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 |
|---|---|---|---|---|---|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
53,404
shares
|
$18.2 Million
1.27% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
53,311
shares
|
$18.2 Million
1.3% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
53,264
shares
|
$18.2 Million
0.86% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
52,841
shares
|
$18.1 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
52,824
shares
|
$18 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
52,729
shares
|
$18 Million
1.14% of portfolio
|
Q2 2024
Added 71.63%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
52,693
shares
|
$18 Million
1.21% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,069
shares
|
$17.8 Million
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
51,721
shares
|
$17.7 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Louisiana State Employees Retirement System
|
Jan 29, 2025 Q4 2024 |
51,400
shares
|
$17.6 Million
0.33% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Bloom Tree Partners, LLC
New York, NY |
Aug 11, 2023 Q2 2023 |
51,249
shares
|
$17.5 Million
5.02% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
50,910
shares
|
$17.4 Million
0.33% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
50,909
shares
|
$17.4 Million
1.85% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
50,667
shares
|
$17.3 Million
0.3% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
Nov 14, 2024 Q3 2024 |
50,083
shares
|
$17.1 Million
3.37% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$17.1 Million
0.75% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
49,932
shares
|
$17.1 Million
0.2% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
49,634
shares
|
$17 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
49,548
shares
|
$16.9 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
49,357
shares
|
$16.9 Million
0.9% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
48,742
shares
|
$16.7 Million
0.55% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
48,705
shares
|
$16.6 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Strategic Wealth Investment Group, LLC
|
Jan 23, 2025 Q4 2024 |
48,620
shares
|
$16.6 Million
1.92% of portfolio
|
Q4 2024
Added 8112.84%
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
48,228
shares
|
$16.5 Million
0.27% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
48,000
shares
|
$16.4 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.64%
|