Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,425 institutions that hold shares in the stock, with a total of 755 Million shares, which have been reported (via 13F filing form) to have a value of $214 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
84,147
shares
|
$23.8 Million
0.94% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
83,864
shares
|
$23.7 Million
0.56% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$23.6 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Davidson Investment Advisors
|
Jan 31, 2025 Q4 2024 |
83,139
shares
|
$23.5 Million
1.41% of portfolio
|
Q4 2024
Added 1.4%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
82,881
shares
|
$23.4 Million
0.38% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
82,793
shares
|
$23.4 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Avala Global LP
New York, NY |
Feb 14, 2025 Q4 2024 |
82,200
shares
|
$23.3 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
81,962
shares
|
$23.2 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Oregon Public Employees Retirement Fund
|
Feb 04, 2025 Q4 2024 |
81,954
shares
|
$23.2 Million
0.53% of portfolio
|
Q4 2024
Reduced 1.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
81,757
shares
|
$23.1 Million
0.18% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$22.8 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Old National Bancorp
|
Jan 23, 2025 Q4 2024 |
80,591
shares
|
$22.8 Million
0.64% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
80,000
shares
|
$22.6 Million
0.67% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
79,981
shares
|
$22.6 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
79,908
shares
|
$22.6 Million
0.11% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
79,900
shares
|
$22.6 Million
0.15% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
79,486
shares
|
$22.5 Million
1.4% of portfolio
|
Q4 2024
Added 82.32%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Feb 05, 2025 Q4 2024 |
78,354
shares
|
$22.2 Million
2.21% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
77,949
shares
|
$22.1 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Abner Herrman & Brock LLC
|
Jan 24, 2025 Q4 2024 |
77,267
shares
|
$21.9 Million
3.21% of portfolio
|
Q4 2024
Added 0.9%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
76,302
shares
|
$21.6 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Paragon Capital Management LTD
|
Jan 14, 2025 Q4 2024 |
76,081
shares
|
$21.5 Million
5.32% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Gulf International Bank (Uk) LTD
|
Feb 05, 2025 Q4 2024 |
75,851
shares
|
$21.5 Million
0.64% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$21.4 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
|
Franklin Street Advisors Inc
|
Jan 10, 2025 Q4 2024 |
75,523
shares
|
$21.4 Million
1.68% of portfolio
|
Q4 2024
Added 3.47%
|