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 |
|---|---|---|---|---|---|
|
Tran Capital Management, L.P.
|
Jan 21, 2025 Q4 2024 |
87,711
shares
|
$30 Million
3.74% of portfolio
|
Q4 2024
Reduced 7.27%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
87,598
shares
|
$29.9 Million
2.13% of portfolio
|
Q3 2023
Reduced 2.77%
|
|
|
Omers Administration Corp
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
87,554
shares
|
$29.9 Million
0.23% of portfolio
|
Q3 2024
Added 7.89%
|
|
|
Umb Bank, N.A.
|
Jan 16, 2025 Q4 2024 |
87,532
shares
|
$29.9 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Community Trust & Investment CO
|
Jan 14, 2025 Q4 2024 |
87,336
shares
|
$29.8 Million
1.84% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Impax Asset Management Group PLC
|
Nov 06, 2024 Q3 2024 |
86,944
shares
|
$29.7 Million
0.1% of portfolio
|
Q2 2024
Added 107.64%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
86,700
shares
|
$29.6 Million
1.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Valiant Capital Management, L.P.
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
86,510
shares
|
$29.6 Million
1.55% of portfolio
|
Q3 2024
Reduced 30.23%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jan 23, 2025 Q4 2024 |
86,190
shares
|
$29.5 Million
1.98% of portfolio
|
Q4 2024
Reduced 7.64%
|
|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
86,162
shares
|
$29.4 Million
1.17% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
85,853
shares
|
$29.3 Million
0.31% of portfolio
|
Q3 2024
Added 22.34%
|
|
|
Rdst Capital LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
85,295
shares
|
$29.1 Million
5.27% of portfolio
|
Q3 2024
Reduced 12.76%
|
|
|
Annex Advisory Services, LLC
|
Jan 16, 2025 Q4 2024 |
84,407
shares
|
$28.8 Million
0.95% of portfolio
|
Q4 2024
Added 11.52%
|
|
|
Ethic Inc.
New York, NY |
Nov 13, 2024 Q3 2024 |
83,583
shares
|
$28.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 5.48%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$28.5 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
83,139
shares
|
$28.4 Million
1.41% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Oregon Public Employees Retirement Fund
|
Oct 28, 2024 Q3 2024 |
82,903
shares
|
$28.3 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.63%
|
|
|
Cullen/Frost Bankers, Inc.
|
Nov 06, 2024 Q3 2024 |
82,514
shares
|
$28.2 Million
0.31% of portfolio
|
Q3 2024
Added 1.17%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Nov 13, 2024 Q3 2024 |
82,453
shares
|
$28.2 Million
0.76% of portfolio
|
Q3 2024
Reduced 6.08%
|
|
|
Citizens Financial Group Inc
|
Nov 08, 2024 Q3 2024 |
81,696
shares
|
$27.9 Million
0.46% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 14, 2024 Q3 2024 |
81,250
shares
|
$27.8 Million
0.77% of portfolio
|
Q2 2024
Added 2.07%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$27.6 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
80,591
shares
|
$27.5 Million
0.64% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
80,000
shares
|
$27.3 Million
0.67% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Kadensa Capital LTD
Central, K3 |
Nov 14, 2024 Q3 2024 |
79,315
shares
|
$27.1 Million
6.09% of portfolio
|
Q3 2024
Added 9.32%
|