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 |
---|---|---|---|---|---|
Larson Financial Group LLC
|
Aug 02, 2024 Q2 2024 |
3,081
shares
|
$876,760
0.05% of portfolio
|
Q2 2024
Added 202.65%
|
|
Kg&L Capital Management,Llc
|
Jul 22, 2024 Q2 2024 |
3,079
shares
|
$876,191
0.28% of portfolio
|
Q2 2024
Added 103.1%
|
|
Vahanian & Associates Financial Planning Inc.
|
Jan 24, 2024 Q4 2023 |
3,075
shares
|
$875,052
3.3% of portfolio
|
Q4 2023
Reduced 22.84%
|
|
Aviso Wealth Management
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
3,075
shares
|
$875,052
0.47% of portfolio
|
Q2 2024
Added 10.89%
|
|
Mather Group, Llc.
Chicago, IL |
Oct 07, 2024 Q3 2024 |
3,069
shares
|
$873,345
0.01% of portfolio
|
Q3 2024
Reduced 17.9%
|
|
Parkside Financial Bank & Trust
|
Aug 05, 2024 Q2 2024 |
3,065
shares
|
$872,207
0.13% of portfolio
|
Q2 2024
Reduced 3.01%
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 05, 2024 Q2 2024 |
3,064
shares
|
$871,922
0.55% of portfolio
|
Q2 2024
Added 33.33%
|
|
Milestone Asset Management, LLC
Pittsburgh, PA |
Jul 19, 2024 Q2 2024 |
3,063
shares
|
$871,637
0.2% of portfolio
|
Q2 2024
Reduced 9.08%
|
|
Virtus ETF Advisers LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
3,052
shares
|
$868,507
0.4% of portfolio
|
Q2 2024
Added 11.55%
|
|
Centiva Capital, LP
New York, NY |
Aug 14, 2024 Q2 2024 |
3,045
shares
|
$866,515
0.01% of portfolio
|
Q2 2024
Reduced 44.21%
|
|
Epiq Capital Group, LLC
San Francisco, CA |
Aug 09, 2024 Q2 2024 |
3,034
shares
|
$863,385
0.29% of portfolio
|
Q2 2024
Added 7.78%
|
|
Corvex Management LP
New York, NY |
Aug 14, 2024 Q2 2024 |
3,032
shares
|
$862,816
0.04% of portfolio
|
Q2 2023
Reduced 87.06%
|
|
Wealth Advisors Of Iowa, LLC
|
Aug 13, 2024 Q2 2024 |
3,024
shares
|
$860,539
0.03% of portfolio
|
Q2 2024
Added 0.17%
|
|
Quent Capital, LLC
|
Oct 04, 2024 Q3 2024 |
3,020
shares
|
$859,401
0.09% of portfolio
|
Q3 2024
Reduced 1.53%
|
|
Smithfield Trust CO
Pittsburgh, PA |
Jul 31, 2024 Q2 2024 |
3,017
shares
|
$858,547
0.04% of portfolio
|
Q2 2024
Reduced 4.5%
|
|
Marcum Wealth, LLC
|
Jul 02, 2024 Q2 2024 |
3,015
shares
|
$857,978
0.08% of portfolio
|
Q2 2024
Added 2.0%
|
|
Meridian Investment Counsel Inc.
Lafayette, CA |
Jul 19, 2024 Q2 2024 |
3,013
shares
|
$857,409
0.25% of portfolio
|
Q2 2024
Added 32.15%
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$857,124
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
First Citizens Bank & Trust CO
|
Jul 19, 2024 Q2 2024 |
3,008
shares
|
$855,986
0.01% of portfolio
|
Q2 2024
Added 8.99%
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$853,710
0.37% of portfolio
|
Q3 2023
New holding
|
|
Probity Advisors, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,979
shares
|
$847,734
0.16% of portfolio
|
Q2 2024
Added 6.24%
|
|
Tranquility Partners, LLC
|
Jul 25, 2024 Q2 2024 |
2,974
shares
|
$846,311
0.3% of portfolio
|
Q1 2024
Added 1.09%
|
|
Midland Wealth Advisors LLC
Rockford, IL |
Aug 01, 2024 Q2 2024 |
2,969
shares
|
$844,888
0.05% of portfolio
|
Q2 2024
Added 0.81%
|
|
Kensington Investment Counsel, LLC
|
Aug 14, 2024 Q2 2024 |
2,963
shares
|
$843,180
0.34% of portfolio
|
Q2 2024
Added 23.3%
|
|
Consilium Wealth Advisory, LLC
|
Aug 01, 2024 Q2 2024 |
2,960
shares
|
$842,327
0.42% of portfolio
|
Q2 2024
Reduced 29.67%
|