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 |
---|---|---|---|---|---|
Forza Wealth Management, LLC
Sarasota, FL |
Jul 17, 2024 Q2 2024 |
989
shares
|
$288,362
0.13% of portfolio
|
Q2 2024
Added 6.92%
|
|
Blue Chip Wealth Advisors LLC
Milton, GA |
Aug 12, 2024 Q2 2024 |
986
shares
|
$287,488
0.15% of portfolio
|
Q2 2024
New holding
|
|
Abel Hall, LLC
Baton Rouge, LA |
Jul 25, 2024 Q2 2024 |
985
shares
|
$287,196
0.18% of portfolio
|
Q2 2024
Reduced 1.6%
|
|
Epiq Partners, LLC
|
Jul 10, 2024 Q2 2024 |
979
shares
|
$285,447
0.18% of portfolio
|
Q4 2023
Reduced 10.27%
|
|
Burkett Financial Services, LLC
Rock Hill, SC |
Oct 08, 2024 Q3 2024 |
979
shares
|
$285,447
0.11% of portfolio
|
Q3 2024
Added 0.2%
|
|
Prosperity Financial Group, Inc.
San Ramon, CA |
Aug 13, 2024 Q2 2024 |
978
shares
|
$285,155
0.16% of portfolio
|
Q2 2024
Reduced 8.08%
|
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
Jul 05, 2024 Q2 2024 |
977
shares
|
$284,863
0.09% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth Group, LLC
White River Junction, VT |
Jul 31, 2024 Q2 2024 |
976
shares
|
$284,572
0.08% of portfolio
|
Q2 2024
Added 1.14%
|
|
Advanced Asset Management Advisors Inc
Dublin, OH |
Aug 01, 2024 Q2 2024 |
975
shares
|
$284,280
0.07% of portfolio
|
Q2 2024
Added 30.0%
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 01, 2024 Q2 2024 |
973
shares
|
$283,697
0.08% of portfolio
|
Q2 2024
Reduced 18.78%
|
|
Covestor LTD
Boston, MA |
Aug 09, 2024 Q2 2024 |
967
shares
|
$281,948
0.16% of portfolio
|
Q2 2024
Added 1.79%
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
965
shares
|
$281,365
0.08% of portfolio
|
Q3 2024
Added 1.26%
|
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
Jul 16, 2024 Q2 2024 |
964
shares
|
$281,073
0.04% of portfolio
|
Q2 2024
Reduced 15.07%
|
|
Zwj Investment Counsel Inc
|
Jul 19, 2024 Q2 2024 |
963
shares
|
$280,781
0.01% of portfolio
|
Q2 2024
Reduced 4.18%
|
|
Clifford Group, LLC
Wayland, MA |
Aug 12, 2024 Q2 2024 |
957
shares
|
$279,032
0.2% of portfolio
|
Q4 2023
New holding
|
|
Global Strategic Investment Solutions, LLC
|
Aug 14, 2024 Q2 2024 |
956
shares
|
$278,740
0.03% of portfolio
|
Q2 2024
Reduced 13.01%
|
|
Destination Wealth Management
|
Jul 24, 2024 Q2 2024 |
956
shares
|
$278,740
0.01% of portfolio
|
Q2 2024
Added 20.55%
|
|
Sweet Financial Partners, LLC
|
Jul 18, 2024 Q2 2024 |
953
shares
|
$277,866
0.06% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Intrepid Financial Planning Group LLC
Carmel, IN |
Aug 12, 2024 Q2 2024 |
953
shares
|
$277,866
0.11% of portfolio
|
Q2 2024
Added 0.53%
|
|
Onyx Bridge Wealth Group LLC
|
Jul 22, 2024 Q2 2024 |
950
shares
|
$276,991
0.04% of portfolio
|
Q2 2024
Added 2.26%
|
|
University Of Texas
|
Sep 17, 2024 Q2 2024 |
950
shares
|
$276,991
0.05% of portfolio
|
Q2 2024
New holding
|
|
Carnegie Capital Asset Management, LLC
|
Jul 19, 2024 Q2 2024 |
944
shares
|
$275,242
0.01% of portfolio
|
Q2 2024
Reduced 71.42%
|
|
Garner Asset Management Corp
|
Aug 12, 2024 Q2 2024 |
944
shares
|
$275,242
0.11% of portfolio
|
Q4 2023
New holding
|
|
Aire Advisors, LLC
Beverly Hills, CA |
Aug 01, 2024 Q2 2024 |
943
shares
|
$274,950
0.06% of portfolio
|
Q2 2024
Added 5.48%
|
|
Account Management LLC
|
Aug 05, 2024 Q2 2024 |
940
shares
|
$274,075
0.27% of portfolio
|
Q2 2024
Reduced 3.09%
|