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 |
|---|---|---|---|---|---|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Nov 12, 2024 Q3 2024 |
38,245
shares
|
$13.1 Million
0.18% of portfolio
|
Q3 2024
Added 90.63%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
38,200
shares
|
$13.1 Million
1.32% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Rpg Investment Advisory, LLC
|
Nov 05, 2024 Q3 2024 |
38,101
shares
|
$13 Million
1.49% of portfolio
|
Q3 2024
Added 3.65%
|
|
|
Adell Harriman & Carpenter Inc
|
Jan 30, 2025 Q4 2024 |
38,086
shares
|
$13 Million
0.89% of portfolio
|
Q4 2024
Reduced 1.91%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Nov 15, 2024 Q3 2024 |
38,085
shares
|
$13 Million
0.64% of portfolio
|
Q3 2024
Added 7.38%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jan 31, 2025 Q4 2024 |
37,882
shares
|
$12.9 Million
0.88% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$12.8 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$12.8 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Nov 14, 2024 Q3 2024 |
37,465
shares
|
$12.8 Million
0.67% of portfolio
|
Q3 2024
Added 8.42%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
37,346
shares
|
$12.8 Million
0.42% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
37,293
shares
|
$12.7 Million
0.43% of portfolio
|
Q3 2024
Reduced 5.49%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
37,220
shares
|
$12.7 Million
0.18% of portfolio
|
Q4 2024
Added 2.64%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$12.7 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Eulav Asset Management
|
Jan 28, 2025 Q4 2024 |
37,006
shares
|
$12.6 Million
0.3% of portfolio
|
Q4 2024
Reduced 2.63%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$12.6 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Shelton Capital Management
Denver, CO |
Nov 14, 2024 Q3 2024 |
36,976
shares
|
$12.6 Million
0.26% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Nov 13, 2024 Q3 2024 |
36,897
shares
|
$12.6 Million
0.43% of portfolio
|
Q3 2024
Reduced 0.92%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
36,719
shares
|
$12.5 Million
1.22% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
36,664
shares
|
$12.5 Million
0.71% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jan 08, 2025 Q4 2024 |
36,491
shares
|
$12.5 Million
1.38% of portfolio
|
Q4 2024
Reduced 8.18%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,473
shares
|
$12.5 Million
0.25% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$12.5 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Nov 12, 2024 Q3 2024 |
36,432
shares
|
$12.4 Million
1.57% of portfolio
|
Q3 2024
Added 35.89%
|
|
|
Sg Americas Securities, LLC
|
Jan 17, 2025 Q4 2024 |
36,305
shares
|
$12.4 Million
0.05% of portfolio
|
Q4 2024
Reduced 77.57%
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
36,213
shares
|
$12.4 Million
3.01% of portfolio
|
Q3 2024
Reduced 5.63%
|