Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,993 institutions that hold shares in the stock, with a total of 737 Million shares, which have been reported (via 13F filing form) to have a value of $178 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Bell Investment Advisors, Inc
Oakland, CA |
May 08, 2024 Q1 2024 |
457
shares
|
$110,484
0.03% of portfolio
|
Q1 2024
Added 1.56%
|
|
Stonehage Fleming Financial Services Holdings LTD
|
May 14, 2024 Q1 2024 |
455
shares
|
$110,000
0.01% of portfolio
|
Q1 2024
New holding
|
|
Activest Wealth Management
|
Apr 24, 2024 Q1 2024 |
448
shares
|
$108,308
0.07% of portfolio
|
Q3 2023
Reduced 46.35%
|
|
Emerald Mutual Fund Advisers Trust
|
May 08, 2024 Q1 2024 |
447
shares
|
$108,066
0.01% of portfolio
|
Q1 2024
New holding
|
|
Frazier Financial Advisors, LLC
Columbus, OH |
May 13, 2024 Q1 2024 |
441
shares
|
$106,616
0.11% of portfolio
|
Q1 2024
Added 418.82%
|
|
Liberty One Investment Management, LLC
|
Apr 30, 2024 Q1 2024 |
436
shares
|
$105,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2024 Q1 2024 |
426
shares
|
$102,989
0.01% of portfolio
|
Q1 2024
Reduced 2.52%
|
|
Cordant, Inc.
Portland, OR |
Apr 16, 2024 Q1 2024 |
422
shares
|
$102,022
0.07% of portfolio
|
Q4 2023
New holding
|
|
Stone House Investment Management, LLC
|
May 15, 2024 Q1 2024 |
420
shares
|
$101,539
0.03% of portfolio
|
Q1 2024
Added 2233.33%
|
|
Financial Connections Group, Inc.
|
May 03, 2024 Q1 2024 |
416
shares
|
$100,572
0.14% of portfolio
|
Q3 2022
Reduced 25.85%
|
|
Fernwood Investment Management, LLC
Quincy, MA |
May 13, 2024 Q1 2024 |
400
shares
|
$96,704
0.03% of portfolio
|
Q1 2024
New holding
|
|
West Tower Group, LLC
Richmond, VA |
May 14, 2024 Q1 2024 |
400
shares
|
$96,704
0.36% of portfolio
|
Q1 2024
New holding
|
|
Wfa Asset Management Corp
Whitefish Bay, WI |
May 28, 2024 Q1 2024 |
400
shares
|
$96,704
0.06% of portfolio
|
Q4 2021
New holding
|
|
Plante Moran Financial Advisors, LLC
|
May 09, 2024 Q1 2024 |
398
shares
|
$96,220
0.01% of portfolio
|
Q1 2024
Added 35.84%
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Apr 15, 2024 Q1 2024 |
395
shares
|
$95,495
0.02% of portfolio
|
Q2 2023
Reduced 27.66%
|
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
Feb 13, 2024 Q4 2023 |
393
shares
|
$95,011
0.02% of portfolio
|
Q4 2023
Reduced 92.0%
|
|
Gw&K Investment Management, LLC
Boston, MA |
May 08, 2024 Q1 2024 |
391
shares
|
$94,528
0.0% of portfolio
|
Q1 2024
Reduced 6.68%
|
|
Rfp Financial Group LLC
Atlanta, GA |
May 09, 2024 Q1 2024 |
387
shares
|
$93,561
0.05% of portfolio
|
Q1 2024
Added 18.71%
|
|
Householder Group Estate & Retirement Specialist, LLC
|
May 03, 2024 Q1 2024 |
376
shares
|
$90,901
0.04% of portfolio
|
Q1 2024
Reduced 0.27%
|
|
Virtus Investment Advisers, Inc.
Hartford, CT |
May 15, 2024 Q1 2024 |
376
shares
|
$90,901
0.09% of portfolio
|
Q1 2024
Reduced 9.62%
|
|
En Rich Financial Partners LLC
Madison, WI |
May 02, 2024 Q1 2024 |
373
shares
|
$90,176
0.04% of portfolio
|
Q1 2024
New holding
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
May 13, 2024 Q1 2024 |
371
shares
|
$89,692
0.05% of portfolio
|
Q1 2024
Added 1.64%
|
|
Mizuho Securities Co. Ltd.
|
May 01, 2024 Q1 2024 |
370
shares
|
$89,451
0.64% of portfolio
|
Q1 2024
Reduced 85.2%
|
|
Northwest Investment Counselors, LLC
|
Apr 12, 2024 Q1 2024 |
362
shares
|
$87,517
0.03% of portfolio
|
Q1 2024
New holding
|
|
City Holding CO
|
Apr 11, 2024 Q1 2024 |
360
shares
|
$87,033
0.02% of portfolio
|
Q2 2023
Reduced 48.35%
|