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 |
|---|---|---|---|---|---|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
47,989
shares
|
$16.4 Million
0.26% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,925
shares
|
$16.4 Million
0.09% of portfolio
|
Q3 2024
Reduced 89.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
47,699
shares
|
$16.3 Million
0.34% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
Chesley Taft & Associates LLC
|
Jan 16, 2025 Q4 2024 |
47,633
shares
|
$16.3 Million
0.75% of portfolio
|
Q4 2024
Added 0.43%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Jan 22, 2025 Q4 2024 |
47,537
shares
|
$16.2 Million
0.4% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$16.2 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
47,042
shares
|
$16.1 Million
0.29% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Dupont Capital Management Corp
|
Jan 17, 2025 Q4 2024 |
46,879
shares
|
$16 Million
1.48% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
46,842
shares
|
$16 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Jan 28, 2025 Q4 2024 |
46,486
shares
|
$15.9 Million
0.8% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
46,336
shares
|
$15.8 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,307
shares
|
$15.8 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Lvm Capital Management LTD
|
Jan 10, 2025 Q4 2024 |
46,266
shares
|
$15.8 Million
1.67% of portfolio
|
Q4 2024
Added 3.37%
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
46,227
shares
|
$15.8 Million
3.22% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
New Mexico Educational Retirement Board
|
Jan 30, 2025 Q4 2024 |
46,186
shares
|
$15.8 Million
0.52% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Edge Wealth Management LLC
|
Jan 14, 2025 Q4 2024 |
46,121
shares
|
$15.8 Million
3.27% of portfolio
|
Q4 2024
Reduced 2.34%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
45,984
shares
|
$15.7 Million
1.26% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,968
shares
|
$15.7 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
45,736
shares
|
$15.6 Million
0.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Jan 29, 2025 Q4 2024 |
45,388
shares
|
$15.5 Million
0.57% of portfolio
|
Q4 2024
Added 6.19%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
45,348
shares
|
$15.5 Million
0.29% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Artemis Investment Management LLP
|
Jan 16, 2025 Q4 2024 |
45,216
shares
|
$15.5 Million
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$15.4 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
44,623
shares
|
$15.2 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,414
shares
|
$15.2 Million
0.18% of portfolio
|
Q3 2024
Added 3967.22%
|