Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,090 institutions that hold shares in the stock, with a total of 731 Million shares, which have been reported (via 13F filing form) to have a value of $250 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$50.7 Million
0.41% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$50.7 Million
0.4% of portfolio
|
Q3 2024
Reduced 76.05%
|
|
|
Scotia Capital Inc.
|
Nov 13, 2024 Q3 2024 |
148,270
shares
|
$50.7 Million
0.23% of portfolio
|
Q3 2024
Reduced 8.26%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
148,053
shares
|
$50.6 Million
0.16% of portfolio
|
Q3 2024
Added 1.39%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
147,996
shares
|
$50.6 Million
1.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
143,890
shares
|
$49.2 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
143,216
shares
|
$48.9 Million
1.57% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
142,741
shares
|
$48.8 Million
0.69% of portfolio
|
Q4 2024
Added 57.49%
|
|
|
Quilter PLC
|
Jan 29, 2025 Q4 2024 |
140,308
shares
|
$47.9 Million
0.95% of portfolio
|
Q4 2024
Reduced 9.71%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
140,207
shares
|
$47.9 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
140,092
shares
|
$47.9 Million
0.28% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
136,550
shares
|
$46.7 Million
0.24% of portfolio
|
Q3 2024
Reduced 82.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
134,683
shares
|
$46 Million
0.01% of portfolio
|
Q3 2024
Reduced 90.65%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
134,376
shares
|
$45.9 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Jan 28, 2025 Q4 2024 |
134,117
shares
|
$45.8 Million
0.95% of portfolio
|
Q4 2024
Added 2.2%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
133,928
shares
|
$45.8 Million
0.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
133,288
shares
|
$45.5 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
Nov 14, 2024 Q3 2024 |
132,481
shares
|
$45.3 Million
1.39% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Distillate Capital Partners LLC
|
Nov 13, 2024 Q3 2024 |
132,242
shares
|
$45.2 Million
1.83% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,946
shares
|
$45.1 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
131,823
shares
|
$45 Million
4.18% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
131,337
shares
|
$44.9 Million
0.1% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
130,502
shares
|
$44.6 Million
0.6% of portfolio
|
Q3 2024
Reduced 83.48%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
130,215
shares
|
$44.5 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
127,402
shares
|
$43.5 Million
1.48% of portfolio
|
Q3 2024
Added 0.3%
|