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 |
---|---|---|---|---|---|
Encompass Wealth Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,973
shares
|
$561,456
0.19% of portfolio
|
Q2 2024
Added 2.55%
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 07, 2024 Q2 2024 |
1,971
shares
|
$560,887
0.08% of portfolio
|
Q2 2024
Added 0.2%
|
|
Ewa, LLC
Pittsbugh, PA |
Jul 24, 2024 Q2 2024 |
1,968
shares
|
$560,033
0.21% of portfolio
|
Q2 2024
Added 0.72%
|
|
White Pine Capital LLC
Golden Valley, MN |
Aug 13, 2024 Q2 2024 |
1,964
shares
|
$558,895
0.2% of portfolio
|
Q2 2024
Added 2.24%
|
|
Synergy Financial Group, LTD
|
Aug 13, 2024 Q2 2024 |
1,957
shares
|
$556,903
0.53% of portfolio
|
Q2 2024
Added 0.31%
|
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
Jul 25, 2024 Q2 2024 |
1,955
shares
|
$556,334
0.05% of portfolio
|
Q2 2024
Added 1.82%
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Aug 13, 2024 Q2 2024 |
1,955
shares
|
$556,334
0.35% of portfolio
|
Q1 2024
Added 8.43%
|
|
Relyea Zuckerberg Hanson LLC
|
Jul 17, 2024 Q2 2024 |
1,953
shares
|
$555,765
0.08% of portfolio
|
Q2 2024
Added 0.93%
|
|
Cboe Vest Financial, LLC
Mclean, VA |
Aug 07, 2024 Q2 2024 |
1,939
shares
|
$551,781
0.01% of portfolio
|
Q2 2024
Added 7.78%
|
|
Cedrus LLC
Littleton, CO |
Jul 24, 2024 Q2 2024 |
1,939
shares
|
$551,781
0.25% of portfolio
|
Q2 2024
Added 2.92%
|
|
Carson Advisory Inc.
|
Aug 07, 2024 Q2 2024 |
1,938
shares
|
$551,496
0.36% of portfolio
|
Q2 2024
Added 93.41%
|
|
Truvestments Capital LLC
Sarasota, FL |
Aug 14, 2024 Q2 2024 |
1,927
shares
|
$548,366
0.2% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
1,925
shares
|
$547,797
0.02% of portfolio
|
Q4 2022
Reduced 14.48%
|
|
Spc Financial, Inc.
|
Aug 21, 2024 Q2 2024 |
1,924
shares
|
$547,512
0.05% of portfolio
|
Q2 2024
Added 31.06%
|
|
Amussen Hunsaker Associates LLC
Salt Lake City, UT |
Aug 14, 2024 Q2 2024 |
1,923
shares
|
$547,228
0.08% of portfolio
|
Q2 2024
Reduced 0.21%
|
|
Tfb Advisors LLC
Overland Park, KS |
Jul 30, 2024 Q2 2024 |
1,923
shares
|
$547,228
0.16% of portfolio
|
Q2 2024
Added 49.07%
|
|
Wellington Shields & Co., LLC
New York, NY |
Aug 07, 2024 Q2 2024 |
1,919
shares
|
$546,089
0.16% of portfolio
|
Q2 2024
Added 64.16%
|
|
Silver Coast Investments LLC
San Diego, X1 |
Aug 09, 2024 Q2 2024 |
1,915
shares
|
$544,951
0.2% of portfolio
|
Q2 2024
New holding
|
|
Aevitas Wealth Management, Inc.
|
Jan 24, 2023 Q4 2022 |
1,914
shares
|
$544,666
0.15% of portfolio
|
Q4 2022
Added 15.02%
|
|
Battery Global Advisors, LLC
Boston, MA |
Aug 14, 2024 Q2 2024 |
1,914
shares
|
$544,666
0.31% of portfolio
|
Q4 2023
New holding
|
|
Jeppson Wealth Management, LLC
|
Aug 05, 2024 Q2 2024 |
1,907
shares
|
$542,674
0.19% of portfolio
|
Q2 2024
Added 18.89%
|
|
Nvest Financial, LLC
|
Jul 19, 2024 Q2 2024 |
1,905
shares
|
$542,105
0.31% of portfolio
|
Q2 2024
New holding
|
|
Baxter Bros Inc
|
Jul 15, 2024 Q2 2024 |
1,904
shares
|
$541,821
0.06% of portfolio
|
Q2 2024
Reduced 5.18%
|
|
Winthrop Advisory Group LLC
|
Jul 18, 2024 Q2 2024 |
1,898
shares
|
$540,113
0.06% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
1,886
shares
|
$536,699
0.06% of portfolio
|
Q2 2024
Added 0.27%
|