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 |
---|---|---|---|---|---|
Fwl Investment Management, LLC
|
May 13, 2024 Q1 2024 |
358
shares
|
$86,550
0.06% of portfolio
|
Q1 2024
Added 43.2%
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Apr 30, 2024 Q1 2024 |
347
shares
|
$83,890
0.05% of portfolio
|
Q1 2024
Added 13.77%
|
|
Estabrook Capital Management
New York, NY |
May 14, 2024 Q1 2024 |
331
shares
|
$80,022
0.02% of portfolio
|
Q4 2021
Added 231.0%
|
|
Bay Harbor Wealth Management, LLC
|
Apr 22, 2024 Q1 2024 |
325
shares
|
$78,572
0.04% of portfolio
|
Q1 2024
Added 0.31%
|
|
Hc Financial Advisors Inc
|
Jul 25, 2022 Q2 2022 |
324
shares
|
$78,330
0.04% of portfolio
|
Q3 2021
Added 145.45%
|
|
Column Capital Advisors, LLC
|
Nov 03, 2023 Q3 2023 |
320
shares
|
$77,363
0.0% of portfolio
|
Q3 2023
Reduced 2.14%
|
|
Ogorek Anthony Joseph
|
May 03, 2024 Q1 2024 |
314
shares
|
$75,912
0.03% of portfolio
|
Q3 2023
Reduced 3.38%
|
|
Prestige Wealth Management Group LLC
|
Apr 26, 2024 Q1 2024 |
311
shares
|
$75,187
0.02% of portfolio
|
Q4 2023
Reduced 24.04%
|
|
Bank Of New Hampshire
|
Apr 10, 2024 Q1 2024 |
310
shares
|
$74,945
0.02% of portfolio
|
Q1 2023
Reduced 61.3%
|
|
Mufg Securities Emea PLC
London, X0 |
May 15, 2024 Q1 2024 |
310
shares
|
$74,945
0.01% of portfolio
|
Q1 2024
Reduced 93.16%
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
May 07, 2024 Q1 2024 |
309
shares
|
$74,703
0.03% of portfolio
|
Q1 2024
Reduced 18.68%
|
|
Antonetti Capital Management LLC
|
Nov 09, 2023 Q3 2023 |
300
shares
|
$72,528
0.09% of portfolio
|
Q4 2022
Reduced 33.33%
|
|
Dsm Capital Partners LLC
Palm Beach Gardens, FL |
May 13, 2024 Q1 2024 |
299
shares
|
$72,286
0.0% of portfolio
|
Q4 2023
New holding
|
|
Logan Capital Management Inc
Newtown Square, PA |
May 13, 2024 Q1 2024 |
298
shares
|
$72,044
0.0% of portfolio
|
Q4 2022
Reduced 34.65%
|
|
E Fund Management (Hong Kong) Co., Ltd.
|
Apr 24, 2024 Q1 2024 |
297
shares
|
$71,802
0.06% of portfolio
|
Q1 2024
New holding
|
|
Global Financial Private Client, LLC
Sarasota, FL |
May 15, 2024 Q1 2024 |
297
shares
|
$71,802
0.04% of portfolio
|
Q3 2023
Added 1.37%
|
|
Delta Asset Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
295
shares
|
$71,319
0.01% of portfolio
|
Q4 2023
Added 1.03%
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 17, 2024 Q1 2024 |
285
shares
|
$68,901
0.04% of portfolio
|
Q1 2024
Added 159.09%
|
|
Blue Bell Private Wealth Management, LLC
|
Apr 24, 2024 Q1 2024 |
283
shares
|
$68,418
0.02% of portfolio
|
Q1 2024
Added 1.43%
|
|
Northwest Capital Management Inc
|
Apr 09, 2024 Q1 2024 |
283
shares
|
$68,418
0.03% of portfolio
|
Q4 2023
Reduced 5.67%
|
|
Armstrong Advisory Group, Inc
Needham, MA |
Apr 12, 2024 Q1 2024 |
281
shares
|
$67,934
0.01% of portfolio
|
Q4 2023
Added 54.4%
|
|
Live Oak Investment Partners
Austin, TX |
Feb 14, 2024 Q4 2023 |
270
shares
|
$65,275
0.06% of portfolio
|
Q4 2023
Reduced 18.18%
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
266
shares
|
$64,308
0.0% of portfolio
|
Q4 2022
Reduced 65.27%
|
|
Dunhill Financial, LLC
London, X0 |
May 13, 2024 Q1 2024 |
266
shares
|
$64,308
0.06% of portfolio
|
Q1 2024
Added 4.72%
|
|
Able Wealth Management LLC
Lakewood, NJ |
Feb 20, 2024 Q4 2023 |
265
shares
|
$64,066
0.06% of portfolio
|
Q4 2023
New holding
|