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 |
|---|---|---|---|---|---|
|
Keybank National Association
|
Oct 31, 2024 Q3 2024 |
33,012
shares
|
$11.3 Million
0.04% of portfolio
|
Q3 2024
Added 0.42%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
32,810
shares
|
$11.2 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Churchill Management Corp
|
Jan 14, 2025 Q4 2024 |
32,696
shares
|
$11.2 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
32,673
shares
|
$11.2 Million
0.25% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
32,504
shares
|
$11.1 Million
0.34% of portfolio
|
Q3 2024
Reduced 1.55%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
Nov 14, 2024 Q3 2024 |
32,500
shares
|
$11.1 Million
1.58% of portfolio
|
Q3 2024
Added 91.18%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
32,358
shares
|
$11.1 Million
0.27% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Grassi Investment Management
|
Jan 21, 2025 Q4 2024 |
32,164
shares
|
$11 Million
0.92% of portfolio
|
Q4 2024
Reduced 0.77%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Nov 14, 2024 Q3 2024 |
32,153
shares
|
$11 Million
0.09% of portfolio
|
Q3 2024
Reduced 37.8%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$11 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
|
Procyon Advisors, LLC
|
Jan 15, 2025 Q4 2024 |
32,117
shares
|
$11 Million
0.7% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$10.9 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Meyer Handelman CO
|
Jan 14, 2025 Q4 2024 |
31,836
shares
|
$10.9 Million
0.37% of portfolio
|
Q4 2024
Reduced 0.76%
|
|
|
Pinnacle Associates LTD
|
Oct 25, 2024 Q3 2024 |
31,664
shares
|
$10.8 Million
0.14% of portfolio
|
Q3 2024
Added 1.06%
|
|
|
Cmh Wealth Management LLC
|
Jan 16, 2025 Q4 2024 |
31,437
shares
|
$10.7 Million
2.47% of portfolio
|
Q4 2024
Reduced 3.03%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
31,284
shares
|
$10.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 89.9%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
31,159
shares
|
$10.6 Million
0.56% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
First National Trust CO
|
Nov 05, 2024 Q3 2024 |
31,131
shares
|
$10.6 Million
0.33% of portfolio
|
Q3 2024
Added 1.03%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
30,919
shares
|
$10.6 Million
0.29% of portfolio
|
Q4 2024
Added 9.87%
|
|
|
North Star Asset Management Inc
|
Nov 14, 2024 Q3 2024 |
30,912
shares
|
$10.6 Million
0.4% of portfolio
|
Q3 2024
Added 31.47%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$10.5 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Nov 13, 2024 Q3 2024 |
30,712
shares
|
$10.5 Million
0.2% of portfolio
|
Q3 2024
Reduced 0.64%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
30,708
shares
|
$10.5 Million
0.11% of portfolio
|
Q4 2024
Added 18.09%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
30,366
shares
|
$10.4 Million
1.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
30,365
shares
|
$10.4 Million
0.24% of portfolio
|
Q4 2024
Added 17.69%
|