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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
78,979
shares
|
$27 Million
0.29% of portfolio
|
Q3 2024
Reduced 24.15%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Nov 14, 2024 Q3 2024 |
78,440
shares
|
$26.8 Million
1.29% of portfolio
|
Q3 2024
Reduced 0.67%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Nov 07, 2024 Q3 2024 |
78,304
shares
|
$26.8 Million
1.81% of portfolio
|
Q3 2024
Added 0.73%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
78,019
shares
|
$26.7 Million
0.55% of portfolio
|
Q3 2024
Added 7.88%
|
|
|
Mmbg Investment Advisors Co.
|
Nov 13, 2024 Q3 2024 |
77,772
shares
|
$26.6 Million
2.22% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
77,382
shares
|
$26.4 Million
1.4% of portfolio
|
Q3 2024
Added 303.16%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
77,267
shares
|
$26.4 Million
3.21% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
77,140
shares
|
$26.4 Million
0.09% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
77,134
shares
|
$26.4 Million
0.14% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,400
shares
|
$26.1 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
76,195
shares
|
$26 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
76,081
shares
|
$26 Million
5.32% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$25.8 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
75,523
shares
|
$25.8 Million
1.68% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
75,295
shares
|
$25.7 Million
0.12% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Kodai Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,176
shares
|
$25.7 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Quattro Financial Advisors LLC
|
Jan 28, 2025 Q4 2024 |
75,000
shares
|
$25.6 Million
7.07% of portfolio
|
Q4 2024
Added 15.38%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$25.4 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2024 Q3 2024 |
74,028
shares
|
$25.3 Million
3.85% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
73,396
shares
|
$25.1 Million
0.44% of portfolio
|
Q3 2024
Added 9190.63%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
72,932
shares
|
$24.9 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jan 28, 2025 Q4 2024 |
72,816
shares
|
$24.9 Million
1.7% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Yarbrough Capital, LLC
|
Jan 14, 2025 Q4 2024 |
72,522
shares
|
$24.8 Million
0.94% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
72,351
shares
|
$24.7 Million
0.54% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
71,550
shares
|
$24.4 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.04%
|