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 |
|---|---|---|---|---|---|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
64,400
shares
|
$22 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
64,177
shares
|
$21.9 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Jan 28, 2025 Q4 2024 |
63,840
shares
|
$21.8 Million
1.88% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
63,744
shares
|
$21.8 Million
0.78% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
63,274
shares
|
$21.6 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jan 15, 2025 Q4 2024 |
62,989
shares
|
$21.5 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
62,834
shares
|
$21.5 Million
0.41% of portfolio
|
Q3 2024
Added 801.62%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Jan 13, 2025 Q3 2024 |
62,539
shares
|
$21.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jan 13, 2025 Q4 2024 |
62,229
shares
|
$21.3 Million
2.47% of portfolio
|
Q4 2024
Reduced 2.56%
|
|
|
Osborne Partners Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
62,074
shares
|
$21.2 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
62,039
shares
|
$21.2 Million
0.17% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Grimes & Company, Inc.
|
Jan 21, 2025 Q4 2024 |
62,031
shares
|
$21.2 Million
0.6% of portfolio
|
Q4 2024
Reduced 0.9%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
61,211
shares
|
$20.9 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
61,037
shares
|
$20.9 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
60,980
shares
|
$20.8 Million
1.86% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
60,766
shares
|
$20.8 Million
1.87% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
60,285
shares
|
$20.6 Million
1.73% of portfolio
|
Q3 2024
Added 69.4%
|
|
|
Factory Mutual Insurance CO
Waltham, MA |
Jan 23, 2025 Q4 2024 |
60,100
shares
|
$20.5 Million
0.22% of portfolio
|
Q4 2024
Reduced 22.65%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
59,080
shares
|
$20.2 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
59,007
shares
|
$20.2 Million
0.03% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
58,996
shares
|
$20.2 Million
3.95% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
58,919
shares
|
$20.1 Million
0.59% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
58,757
shares
|
$20.1 Million
0.55% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
58,752
shares
|
$20.1 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$20.1 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|