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 |
---|---|---|---|---|---|
Opal Wealth Advisors, LLC
Jericho, NY |
Jul 12, 2024 Q2 2024 |
1,214
shares
|
$345,467
0.1% of portfolio
|
Q2 2024
Added 19.37%
|
|
Jsf Financial, LLC
|
Aug 14, 2024 Q2 2024 |
1,205
shares
|
$342,906
0.1% of portfolio
|
Q4 2023
Added 0.5%
|
|
Gradient Capital Advisors, LLC
|
Jul 19, 2024 Q2 2024 |
1,201
shares
|
$341,768
0.11% of portfolio
|
Q2 2024
Added 0.5%
|
|
Wealth Architects, LLC
|
Aug 08, 2024 Q2 2024 |
1,199
shares
|
$341,199
0.04% of portfolio
|
Q2 2024
Reduced 2.12%
|
|
Fiduciary Alliance LLC
Greenville, SC |
Jul 09, 2024 Q2 2024 |
1,198
shares
|
$340,914
0.05% of portfolio
|
Q2 2024
New holding
|
|
Wny Asset Management, LLC
Williamsville, NY |
Aug 12, 2024 Q2 2024 |
1,197
shares
|
$340,630
0.04% of portfolio
|
Q2 2024
Reduced 19.66%
|
|
Kennedy Investment Group
West Depford, NJ |
Jul 18, 2024 Q2 2024 |
1,195
shares
|
$340,061
0.16% of portfolio
|
Q2 2024
Reduced 6.27%
|
|
Fielder Capital Group LLC
Nashville, TN |
Jul 31, 2024 Q2 2024 |
1,195
shares
|
$340,061
0.12% of portfolio
|
Q2 2024
Added 10.75%
|
|
Fi3 Financial Advisors, LLC
|
Aug 14, 2024 Q2 2024 |
1,194
shares
|
$339,776
0.13% of portfolio
|
Q2 2024
Reduced 24.91%
|
|
Private Advisory Group LLC
Redmond, WA |
Jul 23, 2024 Q2 2024 |
1,192
shares
|
$339,207
0.04% of portfolio
|
Q2 2024
Reduced 28.84%
|
|
Dgs Capital Management, LLC
|
Apr 15, 2024 Q1 2024 |
1,191
shares
|
$338,922
0.1% of portfolio
|
Q1 2024
Reduced 2.62%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
1,190
shares
|
$338,638
0.02% of portfolio
|
Q2 2024
Added 2.23%
|
|
Somerset Group LLC
Wayzata, MN |
Aug 12, 2024 Q2 2024 |
1,188
shares
|
$338,069
0.28% of portfolio
|
Q2 2024
Reduced 1.49%
|
|
Morling Financial Advisors, LLC
|
Aug 07, 2024 Q2 2024 |
1,182
shares
|
$336,361
0.13% of portfolio
|
Q2 2024
New holding
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Jul 23, 2024 Q2 2024 |
1,181
shares
|
$336,077
0.2% of portfolio
|
Q2 2024
Added 0.34%
|
|
Evolutionary Tree Capital Management, LLC
Alexandria, VA |
Aug 13, 2024 Q2 2024 |
1,180
shares
|
$335,792
0.31% of portfolio
|
Q1 2023
New holding
|
|
Rosenbaum Jay D.
Boston, MA |
Jul 26, 2024 Q2 2024 |
1,178
shares
|
$335,223
2.43% of portfolio
|
Q2 2024
Reduced 0.42%
|
|
Seven Bridge Financial Group, LLC
|
Aug 09, 2024 Q2 2024 |
1,174
shares
|
$334,085
0.06% of portfolio
|
Q2 2024
Added 0.6%
|
|
Werlinich Asset Management, LLC
Stamford, CT |
Oct 07, 2024 Q3 2024 |
1,168
shares
|
$332,377
0.19% of portfolio
|
Q2 2024
Added 4.01%
|
|
Evernest Financial Advisors, LLC
Carmel, IN |
Aug 07, 2024 Q2 2024 |
1,167
shares
|
$332,093
0.14% of portfolio
|
Q2 2024
Added 0.09%
|
|
Cordasco Financial Network
|
Jul 15, 2022 Q2 2022 |
1,164
shares
|
$331,239
0.14% of portfolio
|
Q1 2022
Added 9.4%
|
|
Sabal Trust CO
|
Jul 30, 2024 Q2 2024 |
1,161
shares
|
$330,385
0.02% of portfolio
|
Q2 2024
Reduced 6.07%
|
|
Claret Asset Management Corp
|
Aug 14, 2024 Q2 2024 |
1,152
shares
|
$327,824
0.05% of portfolio
|
Q2 2024
Added 21.39%
|
|
Heritage Wealth Advisors
|
Aug 05, 2024 Q2 2024 |
1,151
shares
|
$327,540
0.01% of portfolio
|
Q2 2024
Added 1394.81%
|
|
Sandy Cove Advisors, LLC
Hingham, MA |
Jul 23, 2024 Q2 2024 |
1,151
shares
|
$327,540
0.13% of portfolio
|
Q2 2024
Added 4.92%
|