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 |
---|---|---|---|---|---|
Dorchester Wealth Management CO
|
Jul 23, 2024 Q2 2024 |
1,400
shares
|
$398,398
0.07% of portfolio
|
Q1 2023
New holding
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Sep 16, 2024 Q2 2024 |
1,400
shares
|
$398,398
0.0% of portfolio
|
Q2 2024
Reduced 20.0%
|
|
Edgestream Partners, L.P.
Princeton, NJ |
Aug 09, 2024 Q2 2024 |
1,398
shares
|
$397,828
0.02% of portfolio
|
Q2 2024
Reduced 85.08%
|
|
Outlook Wealth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
1,391
shares
|
$395,836
0.13% of portfolio
|
Q2 2024
Reduced 5.63%
|
|
Fermata Advisors, LLC
Sonoma, CA |
Jul 12, 2024 Q2 2024 |
1,385
shares
|
$394,129
0.09% of portfolio
|
Q2 2024
Reduced 0.22%
|
|
Greenfield Savings Bank
|
Oct 07, 2024 Q3 2024 |
1,383
shares
|
$393,560
0.18% of portfolio
|
Q3 2024
New holding
|
|
Veery Capital, LLC
|
Jul 18, 2024 Q2 2024 |
1,381
shares
|
$392,991
0.14% of portfolio
|
Q2 2024
Added 0.51%
|
|
Forvis Wealth Advisors, LLC
|
Aug 09, 2024 Q2 2024 |
1,380
shares
|
$392,706
0.01% of portfolio
|
Q2 2024
Reduced 16.36%
|
|
Hoyle Cohen, LLC
|
Jul 19, 2024 Q2 2024 |
1,379
shares
|
$392,422
0.03% of portfolio
|
Q2 2024
Reduced 2.13%
|
|
Bellecapital International Ltd.
|
Jul 19, 2024 Q2 2024 |
1,359
shares
|
$386,730
0.08% of portfolio
|
Q2 2024
Added 11.03%
|
|
Beacon Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
1,357
shares
|
$386,161
0.06% of portfolio
|
Q2 2024
Added 44.52%
|
|
First Heartland Consultants, Inc.
|
Jul 25, 2024 Q2 2024 |
1,355
shares
|
$385,592
0.02% of portfolio
|
Q2 2024
Reduced 2.52%
|
|
Fortune Financial Advisors, LLC
Overland Park, KS |
Jul 16, 2024 Q2 2024 |
1,349
shares
|
$383,884
0.21% of portfolio
|
Q2 2024
Added 6.98%
|
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
Aug 14, 2024 Q2 2024 |
1,342
shares
|
$381,892
0.36% of portfolio
|
Q2 2024
Added 10.0%
|
|
Bedel Financial Consulting, Inc.
|
Aug 05, 2024 Q2 2024 |
1,341
shares
|
$381,608
0.05% of portfolio
|
Q2 2024
Added 9.2%
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 12, 2024 Q2 2024 |
1,340
shares
|
$381,323
0.05% of portfolio
|
Q2 2024
Reduced 7.01%
|
|
Vantage Consulting Group Inc
Virginia Beach, VA |
Aug 14, 2024 Q2 2024 |
1,339
shares
|
$381,039
0.56% of portfolio
|
Q2 2024
Added 29.0%
|
|
Imprint Wealth LLC
Mount Pleasant, SC |
May 10, 2024 Q1 2024 |
1,338
shares
|
$380,754
0.1% of portfolio
|
Q1 2024
New holding
|
|
Richard W. Paul & Associates, LLC
Novi, MI |
Jul 23, 2024 Q2 2024 |
1,334
shares
|
$379,616
0.13% of portfolio
|
Q2 2024
Reduced 0.67%
|
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
Aug 07, 2024 Q2 2024 |
1,333
shares
|
$379,331
0.2% of portfolio
|
Q2 2024
Reduced 14.61%
|
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
Aug 15, 2024 Q2 2024 |
1,331
shares
|
$378,762
0.29% of portfolio
|
Q2 2024
Added 0.91%
|
|
Evanson Asset Management, LLC
|
Oct 07, 2024 Q3 2024 |
1,327
shares
|
$377,624
0.03% of portfolio
|
Q3 2024
Reduced 1.41%
|
|
Wilson & Boucher Capital Management, LLC
|
Aug 14, 2024 Q2 2024 |
1,325
shares
|
$377,055
0.26% of portfolio
|
Q1 2023
New holding
|
|
First National Bank Sioux Falls
|
Jul 31, 2024 Q2 2024 |
1,324
shares
|
$376,770
0.18% of portfolio
|
Q1 2023
New holding
|
|
Sheets Smith Wealth Management
|
Jul 30, 2024 Q2 2024 |
1,321
shares
|
$375,916
0.04% of portfolio
|
Q2 2024
Reduced 60.58%
|