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 |
---|---|---|---|---|---|
Steward Partners Investment Solutions, LLC
Portland, OR |
May 15, 2024 Q1 2024 |
3,667
shares
|
$1.04 Million
0.19% of portfolio
|
Q1 2024
Added 0.52%
|
|
Seed Wealth Management, Inc.
Evanston, IL |
Jul 16, 2024 Q2 2024 |
3,650
shares
|
$1.04 Million
0.82% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
3,646
shares
|
$1.04 Million
0.17% of portfolio
|
Q2 2024
Added 537.41%
|
|
Ipswich Investment Management Co., Inc.
|
Jul 16, 2024 Q2 2024 |
3,640
shares
|
$1.04 Million
0.22% of portfolio
|
Q2 2024
Added 0.86%
|
|
Formidable Asset Management, LLC
Cincinnati, OH |
Aug 08, 2024 Q2 2024 |
3,639
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2024
Added 10.27%
|
|
Aspire Private Capital, LLC
|
Jul 15, 2024 Q2 2024 |
3,628
shares
|
$1.03 Million
0.24% of portfolio
|
Q2 2024
Added 4.13%
|
|
L2 Asset Management, LLC
Wayland, MA |
Aug 13, 2024 Q2 2024 |
3,622
shares
|
$1.03 Million
0.29% of portfolio
|
Q2 2024
Added 10.97%
|
|
Palumbo Wealth Management LLC
Great Neck, NY |
Aug 02, 2024 Q2 2024 |
3,604
shares
|
$1.03 Million
0.4% of portfolio
|
Q2 2024
Added 26.95%
|
|
Old Point Trust & Financial Services N A
|
Aug 13, 2024 Q2 2024 |
3,602
shares
|
$1.03 Million
0.37% of portfolio
|
Q2 2024
Added 67.3%
|
|
Strait & Sound Wealth Management LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
3,599
shares
|
$1.02 Million
0.47% of portfolio
|
Q2 2024
Added 24.84%
|
|
Greystone Financial Group, LLC
|
Aug 06, 2024 Q2 2024 |
3,595
shares
|
$1.02 Million
0.18% of portfolio
|
Q2 2024
Reduced 1.13%
|
|
Hf Advisory Group, LLC
Annapolis, MD |
Jul 18, 2024 Q2 2024 |
3,589
shares
|
$1.02 Million
0.48% of portfolio
|
Q2 2024
Reduced 14.12%
|
|
Boenning & Scattergood, Inc.
|
Jan 25, 2023 Q4 2022 |
3,567
shares
|
$1.02 Million
0.12% of portfolio
|
Q4 2022
Added 9.45%
|
|
Financial Insights, Inc.
|
Jul 16, 2024 Q2 2024 |
3,566
shares
|
$1.01 Million
0.26% of portfolio
|
Q2 2024
Reduced 15.2%
|
|
Lokken Investment Group LLC
|
Aug 09, 2024 Q2 2024 |
3,553
shares
|
$1.01 Million
0.45% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Sky Investment Group LLC
|
Jul 16, 2024 Q2 2024 |
3,548
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2024
Reduced 0.37%
|
|
Brown Capital Management LLC
Baltimore, MD |
Aug 12, 2024 Q2 2024 |
3,545
shares
|
$1.01 Million
0.02% of portfolio
|
Q2 2024
Reduced 1.56%
|
|
Xml Financial, LLC
|
Jul 22, 2024 Q2 2024 |
3,522
shares
|
$1 Million
0.09% of portfolio
|
Q2 2024
Added 5.2%
|
|
Watts Gwilliam & Co., LLC
Gilbert, AZ |
May 15, 2024 Q1 2024 |
3,514
shares
|
$999,978
0.3% of portfolio
|
Q1 2024
New holding
|
|
Wealth Alliance Advisory Group, LLC
|
Jul 30, 2024 Q2 2024 |
3,509
shares
|
$998,556
0.22% of portfolio
|
Q2 2024
Added 33.17%
|
|
Founders Financial Securities LLC
|
Aug 02, 2024 Q2 2024 |
3,504
shares
|
$997,133
0.09% of portfolio
|
Q2 2024
Added 7.58%
|
|
First Commonwealth Financial Corp
Indiana, PA |
Aug 13, 2024 Q2 2024 |
3,487
shares
|
$992,295
0.24% of portfolio
|
Q1 2024
New holding
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2024 Q2 2024 |
3,484
shares
|
$991,441
0.13% of portfolio
|
Q2 2024
Added 10.22%
|
|
Tectonic Advisors LLC
Plano, TX |
Aug 02, 2024 Q2 2024 |
3,477
shares
|
$989,449
0.07% of portfolio
|
Q2 2024
Added 0.78%
|
|
Regent Investment Management LLC
|
Jan 26, 2023 Q4 2022 |
3,475
shares
|
$988,880
0.12% of portfolio
|
Q4 2022
New holding
|