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 |
---|---|---|---|---|---|
Syntax Advisors, LLC
New York, NY |
Nov 13, 2023 Q3 2023 |
1,459
shares
|
$415,187
0.51% of portfolio
|
Q3 2023
Reduced 3.76%
|
|
Stonebridge Financial Planning Group, LLC
|
Aug 07, 2024 Q2 2024 |
1,458
shares
|
$414,903
0.2% of portfolio
|
Q2 2024
Reduced 7.13%
|
|
Bank Of Stockton
|
Jul 24, 2024 Q2 2024 |
1,451
shares
|
$412,911
0.12% of portfolio
|
Q2 2024
Added 58.93%
|
|
United Maritime Capital LLC
New York, NY |
Nov 10, 2022 Q3 2022 |
1,450
shares
|
$412,626
1.37% of portfolio
|
Q2 2022
Reduced 23.68%
|
|
Spirepoint Private Client, LLC
Vero Beach, FL |
Aug 08, 2024 Q2 2024 |
1,450
shares
|
$412,626
0.05% of portfolio
|
Q2 2024
Added 26.75%
|
|
Seven Mile Advisory
Ewing, NJ |
Aug 08, 2024 Q2 2024 |
1,445
shares
|
$411,203
0.27% of portfolio
|
Q2 2024
Added 2.48%
|
|
Farrell Financial LLC
Orchard Park, NY |
Jul 24, 2024 Q2 2024 |
1,443
shares
|
$410,634
0.29% of portfolio
|
Q2 2024
Added 5.87%
|
|
One Ascent Wealth Management LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
1,442
shares
|
$410,349
0.19% of portfolio
|
Q2 2024
Added 7.85%
|
|
Dc Investments Management, LLC
Mclean, VA |
Aug 13, 2024 Q2 2024 |
1,441
shares
|
$410,065
0.32% of portfolio
|
Q2 2023
Reduced 8.39%
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Jul 18, 2024 Q2 2024 |
1,437
shares
|
$408,927
0.19% of portfolio
|
Q2 2024
Added 90.84%
|
|
Adirondack Trust CO
|
Oct 08, 2024 Q3 2024 |
1,432
shares
|
$407,504
0.15% of portfolio
|
Q3 2024
Added 6.79%
|
|
Seeds Investor LLC
New York, NY |
Aug 02, 2024 Q2 2024 |
1,432
shares
|
$407,504
0.19% of portfolio
|
Q2 2024
Added 58.58%
|
|
North Star Investment Management Corp.
Chicago, IL |
Aug 05, 2024 Q2 2024 |
1,429
shares
|
$406,650
0.03% of portfolio
|
Q2 2024
Reduced 1.79%
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
1,429
shares
|
$406,650
0.02% of portfolio
|
Q2 2024
Added 3.18%
|
|
Jackson Creek Investment Advisors LLC
|
Aug 01, 2024 Q2 2024 |
1,426
shares
|
$405,796
0.13% of portfolio
|
Q2 2024
Reduced 49.56%
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 12, 2024 Q2 2024 |
1,424
shares
|
$405,227
0.22% of portfolio
|
Q2 2024
Added 7.55%
|
|
Creative Financial Designs Inc
|
Aug 06, 2024 Q2 2024 |
1,414
shares
|
$402,381
0.03% of portfolio
|
Q1 2024
Added 0.21%
|
|
Traynor Capital Management, Inc.
|
Jul 24, 2024 Q2 2024 |
1,409
shares
|
$400,959
0.03% of portfolio
|
Q2 2024
Added 8.89%
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 30, 2024 Q2 2024 |
1,406
shares
|
$400,105
0.05% of portfolio
|
Q2 2024
Reduced 1.19%
|
|
F Dx Advisors, Inc.
|
Aug 02, 2024 Q2 2024 |
1,405
shares
|
$399,820
0.1% of portfolio
|
Q2 2024
Reduced 93.5%
|
|
Kc Investment Advisors, LLC
Wichita, KS |
Aug 08, 2024 Q2 2024 |
1,405
shares
|
$399,820
0.18% of portfolio
|
Q2 2024
Added 11.16%
|
|
Jacobsen Capital Management
|
Jul 23, 2024 Q2 2024 |
1,402
shares
|
$398,967
0.16% of portfolio
|
Q2 2024
Reduced 8.9%
|
|
Tci Wealth Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
1,400
shares
|
$398,398
0.04% of portfolio
|
Q2 2024
Reduced 7.04%
|
|
Ifg Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
1,400
shares
|
$398,398
0.09% of portfolio
|
Q2 2024
Added 0.72%
|
|
Dorchester Wealth Management CO
|
Jul 23, 2024 Q2 2024 |
1,400
shares
|
$398,398
0.07% of portfolio
|
Q1 2023
New holding
|