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 |
|---|---|---|---|---|---|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jan 28, 2025 Q4 2024 |
58,618
shares
|
$20 Million
0.24% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
58,317
shares
|
$19.9 Million
0.51% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
58,198
shares
|
$19.9 Million
2.3% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
58,061
shares
|
$19.8 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
58,036
shares
|
$19.8 Million
0.23% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
57,990
shares
|
$19.8 Million
0.47% of portfolio
|
Q3 2024
Added 30.46%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,701
shares
|
$19.7 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
57,543
shares
|
$19.7 Million
1.19% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
57,400
shares
|
$19.6 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
57,167
shares
|
$19.5 Million
0.32% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
56,433
shares
|
$19.3 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Copeland Capital Management, LLC
|
Jan 24, 2025 Q4 2024 |
56,142
shares
|
$19.2 Million
0.36% of portfolio
|
Q4 2024
Reduced 13.16%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
55,954
shares
|
$19.1 Million
1.44% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
55,826
shares
|
$19.1 Million
0.32% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
55,745
shares
|
$19 Million
0.44% of portfolio
|
Q4 2024
Added 664.78%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
55,263
shares
|
$18.9 Million
0.26% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
54,791
shares
|
$18.7 Million
0.39% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
54,465
shares
|
$18.6 Million
1.01% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
54,446
shares
|
$18.6 Million
0.48% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
54,103
shares
|
$18.5 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
54,080
shares
|
$18.5 Million
0.32% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,076
shares
|
$18.5 Million
1.21% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Transform Wealth, LLC
|
Jan 16, 2025 Q4 2024 |
53,948
shares
|
$18.4 Million
1.03% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
53,674
shares
|
$18.3 Million
0.22% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
53,593
shares
|
$18.3 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.04%
|