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 |
---|---|---|---|---|---|
Belpointe Asset Management LLC
|
Aug 02, 2024 Q2 2024 |
3,230
shares
|
$919,161
0.06% of portfolio
|
Q2 2024
Reduced 28.82%
|
|
Rinkey Investments
San Diego, CA |
Jul 31, 2024 Q2 2024 |
3,227
shares
|
$918,307
0.3% of portfolio
|
Q2 2024
New holding
|
|
Continuum Advisory, LLC
Eagle, ID |
Jul 19, 2024 Q2 2024 |
3,222
shares
|
$916,884
0.12% of portfolio
|
Q2 2024
Added 6.87%
|
|
Maia Wealth LLC
Denver, CO |
Jul 16, 2024 Q2 2024 |
3,220
shares
|
$916,315
0.25% of portfolio
|
Q2 2024
Added 29.79%
|
|
Coppell Advisory Solutions Corp.
Coppell, TX |
May 15, 2024 Q1 2024 |
3,215
shares
|
$914,892
0.18% of portfolio
|
Q1 2024
Reduced 4.94%
|
|
My Legacy Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
3,201
shares
|
$910,908
0.27% of portfolio
|
Q1 2024
Reduced 10.65%
|
|
Copperwynd Financial, LLC
|
Aug 15, 2024 Q2 2024 |
3,197
shares
|
$909,770
0.26% of portfolio
|
Q2 2024
Added 23.06%
|
|
Wolff Wiese Magana LLC
|
Jul 12, 2024 Q2 2024 |
3,193
shares
|
$908,632
0.66% of portfolio
|
Q2 2024
Added 18.7%
|
|
Cromwell Holdings LLC
Jackson, WY |
Aug 14, 2024 Q2 2024 |
3,188
shares
|
$907,209
0.5% of portfolio
|
Q2 2024
New holding
|
|
Stock Yards Bank & Trust CO
Louisville, KY |
Aug 09, 2024 Q2 2024 |
3,171
shares
|
$902,371
0.03% of portfolio
|
Q2 2024
Reduced 1.55%
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
3,169
shares
|
$901,802
0.13% of portfolio
|
Q2 2024
Reduced 1.28%
|
|
First Bancorp, Inc
|
Jul 23, 2024 Q2 2024 |
3,162
shares
|
$899,810
0.6% of portfolio
|
Q2 2024
Reduced 2.23%
|
|
Allstate Corp
Northbrook, IL |
Aug 13, 2024 Q2 2024 |
3,162
shares
|
$899,810
0.07% of portfolio
|
Q2 2024
Reduced 7.08%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
3,154
shares
|
$897,533
0.08% of portfolio
|
Q2 2023
Reduced 18.73%
|
|
Visionary Wealth Advisors
O'fallon, IL |
Aug 13, 2024 Q2 2024 |
3,153
shares
|
$897,249
0.06% of portfolio
|
Q2 2024
Reduced 1.5%
|
|
Capital Management Associates
New York, NY |
Aug 07, 2024 Q2 2024 |
3,150
shares
|
$896,395
0.99% of portfolio
|
Q1 2024
Reduced 10.0%
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
3,147
shares
|
$895,541
0.03% of portfolio
|
Q2 2024
Reduced 0.35%
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 10, 2024 Q2 2024 |
3,140
shares
|
$893,549
0.81% of portfolio
|
Q2 2024
New holding
|
|
Alpha Cubed Investments, LLC
|
Oct 07, 2024 Q3 2024 |
3,139
shares
|
$893,265
0.04% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
Davis R M Inc
Portland, ME |
Aug 09, 2024 Q2 2024 |
3,119
shares
|
$887,573
0.02% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Soltis Investment Advisors LLC
St. George, UT |
Aug 12, 2024 Q2 2024 |
3,114
shares
|
$886,150
0.08% of portfolio
|
Q2 2024
Reduced 86.72%
|
|
River & Mercantile Asset Management LLP
London, X0 |
Aug 12, 2024 Q2 2024 |
3,107
shares
|
$884,158
0.22% of portfolio
|
Q2 2024
Reduced 60.59%
|
|
Simon Quick Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
3,102
shares
|
$882,736
0.06% of portfolio
|
Q2 2024
Reduced 27.01%
|
|
Meadow Creek Wealth Advisors LLC
|
Jul 17, 2024 Q2 2024 |
3,098
shares
|
$881,597
0.76% of portfolio
|
Q2 2024
Reduced 3.88%
|
|
Roman Butler Fullerton & CO
|
Jul 15, 2024 Q2 2024 |
3,089
shares
|
$879,036
0.27% of portfolio
|
Q2 2024
Reduced 60.83%
|