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 |
---|---|---|---|---|---|
Goodman Advisory Group, LLC
|
Aug 15, 2024 Q2 2024 |
1,023
shares
|
$291,115
0.08% of portfolio
|
Q4 2023
Reduced 76.66%
|
|
Ridgewood Investments LLC
|
Oct 04, 2024 Q3 2024 |
1,020
shares
|
$290,261
0.14% of portfolio
|
Q3 2024
Reduced 27.19%
|
|
Thompson Investment Management, Inc.
|
Jul 08, 2024 Q2 2024 |
1,020
shares
|
$290,261
0.04% of portfolio
|
Q2 2024
Added 2.0%
|
|
Coastal Bridge Advisors, LLC
|
Aug 15, 2024 Q2 2024 |
1,017
shares
|
$289,407
0.07% of portfolio
|
Q2 2024
Reduced 7.12%
|
|
Warther Private Wealth, LLC
Akron, OH |
Jul 11, 2024 Q2 2024 |
1,017
shares
|
$289,407
0.1% of portfolio
|
Q1 2024
New holding
|
|
Frisch Financial Group, Inc.
Melville, NY |
Aug 09, 2024 Q2 2024 |
1,015
shares
|
$288,838
0.08% of portfolio
|
Q2 2024
Added 0.1%
|
|
Clifford Swan Investment Counsel LLC
|
Aug 06, 2024 Q2 2024 |
1,013
shares
|
$288,269
0.01% of portfolio
|
Q2 2024
Reduced 0.39%
|
|
Lex Aurum Advisors, LLC
|
Jul 15, 2024 Q2 2024 |
1,012
shares
|
$287,984
0.06% of portfolio
|
Q2 2024
Reduced 4.62%
|
|
Stiles Financial Services Inc
|
Aug 01, 2024 Q2 2024 |
1,009
shares
|
$287,131
0.1% of portfolio
|
Q2 2024
Reduced 45.34%
|
|
Select Asset Management & Trust
Mechanicsburg, PA |
Aug 12, 2024 Q2 2024 |
1,005
shares
|
$285,992
0.1% of portfolio
|
Q2 2023
New holding
|
|
Morris Retirement Advisors, LLC
Parsippany, NJ |
Oct 03, 2024 Q3 2024 |
1,004
shares
|
$285,708
0.15% of portfolio
|
Q3 2024
Added 11.06%
|
|
Trinity Financial Advisors LLC
|
Oct 03, 2024 Q3 2024 |
1,002
shares
|
$285,139
0.11% of portfolio
|
Q3 2023
Reduced 3.56%
|
|
Blueprint Investment Partners LLC
Greensboro, NC |
Aug 14, 2024 Q2 2024 |
1,001
shares
|
$284,854
0.06% of portfolio
|
Q2 2024
Reduced 74.25%
|
|
Highview Capital Management LLC
|
Jul 29, 2024 Q2 2024 |
1,000
shares
|
$284,570
0.11% of portfolio
|
Q2 2024
Reduced 9.5%
|
|
Cv Advisors LLC
Aventura, FL |
Jul 24, 2024 Q2 2024 |
1,000
shares
|
$284,570
0.13% of portfolio
|
Q2 2023
New holding
|
|
Css LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
1,000
shares
|
$284,570
0.03% of portfolio
|
Q1 2024
Reduced 50.0%
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 13, 2024 Q2 2024 |
1,000
shares
|
$284,570
0.0% of portfolio
|
Q2 2024
Reduced 95.74%
|
|
Counterweight Ventures, LLC
Wilmington, NC |
Aug 06, 2024 Q2 2024 |
1,000
shares
|
$284,570
0.19% of portfolio
|
Q2 2024
Reduced 1.48%
|
|
Elgethun Capital Management
Sioux Falls, SD |
Aug 13, 2024 Q2 2024 |
999
shares
|
$284,285
0.07% of portfolio
|
Q2 2024
Reduced 25.39%
|
|
Archetype Wealth Partners
Houston, TX |
Aug 15, 2024 Q2 2024 |
999
shares
|
$284,285
0.04% of portfolio
|
Q2 2024
Reduced 54.84%
|
|
Avory & Company, LLC
Miami, FL |
Aug 01, 2024 Q2 2024 |
998
shares
|
$284,000
0.18% of portfolio
|
Q2 2024
Reduced 18.6%
|
|
Mizuho Markets Cayman LP
|
Jul 31, 2024 Q2 2024 |
993
shares
|
$282,578
1.13% of portfolio
|
Q2 2024
Reduced 47.54%
|
|
Oak Hill Wealth Advisors, LLC
Lansdowne, VA |
Jul 12, 2024 Q2 2024 |
992
shares
|
$282,293
0.08% of portfolio
|
Q2 2024
New holding
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2024 Q2 2024 |
990
shares
|
$281,724
0.0% of portfolio
|
Q2 2024
Added 1.33%
|
|
Sage Private Wealth Group, LLC
|
Nov 08, 2022 Q3 2022 |
989
shares
|
$281,439
0.19% of portfolio
|
Q2 2022
Added 7.15%
|