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 |
|---|---|---|---|---|---|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
44,358
shares
|
$15.2 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Atomvest LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
44,200
shares
|
$15.1 Million
17.16% of portfolio
|
Q3 2024
Added 76.8%
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
44,008
shares
|
$15 Million
0.73% of portfolio
|
Q4 2024
Added 17.12%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
43,987
shares
|
$15 Million
0.46% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
43,933
shares
|
$15 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
43,790
shares
|
$15 Million
0.36% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
43,712
shares
|
$14.9 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.53%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
43,597
shares
|
$14.9 Million
0.63% of portfolio
|
Q3 2024
Added 4854.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,565
shares
|
$14.9 Million
0.17% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
43,532
shares
|
$14.9 Million
4.23% of portfolio
|
Q4 2021
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
43,434
shares
|
$14.8 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$14.8 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
43,332
shares
|
$14.8 Million
0.18% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
43,206
shares
|
$14.8 Million
1.5% of portfolio
|
Q3 2024
Added 4989.05%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
42,817
shares
|
$14.6 Million
0.38% of portfolio
|
Q4 2024
Reduced 17.93%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
42,426
shares
|
$14.5 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,311
shares
|
$14.5 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,148
shares
|
$14.4 Million
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
42,134
shares
|
$14.4 Million
0.1% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
42,067
shares
|
$14.4 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
42,050
shares
|
$14.4 Million
0.82% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
42,048
shares
|
$14.4 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
41,897
shares
|
$14.3 Million
0.9% of portfolio
|
Q3 2024
Added 5663.0%
|
|
|
Cfm Wealth Partners LLC
|
Jan 24, 2025 Q4 2024 |
41,806
shares
|
$14.3 Million
2.37% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
41,759
shares
|
$14.3 Million
0.34% of portfolio
|
Q3 2024
Added 6.93%
|