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 |
---|---|---|---|---|---|
First Growth Investment Manager LP
San Francisco, CA |
Aug 02, 2023 Q2 2023 |
1,150
shares
|
$327,255
0.44% of portfolio
|
Q1 2023
New holding
|
|
Howard Financial Services, Ltd.
|
Oct 08, 2024 Q3 2024 |
1,148
shares
|
$326,686
0.05% of portfolio
|
Q3 2024
New holding
|
|
Vawter Financial, Ltd.
Columbus, OH |
Aug 02, 2024 Q2 2024 |
1,143
shares
|
$325,263
0.2% of portfolio
|
Q1 2024
New holding
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
1,140
shares
|
$324,409
0.04% of portfolio
|
Q2 2024
Reduced 29.54%
|
|
Kavar Capital Partners Group, LLC
Leawood, KS |
Jul 19, 2024 Q2 2024 |
1,140
shares
|
$324,409
0.05% of portfolio
|
Q2 2024
Reduced 3.23%
|
|
Element Wealth, LLC
|
Aug 08, 2024 Q2 2024 |
1,137
shares
|
$323,556
0.17% of portfolio
|
Q2 2024
Added 0.44%
|
|
Enterprise Financial Services Corp
Clayton, MO |
Aug 13, 2024 Q2 2024 |
1,137
shares
|
$323,556
0.18% of portfolio
|
Q2 2024
Reduced 9.76%
|
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
Aug 06, 2024 Q2 2024 |
1,134
shares
|
$322,702
0.14% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Patrick M Sweeney & Associates, Inc
Libertyville, IL |
Jul 17, 2024 Q2 2024 |
1,134
shares
|
$322,702
0.23% of portfolio
|
Q2 2024
Added 15.48%
|
|
Delta Financial Group, Inc.
Basking Ridge, NJ |
Oct 03, 2024 Q3 2024 |
1,133
shares
|
$322,417
0.12% of portfolio
|
Q3 2024
Added 2.53%
|
|
Sigma Investment Counselors Inc
|
Jul 25, 2024 Q2 2024 |
1,131
shares
|
$321,848
0.02% of portfolio
|
Q2 2024
Added 2.26%
|
|
Everett Harris & CO
|
Aug 01, 2024 Q2 2024 |
1,127
shares
|
$320,710
0.0% of portfolio
|
Q2 2024
Added 32.28%
|
|
Forte Asset Management LLC
|
Jul 25, 2024 Q2 2024 |
1,125
shares
|
$320,141
0.17% of portfolio
|
Q1 2023
New holding
|
|
Benchmark Investment Advisors LLC
Chicago, IL |
Aug 12, 2024 Q2 2024 |
1,125
shares
|
$320,141
0.21% of portfolio
|
Q1 2024
Reduced 13.66%
|
|
Peddock Capital Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
1,124
shares
|
$319,856
0.07% of portfolio
|
Q3 2024
Reduced 0.88%
|
|
Reuter James Wealth Management, LLC
Oklahoma City, OK |
Aug 01, 2024 Q2 2024 |
1,124
shares
|
$319,856
0.22% of portfolio
|
Q2 2024
Added 15.88%
|
|
Cra Financial Services, LLC
|
Jul 11, 2024 Q2 2024 |
1,122
shares
|
$319,287
0.06% of portfolio
|
Q2 2024
Added 28.23%
|
|
Aspen Grove Capital, LLC
Avon, CO |
Aug 14, 2024 Q2 2024 |
1,120
shares
|
$318,718
0.07% of portfolio
|
Q2 2024
Added 4.19%
|
|
Astoria Portfolio Advisors Llc.
|
Jul 09, 2024 Q2 2024 |
1,116
shares
|
$317,580
0.1% of portfolio
|
Q2 2024
Added 11.04%
|
|
Turtle Creek Wealth Advisors, LLC
Dallas, TX |
Jul 31, 2024 Q2 2024 |
1,116
shares
|
$317,580
0.07% of portfolio
|
Q2 2024
Added 19.1%
|
|
Pinnacle West Asset Management, Inc.
Casper, WY |
Aug 06, 2024 Q2 2024 |
1,115
shares
|
$317,295
0.22% of portfolio
|
Q2 2024
Added 0.9%
|
|
Klingenstein Fields & CO LP
|
Aug 01, 2024 Q2 2024 |
1,114
shares
|
$317,010
0.01% of portfolio
|
Q3 2023
Reduced 6.31%
|
|
Farmers & Merchants Investments Inc
|
Aug 05, 2024 Q2 2024 |
1,113
shares
|
$316,726
0.01% of portfolio
|
Q2 2024
Reduced 0.63%
|
|
Janiczek Wealth Management, LLC
|
Jul 25, 2024 Q2 2024 |
1,106
shares
|
$314,734
0.06% of portfolio
|
Q2 2024
Reduced 14.0%
|
|
Gsg Advisors LLC
Mount Laurel, NJ |
Jul 12, 2024 Q2 2024 |
1,104
shares
|
$314,165
0.1% of portfolio
|
Q2 2024
Reduced 0.54%
|