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 |
---|---|---|---|---|---|
Muirfield Wealth Advisors LLC
Charlotte, NC |
Jul 12, 2024 Q2 2024 |
1,100
shares
|
$313,027
0.27% of portfolio
|
Q2 2024
Added 6.59%
|
|
Mengis Capital Management, Inc.
|
Aug 13, 2024 Q2 2024 |
1,099
shares
|
$312,742
0.06% of portfolio
|
Q1 2024
Reduced 15.4%
|
|
Veracity Capital LLC
|
Jul 22, 2024 Q2 2024 |
1,098
shares
|
$312,457
0.12% of portfolio
|
Q2 2024
Reduced 19.62%
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 06, 2024 Q2 2024 |
1,097
shares
|
$312,173
0.05% of portfolio
|
Q2 2024
Added 5.08%
|
|
Tempus Wealth Planning, LLC
|
Jul 25, 2024 Q2 2024 |
1,096
shares
|
$311,888
0.12% of portfolio
|
Q2 2024
Added 16.97%
|
|
Northeast Investment Management
|
Jul 26, 2024 Q2 2024 |
1,094
shares
|
$311,319
0.01% of portfolio
|
Q2 2024
Added 5.09%
|
|
Fort, L.P.
Chevy Chase, MD |
Aug 13, 2024 Q2 2024 |
1,094
shares
|
$311,319
0.73% of portfolio
|
Q2 2024
Added 31.02%
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,092
shares
|
$310,750
0.05% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
Canton Hathaway, LLC
|
Jul 22, 2024 Q2 2024 |
1,088
shares
|
$309,612
0.08% of portfolio
|
Q1 2024
Reduced 26.88%
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 14, 2024 Q2 2024 |
1,085
shares
|
$308,758
0.05% of portfolio
|
Q2 2024
Added 33.62%
|
|
Indiana Trust & Investment Management CO
|
Jul 10, 2024 Q2 2024 |
1,084
shares
|
$308,473
0.1% of portfolio
|
Q2 2024
Reduced 11.8%
|
|
Wmg Financial Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
1,084
shares
|
$308,473
0.16% of portfolio
|
Q2 2024
New holding
|
|
Collective Family Office LLC
|
Oct 04, 2024 Q3 2024 |
1,077
shares
|
$306,481
0.08% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
Nadler Financial Group, Inc.
|
Jul 22, 2024 Q2 2024 |
1,077
shares
|
$306,481
0.03% of portfolio
|
Q2 2024
Reduced 1.91%
|
|
Weybosset Research & Management LLC
|
Oct 02, 2024 Q3 2024 |
1,075
shares
|
$305,912
0.1% of portfolio
|
Q3 2024
Added 6.97%
|
|
Summa Corp.
Tomball, TX |
Jul 30, 2024 Q2 2024 |
1,075
shares
|
$305,912
0.13% of portfolio
|
Q1 2024
Added 0.09%
|
|
Traverso Chambers Private Wealth Management, LLC
|
Jan 08, 2024 Q4 2023 |
1,072
shares
|
$305,059
0.07% of portfolio
|
Q4 2023
Reduced 2.63%
|
|
Verus Capital Partners, LLC
Scottsdale, AZ |
Aug 01, 2024 Q2 2024 |
1,070
shares
|
$304,489
0.03% of portfolio
|
Q2 2024
Reduced 40.22%
|
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
Jul 17, 2024 Q2 2024 |
1,070
shares
|
$304,489
0.17% of portfolio
|
Q2 2024
New holding
|
|
Breed'S Hill Capital LLC
Charlestown, MA |
Jul 16, 2024 Q2 2024 |
1,067
shares
|
$303,636
0.24% of portfolio
|
Q4 2023
New holding
|
|
Fiducient Advisors LLC
|
Aug 06, 2024 Q2 2024 |
1,066
shares
|
$303,351
0.04% of portfolio
|
Q2 2024
Added 5.75%
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Jul 31, 2024 Q2 2024 |
1,064
shares
|
$302,782
0.12% of portfolio
|
Q2 2024
Added 129.81%
|
|
Oarsman Capital, Inc.
Milwaukee, WI |
Aug 12, 2024 Q2 2024 |
1,062
shares
|
$302,213
0.06% of portfolio
|
Q2 2024
Added 4.63%
|
|
Private Capital Management LLC
|
Jul 18, 2024 Q2 2024 |
1,060
shares
|
$301,644
0.05% of portfolio
|
Q2 2024
Reduced 27.0%
|
|
Facet Wealth, Inc.
|
Jul 31, 2024 Q2 2024 |
1,057
shares
|
$300,790
0.01% of portfolio
|
Q2 2024
Reduced 2.94%
|