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 |
---|---|---|---|---|---|
Harbert Fund Advisors, Inc.
Birmingham, AL |
Aug 13, 2024 Q2 2024 |
1,750
shares
|
$497,997
0.32% of portfolio
|
Q1 2024
New holding
|
|
Hemenway Trust CO LLC
|
Aug 05, 2024 Q2 2024 |
1,745
shares
|
$496,574
0.04% of portfolio
|
Q1 2024
Added 13.68%
|
|
Stokes Family Office, LLC
|
Jul 05, 2024 Q2 2024 |
1,736
shares
|
$494,013
0.05% of portfolio
|
Q2 2024
Added 29.36%
|
|
Aspire Capital Advisors LLC
Seattle, WA |
Jul 19, 2024 Q2 2024 |
1,732
shares
|
$492,875
0.15% of portfolio
|
Q2 2024
Added 11.89%
|
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
Aug 15, 2023 Q2 2023 |
1,732
shares
|
$492,875
0.19% of portfolio
|
Q2 2023
Reduced 0.57%
|
|
Raleigh Capital Management Inc.
Cary, NC |
Jul 31, 2024 Q2 2024 |
1,728
shares
|
$491,736
0.19% of portfolio
|
Q2 2024
Added 3.29%
|
|
Richardson Financial Services Inc.
Medway, MA |
Aug 12, 2024 Q2 2024 |
1,726
shares
|
$491,167
0.32% of portfolio
|
Q2 2024
Reduced 3.03%
|
|
Peninsula Wealth, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,725
shares
|
$490,883
0.09% of portfolio
|
Q2 2024
Reduced 1.93%
|
|
One Wealth Advisors, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,724
shares
|
$490,598
0.09% of portfolio
|
Q2 2024
Reduced 2.32%
|
|
Wedge Capital Management L L P
|
Jul 17, 2024 Q2 2024 |
1,719
shares
|
$489,175
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
West Branch Capital LLC
|
Jul 26, 2024 Q2 2024 |
1,718
shares
|
$488,891
0.17% of portfolio
|
Q2 2024
Added 24.13%
|
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
Aug 12, 2024 Q2 2024 |
1,716
shares
|
$488,322
0.14% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
1,714
shares
|
$487,752
0.06% of portfolio
|
Q2 2024
Reduced 8.39%
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Aug 09, 2024 Q2 2024 |
1,708
shares
|
$486,045
0.27% of portfolio
|
Q2 2024
Reduced 3.17%
|
|
Capital Performance Advisors LLP
|
Aug 01, 2024 Q2 2024 |
1,703
shares
|
$484,622
0.17% of portfolio
|
Q2 2024
Added 1.13%
|
|
J. W. Coons Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,702
shares
|
$484,338
0.08% of portfolio
|
Q2 2024
Added 32.86%
|
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
Aug 07, 2024 Q2 2024 |
1,696
shares
|
$482,630
0.09% of portfolio
|
Q2 2024
Added 74.85%
|
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
Aug 12, 2024 Q2 2024 |
1,686
shares
|
$479,785
0.22% of portfolio
|
Q2 2024
Reduced 11.64%
|
|
Zimmermann Investment Management & Planning LLC
|
Jul 26, 2024 Q2 2024 |
1,680
shares
|
$478,077
0.15% of portfolio
|
Q2 2024
New holding
|
|
Slate Stone Wealth, LLC
|
Jul 25, 2024 Q2 2024 |
1,673
shares
|
$476,085
0.05% of portfolio
|
Q2 2024
Added 10.21%
|
|
Gyl Financial Synergies, LLC
|
Jul 23, 2024 Q2 2024 |
1,669
shares
|
$474,947
0.03% of portfolio
|
Q2 2024
Reduced 14.76%
|
|
Pioneer Wealth Management Group
Austin, TX |
Oct 07, 2024 Q3 2024 |
1,668
shares
|
$474,662
0.22% of portfolio
|
Q2 2024
Added 94.86%
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2024 Q2 2024 |
1,667
shares
|
$474,378
0.13% of portfolio
|
Q2 2024
Reduced 63.43%
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
1,665
shares
|
$473,809
0.02% of portfolio
|
Q2 2024
New holding
|
|
Pinnacle Private Wealth, LLC
|
Jul 15, 2022 Q2 2022 |
1,663
shares
|
$473,239
0.11% of portfolio
|
Q2 2022
Reduced 36.14%
|