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 |
---|---|---|---|---|---|
Jcic Asset Management Inc.
Toronto, A6 |
May 06, 2024 Q1 2024 |
264
shares
|
$63,824
0.03% of portfolio
|
Q1 2024
Added 17.86%
|
|
Tower View Investment Management & Research LLC
|
Apr 29, 2024 Q1 2024 |
260
shares
|
$62,857
0.05% of portfolio
|
Q3 2021
Added 5.26%
|
|
Quarry LP
New York, NY |
May 15, 2024 Q1 2024 |
260
shares
|
$62,857
0.01% of portfolio
|
Q1 2024
Added 34.72%
|
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
Apr 19, 2024 Q1 2024 |
259
shares
|
$62,615
0.04% of portfolio
|
Q1 2024
Reduced 4.07%
|
|
Creekmur Asset Management LLC
Morton, IL |
May 15, 2024 Q1 2024 |
255
shares
|
$61,648
0.03% of portfolio
|
Q1 2024
Added 90.3%
|
|
Life Steps Financial, Inc.
|
Apr 26, 2024 Q1 2024 |
253
shares
|
$61,165
0.06% of portfolio
|
Q1 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
May 01, 2024 Q1 2024 |
251
shares
|
$60,681
0.02% of portfolio
|
Q4 2023
Added 139.05%
|
|
Horizon Financial Services, LLC
|
Apr 26, 2024 Q1 2024 |
246
shares
|
$59,472
0.05% of portfolio
|
Q1 2024
New holding
|
|
Hartford Financial Management Inc.
|
Apr 24, 2024 Q1 2024 |
235
shares
|
$56,813
0.02% of portfolio
|
Q1 2024
Reduced 9.27%
|
|
Tortoise Investment Management, LLC
|
May 09, 2024 Q1 2024 |
231
shares
|
$55,846
0.01% of portfolio
|
Q1 2024
Added 18.46%
|
|
Institutional & Family Asset Management, LLC
|
May 08, 2024 Q1 2024 |
231
shares
|
$55,846
0.01% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
Operose Advisors LLC
Milwaukee, WI |
May 13, 2024 Q1 2024 |
231
shares
|
$55,846
0.02% of portfolio
|
Q4 2023
Reduced 51.98%
|
|
Pacific Center For Financial Services
San Ramon, CA |
May 20, 2024 Q1 2024 |
230
shares
|
$55,604
0.02% of portfolio
|
Q1 2024
Added 25.0%
|
|
Org Partners LLC
Roanoke, IN |
May 06, 2024 Q1 2024 |
227
shares
|
$54,879
0.14% of portfolio
|
Q1 2024
Reduced 96.56%
|
|
Cgc Financial Services, LLC
Lake Oswego, OR |
Apr 22, 2024 Q1 2024 |
223
shares
|
$53,912
0.04% of portfolio
|
Q2 2023
New holding
|
|
Baldwin Brothers LLC
|
Apr 12, 2024 Q1 2024 |
213
shares
|
$51,494
0.0% of portfolio
|
Q1 2024
Reduced 65.92%
|
|
Siena Capital LLC
Cincinnati, OH |
Nov 02, 2022 Q3 2022 |
210
shares
|
$50,769
0.02% of portfolio
|
Q1 2022
New holding
|
|
Sachetta, LLC
Lynnfield, MA |
May 01, 2024 Q1 2024 |
209
shares
|
$50,527
0.03% of portfolio
|
Q4 2023
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
208
shares
|
$50,286
0.01% of portfolio
|
Q4 2022
New holding
|
|
Mc Ilrath & Eck, LLC
|
May 10, 2024 Q1 2024 |
208
shares
|
$50,286
0.01% of portfolio
|
Q1 2024
Added 10.64%
|
|
Tidemark, LLC
San Diego, CA |
May 13, 2024 Q1 2024 |
203
shares
|
$49,077
0.03% of portfolio
|
Q1 2024
Reduced 21.62%
|
|
Ahrens Investment Partners LLC
|
Apr 21, 2023 Q1 2023 |
200
shares
|
$48,352
0.02% of portfolio
|
Q1 2023
New holding
|
|
Breakwater Investment Management
Seattle, WA |
Jun 13, 2024 Q1 2024 |
200
shares
|
$48,352
0.03% of portfolio
|
Q1 2024
New holding
|
|
Belmont Capital, LLC
|
May 14, 2024 Q1 2024 |
198
shares
|
$47,868
0.02% of portfolio
|
Q1 2024
Added 96.04%
|
|
Pingora Partners LLC
Wilson, WY |
May 13, 2024 Q1 2024 |
195
shares
|
$47,143
0.04% of portfolio
|
Q1 2024
New holding
|