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 |
---|---|---|---|---|---|
Fulcrum Capital LLC
|
Jul 22, 2024 Q2 2024 |
1,883
shares
|
$535,845
0.11% of portfolio
|
Q1 2024
Reduced 8.64%
|
|
Focused Wealth Management, Inc
|
Jul 30, 2024 Q2 2024 |
1,883
shares
|
$535,845
0.07% of portfolio
|
Q2 2024
Added 92.73%
|
|
Patron Partners, LLC
|
Aug 05, 2024 Q2 2024 |
1,880
shares
|
$534,991
0.29% of portfolio
|
Q2 2024
Added 0.59%
|
|
Bigelow Investment Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
1,879
shares
|
$534,707
0.23% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
1,876
shares
|
$533,853
0.05% of portfolio
|
Q3 2023
Reduced 17.57%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
1,876
shares
|
$533,853
0.25% of portfolio
|
Q2 2024
Reduced 6.01%
|
|
Addison Advisors LLC
|
Aug 05, 2024 Q2 2024 |
1,875
shares
|
$533,568
0.16% of portfolio
|
Q2 2024
Added 1.85%
|
|
Psi Advisors, LLC
|
Jul 23, 2024 Q2 2024 |
1,873
shares
|
$532,999
0.15% of portfolio
|
Q2 2024
Added 73.27%
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Aug 13, 2024 Q2 2024 |
1,867
shares
|
$531,292
0.44% of portfolio
|
Q2 2024
Reduced 0.8%
|
|
Arcataur Capital Management LLC
Milwaukee, WI |
Jul 24, 2024 Q2 2024 |
1,860
shares
|
$529,300
0.17% of portfolio
|
Q2 2024
Added 2.48%
|
|
Claybrook Capital, LLC
|
Oct 24, 2023 Q3 2023 |
1,857
shares
|
$528,446
0.22% of portfolio
|
Q3 2023
Reduced 62.48%
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
1,851
shares
|
$526,739
0.09% of portfolio
|
Q1 2023
Reduced 68.84%
|
|
Balanced Rock Investment Advisor
Roslindale, MA |
Jul 31, 2024 Q2 2024 |
1,851
shares
|
$526,739
0.4% of portfolio
|
Q2 2024
Reduced 1.86%
|
|
Berry Wealth Group, LP
Granbury, TX |
Jul 31, 2024 Q2 2024 |
1,849
shares
|
$526,169
0.38% of portfolio
|
Q2 2024
Added 10.78%
|
|
Contravisory Investment Management, Inc.
|
Jul 10, 2024 Q2 2024 |
1,846
shares
|
$525,316
0.11% of portfolio
|
Q2 2024
Added 4.12%
|
|
Advisory Alpha, LLC
|
Aug 21, 2024 Q2 2024 |
1,844
shares
|
$524,747
0.02% of portfolio
|
Q2 2024
Added 32.09%
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
1,840
shares
|
$523,608
0.03% of portfolio
|
Q2 2024
Added 102.2%
|
|
Tennessee Valley Asset Management Partners
|
Aug 09, 2024 Q2 2024 |
1,830
shares
|
$520,763
0.09% of portfolio
|
Q2 2024
Added 0.49%
|
|
Lvw Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,826
shares
|
$519,624
0.07% of portfolio
|
Q2 2024
Reduced 0.38%
|
|
Asb Consultores, LLC
Aventura, FL |
Aug 12, 2024 Q2 2024 |
1,823
shares
|
$518,771
0.17% of portfolio
|
Q2 2024
Reduced 44.54%
|
|
Semus Wealth Partners LLC
Boca Raton, FL |
Jul 31, 2024 Q2 2024 |
1,823
shares
|
$518,771
0.36% of portfolio
|
Q2 2024
Added 17.39%
|
|
Mcdaniel Terry & CO
|
Aug 05, 2024 Q2 2024 |
1,822
shares
|
$518,486
0.04% of portfolio
|
Q2 2024
Added 4.59%
|
|
True North Advisors, LLC
|
Aug 12, 2024 Q2 2024 |
1,821
shares
|
$518,201
0.13% of portfolio
|
Q2 2024
Reduced 3.55%
|
|
Cubic Asset Management, LLC
|
Apr 24, 2024 Q1 2024 |
1,820
shares
|
$517,917
0.13% of portfolio
|
Q1 2024
Reduced 5.21%
|
|
Barnes Pettey Financial Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,819
shares
|
$517,632
0.4% of portfolio
|
Q1 2024
Reduced 3.45%
|