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 |
---|---|---|---|---|---|
Smith Group Asset Management, LLC
Dallas, TX |
Jul 30, 2024 Q2 2024 |
1,528
shares
|
$434,822
0.03% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
River Glades Family Offices LLC
Naples, FL |
Aug 13, 2024 Q2 2024 |
1,525
shares
|
$433,969
0.31% of portfolio
|
Q1 2023
Reduced 51.2%
|
|
Waddell & Associates, LLC
|
Aug 06, 2024 Q2 2024 |
1,523
shares
|
$433,400
0.05% of portfolio
|
Q2 2024
Added 3.11%
|
|
Garda Capital Partners LP
Wayzata, MN |
Aug 14, 2024 Q2 2024 |
1,523
shares
|
$433,400
0.21% of portfolio
|
Q2 2024
New holding
|
|
Silvercrest Asset Management Group LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,518
shares
|
$431,977
0.0% of portfolio
|
Q2 2024
Reduced 50.0%
|
|
Ssi Investment Management LLC
Los Angeles, CA |
Jul 26, 2024 Q2 2024 |
1,514
shares
|
$430,838
0.15% of portfolio
|
Q1 2024
Reduced 0.98%
|
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
Aug 01, 2024 Q2 2024 |
1,510
shares
|
$429,700
0.09% of portfolio
|
Q1 2023
New holding
|
|
Tactive Advisors, LLC
Jacksonville, FL |
Jun 04, 2024 Q1 2024 |
1,503
shares
|
$427,708
0.24% of portfolio
|
Q1 2024
Reduced 23.28%
|
|
Smith Thornton Advisors LLC
Huntsville, AL |
Aug 15, 2024 Q2 2024 |
1,503
shares
|
$427,708
0.28% of portfolio
|
Q2 2024
New holding
|
|
Zweig Di Menna Associates LLC
|
Jul 24, 2024 Q2 2024 |
1,500
shares
|
$426,855
0.05% of portfolio
|
Q2 2024
Reduced 95.31%
|
|
Harbor Advisors LLC
|
Jul 30, 2024 Q2 2024 |
1,500
shares
|
$426,855
0.07% of portfolio
|
Q2 2024
New holding
|
|
Aristotle Atlantic Partners, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
1,500
shares
|
$426,855
0.01% of portfolio
|
Q1 2023
New holding
|
|
Madison Park Capital Advisors, LLC
Seattle, WA |
Jul 23, 2024 Q2 2024 |
1,500
shares
|
$426,855
0.32% of portfolio
|
Q2 2024
Reduced 2.85%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 19, 2024 Q2 2024 |
1,500
shares
|
$426,855
0.32% of portfolio
|
Q2 2024
Added 101.07%
|
|
Wms Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,498
shares
|
$426,285
0.03% of portfolio
|
Q2 2024
Added 13.57%
|
|
West Oak Capital, LLC
|
Jul 24, 2024 Q2 2024 |
1,495
shares
|
$425,432
0.21% of portfolio
|
Q1 2024
Added 106.21%
|
|
Cva Family Office, LLC
|
Jul 09, 2024 Q2 2024 |
1,482
shares
|
$421,732
0.07% of portfolio
|
Q2 2024
Added 4.07%
|
|
Diametric Capital, LP
Boston, MA |
Aug 13, 2024 Q2 2024 |
1,482
shares
|
$421,732
0.24% of portfolio
|
Q2 2024
New holding
|
|
Nichols & Pratt Advisers LLP
|
Jul 25, 2024 Q2 2024 |
1,480
shares
|
$421,163
0.03% of portfolio
|
Q3 2023
Reduced 62.81%
|
|
Aveo Capital Partners, LLC
|
Aug 02, 2024 Q2 2024 |
1,479
shares
|
$420,879
0.05% of portfolio
|
Q2 2024
Reduced 13.86%
|
|
Grandfield & Dodd, LLC
|
Aug 09, 2024 Q2 2024 |
1,471
shares
|
$418,602
0.03% of portfolio
|
Q1 2024
Added 0.48%
|
|
Cobblestone Capital Advisors LLC
Rochester, NY |
Aug 06, 2024 Q2 2024 |
1,471
shares
|
$418,602
0.02% of portfolio
|
Q4 2023
Added 4.1%
|
|
Paladin Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
1,464
shares
|
$416,610
0.29% of portfolio
|
Q4 2023
Reduced 0.68%
|
|
Washington Trust Advisors, Inc.
|
Jul 25, 2024 Q2 2024 |
1,464
shares
|
$416,610
0.04% of portfolio
|
Q2 2024
Reduced 16.77%
|
|
Soa Wealth Advisors, Llc.
|
Jul 17, 2024 Q2 2024 |
1,461
shares
|
$415,756
0.08% of portfolio
|
Q2 2024
Reduced 23.79%
|