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 |
---|---|---|---|---|---|
Advisor Net Financial, Inc
|
Jul 16, 2024 Q2 2024 |
2,377
shares
|
$676,422
0.06% of portfolio
|
Q2 2024
Reduced 2.98%
|
|
Holderness Investments CO
Greensboro, NC |
Aug 13, 2024 Q2 2024 |
2,373
shares
|
$675,284
0.14% of portfolio
|
Q2 2024
Added 22.13%
|
|
Abbot Financial Management, Inc.
North Andover, MA |
Aug 09, 2024 Q2 2024 |
2,368
shares
|
$673,861
0.33% of portfolio
|
Q3 2023
Reduced 9.55%
|
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
Jul 26, 2024 Q2 2024 |
2,362
shares
|
$672,154
0.4% of portfolio
|
Q2 2024
Added 34.13%
|
|
Studio Investment Management LLC
Chicago, IL |
Aug 07, 2024 Q2 2024 |
2,360
shares
|
$671,585
0.14% of portfolio
|
Q2 2024
Added 0.51%
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 12, 2024 Q2 2024 |
2,356
shares
|
$670,446
0.52% of portfolio
|
Q2 2024
Added 3.38%
|
|
Catalina Capital Group, LLC
Torrance, CA |
Jul 24, 2024 Q2 2024 |
2,353
shares
|
$669,593
0.23% of portfolio
|
Q2 2024
Reduced 3.29%
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Aug 05, 2024 Q2 2024 |
2,352
shares
|
$669,308
0.4% of portfolio
|
Q2 2024
Reduced 6.7%
|
|
Twin City Private Wealth, LLC
Winston Salem, NC |
Aug 14, 2024 Q2 2024 |
2,350
shares
|
$668,739
0.57% of portfolio
|
Q2 2024
Added 67.26%
|
|
Silicon Hills Wealth Management, LLC
Austin, TX |
Aug 14, 2023 Q2 2023 |
2,349
shares
|
$668,454
0.28% of portfolio
|
Q4 2022
Reduced 25.78%
|
|
Oxford Financial Group LTD
Indianapolis, IN |
Aug 13, 2024 Q2 2024 |
2,340
shares
|
$665,893
0.04% of portfolio
|
Q2 2024
Added 87.95%
|
|
Kingsbury Capital Investment Advisors LLC
Evanston, IL |
Nov 10, 2022 Q3 2022 |
2,334
shares
|
$664,186
0.51% of portfolio
|
Q2 2022
Added 0.65%
|
|
Trueblood Wealth Management, LLC
Lima, OH |
Aug 07, 2024 Q2 2024 |
2,327
shares
|
$662,194
0.34% of portfolio
|
Q2 2024
Added 4.21%
|
|
Investors Research Corp
|
Jul 31, 2024 Q2 2024 |
2,317
shares
|
$659,348
0.14% of portfolio
|
Q2 2024
Added 4.51%
|
|
626 Financial, LLC
|
Jul 12, 2024 Q2 2024 |
2,314
shares
|
$658,494
0.35% of portfolio
|
Q2 2024
Added 0.04%
|
|
Laidlaw Wealth Management LLC
New York City, NY |
Aug 01, 2024 Q2 2024 |
2,310
shares
|
$657,356
0.34% of portfolio
|
Q2 2024
Added 4.81%
|
|
Castle Rock Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
2,308
shares
|
$656,787
0.15% of portfolio
|
Q2 2024
Reduced 0.3%
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2024 Q2 2024 |
2,302
shares
|
$655,080
0.35% of portfolio
|
Q2 2024
Added 4.3%
|
|
Parkside Advisors LLC
|
Jul 09, 2024 Q2 2024 |
2,299
shares
|
$654,226
0.15% of portfolio
|
Q2 2023
Reduced 5.12%
|
|
Ausdal Financial Partners, Inc.
Davenport, IA |
Oct 04, 2024 Q3 2024 |
2,296
shares
|
$653,372
0.07% of portfolio
|
Q3 2024
Added 17.5%
|
|
Duncan Williams Asset Management, LLC
Memphis, TN |
Oct 03, 2024 Q3 2024 |
2,294
shares
|
$652,803
0.35% of portfolio
|
Q3 2024
New holding
|
|
Zullo Investment Group, Inc.
Scranton, PA |
Aug 13, 2024 Q2 2024 |
2,290
shares
|
$651,665
0.26% of portfolio
|
Q2 2024
Added 6.61%
|
|
Wbh Advisory Inc
|
Jul 11, 2024 Q2 2024 |
2,287
shares
|
$650,811
0.06% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Avalon Trust CO
Santa Fe, NM |
Aug 12, 2024 Q2 2024 |
2,281
shares
|
$649,104
0.05% of portfolio
|
Q4 2023
Added 22.9%
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2024 Q2 2024 |
2,273
shares
|
$646,827
0.01% of portfolio
|
Q2 2024
Reduced 56.2%
|