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 |
---|---|---|---|---|---|
Foguth Wealth Management, Llc.
Brighton, MI |
Jul 16, 2024 Q2 2024 |
872
shares
|
$254,249
0.1% of portfolio
|
Q2 2024
Reduced 77.57%
|
|
Campbell Wealth Management
|
Aug 07, 2024 Q2 2024 |
871
shares
|
$253,957
0.07% of portfolio
|
Q2 2024
Added 29.81%
|
|
Horizon Bancorp Inc /In/
Michigan City, IN |
Jul 24, 2024 Q2 2024 |
865
shares
|
$252,208
0.11% of portfolio
|
Q2 2024
Added 7.32%
|
|
Warren Street Wealth Advisors, LLC
|
Jul 30, 2024 Q2 2024 |
859
shares
|
$250,458
0.11% of portfolio
|
Q2 2024
Added 2.38%
|
|
Motive Wealth Advisors
|
Jul 22, 2024 Q2 2024 |
856
shares
|
$249,583
0.13% of portfolio
|
Q2 2024
Reduced 6.75%
|
|
Gray Wealth Management Inc.
Bangor, ME |
Aug 09, 2024 Q2 2024 |
854
shares
|
$249,000
0.09% of portfolio
|
Q2 2024
Added 5.69%
|
|
Nu Wave Investment Management, LLC
|
Oct 21, 2022 Q3 2022 |
853
shares
|
$248,709
0.14% of portfolio
|
Q3 2022
New holding
|
|
Blossom Wealth Management
|
Jul 19, 2024 Q2 2024 |
853
shares
|
$248,709
0.48% of portfolio
|
Q2 2024
Reduced 2.29%
|
|
Breakwater Capital Group
Paramus, NJ |
Oct 04, 2024 Q3 2024 |
852
shares
|
$248,417
0.05% of portfolio
|
Q3 2024
Added 2.16%
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
849
shares
|
$247,542
0.03% of portfolio
|
Q2 2024
New holding
|
|
Tru Wealth Advisors, LLC
|
Jul 16, 2024 Q2 2024 |
848
shares
|
$247,251
0.01% of portfolio
|
Q2 2024
Added 7.07%
|
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
Aug 12, 2024 Q2 2024 |
846
shares
|
$246,668
0.03% of portfolio
|
Q2 2024
Reduced 22.39%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
841
shares
|
$245,210
0.06% of portfolio
|
Q1 2024
Reduced 0.59%
|
|
Affiance Financial, LLC
|
Aug 01, 2024 Q2 2024 |
840
shares
|
$244,918
0.06% of portfolio
|
Q2 2024
Added 24.08%
|
|
Vista Investment Management
Pittsburgh, PA |
Aug 14, 2024 Q2 2024 |
837
shares
|
$244,044
0.09% of portfolio
|
Q2 2024
New holding
|
|
Archvest Wealth Advisors, Inc.
|
Aug 12, 2024 Q2 2024 |
836
shares
|
$243,752
0.14% of portfolio
|
Q4 2023
New holding
|
|
Sky Oak Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
836
shares
|
$243,752
0.05% of portfolio
|
Q2 2024
New holding
|
|
Kowal Investment Group, LLC
Waukesha, WI |
Aug 13, 2024 Q2 2024 |
836
shares
|
$243,752
0.04% of portfolio
|
Q2 2024
New holding
|
|
Wealth Effects LLC
|
Aug 02, 2024 Q2 2024 |
835
shares
|
$243,460
0.09% of portfolio
|
Q2 2024
Reduced 2.34%
|
|
Forte Capital LLC
|
Aug 13, 2024 Q2 2024 |
833
shares
|
$242,877
0.03% of portfolio
|
Q1 2024
New holding
|
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
Aug 09, 2024 Q2 2024 |
830
shares
|
$242,003
0.04% of portfolio
|
Q2 2024
Added 5.2%
|
|
Silverlake Wealth Management LLC
Williston, VT |
Aug 02, 2024 Q2 2024 |
829
shares
|
$241,711
0.09% of portfolio
|
Q2 2024
Reduced 19.12%
|
|
Arcadia Investment Management Corp
|
Aug 05, 2024 Q2 2024 |
828
shares
|
$241,419
0.04% of portfolio
|
Q2 2024
Reduced 37.65%
|
|
Ellsworth Advisors, LLC
|
Jul 18, 2024 Q2 2024 |
828
shares
|
$241,419
0.06% of portfolio
|
Q1 2024
New holding
|
|
Manchester Capital Management LLC
Manchester, VT |
Aug 08, 2024 Q2 2024 |
828
shares
|
$241,419
0.03% of portfolio
|
Q2 2024
Reduced 6.76%
|