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 |
---|---|---|---|---|---|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
1,271
shares
|
$361,688
0.01% of portfolio
|
Q2 2024
New holding
|
|
Parisi Gray Wealth Management
|
Oct 07, 2024 Q3 2024 |
1,269
shares
|
$361,119
0.12% of portfolio
|
Q3 2024
Added 5.22%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
1,269
shares
|
$361,119
0.08% of portfolio
|
Q2 2024
Added 32.33%
|
|
Opes Wealth Management LLC
Menlo Park, CA |
Aug 05, 2024 Q2 2024 |
1,268
shares
|
$360,834
0.07% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Sitrin Capital Management LLC
|
Jul 12, 2024 Q2 2024 |
1,266
shares
|
$360,265
0.17% of portfolio
|
Q2 2023
Reduced 15.71%
|
|
Adapt Wealth Advisors, LLC
Atlanta, GA |
Aug 06, 2024 Q2 2024 |
1,263
shares
|
$359,411
0.2% of portfolio
|
Q2 2024
Added 34.65%
|
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
Jul 25, 2024 Q2 2024 |
1,261
shares
|
$358,842
0.19% of portfolio
|
Q2 2024
Reduced 61.82%
|
|
Five Oceans Advisors
|
Jul 10, 2024 Q2 2024 |
1,259
shares
|
$358,273
0.19% of portfolio
|
Q2 2024
Added 5.44%
|
|
Jbr CO Financial Management Inc
Ardmore, OK |
Jul 15, 2024 Q2 2024 |
1,252
shares
|
$356,281
0.23% of portfolio
|
Q2 2024
Added 1.21%
|
|
Vanguard Capital Wealth Advisors
|
Aug 07, 2024 Q2 2024 |
1,251
shares
|
$355,997
0.22% of portfolio
|
Q2 2024
New holding
|
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
Aug 14, 2024 Q2 2024 |
1,249
shares
|
$355,427
0.07% of portfolio
|
Q2 2024
Added 5.31%
|
|
Janney Capital Management LLC
|
Jul 25, 2024 Q2 2024 |
1,246
shares
|
$354,574
0.02% of portfolio
|
Q2 2024
Reduced 50.54%
|
|
Glassy Mountain Advisors, Inc.
|
Jul 31, 2024 Q2 2024 |
1,244
shares
|
$354,005
0.12% of portfolio
|
Q2 2024
Added 1.63%
|
|
Nat Simons
Meritage Group LP | San Francisco, Ca
|
Aug 13, 2024 Q2 2024 |
1,243
shares
|
$353,720
0.01% of portfolio
|
Q2 2024
Reduced 98.58%
|
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
Jul 22, 2024 Q2 2024 |
1,240
shares
|
$352,866
0.14% of portfolio
|
Q1 2024
Added 7.73%
|
|
Htlf Bank
Denver, CO |
Jul 23, 2024 Q2 2024 |
1,239
shares
|
$352,582
0.04% of portfolio
|
Q2 2024
Added 2.57%
|
|
Hcr Wealth Advisors
Los Angeles, CA |
Aug 06, 2024 Q2 2024 |
1,238
shares
|
$352,297
0.05% of portfolio
|
Q2 2024
Added 5.0%
|
|
Strata Wealth Advisors, LLC
Dallas, TX |
Aug 14, 2024 Q2 2024 |
1,237
shares
|
$352,013
0.11% of portfolio
|
Q2 2024
Reduced 23.97%
|
|
Willis Johnson & Associates, Inc.
|
Aug 01, 2024 Q2 2024 |
1,236
shares
|
$351,728
0.03% of portfolio
|
Q2 2024
Added 31.91%
|
|
Aurora Private Wealth, Inc.
|
Jul 17, 2024 Q2 2024 |
1,230
shares
|
$350,021
0.28% of portfolio
|
Q2 2024
New holding
|
|
Guardian Capital Advisors LP
Toronto, A6 |
Aug 13, 2024 Q2 2024 |
1,230
shares
|
$350,021
0.04% of portfolio
|
Q2 2024
Reduced 59.41%
|
|
Sovereign Financial Group, Inc.
Stamford, CT |
Oct 08, 2024 Q3 2024 |
1,229
shares
|
$349,736
0.08% of portfolio
|
Q3 2024
Reduced 1.76%
|
|
Peoples Bank/Ks
Pratt, KS |
Oct 04, 2024 Q3 2024 |
1,225
shares
|
$348,598
0.22% of portfolio
|
Q2 2024
Added 544.74%
|
|
Insight Advisors, LLC
Newtown, PA |
Jul 15, 2024 Q2 2024 |
1,220
shares
|
$347,175
0.09% of portfolio
|
Q2 2024
Reduced 44.6%
|
|
Custom Index Systems, LLC
New York, NY |
Aug 06, 2024 Q2 2024 |
1,220
shares
|
$347,175
0.18% of portfolio
|
Q2 2024
Reduced 49.46%
|