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 |
---|---|---|---|---|---|
Hyperion Partners, LLC
Berwyn, PA |
Jul 12, 2024 Q2 2024 |
1,660
shares
|
$472,386
0.3% of portfolio
|
Q2 2024
Added 0.55%
|
|
Integrated Investment Consultants, LLC
|
Jul 19, 2024 Q2 2024 |
1,653
shares
|
$470,394
0.12% of portfolio
|
Q3 2023
Added 8.41%
|
|
Arden Trust CO
|
Jul 09, 2024 Q2 2024 |
1,648
shares
|
$468,971
0.06% of portfolio
|
Q2 2024
Reduced 0.36%
|
|
Beacon Financial Advisory LLC
|
Jul 26, 2024 Q2 2024 |
1,647
shares
|
$468,686
0.17% of portfolio
|
Q2 2024
Added 25.44%
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,646
shares
|
$468,402
0.04% of portfolio
|
Q2 2024
New holding
|
|
Ferguson Wellman Capital Management, Inc
|
Jul 16, 2024 Q2 2024 |
1,645
shares
|
$468,117
0.01% of portfolio
|
Q2 2024
Added 25.48%
|
|
Clarity Wealth Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,638
shares
|
$466,125
0.14% of portfolio
|
Q2 2024
Added 0.55%
|
|
American National Bank
|
Oct 02, 2024 Q3 2024 |
1,635
shares
|
$465,271
0.05% of portfolio
|
Q3 2024
Reduced 1.33%
|
|
Good Life Advisors, LLC
|
Jul 17, 2024 Q2 2024 |
1,635
shares
|
$465,271
0.04% of portfolio
|
Q2 2024
Added 14.66%
|
|
Advisor Os, LLC
|
Aug 05, 2024 Q2 2024 |
1,633
shares
|
$464,702
0.05% of portfolio
|
Q2 2024
Reduced 7.84%
|
|
Vision Point Advisory Group, LLC
Dallas, TX |
Aug 01, 2024 Q2 2024 |
1,633
shares
|
$464,702
0.16% of portfolio
|
Q2 2024
Reduced 2.8%
|
|
Gemmer Asset Management LLC
|
Jul 15, 2024 Q2 2024 |
1,631
shares
|
$464,133
0.05% of portfolio
|
Q2 2024
Added 0.74%
|
|
Mrp Capital Investments, LLC
Alpharetta, GA |
Aug 12, 2024 Q2 2024 |
1,629
shares
|
$463,564
0.39% of portfolio
|
Q2 2024
New holding
|
|
V2 Financial Group LLC
Naperville, IL |
Jul 30, 2024 Q2 2024 |
1,628
shares
|
$463,279
0.28% of portfolio
|
Q2 2024
Reduced 45.55%
|
|
Fft Wealth Management LLC
West Conshohocken, PA |
Aug 01, 2024 Q2 2024 |
1,625
shares
|
$462,426
0.04% of portfolio
|
Q2 2024
Reduced 11.83%
|
|
West Michigan Advisors, LLC
Holland, MI |
Aug 05, 2024 Q2 2024 |
1,625
shares
|
$462,426
0.14% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 05, 2024 Q2 2024 |
1,619
shares
|
$460,718
0.13% of portfolio
|
Q2 2024
Reduced 21.33%
|
|
Fountainhead Am, LLC
Warren, NJ |
Jul 26, 2024 Q2 2024 |
1,611
shares
|
$458,442
0.1% of portfolio
|
Q2 2024
Added 4.88%
|
|
Lji Wealth Management, LLC
Indianapolis, IN |
Aug 12, 2024 Q2 2024 |
1,611
shares
|
$458,442
0.09% of portfolio
|
Q2 2024
New holding
|
|
Busey Wealth Management
|
Jul 23, 2024 Q2 2024 |
1,610
shares
|
$458,157
0.01% of portfolio
|
Q2 2024
Added 5.85%
|
|
Whitaker Myers Wealth Managers, Ltd.
Mansfield, OH |
Jul 26, 2024 Q2 2024 |
1,609
shares
|
$457,873
0.15% of portfolio
|
Q2 2024
Added 22.64%
|
|
Apexium Financial, LP
|
Aug 05, 2024 Q2 2024 |
1,607
shares
|
$457,303
0.03% of portfolio
|
Q2 2024
Reduced 10.37%
|
|
Rovin Capital
|
Jul 18, 2024 Q2 2024 |
1,606
shares
|
$457,019
0.17% of portfolio
|
Q2 2024
Reduced 36.75%
|
|
True Wealth Advisors, LLC
|
Jul 24, 2024 Q2 2024 |
1,599
shares
|
$455,027
0.17% of portfolio
|
Q2 2024
Added 35.51%
|
|
Jnba Financial Advisors
|
Jul 22, 2024 Q2 2024 |
1,597
shares
|
$454,458
0.04% of portfolio
|
Q1 2024
Reduced 12.83%
|