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 |
---|---|---|---|---|---|
First Affirmative Financial Network
|
Jul 10, 2024 Q2 2024 |
2,272
shares
|
$646,543
0.41% of portfolio
|
Q2 2024
Added 22.15%
|
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
2,267
shares
|
$645,120
0.14% of portfolio
|
Q2 2024
Reduced 0.61%
|
|
Ivc Wealth Advisors LLC
|
Jul 16, 2024 Q2 2024 |
2,266
shares
|
$644,835
0.33% of portfolio
|
Q2 2024
Added 0.94%
|
|
Blue Fin Capital, Inc.
|
Jul 30, 2024 Q2 2024 |
2,257
shares
|
$642,274
0.12% of portfolio
|
Q2 2024
Reduced 5.21%
|
|
Altfest L J & CO Inc
|
Aug 07, 2024 Q2 2024 |
2,255
shares
|
$641,705
0.08% of portfolio
|
Q2 2024
Reduced 37.01%
|
|
Vienna Asset Management LLC
Cupertino, CA |
Aug 14, 2024 Q2 2024 |
2,247
shares
|
$639,428
0.5% of portfolio
|
Q2 2024
Added 7.77%
|
|
Accel Wealth Management
|
Jul 12, 2024 Q2 2024 |
2,244
shares
|
$638,575
0.24% of portfolio
|
Q2 2024
Added 20.84%
|
|
17 Capital Partners, LLC
|
Jul 18, 2024 Q2 2024 |
2,242
shares
|
$638,005
0.41% of portfolio
|
Q2 2024
Reduced 23.9%
|
|
Accurate Wealth Management, LLC
|
Jul 17, 2024 Q2 2024 |
2,242
shares
|
$638,005
0.14% of portfolio
|
Q2 2024
Added 59.35%
|
|
Childress Capital Advisors, LLC
Houston, TX |
Aug 05, 2024 Q2 2024 |
2,239
shares
|
$637,152
0.16% of portfolio
|
Q2 2024
Reduced 4.8%
|
|
Iams Wealth Management, LLC
Omaha, NE |
Aug 05, 2024 Q2 2024 |
2,239
shares
|
$637,152
0.32% of portfolio
|
Q2 2024
New holding
|
|
Prosperity Consulting Group, LLC
|
Aug 08, 2024 Q2 2024 |
2,238
shares
|
$636,867
0.08% of portfolio
|
Q2 2024
Added 11.96%
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
2,234
shares
|
$635,729
0.18% of portfolio
|
Q2 2024
Added 1.68%
|
|
New World Advisors LLC
Hingham, MA |
Aug 02, 2024 Q2 2024 |
2,234
shares
|
$635,729
0.16% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Hartford Funds Management CO LLC
Wayne, PA |
Aug 13, 2024 Q2 2024 |
2,233
shares
|
$635,444
0.05% of portfolio
|
Q2 2024
Added 1.82%
|
|
Summit Global Investments
Bountiful, UT |
Jul 22, 2024 Q2 2024 |
2,233
shares
|
$635,444
0.04% of portfolio
|
Q2 2024
Added 68.15%
|
|
Northwest Financial Advisors
Herndon, VA |
Aug 12, 2024 Q2 2024 |
2,225
shares
|
$633,168
0.4% of portfolio
|
Q2 2024
Reduced 6.98%
|
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
Jul 22, 2024 Q2 2024 |
2,224
shares
|
$632,883
0.21% of portfolio
|
Q2 2024
New holding
|
|
Duff & Phelps Investment Management CO
Chicago, IL |
Aug 14, 2024 Q2 2024 |
2,223
shares
|
$632,599
0.01% of portfolio
|
Q2 2024
Reduced 80.18%
|
|
Capital Investment Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
2,221
shares
|
$632,029
0.06% of portfolio
|
Q2 2024
Added 1.05%
|
|
Ifg Advisory, LLC
|
Jul 30, 2024 Q2 2024 |
2,211
shares
|
$629,184
0.04% of portfolio
|
Q2 2024
New holding
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2024 Q2 2024 |
2,209
shares
|
$628,615
0.11% of portfolio
|
Q2 2024
Reduced 9.06%
|
|
Strategy Asset Managers LLC
|
Aug 02, 2024 Q2 2024 |
2,197
shares
|
$625,200
0.11% of portfolio
|
Q2 2024
Reduced 61.24%
|
|
Gerber Kawasaki Wealth & Investment Management
|
Aug 13, 2024 Q2 2024 |
2,196
shares
|
$624,915
0.03% of portfolio
|
Q2 2024
Added 9.2%
|
|
Alera Investment Advisors, LLC
|
Aug 13, 2024 Q2 2024 |
2,185
shares
|
$621,785
0.07% of portfolio
|
Q2 2024
Added 151.15%
|