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 |
---|---|---|---|---|---|
Atlanta Consulting Group Advisors, LLC
Atlanta, GA |
Aug 12, 2024 Q2 2024 |
2,716
shares
|
$772,892
0.15% of portfolio
|
Q1 2024
Added 18.41%
|
|
Seaport Global Advisors, LLC
Boston, MA |
Aug 16, 2024 Q2 2024 |
2,715
shares
|
$772,607
2.56% of portfolio
|
Q1 2024
Added 35.01%
|
|
High Note Wealth, LLC
Deephaven, MN |
Aug 02, 2024 Q2 2024 |
2,712
shares
|
$771,753
0.21% of portfolio
|
Q2 2024
Added 1.8%
|
|
High Tower Trust Services, Lta
|
Apr 20, 2023 Q1 2023 |
2,703
shares
|
$769,192
0.05% of portfolio
|
Q1 2023
Reduced 9.69%
|
|
Alta Advisers LTD
|
Aug 08, 2024 Q2 2024 |
2,700
shares
|
$768,339
0.34% of portfolio
|
Q3 2022
New holding
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,695
shares
|
$766,916
0.04% of portfolio
|
Q2 2024
Reduced 3.58%
|
|
Blodgett Wealth Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
2,687
shares
|
$764,639
0.58% of portfolio
|
Q2 2024
Reduced 7.09%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
2,687
shares
|
$764,639
0.07% of portfolio
|
Q2 2024
Reduced 3.73%
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
2,686
shares
|
$764,355
0.1% of portfolio
|
Q2 2024
Added 8.7%
|
|
Poehling Capital Management, Inc.
Madison, WI |
Aug 08, 2024 Q2 2024 |
2,681
shares
|
$762,932
0.19% of portfolio
|
Q2 2024
New holding
|
|
Carret Asset Management, LLC
|
Aug 01, 2024 Q2 2024 |
2,679
shares
|
$762,363
0.08% of portfolio
|
Q2 2024
Added 0.19%
|
|
True Capital Management
San Francisco, CA |
May 02, 2023 Q1 2023 |
2,672
shares
|
$760,371
0.37% of portfolio
|
Q1 2023
Added 1.48%
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 14, 2024 Q2 2024 |
2,666
shares
|
$758,663
0.22% of portfolio
|
Q2 2024
Added 92.07%
|
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
Aug 07, 2024 Q2 2024 |
2,658
shares
|
$756,387
0.33% of portfolio
|
Q2 2024
Added 38.22%
|
|
Valmark Advisers, Inc.
|
Jul 31, 2024 Q2 2024 |
2,657
shares
|
$756,102
0.01% of portfolio
|
Q2 2024
Reduced 20.92%
|
|
Financial Advisory Service, Inc.
|
Jul 29, 2024 Q2 2024 |
2,648
shares
|
$753,541
0.06% of portfolio
|
Q2 2024
Added 12.78%
|
|
Fayez Sarofim & CO
Houston, TX |
Aug 14, 2024 Q2 2024 |
2,646
shares
|
$752,972
0.0% of portfolio
|
Q2 2024
Reduced 9.29%
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 18, 2024 Q2 2024 |
2,645
shares
|
$752,687
0.14% of portfolio
|
Q2 2024
Reduced 7.39%
|
|
Drucker Wealth 3.0, LLC
Woodcliff Lake, NJ |
Aug 14, 2024 Q2 2024 |
2,642
shares
|
$751,833
0.18% of portfolio
|
Q2 2024
New holding
|
|
Gradient Investments LLC
|
Jul 18, 2024 Q2 2024 |
2,641
shares
|
$751,549
0.02% of portfolio
|
Q2 2024
Reduced 94.13%
|
|
Malaga Cove Capital, LLC
|
Aug 07, 2024 Q2 2024 |
2,640
shares
|
$751,264
0.29% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Castleview Partners, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
2,638
shares
|
$750,695
0.48% of portfolio
|
Q2 2024
Added 8.56%
|
|
Sonen Capital LLC
San Francisco, CA |
Feb 02, 2024 Q4 2023 |
2,636
shares
|
$750,126
1.32% of portfolio
|
Q4 2023
Added 13.67%
|
|
Eads & Heald Wealth Management
|
Jul 23, 2024 Q2 2024 |
2,634
shares
|
$749,557
0.33% of portfolio
|
Q2 2024
Added 8.22%
|
|
Bip Wealth, LLC
Atlanta, GA |
Aug 08, 2024 Q2 2024 |
2,593
shares
|
$737,890
0.05% of portfolio
|
Q2 2024
Added 3.1%
|