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 |
---|---|---|---|---|---|
First Personal Financial Services
|
Apr 25, 2024 Q1 2024 |
122
shares
|
$29,494
0.01% of portfolio
|
Q1 2024
Reduced 46.96%
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2024 Q1 2024 |
121
shares
|
$29,252
0.0% of portfolio
|
Q1 2024
Added 7.08%
|
|
Union Savings Bank
Litchfield, CT |
Apr 29, 2024 Q1 2024 |
120
shares
|
$29,011
0.02% of portfolio
|
Q2 2023
New holding
|
|
Kathleen S. Wright Associates Inc.
|
Apr 17, 2024 Q1 2024 |
117
shares
|
$28,285
0.02% of portfolio
|
Q4 2023
New holding
|
|
Emfo, LLC
|
May 03, 2024 Q1 2024 |
117
shares
|
$28,285
0.03% of portfolio
|
Q4 2023
Reduced 28.22%
|
|
Gables Capital Management Inc.
|
May 03, 2024 Q1 2024 |
116
shares
|
$28,044
0.02% of portfolio
|
Q3 2023
Reduced 81.17%
|
|
Oakworth Capital, Inc.
|
Apr 22, 2024 Q1 2024 |
115
shares
|
$27,802
0.0% of portfolio
|
Q4 2023
Reduced 21.23%
|
|
American Research & Management Co.
|
Oct 07, 2022 Q3 2022 |
113
shares
|
$27,318
0.0% of portfolio
|
Q3 2022
Added 182.5%
|
|
Cedar Mountain Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
111
shares
|
$26,835
0.01% of portfolio
|
Q2 2021
Added 122.0%
|
|
Mcf Advisors LLC
Covington, KY |
Apr 16, 2024 Q1 2024 |
111
shares
|
$26,835
0.0% of portfolio
|
Q1 2024
Reduced 33.13%
|
|
Time Scale Financial, Inc.
|
Jul 26, 2023 Q2 2023 |
109
shares
|
$26,351
0.0% of portfolio
|
Q2 2023
Added 179.49%
|
|
Aspect Partners, LLC
Fairfax, VA |
May 17, 2024 Q1 2024 |
109
shares
|
$26,351
0.03% of portfolio
|
Q4 2023
New holding
|
|
Red Tortoise LLC
Atlanta, GA |
Apr 19, 2024 Q1 2024 |
108
shares
|
$26,110
0.02% of portfolio
|
Q1 2024
New holding
|
|
Retirement Group, LLC
|
Apr 30, 2024 Q1 2024 |
105
shares
|
$25,384
0.01% of portfolio
|
Q1 2024
Reduced 13.22%
|
|
Spectrum Management Group, LLC
|
Nov 03, 2022 Q3 2022 |
100
shares
|
$24,176
0.0% of portfolio
|
Q3 2022
New holding
|
|
Tacita Capital Inc
Toronto, A6 |
May 14, 2024 Q1 2024 |
100
shares
|
$24,176
0.02% of portfolio
|
Q4 2022
Reduced 42.53%
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
97
shares
|
$23,450
0.01% of portfolio
|
Q3 2023
Reduced 3.0%
|
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
Apr 11, 2024 Q1 2024 |
97
shares
|
$23,450
0.02% of portfolio
|
Q4 2023
New holding
|
|
Private Ocean, LLC
|
Apr 17, 2024 Q1 2024 |
92
shares
|
$22,241
0.0% of portfolio
|
Q1 2024
Added 15.0%
|
|
Cohen & Steers, Inc.
New York, NY |
May 15, 2024 Q1 2024 |
89
shares
|
$21,516
0.0% of portfolio
|
Q1 2024
Reduced 5.32%
|
|
Ruedi Wealth Management, Inc.
Champaign, IL |
May 06, 2024 Q1 2024 |
86
shares
|
$20,791
0.01% of portfolio
|
Q1 2024
Added 186.67%
|
|
Bear Mountain Capital, Inc.
Seattle, WA |
Apr 25, 2024 Q1 2024 |
86
shares
|
$20,791
0.01% of portfolio
|
Q1 2024
Reduced 11.34%
|
|
Pineridge Advisors LLC
St. Charles, MO |
May 16, 2024 Q1 2024 |
80
shares
|
$19,340
0.01% of portfolio
|
Q1 2024
Reduced 66.39%
|
|
Heritage Wealth Advisors
|
May 08, 2024 Q1 2024 |
77
shares
|
$18,615
0.0% of portfolio
|
Q1 2024
Reduced 93.71%
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 14, 2024 Q1 2024 |
77
shares
|
$18,615
0.0% of portfolio
|
Q1 2024
Added 75.0%
|