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 |
---|---|---|---|---|---|
Watershed Private Wealth LLC
Oak Brook, IL |
Jul 30, 2024 Q2 2024 |
3,461
shares
|
$984,896
0.38% of portfolio
|
Q2 2024
Reduced 0.03%
|
|
Sage Mountain Advisors LLC
|
Jul 31, 2024 Q2 2024 |
3,446
shares
|
$980,628
0.08% of portfolio
|
Q2 2024
Added 0.44%
|
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
Jul 08, 2024 Q2 2024 |
3,446
shares
|
$980,628
0.79% of portfolio
|
Q2 2024
Reduced 14.6%
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 26, 2024 Q2 2024 |
3,445
shares
|
$980,343
0.13% of portfolio
|
Q2 2024
Added 3.02%
|
|
Resonant Capital Advisors, LLC
|
Aug 01, 2024 Q2 2024 |
3,438
shares
|
$978,351
0.07% of portfolio
|
Q2 2024
Added 6.57%
|
|
Mirador Capital Partners LP
|
Oct 04, 2024 Q3 2024 |
3,430
shares
|
$976,075
0.17% of portfolio
|
Q3 2024
Added 57.05%
|
|
Masso Torrence Wealth Management Inc.
|
Jul 22, 2024 Q2 2024 |
3,400
shares
|
$967,538
0.51% of portfolio
|
Q2 2024
Added 4.87%
|
|
ETF Managers Group, LLC
Summit, NJ |
Apr 17, 2023 Q1 2023 |
3,398
shares
|
$966,968
0.02% of portfolio
|
Q1 2023
Added 1.49%
|
|
Symmetry Partners, LLC
|
Jul 11, 2024 Q2 2024 |
3,397
shares
|
$966,684
0.04% of portfolio
|
Q3 2023
Reduced 10.84%
|
|
Angeles Wealth Management, LLC
|
Aug 07, 2024 Q2 2024 |
3,393
shares
|
$965,546
0.08% of portfolio
|
Q2 2024
Reduced 19.94%
|
|
Ted Buchan & CO
San Diego, CA |
Aug 21, 2024 Q2 2024 |
3,388
shares
|
$964,123
0.47% of portfolio
|
Q1 2024
Reduced 66.44%
|
|
Arcus Capital Partners, LLC
|
Jul 24, 2024 Q2 2024 |
3,387
shares
|
$963,838
0.35% of portfolio
|
Q2 2024
New holding
|
|
Ironwood Investment Counsel, LLC
|
Aug 05, 2024 Q2 2024 |
3,385
shares
|
$963,269
0.16% of portfolio
|
Q2 2024
Reduced 1.17%
|
|
Monetary Management Group Inc
St Louis, MO |
Jul 16, 2024 Q2 2024 |
3,365
shares
|
$957,578
0.23% of portfolio
|
Q2 2024
Reduced 16.71%
|
|
Williams Jones Wealth Management, Llc.
New York, NY |
Aug 05, 2024 Q2 2024 |
3,336
shares
|
$949,325
0.01% of portfolio
|
Q2 2024
Reduced 19.94%
|
|
Kirtland Hills Capital Management, LLC
Bratenahl, OH |
Aug 13, 2024 Q2 2024 |
3,313
shares
|
$942,780
0.71% of portfolio
|
Q2 2024
Added 5.04%
|
|
Flc Capital Advisors
|
Jul 15, 2024 Q2 2024 |
3,312
shares
|
$942,495
0.21% of portfolio
|
Q2 2024
Added 3.5%
|
|
Essex Financial Services, Inc.
|
Aug 09, 2024 Q2 2024 |
3,312
shares
|
$942,495
0.04% of portfolio
|
Q2 2024
Added 1.97%
|
|
Staley Capital Advisers Inc
|
Aug 13, 2024 Q2 2024 |
3,305
shares
|
$940,503
0.04% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Northern Oak Wealth Management Inc
Milwaukee, WI |
Jul 26, 2024 Q2 2024 |
3,299
shares
|
$938,796
0.1% of portfolio
|
Q2 2024
Added 67.8%
|
|
Principal Street Partners, LLC
Memphis, TN |
Aug 14, 2024 Q2 2024 |
3,263
shares
|
$928,551
0.15% of portfolio
|
Q2 2024
Added 2.84%
|
|
Roberts Capital Advisors, LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
3,262
shares
|
$928,267
0.81% of portfolio
|
Q1 2024
Reduced 6.72%
|
|
Prossimo Advisors, LLC
San Luis Obispo, CA |
Jul 22, 2024 Q2 2024 |
3,261
shares
|
$927,982
0.76% of portfolio
|
Q2 2024
Added 81.98%
|
|
Calamos Wealth Management LLC
|
Jul 25, 2024 Q2 2024 |
3,253
shares
|
$925,706
0.05% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Baron Wealth Management LLC
Troy, MI |
Aug 13, 2024 Q2 2024 |
3,242
shares
|
$922,575
0.43% of portfolio
|
Q2 2024
Reduced 1.97%
|