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 |
---|---|---|---|---|---|
Centurion Wealth Management LLC
Mclean, VA |
Apr 29, 2024 Q1 2024 |
2,175
shares
|
$618,939
0.26% of portfolio
|
Q1 2024
Reduced 1.32%
|
|
Montag A & Associates Inc
Atlanta, GA |
Jul 31, 2024 Q2 2024 |
2,173
shares
|
$618,370
0.03% of portfolio
|
Q2 2024
Reduced 66.23%
|
|
Belmont Capital, LLC
|
Aug 13, 2024 Q2 2024 |
2,167
shares
|
$616,663
0.1% of portfolio
|
Q2 2024
Added 994.44%
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
2,167
shares
|
$616,663
0.06% of portfolio
|
Q2 2024
Reduced 5.95%
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 14, 2024 Q2 2024 |
2,159
shares
|
$614,386
0.06% of portfolio
|
Q2 2024
Added 14.29%
|
|
Berger Financial Group, Inc
Plymouth, MN |
Aug 14, 2024 Q2 2024 |
2,151
shares
|
$612,110
0.05% of portfolio
|
Q2 2024
Added 26.38%
|
|
Heartland Bank & Trust CO
|
Aug 21, 2024 Q2 2024 |
2,144
shares
|
$610,118
0.31% of portfolio
|
Q2 2024
Reduced 64.46%
|
|
Redwood Financial Network Corp
|
Aug 07, 2024 Q2 2024 |
2,141
shares
|
$609,264
0.47% of portfolio
|
Q2 2024
Reduced 0.93%
|
|
Bison Wealth, LLC
|
Jul 30, 2024 Q2 2024 |
2,140
shares
|
$608,979
0.09% of portfolio
|
Q1 2024
Added 10.82%
|
|
Telos Capital Management, Inc.
|
Jul 31, 2024 Q2 2024 |
2,140
shares
|
$608,979
0.06% of portfolio
|
Q2 2024
Reduced 4.46%
|
|
Laffer Tengler Investments
Nashville, TN |
Aug 14, 2024 Q2 2024 |
2,139
shares
|
$608,695
0.12% of portfolio
|
Q2 2024
Reduced 52.53%
|
|
Marino, Stram & Associates LLC
|
Jul 18, 2024 Q2 2024 |
2,137
shares
|
$608,126
0.13% of portfolio
|
Q2 2024
Added 15.58%
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2024 Q2 2024 |
2,137
shares
|
$608,126
0.07% of portfolio
|
Q2 2024
Reduced 31.04%
|
|
Ram Investment Partners, LLC
Bellevue, WA |
Jul 29, 2024 Q2 2024 |
2,136
shares
|
$607,841
0.16% of portfolio
|
Q2 2024
Added 0.9%
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 14, 2024 Q2 2024 |
2,129
shares
|
$605,849
0.11% of portfolio
|
Q2 2024
Reduced 19.39%
|
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
Aug 13, 2024 Q2 2024 |
2,128
shares
|
$605,564
0.02% of portfolio
|
Q2 2024
Reduced 51.97%
|
|
Apollon Financial, LLC
Mount Pleasant, SC |
Jul 19, 2024 Q2 2024 |
2,127
shares
|
$605,280
0.18% of portfolio
|
Q2 2024
Reduced 14.16%
|
|
Gallacher Capital Management LLC
Lone Tree, CO |
Aug 06, 2024 Q2 2024 |
2,124
shares
|
$604,426
0.29% of portfolio
|
Q2 2024
New holding
|
|
Minot Wealth Management LLC
|
Jul 12, 2022 Q2 2022 |
2,117
shares
|
$602,434
0.09% of portfolio
|
Q2 2022
Reduced 28.94%
|
|
Nicholas Investment Partners, LP
Rancho Santa Fe, CA |
Aug 07, 2024 Q2 2024 |
2,106
shares
|
$599,304
0.06% of portfolio
|
Q2 2024
Reduced 73.55%
|
|
Roberts Glore & CO Inc
Deerfield, IL |
Aug 14, 2024 Q2 2024 |
2,099
shares
|
$597,312
0.16% of portfolio
|
Q2 2024
Reduced 2.24%
|
|
Walkner Condon Financial Advisors LLC
|
Aug 09, 2024 Q2 2024 |
2,094
shares
|
$595,889
0.12% of portfolio
|
Q2 2024
Reduced 17.85%
|
|
Intrua Financial, LLC
Houston, TX |
May 15, 2023 Q1 2023 |
2,087
shares
|
$593,897
0.08% of portfolio
|
Q1 2023
Reduced 15.47%
|
|
Tyche Wealth Partners LLC
Plano, TX |
Jul 18, 2024 Q2 2024 |
2,085
shares
|
$593,328
0.13% of portfolio
|
Q2 2024
Reduced 15.59%
|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
2,083
shares
|
$592,759
0.04% of portfolio
|
Q2 2024
Reduced 69.22%
|