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 |
---|---|---|---|---|---|
My Personal Cfo, LLC
|
Jul 25, 2024 Q2 2024 |
939
shares
|
$273,784
0.14% of portfolio
|
Q2 2024
Added 10.6%
|
|
Curated Wealth Partners LLC
|
Oct 04, 2024 Q3 2024 |
939
shares
|
$273,784
0.03% of portfolio
|
Q3 2024
Added 0.43%
|
|
Lattice Capital Management, LLC
|
Aug 12, 2024 Q2 2024 |
938
shares
|
$273,492
0.18% of portfolio
|
Q2 2024
New holding
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 12, 2024 Q2 2024 |
937
shares
|
$273,201
0.02% of portfolio
|
Q2 2024
Added 20.9%
|
|
Mma Asset Management LLC
New York, NY |
Feb 12, 2024 Q4 2023 |
935
shares
|
$272,617
0.14% of portfolio
|
Q4 2023
New holding
|
|
Mjp Associates Inc
|
Jul 12, 2024 Q2 2024 |
934
shares
|
$272,326
0.05% of portfolio
|
Q2 2024
Reduced 2.2%
|
|
Heritage Wealth Partners, LLC
Dublin, OH |
Jul 05, 2024 Q2 2024 |
933
shares
|
$272,034
0.35% of portfolio
|
Q2 2024
New holding
|
|
Accredited Investors Inc.
|
Jul 19, 2024 Q2 2024 |
929
shares
|
$270,868
0.02% of portfolio
|
Q2 2024
New holding
|
|
Edge Rock Capital LLC
|
Jul 24, 2024 Q2 2024 |
929
shares
|
$270,868
0.19% of portfolio
|
Q2 2024
New holding
|
|
Cypress Capital Management LLC (Wy)
|
Aug 05, 2024 Q2 2024 |
920
shares
|
$268,244
0.25% of portfolio
|
Q2 2024
Reduced 17.86%
|
|
Van Hulzen Asset Management, LLC
|
Aug 07, 2024 Q2 2024 |
919
shares
|
$267,952
0.02% of portfolio
|
Q2 2024
Reduced 91.9%
|
|
Jgp Wealth Management, LLC
|
Jul 12, 2024 Q2 2024 |
918
shares
|
$267,661
0.03% of portfolio
|
Q2 2024
Added 0.33%
|
|
D.B. Root & Company, LLC
|
Jul 15, 2024 Q2 2024 |
918
shares
|
$267,661
0.08% of portfolio
|
Q2 2024
Added 33.04%
|
|
Lrt Capital Management, LLC
Austin, TX |
Aug 14, 2024 Q2 2024 |
918
shares
|
$267,661
0.22% of portfolio
|
Q2 2024
New holding
|
|
Eudaimonia Partners, LLC
Winchester, TN |
Apr 25, 2024 Q1 2024 |
917
shares
|
$267,369
0.07% of portfolio
|
Q1 2024
Reduced 0.43%
|
|
1858 Wealth Management, LLC
Akron, OH |
Jul 18, 2024 Q2 2024 |
917
shares
|
$267,369
0.2% of portfolio
|
Q2 2024
Reduced 13.9%
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2024 Q2 2024 |
916
shares
|
$267,078
0.08% of portfolio
|
Q2 2024
Added 2.12%
|
|
49 Wealth Management, LLC
Austin, TX |
Jul 30, 2024 Q2 2024 |
914
shares
|
$266,494
0.05% of portfolio
|
Q2 2024
Added 10.25%
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Aug 06, 2024 Q2 2024 |
913
shares
|
$266,203
0.02% of portfolio
|
Q2 2024
Added 114.32%
|
|
Gill Capital Partners, LLC
Denver, CO |
Oct 08, 2024 Q3 2024 |
906
shares
|
$264,162
0.09% of portfolio
|
Q3 2024
Added 7.47%
|
|
Marion Wealth Management
|
Oct 07, 2024 Q3 2024 |
905
shares
|
$263,870
0.07% of portfolio
|
Q3 2024
Added 10.37%
|
|
Diversified, LLC
|
Jul 24, 2024 Q2 2024 |
904
shares
|
$263,579
0.03% of portfolio
|
Q2 2024
Added 33.73%
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
903
shares
|
$263,287
0.01% of portfolio
|
Q2 2024
New holding
|
|
Mcdonald Partners LLC
|
Jul 17, 2024 Q2 2024 |
901
shares
|
$262,704
0.06% of portfolio
|
Q2 2024
Reduced 2.49%
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Aug 15, 2024 Q2 2024 |
901
shares
|
$262,704
0.04% of portfolio
|
Q2 2024
Reduced 75.25%
|