Institutional Owners for CRM
| Institution | Class | Position | Value | Shares | Portfolio Percentage (%) | Previous Percentage (%) | Shares Delta | Shares Delta (%) | Period of Report |
|---|---|---|---|---|---|---|---|---|---|
| JARISLOWSKY FRASER LTD | Common Stock | 2201 | $947,000 | 3,600 | 0.01 | 3,600 | +Inf | 12-31-2023 | |
| SAN FRANCISCO SENTRY INVESTMENT GROUP (CA) | COM | 2202 | $878,000 | 3,595 | 0.46 | 0.32 | 0 | 0.00 | 06-30-2021 |
| HERITAGE WEALTH MANAGEMENT LLC | COM | Liquidated | $0 | 0 | 0.00 | 0.08 | 1,787 | 99.55 | 12-31-2023 |
| ALTFEST L J & CO INC | COM | 2204 | $1,078,000 | 3,580 | 0.15 | 0.20 | -1,766 | -33.03 | 03-31-2024 |
