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 |
---|---|---|---|---|---|
Rosenberg Matthew Hamilton
|
Apr 19, 2024 Q1 2024 |
194
shares
|
$46,901
0.02% of portfolio
|
Q2 2023
Reduced 39.18%
|
|
Hanseatic Management Services Inc
|
May 14, 2024 Q1 2024 |
193
shares
|
$46,659
0.09% of portfolio
|
Q4 2023
Added 1.58%
|
|
Peoples Bank/Ks
Pratt, KS |
Apr 03, 2024 Q1 2024 |
190
shares
|
$45,934
0.04% of portfolio
|
Q3 2023
New holding
|
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
Apr 19, 2024 Q1 2024 |
185
shares
|
$44,725
0.03% of portfolio
|
Q1 2024
Reduced 4.15%
|
|
Tucker Asset Management LLC
Littleton, CO |
Mar 04, 2024 Q4 2023 |
182
shares
|
$44,000
0.01% of portfolio
|
Q4 2023
Reduced 15.74%
|
|
Tradewinds Capital Management, LLC
|
Apr 18, 2024 Q1 2024 |
179
shares
|
$43,275
0.01% of portfolio
|
Q1 2024
Added 2.87%
|
|
Duncker Streett & CO Inc
|
Apr 23, 2024 Q1 2024 |
173
shares
|
$41,824
0.01% of portfolio
|
Q1 2024
Added 5666.67%
|
|
Main Street Group, LTD
Glen Allen, VA |
May 14, 2024 Q1 2024 |
169
shares
|
$40,857
0.02% of portfolio
|
Q1 2024
Added 42.02%
|
|
Macroview Investment Management LLC
|
Apr 30, 2024 Q1 2024 |
168
shares
|
$40,615
0.06% of portfolio
|
Q4 2023
Reduced 6.15%
|
|
Mc Carthy Grittinger Financial Group, LLC
Milwaukee, WI |
Apr 24, 2024 Q1 2024 |
165
shares
|
$39,890
0.02% of portfolio
|
Q1 2021
New holding
|
|
Caitlin John, LLC
Brighton, MI |
Feb 14, 2024 Q4 2023 |
162
shares
|
$39,165
0.03% of portfolio
|
Q4 2023
New holding
|
|
Friedenthal Financial
|
Apr 25, 2024 Q1 2024 |
155
shares
|
$37,472
0.03% of portfolio
|
Q1 2024
New holding
|
|
Core Alternative Capital
|
May 15, 2024 Q1 2024 |
153
shares
|
$36,989
0.01% of portfolio
|
Q1 2024
Reduced 83.11%
|
|
Steph & CO
|
Apr 12, 2024 Q1 2024 |
150
shares
|
$36,264
0.02% of portfolio
|
Q1 2024
Added 127.27%
|
|
Hoey Investments, Inc
Coatesville, PA |
May 09, 2024 Q1 2024 |
150
shares
|
$36,264
0.01% of portfolio
|
Q2 2023
New holding
|
|
Slocum, Gordon & CO LLP
Newport, RI |
May 02, 2024 Q1 2024 |
150
shares
|
$36,264
0.03% of portfolio
|
Q1 2024
Reduced 31.19%
|
|
Ghp Investment Advisors, Inc.
Denver, CO |
Apr 25, 2024 Q1 2024 |
149
shares
|
$36,022
0.0% of portfolio
|
Q4 2023
Reduced 30.7%
|
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
Apr 26, 2024 Q1 2024 |
140
shares
|
$33,846
0.02% of portfolio
|
Q4 2023
New holding
|
|
Pflug Koory, LLC
|
Apr 11, 2024 Q1 2024 |
138
shares
|
$33,362
0.0% of portfolio
|
Q4 2023
Reduced 4.83%
|
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
Apr 18, 2024 Q1 2024 |
136
shares
|
$32,879
0.01% of portfolio
|
Q1 2024
Reduced 2.16%
|
|
Perkins Coie Trust CO
|
Apr 12, 2024 Q1 2024 |
135
shares
|
$32,637
0.01% of portfolio
|
Q1 2024
Reduced 17.68%
|
|
Pacifica Partners Inc.
|
Apr 12, 2024 Q1 2024 |
130
shares
|
$31,428
0.02% of portfolio
|
Q4 2023
Added 333.33%
|
|
Iag Wealth Partners, LLC
|
Apr 24, 2024 Q1 2024 |
130
shares
|
$31,428
0.01% of portfolio
|
Q3 2023
Reduced 13.33%
|
|
Fsa Wealth Management LLC
Needham, MA |
May 16, 2024 Q1 2024 |
126
shares
|
$30,461
0.02% of portfolio
|
Q1 2024
Reduced 17.65%
|
|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
122
shares
|
$29,494
0.01% of portfolio
|
Q1 2024
Reduced 46.96%
|