Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,898 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 $217 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Rise Advisors, LLC
|
Jul 09, 2024 Q2 2024 |
825
shares
|
$240,545
0.11% of portfolio
|
Q2 2024
Reduced 3.4%
|
|
Capital Asset Advisory Services LLC
Haslett, MI |
Jul 24, 2024 Q2 2024 |
823
shares
|
$239,962
0.01% of portfolio
|
Q2 2024
Reduced 10.54%
|
|
Arvest Investments, Inc.
Rogers, AR |
Aug 08, 2024 Q2 2024 |
818
shares
|
$238,504
0.03% of portfolio
|
Q2 2024
Added 17.53%
|
|
Hexagon Capital Partners LLC
|
Oct 08, 2024 Q3 2024 |
817
shares
|
$238,212
0.04% of portfolio
|
Q3 2024
Reduced 12.24%
|
|
Allen Capital Group, LLC
|
Aug 12, 2024 Q2 2024 |
817
shares
|
$238,212
0.03% of portfolio
|
Q2 2024
Reduced 4.67%
|
|
Lockerman Financial Group, Inc.
|
Jul 16, 2024 Q2 2024 |
816
shares
|
$237,921
0.4% of portfolio
|
Q2 2024
New holding
|
|
Financial Network Wealth Management LLC
Draper, UT |
Aug 09, 2024 Q2 2024 |
816
shares
|
$237,921
0.08% of portfolio
|
Q2 2024
New holding
|
|
Woodward Diversified Capital, LLC
|
Jul 30, 2024 Q2 2024 |
815
shares
|
$237,629
0.12% of portfolio
|
Q2 2024
Reduced 79.24%
|
|
Atalanta Sosnoff Capital, LLC
|
Aug 13, 2024 Q2 2024 |
812
shares
|
$236,754
0.0% of portfolio
|
Q2 2024
Reduced 99.54%
|
|
Hoxton Planning & Management, LLC
Shepherdstown, WV |
Oct 08, 2024 Q3 2024 |
811
shares
|
$236,463
0.09% of portfolio
|
Q3 2024
New holding
|
|
Smith Anglin Financial, LLC
|
Oct 07, 2024 Q3 2024 |
810
shares
|
$236,171
0.02% of portfolio
|
Q3 2024
Reduced 6.03%
|
|
Acorn Creek Capital LLC
Fort Collins, CO |
Jul 18, 2024 Q2 2024 |
810
shares
|
$236,171
0.12% of portfolio
|
Q2 2024
Reduced 8.06%
|
|
Elevatus Welath Management
Victor, NY |
Aug 14, 2024 Q2 2024 |
806
shares
|
$235,005
0.08% of portfolio
|
Q2 2024
Reduced 11.14%
|
|
Jag Capital Management, LLC
|
Jul 30, 2024 Q2 2024 |
803
shares
|
$234,130
0.03% of portfolio
|
Q1 2024
Reduced 0.37%
|
|
Cahill Financial Advisors Inc
Edina, MN |
Aug 06, 2024 Q2 2024 |
803
shares
|
$234,130
0.03% of portfolio
|
Q2 2024
Added 1.52%
|
|
Fullcircle Wealth LLC
Dallas, TX |
Jul 25, 2024 Q2 2024 |
803
shares
|
$234,130
0.1% of portfolio
|
Q2 2024
New holding
|
|
Cascade Financial Partners, LLC
San Diego, CA |
Jul 31, 2024 Q2 2024 |
801
shares
|
$233,547
0.03% of portfolio
|
Q2 2024
Reduced 2.44%
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
799
shares
|
$232,964
0.06% of portfolio
|
Q3 2024
New holding
|
|
Alhambra Investment Partners LLC
|
Jul 15, 2024 Q2 2024 |
798
shares
|
$232,672
0.11% of portfolio
|
Q2 2024
New holding
|
|
Ranch Capital Advisors Inc.
Sarasota, FL |
Aug 13, 2024 Q2 2024 |
798
shares
|
$232,672
0.11% of portfolio
|
Q1 2024
New holding
|
|
Mosley Wealth Management
Anaheim, CA |
Aug 06, 2024 Q2 2024 |
798
shares
|
$232,672
0.17% of portfolio
|
Q2 2024
Added 0.76%
|
|
Planning Capital Management Corp
Paoli, PA |
Aug 12, 2024 Q2 2024 |
798
shares
|
$232,672
0.14% of portfolio
|
Q2 2024
Added 9.62%
|
|
Townsend & Associates, Inc
|
Aug 02, 2024 Q2 2024 |
796
shares
|
$232,089
0.02% of portfolio
|
Q2 2024
Reduced 11.26%
|
|
E&G Advisors, LP
|
Jul 18, 2024 Q2 2024 |
794
shares
|
$231,506
0.06% of portfolio
|
Q2 2024
Added 6.72%
|
|
Hms Capital Management, LLC
|
Jul 24, 2024 Q2 2024 |
794
shares
|
$231,506
0.11% of portfolio
|
Q4 2023
New holding
|