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 |
---|---|---|---|---|---|
Correct Capital Wealth Management
Clayton, MO |
Aug 13, 2024 Q2 2024 |
2,951
shares
|
$839,766
0.23% of portfolio
|
Q2 2024
Added 184.85%
|
|
Knuff & CO LLC
Foster City, CA |
Aug 01, 2024 Q2 2024 |
2,940
shares
|
$836,635
0.25% of portfolio
|
Q1 2024
Added 15.75%
|
|
Hazlett, Burt & Watson, Inc.
|
Aug 07, 2024 Q2 2024 |
2,939
shares
|
$836,351
0.39% of portfolio
|
Q2 2024
Added 0.44%
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 09, 2024 Q2 2024 |
2,935
shares
|
$835,212
0.45% of portfolio
|
Q4 2022
New holding
|
|
Burford Brothers, Inc.
Dallas, TX |
Aug 14, 2024 Q2 2024 |
2,928
shares
|
$833,220
0.44% of portfolio
|
Q2 2024
Added 15.59%
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 14, 2024 Q2 2024 |
2,927
shares
|
$832,936
0.34% of portfolio
|
Q2 2024
Added 49.95%
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
2,924
shares
|
$832,082
0.24% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Jul 29, 2024 Q2 2024 |
2,919
shares
|
$830,659
0.01% of portfolio
|
Q2 2024
Added 47.2%
|
|
Tfg Advisers LLC
|
Jul 25, 2024 Q2 2024 |
2,912
shares
|
$828,667
0.29% of portfolio
|
Q2 2024
Added 3.26%
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
2,907
shares
|
$827,244
0.14% of portfolio
|
Q3 2024
Added 26.34%
|
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
Jul 09, 2024 Q2 2024 |
2,872
shares
|
$817,285
0.08% of portfolio
|
Q2 2024
Added 93.14%
|
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
2,861
shares
|
$814,154
0.1% of portfolio
|
Q2 2024
Reduced 7.02%
|
|
Avitas Wealth Management LLC
|
Jul 24, 2024 Q2 2024 |
2,855
shares
|
$812,447
0.11% of portfolio
|
Q2 2024
Reduced 5.09%
|
|
S&Co Inc
Boston, MA |
Aug 08, 2024 Q2 2024 |
2,839
shares
|
$807,894
0.05% of portfolio
|
Q2 2024
Reduced 4.44%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 14, 2024 Q2 2024 |
2,839
shares
|
$807,894
0.02% of portfolio
|
Q2 2024
Added 9.23%
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
2,831
shares
|
$805,617
0.14% of portfolio
|
Q2 2022
Added 33.92%
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Jul 16, 2024 Q2 2024 |
2,810
shares
|
$799,641
0.56% of portfolio
|
Q2 2024
Reduced 3.77%
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2024 Q2 2024 |
2,802
shares
|
$797,365
0.12% of portfolio
|
Q2 2024
Added 318.21%
|
|
Exane Asset Management
|
Aug 07, 2024 Q2 2024 |
2,790
shares
|
$793,950
0.69% of portfolio
|
Q2 2024
New holding
|
|
Evermay Wealth Management LLC
Arlington, VA |
Aug 01, 2024 Q2 2024 |
2,779
shares
|
$790,820
0.12% of portfolio
|
Q2 2024
Added 47.9%
|
|
Angeles Investment Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
2,773
shares
|
$789,112
0.04% of portfolio
|
Q2 2024
Added 8.24%
|
|
Beaumont Financial Partners, LLC
|
Nov 14, 2022 Q3 2022 |
2,770
shares
|
$788,258
0.04% of portfolio
|
Q3 2022
Added 1.65%
|
|
Cutler Group LP
|
Apr 19, 2024 Q1 2024 |
2,734
shares
|
$778,014
0.27% of portfolio
|
Q1 2024
Reduced 30.89%
|
|
Mathes Company, Inc.
|
Aug 12, 2024 Q2 2024 |
2,725
shares
|
$775,453
0.25% of portfolio
|
Q2 2024
Reduced 3.54%
|
|
Golden Green, Inc.
|
Oct 31, 2023 Q3 2023 |
2,717
shares
|
$773,176
0.58% of portfolio
|
Q3 2023
Added 16.11%
|