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 |
---|---|---|---|---|---|
Park Circle CO
|
May 09, 2024 Q1 2024 |
54
shares
|
$13,055
0.02% of portfolio
|
Q3 2021
New holding
|
|
Tru North Capital Management, LLC
Kalamazoo, MI |
Jun 17, 2024 Q1 2024 |
52
shares
|
$12,571
0.01% of portfolio
|
Q1 2024
New holding
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
May 14, 2024 Q1 2024 |
51
shares
|
$12,329
0.01% of portfolio
|
Q1 2024
Added 168.42%
|
|
Evolution Advisers, Inc.
|
May 03, 2024 Q1 2024 |
50
shares
|
$12,088
0.01% of portfolio
|
Q1 2024
Reduced 9.09%
|
|
Prairie View Partners, LLC
|
May 03, 2024 Q1 2024 |
50
shares
|
$12,088
0.0% of portfolio
|
Q3 2021
Reduced 33.33%
|
|
Mechanics Financial Corp
|
May 03, 2024 Q1 2024 |
50
shares
|
$12,088
0.01% of portfolio
|
Q4 2021
New holding
|
|
Redmont Wealth Advisors LLC
Chicago, IL |
Apr 19, 2024 Q1 2024 |
50
shares
|
$12,088
0.02% of portfolio
|
Q1 2024
New holding
|
|
Boulder Wealth Advisors, LLC
Boulder, CO |
Feb 21, 2023 Q4 2022 |
50
shares
|
$12,088
0.01% of portfolio
|
Q4 2022
New holding
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Apr 17, 2024 Q1 2024 |
47
shares
|
$11,362
0.01% of portfolio
|
Q3 2023
Reduced 16.07%
|
|
Arlington Trust CO LLC
Birmingham, AL |
Apr 16, 2024 Q1 2024 |
47
shares
|
$11,362
0.0% of portfolio
|
Q1 2024
Reduced 27.69%
|
|
New England Capital Financial Advisors LLC
Meriden, CT |
May 02, 2024 Q1 2024 |
45
shares
|
$10,879
0.01% of portfolio
|
Q4 2022
New holding
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
44
shares
|
$10,637
0.01% of portfolio
|
Q3 2022
Reduced 36.23%
|
|
Morton Brown Family Wealth, LLC
|
Apr 23, 2024 Q1 2024 |
42
shares
|
$10,153
0.0% of portfolio
|
Q2 2023
Reduced 23.64%
|
|
Criterion Capital Advisors, LLC
Nashville, TN |
Apr 17, 2024 Q1 2024 |
42
shares
|
$10,153
0.01% of portfolio
|
Q4 2023
New holding
|
|
Westend Capital Management, LLC
Sausalito, CA |
Apr 12, 2024 Q1 2024 |
41
shares
|
$9,912
0.0% of portfolio
|
Q1 2024
New holding
|
|
Country Trust Bank
|
Apr 16, 2024 Q1 2024 |
36
shares
|
$8,703
0.0% of portfolio
|
Q1 2024
New holding
|
|
Atticus Wealth Management, LLC
|
Apr 17, 2024 Q1 2024 |
36
shares
|
$8,703
0.0% of portfolio
|
Q1 2024
Reduced 25.0%
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
May 06, 2024 Q1 2024 |
34
shares
|
$8,219
0.0% of portfolio
|
Q4 2023
New holding
|
|
Palisade Asset Management, LLC
|
May 01, 2024 Q1 2024 |
32
shares
|
$7,736
0.0% of portfolio
|
Q1 2024
New holding
|
|
J.Safra Asset Management Corp
|
May 09, 2024 Q1 2024 |
31
shares
|
$7,494
0.0% of portfolio
|
Q1 2024
New holding
|
|
Gold Investment Management Ltd.
Edmonton, A0 |
May 03, 2024 Q1 2024 |
31
shares
|
$7,494
0.0% of portfolio
|
Q4 2023
New holding
|
|
Godsey & Gibb Associates
|
Apr 23, 2024 Q1 2024 |
30
shares
|
$7,252
0.0% of portfolio
|
Q4 2023
Added 20.0%
|
|
Enterprise Trust & Investment CO
|
Jul 22, 2022 Q2 2022 |
28
shares
|
$6,769
0.0% of portfolio
|
Q2 2022
New holding
|
|
Vima LLC
Troy, MI |
May 17, 2024 Q1 2024 |
28
shares
|
$6,769
0.0% of portfolio
|
Q4 2023
Added 2700.0%
|
|
Carolina Wealth Advisors, LLC
|
Apr 05, 2024 Q1 2024 |
26
shares
|
$6,285
0.0% of portfolio
|
Q3 2021
Reduced 55.17%
|