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 |
---|---|---|---|---|---|
Knott David M Jr
Syosset, NY |
May 14, 2024 Q1 2024 |
77
shares
|
$18,615
0.01% of portfolio
|
Q2 2022
New holding
|
|
Wiser Advisor Group LLC
Phoenix, AZ |
May 15, 2024 Q1 2024 |
77
shares
|
$18,615
0.04% of portfolio
|
Q4 2023
New holding
|
|
Sugarloaf Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
76
shares
|
$18,373
0.01% of portfolio
|
Q1 2023
Reduced 68.2%
|
|
Piershale Financial Group, Inc.
|
Jul 06, 2023 Q2 2023 |
75
shares
|
$18,132
0.01% of portfolio
|
Q4 2022
New holding
|
|
Financial Perspectives, Inc
Minneapolis, MN |
Apr 19, 2024 Q1 2024 |
75
shares
|
$18,132
0.01% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Apr 30, 2024 Q1 2024 |
74
shares
|
$17,890
0.02% of portfolio
|
Q1 2024
Added 72.09%
|
|
Bellevue Asset Management, LLC
Bellevue, WA |
Apr 26, 2024 Q1 2024 |
70
shares
|
$16,923
0.01% of portfolio
|
Q2 2023
Reduced 22.22%
|
|
Costello Asset Management, Inc
|
Apr 24, 2024 Q1 2024 |
69
shares
|
$16,681
0.01% of portfolio
|
Q4 2022
Reduced 51.75%
|
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
Apr 16, 2024 Q1 2024 |
69
shares
|
$16,681
0.01% of portfolio
|
Q4 2023
New holding
|
|
Fsc Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
68
shares
|
$16,439
0.01% of portfolio
|
Q4 2023
Reduced 78.62%
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Apr 10, 2024 Q1 2024 |
68
shares
|
$16,439
0.02% of portfolio
|
Q1 2024
Reduced 16.05%
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 10, 2024 Q1 2024 |
68
shares
|
$16,439
0.0% of portfolio
|
Q1 2024
Added 2166.67%
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
May 15, 2024 Q1 2024 |
67
shares
|
$16,197
0.01% of portfolio
|
Q1 2024
Reduced 34.31%
|
|
Salomon & Ludwin, LLC
|
May 02, 2024 Q1 2024 |
65
shares
|
$15,714
0.0% of portfolio
|
Q1 2024
New holding
|
|
First Premier Bank
|
Apr 12, 2024 Q1 2024 |
63
shares
|
$15,230
0.01% of portfolio
|
Q1 2024
Added 530.0%
|
|
Avion Wealth
The Woodlands, TX |
May 03, 2024 Q1 2024 |
63
shares
|
$15,230
0.01% of portfolio
|
Q1 2024
Added 21.15%
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
May 13, 2024 Q1 2024 |
63
shares
|
$15,230
0.01% of portfolio
|
Q1 2024
Reduced 47.06%
|
|
Naples Money Management LLC
Naples, FL |
Apr 30, 2024 Q1 2024 |
63
shares
|
$15,230
0.02% of portfolio
|
Q4 2023
New holding
|
|
Lfa Lugano Financial Advisors Sa
|
May 03, 2024 Q1 2024 |
62
shares
|
$14,989
0.01% of portfolio
|
Q3 2023
Reduced 90.61%
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
May 15, 2024 Q1 2024 |
61
shares
|
$14,747
0.02% of portfolio
|
Q1 2024
New holding
|
|
Trust CO
|
Apr 11, 2024 Q1 2024 |
60
shares
|
$14,505
0.0% of portfolio
|
Q3 2022
Reduced 64.91%
|
|
Johnson Midwest Financial, LLC
|
Nov 07, 2023 Q3 2023 |
60
shares
|
$14,505
0.03% of portfolio
|
Q3 2023
Reduced 25.0%
|
|
Annapolis Financial Services, LLC
|
Apr 17, 2024 Q1 2024 |
59
shares
|
$14,263
0.01% of portfolio
|
Q4 2022
Reduced 40.4%
|
|
Pfs Partners, LLC
Mine Hill, NJ |
Apr 15, 2024 Q1 2024 |
58
shares
|
$14,022
0.01% of portfolio
|
Q2 2023
New holding
|
|
Strategic Asset Management, LLC
|
Nov 01, 2022 Q3 2022 |
57
shares
|
$13,780
0.01% of portfolio
|
Q3 2022
Reduced 43.0%
|