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 |
|---|---|---|---|---|---|
|
Sequoia Financial Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
114,143
shares
|
$39 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.56%
|
|
|
Brinker Capital Investments, LLC
|
Feb 06, 2023 Q4 2022 |
112,585
shares
|
$38.5 Million
0.3% of portfolio
|
Q4 2022
Reduced 8.66%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Nov 07, 2024 Q3 2024 |
110,218
shares
|
$37.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
109,497
shares
|
$37.4 Million
0.22% of portfolio
|
Q3 2024
Reduced 27.79%
|
|
|
State Of Alaska, Department Of Revenue
|
Jan 27, 2025 Q4 2024 |
109,010
shares
|
$37.2 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.16%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
108,203
shares
|
$37 Million
0.15% of portfolio
|
Q3 2024
Added 11.82%
|
|
|
Whittier Trust CO
|
Oct 21, 2024 Q3 2024 |
108,057
shares
|
$36.9 Million
0.4% of portfolio
|
Q3 2024
Added 0.71%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Nov 14, 2024 Q3 2024 |
107,509
shares
|
$36.7 Million
0.29% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Commerzbank Aktiengesellschaft
|
Oct 22, 2024 Q3 2024 |
107,184
shares
|
$36.6 Million
0.78% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Stephens Inc
|
Jan 28, 2025 Q4 2024 |
107,083
shares
|
$36.6 Million
0.52% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Crossmark Global Holdings, Inc.
|
Jan 16, 2025 Q4 2024 |
107,061
shares
|
$36.6 Million
0.65% of portfolio
|
Q4 2024
Added 11.57%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
106,750
shares
|
$36.5 Million
0.15% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Bnp Paribas
New York, NY |
Nov 13, 2024 Q3 2024 |
106,522
shares
|
$36.4 Million
1.21% of portfolio
|
Q3 2024
Reduced 45.84%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
106,392
shares
|
$36.4 Million
0.21% of portfolio
|
Q3 2024
Reduced 55.94%
|
|
|
Chilton Capital Management LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
103,616
shares
|
$35.4 Million
1.21% of portfolio
|
Q3 2024
Added 6.71%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 12, 2024 Q3 2024 |
102,853
shares
|
$35.1 Million
0.26% of portfolio
|
Q3 2024
Added 10.08%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
102,393
shares
|
$35 Million
0.25% of portfolio
|
Q3 2024
Added 240.96%
|
|
|
Tctc Holdings, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
102,350
shares
|
$35 Million
0.97% of portfolio
|
Q3 2024
Added 0.39%
|
|
|
Ns Partners LTD
|
Nov 08, 2024 Q3 2024 |
101,716
shares
|
$34.8 Million
1.18% of portfolio
|
Q3 2024
Added 2.45%
|
|
|
Park National Corp
|
Jan 08, 2025 Q4 2024 |
101,033
shares
|
$34.5 Million
1.26% of portfolio
|
Q4 2024
Reduced 16.4%
|
|
|
Thomasville National Bank
|
Jan 13, 2025 Q4 2024 |
101,010
shares
|
$34.5 Million
2.5% of portfolio
|
Q4 2024
Reduced 0.06%
|
|
|
Capital International Sarl
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
100,895
shares
|
$34.5 Million
0.74% of portfolio
|
Q3 2024
Added 26.72%
|
|
|
Long Path Partners LP
Stamford, CT |
Nov 12, 2024 Q3 2024 |
100,827
shares
|
$34.5 Million
11.83% of portfolio
|
Q3 2024
Added 31.12%
|
|
|
Tokio Marine Asset Management CO LTD
Tokyo, M0 |
Jan 24, 2025 Q4 2024 |
100,695
shares
|
$34.4 Million
1.23% of portfolio
|
Q4 2024
Added 1.88%
|
|
|
Alecta Tjanstepension Omsesidigt
|
Oct 18, 2024 Q3 2024 |
100,000
shares
|
$34.2 Million
0.15% of portfolio
|
Q2 2024
Reduced 65.11%
|