|
$1.11 Million
0.48% of portfolio
|
Q2 2024
Added 5.64%
|
|
Lcm Capital Management Inc
|
Aug 01, 2024 Q2 2024 |
3,872
shares
|
$1.1 Million
0.62% of portfolio
|
Q2 2024
Added 1.98%
|
|
Bond & Devick Financial Network, Inc.
|
Jul 12, 2024 Q2 2024 |
3,871
shares
|
$1.1 Million
0.54% of portfolio
|
Q2 2024
Added 4.03%
|
|
Bfsg, LLC
|
Jul 29, 2024 Q2 2024 |
3,871
shares
|
$1.1 Million
0.13% of portfolio
|
Q2 2024
Reduced 0.49%
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Jul 30, 2024 Q2 2024 |
3,839
shares
|
$1.09 Million
0.09% of portfolio
|
Q2 2024
Added 6.37%
|
|
Delta Financial Advisors LLC
|
Aug 06, 2024 Q2 2024 |
3,810
shares
|
$1.08 Million
0.38% of portfolio
|
Q2 2024
Added 0.05%
|
|
Zhang Financial LLC
|
Jul 19, 2024 Q2 2024 |
3,803
shares
|
$1.08 Million
0.07% of portfolio
|
Q2 2024
Added 18.36%
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$1.08 Million
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
Augustine Asset Management Inc
|
Aug 01, 2024 Q2 2024 |
3,797
shares
|
$1.08 Million
0.38% of portfolio
|
Q1 2024
Reduced 1.04%
|
|
Liberty One Investment Management, LLC
|
Jul 22, 2024 Q2 2024 |
3,792
shares
|
$1.08 Million
0.11% of portfolio
|
Q2 2024
Added 769.72%
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 02, 2024 Q2 2024 |
3,780
shares
|
$1.08 Million
0.54% of portfolio
|
Q2 2024
Added 29.94%
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
3,761
shares
|
$1.07 Million
0.14% of portfolio
|
Q2 2024
Added 3.21%
|
|
Ecofi Investissements Sa
Nanterre, I0 |
Aug 16, 2024 Q2 2024 |
3,750
shares
|
$1.07 Million
0.49% of portfolio
|
Q2 2024
New holding
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$1.07 Million
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
Element Capital Management LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
3,743
shares
|
$1.07 Million
0.07% of portfolio
|
Q2 2024
Reduced 15.24%
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$1.06 Million
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
Sterling Investment Counsel, LLC
|
Jul 25, 2024 Q2 2024 |
3,726
shares
|
$1.06 Million
0.38% of portfolio
|
Q2 2024
Added 4.66%
|
|
Moseley Investment Management Inc
|
Jul 16, 2024 Q2 2024 |
3,725
shares
|
$1.06 Million
0.45% of portfolio
|
Q2 2024
Reduced 4.56%
|
|
Kraematon Investment Advisors, Inc
|
Jul 12, 2024 Q2 2024 |
3,723
shares
|
$1.06 Million
1.03% of portfolio
|
Q2 2024
Added 12.61%
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 08, 2024 Q2 2024 |
3,711
shares
|
$1.06 Million
0.88% of portfolio
|
Q2 2024
Reduced 2.62%
|
|
Anchor Investment Management, LLC
Columbia, SC |
Sep 20, 2024 Q2 2024 |
3,709
shares
|
$1.06 Million
0.1% of portfolio
|
Q2 2024
Added 5.55%
|
|
Curbstone Financial Management Corp
|
Oct 03, 2024 Q3 2024 |
3,676
shares
|
$1.05 Million
0.22% of portfolio
|
Q3 2024
Added 0.27%
|
|
Mayflower Financial Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
3,673
shares
|
$1.05 Million
0.07% of portfolio
|
Q2 2024
Added 5.49%
|