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 $170 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Providence Capital Advisors, LLC
Charlotte, NC |
May 13, 2024 Q1 2024 |
11
shares
|
$2,535
0.0% of portfolio
|
Q1 2024
New holding
|
|
Scarborough Advisors, LLC
Annapolis, MD |
May 10, 2024 Q1 2024 |
10
shares
|
$2,304
0.0% of portfolio
|
Q1 2024
New holding
|
|
Hobbs Group Advisors, LLC
Columbia, SC |
Feb 16, 2024 Q4 2023 |
10
shares
|
$2,304
0.0% of portfolio
|
Q4 2023
New holding
|
|
Td Capital Management LLC
Memphis, TN |
May 13, 2024 Q1 2024 |
9
shares
|
$2,074
0.0% of portfolio
|
Q4 2023
New holding
|
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
Apr 12, 2024 Q1 2024 |
9
shares
|
$2,074
0.0% of portfolio
|
Q1 2024
New holding
|
|
Twin Lakes Capital Management, LLC
Redwood Shores, CA |
May 10, 2024 Q1 2024 |
8
shares
|
$1,843
0.0% of portfolio
|
Q4 2022
Reduced 92.59%
|
|
Mendota Financial Group, LLC
Madison, WI |
Apr 25, 2024 Q1 2024 |
7
shares
|
$1,613
0.0% of portfolio
|
Q1 2024
Reduced 93.46%
|
|
Sanctuary Wealth Management, L.L.C.
|
May 07, 2024 Q1 2024 |
6
shares
|
$1,382
0.0% of portfolio
|
Q2 2023
Reduced 98.61%
|
|
Decision Point Financial, LLC
Mesa, AZ |
Apr 30, 2024 Q1 2024 |
6
shares
|
$1,382
0.0% of portfolio
|
Q4 2023
New holding
|
|
Perritt Capital Management Inc
Chicago, IL |
May 15, 2024 Q1 2024 |
5
shares
|
$1,152
0.0% of portfolio
|
Q4 2023
New holding
|
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
Apr 09, 2024 Q4 2023 |
5
shares
|
$1,152
0.0% of portfolio
|
Q4 2023
Reduced 44.44%
|
|
Piscataqua Savings Bank
|
Apr 18, 2024 Q1 2024 |
4
shares
|
$921
0.0% of portfolio
|
Q1 2024
New holding
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2024 Q1 2024 |
4
shares
|
$921
0.0% of portfolio
|
Q1 2022
Reduced 92.16%
|
|
Ifs Advisors, LLC
|
Apr 04, 2024 Q1 2024 |
3
shares
|
$691
0.0% of portfolio
|
Q4 2021
New holding
|
|
Princeton Global Asset Management LLC
|
Apr 29, 2024 Q1 2024 |
3
shares
|
$691
0.0% of portfolio
|
Q1 2024
Reduced 91.43%
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
May 22, 2024 Q1 2024 |
1
shares
|
$230
0.0% of portfolio
|
Q4 2022
New holding
|
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
May 15, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|
|
Td Ameritrade Investment Management, LLC
Omaha, NE |
Nov 13, 2023 Q3 2023 |
0
shares
|
$0
100.0% of portfolio
|
Q3 2023
Closed
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Apr 11, 2024 Q1 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q1 2024
Closed
|