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 |
---|---|---|---|---|---|
Drive Wealth Management, LLC
Lehi, UT |
Jul 31, 2024 Q2 2024 |
2,586
shares
|
$735,898
0.18% of portfolio
|
Q2 2024
Added 1.97%
|
|
Beaumont Financial Advisors, LLC
Needham, DE |
Jul 24, 2024 Q2 2024 |
2,583
shares
|
$735,044
0.06% of portfolio
|
Q2 2024
Added 4.57%
|
|
Inscription Capital, LLC
Houston, TX |
Jul 17, 2024 Q2 2024 |
2,579
shares
|
$733,906
0.11% of portfolio
|
Q2 2024
Added 1.02%
|
|
Magnus Financial Group LLC
New York, NY |
Aug 01, 2024 Q2 2024 |
2,567
shares
|
$730,491
0.07% of portfolio
|
Q2 2024
Added 16.95%
|
|
Balboa Wealth Partners
Newport Beach, CA |
Aug 13, 2024 Q2 2024 |
2,562
shares
|
$729,068
0.18% of portfolio
|
Q2 2024
Added 68.77%
|
|
Greenwich Wealth Management LLC
Greenwich, CT |
Aug 09, 2024 Q2 2024 |
2,557
shares
|
$727,645
0.05% of portfolio
|
Q2 2024
Reduced 0.23%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
2,557
shares
|
$727,645
0.23% of portfolio
|
Q2 2024
Added 9.23%
|
|
New Republic Capital, LLC
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
2,556
shares
|
$727,360
0.33% of portfolio
|
Q2 2024
Added 20.62%
|
|
Windsor Capital Management, LLC
|
Jul 26, 2024 Q2 2024 |
2,555
shares
|
$727,076
0.21% of portfolio
|
Q2 2024
Added 63.47%
|
|
State Of Wyoming
Cheyenne, WY |
Aug 14, 2024 Q2 2024 |
2,552
shares
|
$726,222
0.11% of portfolio
|
Q2 2024
Added 54.2%
|
|
Fine Mark National Bank & Trust
Fort Myers, FL |
Aug 02, 2024 Q2 2024 |
2,551
shares
|
$725,938
0.02% of portfolio
|
Q2 2024
Reduced 62.34%
|
|
Hill Island Financial LLC
Grand Rapids, MI |
Aug 09, 2024 Q2 2024 |
2,548
shares
|
$725,084
0.21% of portfolio
|
Q2 2024
Reduced 4.17%
|
|
Key F Inancial Inc
|
Jul 29, 2024 Q2 2024 |
2,547
shares
|
$724,799
0.16% of portfolio
|
Q4 2023
Reduced 0.78%
|
|
Global Trust Asset Management, LLC
|
Jul 11, 2024 Q2 2024 |
2,537
shares
|
$721,954
0.27% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
Kapstone Financial Advisors LLC
Dayton, OH |
Aug 02, 2024 Q2 2024 |
2,532
shares
|
$720,531
0.43% of portfolio
|
Q2 2024
Reduced 5.2%
|
|
Jb Capital LLC
|
Jul 24, 2024 Q2 2024 |
2,531
shares
|
$720,246
0.04% of portfolio
|
Q2 2024
Added 18.77%
|
|
Nvwm, LLC
|
Aug 13, 2024 Q2 2024 |
2,529
shares
|
$719,677
0.18% of portfolio
|
Q2 2024
Reduced 77.96%
|
|
Park Edge Advisors, LLC
Cleveland, OH |
Jul 26, 2024 Q2 2024 |
2,528
shares
|
$719,392
0.22% of portfolio
|
Q2 2024
Reduced 31.42%
|
|
Appleton Partners Inc
|
Oct 01, 2024 Q3 2024 |
2,524
shares
|
$718,254
0.05% of portfolio
|
Q3 2024
Reduced 3.7%
|
|
Catalyst Private Wealth, LLC
|
Jul 24, 2024 Q2 2024 |
2,523
shares
|
$717,970
0.45% of portfolio
|
Q2 2024
Added 26.72%
|
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
Jul 05, 2024 Q2 2024 |
2,515
shares
|
$715,693
0.16% of portfolio
|
Q1 2024
Added 0.12%
|
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
Oct 02, 2024 Q3 2024 |
2,514
shares
|
$715,408
0.44% of portfolio
|
Q2 2024
Reduced 0.79%
|
|
Sunflower Bank, N.A.
Denver, CO |
Jul 09, 2024 Q2 2024 |
2,513
shares
|
$715,124
0.15% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
Jul 31, 2024 Q2 2024 |
2,512
shares
|
$714,839
0.05% of portfolio
|
Q2 2024
Added 19.39%
|
|
Global Endowment Management, LP
Charlotte, NC |
Aug 13, 2024 Q2 2024 |
2,509
shares
|
$713,986
0.07% of portfolio
|
Q2 2024
Reduced 17.19%
|