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 |
---|---|---|---|---|---|
Dagco, Inc.
|
Aug 14, 2024 Q2 2024 |
2,507
shares
|
$713,416
0.29% of portfolio
|
Q2 2024
New holding
|
|
Prentice Wealth Management LLC
|
Oct 07, 2024 Q3 2024 |
2,506
shares
|
$713,132
0.21% of portfolio
|
Q3 2024
Added 1.5%
|
|
Venator Management LLC
Pittsburgh, PA |
Aug 12, 2024 Q2 2024 |
2,500
shares
|
$711,425
0.19% of portfolio
|
Q2 2024
New holding
|
|
Solstein Capital, LLC
Menlo Park, CA |
Jul 26, 2024 Q2 2024 |
2,487
shares
|
$707,725
0.4% of portfolio
|
Q2 2023
Added 3.58%
|
|
United Community Bank
Greenville, SC |
Aug 02, 2024 Q2 2024 |
2,471
shares
|
$703,172
0.26% of portfolio
|
Q2 2024
Added 85.79%
|
|
Gfg Capital, LLC
|
Jul 22, 2024 Q2 2024 |
2,470
shares
|
$702,887
0.17% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Kuhn & CO Investment Counsel
Chicago, IL |
Aug 08, 2024 Q2 2024 |
2,467
shares
|
$702,034
0.57% of portfolio
|
Q2 2024
Reduced 0.56%
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 10, 2024 Q2 2024 |
2,464
shares
|
$701,180
0.36% of portfolio
|
Q2 2024
Added 4.05%
|
|
Westover Capital Advisors, LLC
Wilmington, DE |
Aug 08, 2024 Q2 2024 |
2,463
shares
|
$700,895
0.17% of portfolio
|
Q2 2024
Added 179.25%
|
|
Valley National Advisers Inc
|
Jul 18, 2024 Q2 2024 |
2,450
shares
|
$697,196
0.09% of portfolio
|
Q2 2024
Reduced 12.44%
|
|
Blackhawk Capital Partners Llc.
Thiensville, WI |
Jul 29, 2024 Q2 2024 |
2,436
shares
|
$693,212
0.38% of portfolio
|
Q2 2024
Reduced 72.32%
|
|
City State Bank
Norwalk, IA |
Jul 09, 2024 Q2 2024 |
2,433
shares
|
$692,358
0.26% of portfolio
|
Q2 2024
Added 125.49%
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Aug 06, 2024 Q2 2024 |
2,425
shares
|
$690,082
0.46% of portfolio
|
Q2 2024
Reduced 0.94%
|
|
Heritage Wealth Management, Inc.
Cincinnati, OH |
Sep 09, 2024 Q2 2024 |
2,423
shares
|
$689,513
0.21% of portfolio
|
Q2 2024
New holding
|
|
Pfg Advisors
|
Aug 07, 2024 Q2 2024 |
2,414
shares
|
$686,951
0.04% of portfolio
|
Q2 2024
Added 44.21%
|
|
Gabelli Funds LLC
Rye, NY |
Aug 13, 2024 Q2 2024 |
2,405
shares
|
$684,390
0.01% of portfolio
|
Q2 2024
Added 11.86%
|
|
Provence Wealth Management Group
|
Feb 06, 2024 Q4 2023 |
2,403
shares
|
$683,821
0.34% of portfolio
|
Q4 2023
Added 14.98%
|
|
Next Capital Management LLC
|
Aug 20, 2024 Q2 2024 |
2,401
shares
|
$683,252
0.26% of portfolio
|
Q2 2024
Added 85.84%
|
|
Cim Investment Management Inc
Pittsburgh, PA |
Aug 15, 2024 Q2 2024 |
2,398
shares
|
$682,398
0.19% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
H. L. Ormond & Company, LLC
Greenville, NC |
Nov 14, 2022 Q3 2022 |
2,395
shares
|
$681,545
0.55% of portfolio
|
Q3 2022
Added 53.23%
|
|
Cornerstone Wealth Group, LLC
|
Jul 24, 2024 Q2 2024 |
2,391
shares
|
$680,406
0.05% of portfolio
|
Q2 2024
Reduced 82.36%
|
|
Sierra Capital LLC
|
Jul 25, 2024 Q2 2024 |
2,390
shares
|
$680,122
0.08% of portfolio
|
Q1 2024
New holding
|
|
Mitchell Mcleod Pugh & Williams Inc
|
Jul 31, 2024 Q2 2024 |
2,380
shares
|
$677,276
0.14% of portfolio
|
Q2 2024
Added 8.63%
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 12, 2024 Q2 2024 |
2,380
shares
|
$677,276
0.32% of portfolio
|
Q2 2024
Added 7.94%
|
|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2,377
shares
|
$676,422
0.06% of portfolio
|
Q2 2024
Reduced 2.98%
|