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 |
|---|---|---|---|---|---|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
35,945
shares
|
$12.3 Million
3.37% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Oct 08, 2024 Q3 2024 |
35,875
shares
|
$12.3 Million
1.04% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Moore Capital Management, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
35,867
shares
|
$12.3 Million
0.2% of portfolio
|
Q3 2024
Added 50.18%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jan 13, 2025 Q4 2024 |
35,788
shares
|
$12.2 Million
0.54% of portfolio
|
Q4 2024
Reduced 2.37%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Nov 13, 2024 Q3 2024 |
35,710
shares
|
$12.2 Million
0.03% of portfolio
|
Q3 2024
Reduced 99.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
35,640
shares
|
$12.2 Million
0.59% of portfolio
|
Q4 2024
Added 1.28%
|
|
|
Columbus Hill Capital Management, L.P.
Short Hills, NJ |
Nov 13, 2024 Q3 2024 |
35,459
shares
|
$12.1 Million
2.17% of portfolio
|
Q3 2024
Reduced 51.93%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$12.1 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$12.1 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$12 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Independent Advisor Alliance
|
Nov 12, 2024 Q3 2024 |
35,103
shares
|
$12 Million
0.35% of portfolio
|
Q3 2024
Added 6.39%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
34,963
shares
|
$11.9 Million
0.4% of portfolio
|
Q3 2024
Added 32.64%
|
|
|
Zacks Investment Management
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,918
shares
|
$11.9 Million
0.08% of portfolio
|
Q3 2024
Added 14.75%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
34,269
shares
|
$11.7 Million
0.25% of portfolio
|
Q3 2024
Reduced 0.31%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Nov 07, 2024 Q3 2024 |
34,204
shares
|
$11.7 Million
1.02% of portfolio
|
Q3 2024
Added 0.53%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
34,067
shares
|
$11.6 Million
1.15% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Nov 13, 2024 Q3 2024 |
33,933
shares
|
$11.6 Million
1.48% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Simmons Bank
|
Nov 05, 2024 Q3 2024 |
33,872
shares
|
$11.6 Million
0.68% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Dnca Finance
Paris, I0 |
Nov 13, 2024 Q3 2024 |
33,800
shares
|
$11.5 Million
0.79% of portfolio
|
Q3 2024
Reduced 15.5%
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
33,776
shares
|
$11.5 Million
0.16% of portfolio
|
Q3 2024
Reduced 25.93%
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
33,751
shares
|
$11.5 Million
1.26% of portfolio
|
Q4 2024
Added 1.42%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
33,610
shares
|
$11.5 Million
0.45% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Novare Capital Management LLC
|
Jan 21, 2025 Q4 2024 |
33,279
shares
|
$11.4 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
33,170
shares
|
$11.3 Million
2.93% of portfolio
|
Q3 2024
New holding
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jan 29, 2025 Q4 2024 |
33,071
shares
|
$11.3 Million
1.3% of portfolio
|
Q4 2024
New holding
|