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 |
---|---|---|---|---|---|
Harmony Asset Management LLC
Scottsdale, AZ |
Aug 14, 2024 Q2 2024 |
1,320
shares
|
$375,632
0.14% of portfolio
|
Q2 2024
New holding
|
|
Landmark Financial Advisors, LLC
|
Feb 13, 2024 Q4 2023 |
1,319
shares
|
$375,347
0.13% of portfolio
|
Q4 2023
Added 9.92%
|
|
Lee Danner & Bass Inc
|
Jul 30, 2024 Q2 2024 |
1,315
shares
|
$374,209
0.03% of portfolio
|
Q2 2024
Reduced 13.2%
|
|
Bremer Bank National Association
|
Jul 16, 2024 Q2 2024 |
1,314
shares
|
$373,924
0.07% of portfolio
|
Q2 2024
Added 12.02%
|
|
Berkeley Capital Partners, LLC
|
Aug 14, 2024 Q2 2024 |
1,310
shares
|
$372,786
0.1% of portfolio
|
Q2 2024
Reduced 6.63%
|
|
New Wave Wealth Advisors LLC
Springdale, AR |
Aug 27, 2024 Q2 2024 |
1,308
shares
|
$372,217
0.18% of portfolio
|
Q2 2024
New holding
|
|
Consolidated Capital Management, LLC
|
Jul 16, 2024 Q2 2024 |
1,303
shares
|
$370,794
0.16% of portfolio
|
Q2 2024
Reduced 2.25%
|
|
Dsc Advisors, L.P.
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,302
shares
|
$370,510
1.17% of portfolio
|
Q2 2024
Added 3.09%
|
|
Sym Financial Corp
|
Aug 08, 2024 Q2 2024 |
1,301
shares
|
$370,225
0.05% of portfolio
|
Q2 2024
New holding
|
|
Kolinsky Wealth Management, LLC
Ramsey, NJ |
Aug 14, 2024 Q2 2024 |
1,301
shares
|
$370,225
0.24% of portfolio
|
Q2 2024
Reduced 12.51%
|
|
Arvest Trust CO N A
Rogers, AR |
Aug 09, 2024 Q2 2024 |
1,300
shares
|
$369,941
0.02% of portfolio
|
Q2 2024
Reduced 10.59%
|
|
Resurgent Financial Advisors LLC
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,297
shares
|
$369,087
0.2% of portfolio
|
Q2 2024
Added 6.05%
|
|
Koss Olinger Consulting, LLC
|
Aug 06, 2024 Q2 2024 |
1,293
shares
|
$367,949
0.03% of portfolio
|
Q2 2024
Reduced 71.62%
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Jul 22, 2024 Q2 2024 |
1,292
shares
|
$367,664
0.01% of portfolio
|
Q2 2024
Reduced 73.38%
|
|
Crescent Grove Advisors, LLC
|
Jul 22, 2024 Q2 2024 |
1,292
shares
|
$367,664
0.04% of portfolio
|
Q2 2024
New holding
|
|
Schnieders Capital Management LLC
|
Aug 13, 2024 Q2 2024 |
1,288
shares
|
$366,526
0.07% of portfolio
|
Q2 2024
Reduced 10.43%
|
|
Intercontinental Wealth Advisors, LLC
|
Jul 21, 2023 Q2 2023 |
1,286
shares
|
$365,957
0.07% of portfolio
|
Q2 2023
Reduced 53.12%
|
|
Financial Partners Group, Inc
Overland Park, KS |
Jul 19, 2024 Q2 2024 |
1,286
shares
|
$365,957
0.05% of portfolio
|
Q2 2024
Added 0.78%
|
|
First American Trust, Fsb
|
Aug 12, 2024 Q2 2024 |
1,284
shares
|
$365,387
0.03% of portfolio
|
Q2 2024
Added 8.35%
|
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
Jul 23, 2024 Q2 2024 |
1,284
shares
|
$365,387
0.24% of portfolio
|
Q2 2024
Added 8.45%
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jul 19, 2024 Q2 2024 |
1,279
shares
|
$363,965
0.04% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Ignite Planners, LLC
|
Oct 07, 2024 Q3 2024 |
1,273
shares
|
$362,257
0.08% of portfolio
|
Q3 2024
Reduced 2.9%
|
|
Wealth Dimensions Group, Ltd.
|
Aug 09, 2024 Q2 2024 |
1,272
shares
|
$361,973
0.09% of portfolio
|
Q2 2024
Added 1.35%
|
|
Legacy Capital Wealth Partners, LLC
Little Rock, AR |
Aug 01, 2024 Q2 2024 |
1,272
shares
|
$361,973
0.09% of portfolio
|
Q2 2024
New holding
|
|
Powers Advisory Group, LLC
|
Jul 24, 2024 Q2 2024 |
1,271
shares
|
$361,688
0.18% of portfolio
|
Q2 2024
Reduced 2.46%
|