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 |
---|---|---|---|---|---|
Arrow Mark Colorado Holdings LLC
Denver, CO |
Aug 14, 2024 Q2 2024 |
1,818
shares
|
$517,348
0.01% of portfolio
|
Q1 2024
Reduced 45.21%
|
|
Perennial Advisors, LLC
New York, NY |
Jul 23, 2024 Q2 2024 |
1,815
shares
|
$516,494
0.1% of portfolio
|
Q1 2024
Reduced 0.6%
|
|
Beacon Financial Group
|
Aug 06, 2024 Q2 2024 |
1,811
shares
|
$515,356
0.05% of portfolio
|
Q2 2024
Added 9.23%
|
|
Chaney Capital Management, Inc.
Lynnwood, WA |
Jul 18, 2024 Q2 2024 |
1,811
shares
|
$515,356
0.31% of portfolio
|
Q2 2024
Added 1.0%
|
|
Revolve Wealth Partners, LLC
|
Jul 19, 2024 Q2 2024 |
1,810
shares
|
$515,071
0.08% of portfolio
|
Q2 2024
Reduced 4.64%
|
|
First Financial Corp
|
Jul 11, 2024 Q2 2024 |
1,803
shares
|
$513,079
0.24% of portfolio
|
Q2 2024
Reduced 10.3%
|
|
Jenkins Wealth
Englewood, CO |
Jan 11, 2023 Q4 2022 |
1,800
shares
|
$512,226
0.09% of portfolio
|
Q4 2022
New holding
|
|
Riversedge Advisors, LLC
|
Jul 26, 2024 Q2 2024 |
1,798
shares
|
$511,656
0.12% of portfolio
|
Q2 2024
Reduced 3.02%
|
|
Montecito Bank & Trust
|
Jul 17, 2024 Q2 2024 |
1,795
shares
|
$510,803
0.09% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Aug 02, 2024 Q2 2024 |
1,784
shares
|
$507,672
0.11% of portfolio
|
Q2 2024
New holding
|
|
Argonautica Private Wealth Management, Inc
Wellesley, MA |
Jul 26, 2024 Q2 2024 |
1,782
shares
|
$507,103
0.16% of portfolio
|
Q2 2024
Added 0.51%
|
|
Sunpointe, LLC
St. Louis, MO |
Jul 19, 2024 Q2 2024 |
1,779
shares
|
$506,250
0.3% of portfolio
|
Q2 2024
Added 2.3%
|
|
Cottage Street Advisors LLC
|
Jul 23, 2024 Q2 2024 |
1,777
shares
|
$505,680
0.27% of portfolio
|
Q2 2024
Added 0.06%
|
|
Kore Private Wealth LLC
New York, NY |
Nov 14, 2022 Q3 2022 |
1,777
shares
|
$505,680
0.05% of portfolio
|
Q3 2022
Added 22.13%
|
|
Main Street Research LLC
Sausalito, CA |
Jul 29, 2024 Q2 2024 |
1,774
shares
|
$504,827
0.03% of portfolio
|
Q2 2024
Reduced 98.3%
|
|
Pacific Sage Partners, LLC
Shoreline, WA |
Aug 02, 2024 Q2 2024 |
1,773
shares
|
$504,542
0.11% of portfolio
|
Q2 2024
Added 1.43%
|
|
Geller Advisors LLC
New York, NY |
Aug 13, 2024 Q2 2024 |
1,770
shares
|
$503,688
0.03% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Tobam
|
Aug 01, 2024 Q2 2024 |
1,769
shares
|
$503,404
0.07% of portfolio
|
Q1 2024
Added 7.28%
|
|
Pinnacle Bancorp, Inc.
|
Jul 15, 2024 Q2 2024 |
1,767
shares
|
$502,835
0.13% of portfolio
|
Q1 2024
Reduced 2.75%
|
|
3 Chopt Investment Partners, LLC
Richmond, VA |
Aug 21, 2024 Q2 2024 |
1,765
shares
|
$502,266
0.14% of portfolio
|
Q2 2024
New holding
|
|
Alliance Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,760
shares
|
$500,843
0.28% of portfolio
|
Q2 2024
Added 8.98%
|
|
Waters Parkerson & Co., LLC
|
Aug 12, 2024 Q2 2024 |
1,757
shares
|
$499,989
0.02% of portfolio
|
Q2 2024
Added 17.53%
|
|
Essex LLC
|
Jul 22, 2024 Q2 2024 |
1,754
shares
|
$499,135
0.1% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
Citizens National Bank Trust Department
|
Jul 22, 2024 Q2 2024 |
1,752
shares
|
$498,566
0.1% of portfolio
|
Q2 2024
Reduced 12.49%
|
|
Everpar Advisors LLC
Tulsa, OK |
Oct 07, 2024 Q3 2024 |
1,752
shares
|
$498,566
0.25% of portfolio
|
Q3 2024
Reduced 6.36%
|