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 |
---|---|---|---|---|---|
Trilogy Capital Inc.
|
Jul 22, 2024 Q2 2024 |
1,594
shares
|
$453,604
0.02% of portfolio
|
Q2 2024
Added 26.81%
|
|
Deerfield Management Company, L.P. (Series C)
New York, NY |
Aug 14, 2024 Q2 2024 |
1,589
shares
|
$452,181
0.01% of portfolio
|
Q2 2024
New holding
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
1,586
shares
|
$451,328
0.12% of portfolio
|
Q2 2024
Reduced 8.64%
|
|
Dcm Advisors, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,580
shares
|
$449,620
0.22% of portfolio
|
Q2 2024
Added 21.07%
|
|
Beaton Management Co. Inc.
Haverhill, MA |
Aug 12, 2024 Q2 2024 |
1,575
shares
|
$448,197
0.22% of portfolio
|
Q2 2024
Added 2.87%
|
|
Cerro Pacific Wealth Advisors LLC
|
Aug 09, 2024 Q2 2024 |
1,573
shares
|
$447,628
0.16% of portfolio
|
Q2 2024
Reduced 3.14%
|
|
Olistico Wealth, LLC
Tulsa, OK |
Oct 08, 2024 Q3 2024 |
1,572
shares
|
$447,344
0.26% of portfolio
|
Q2 2024
Added 46.92%
|
|
Sonata Capital Group Inc
|
Jul 29, 2024 Q2 2024 |
1,567
shares
|
$445,921
0.21% of portfolio
|
Q4 2023
Added 6.82%
|
|
Spartan Planning & Wealth Management
Greensboro, NC |
Mar 12, 2024 Q4 2023 |
1,567
shares
|
$445,921
0.46% of portfolio
|
Q4 2023
Added 66.35%
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Aug 02, 2024 Q2 2024 |
1,558
shares
|
$443,360
0.41% of portfolio
|
Q2 2024
Added 34.89%
|
|
Coury Firm Asset Management LLC
Pittsburgh, PA |
Nov 13, 2023 Q3 2023 |
1,553
shares
|
$441,937
0.5% of portfolio
|
Q3 2023
New holding
|
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
Jul 31, 2023 Q2 2023 |
1,552
shares
|
$441,652
0.1% of portfolio
|
Q2 2023
Added 12.87%
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 24, 2024 Q2 2024 |
1,550
shares
|
$441,083
0.05% of portfolio
|
Q2 2024
New holding
|
|
Dougherty Wealth Advisers LLC
|
Jul 11, 2024 Q2 2024 |
1,549
shares
|
$440,798
0.35% of portfolio
|
Q1 2024
Reduced 11.99%
|
|
H&H Retirement Design & Management Inc
|
Jul 23, 2024 Q2 2024 |
1,546
shares
|
$439,945
0.25% of portfolio
|
Q2 2024
Added 45.3%
|
|
Waypoint Wealth Partners Inc.
|
Jul 24, 2024 Q2 2024 |
1,545
shares
|
$439,660
0.12% of portfolio
|
Q2 2024
Reduced 20.4%
|
|
Tradition Wealth Management, LLC
|
Aug 12, 2024 Q2 2024 |
1,543
shares
|
$439,091
0.04% of portfolio
|
Q2 2024
Added 1.11%
|
|
Nicholas Hoffman & Company, Llc.
Atlanta, GA |
Aug 02, 2024 Q2 2024 |
1,543
shares
|
$439,091
0.02% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
Mattern Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
1,542
shares
|
$438,806
0.1% of portfolio
|
Q2 2024
Added 12.55%
|
|
Keystone Financial Group
|
Jul 31, 2024 Q2 2024 |
1,538
shares
|
$437,668
0.14% of portfolio
|
Q2 2024
Reduced 11.81%
|
|
Waterloo Capital, L.P.
Austin, TX |
Aug 12, 2024 Q2 2024 |
1,533
shares
|
$436,245
0.05% of portfolio
|
Q2 2024
Added 42.47%
|
|
Pathway Financial Advisors LLC
|
Jul 24, 2024 Q2 2024 |
1,532
shares
|
$435,961
0.11% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Ntb Financial Corp
Centennial, CO |
Aug 09, 2022 Q2 2022 |
1,530
shares
|
$435,392
0.2% of portfolio
|
Q2 2022
New holding
|
|
Avidian Wealth Solutions, LLC
|
Aug 06, 2024 Q2 2024 |
1,529
shares
|
$435,107
0.02% of portfolio
|
Q2 2024
Added 16.19%
|
|
Fort Sheridan Advisors LLC
Highland Park, IL |
Aug 13, 2024 Q2 2024 |
1,529
shares
|
$435,107
0.06% of portfolio
|
Q2 2024
Reduced 5.56%
|