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 |
|---|---|---|---|---|---|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$10.3 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Nov 14, 2024 Q3 2024 |
30,000
shares
|
$10.3 Million
1.57% of portfolio
|
Q3 2024
Reduced 53.85%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Nov 05, 2024 Q3 2024 |
29,864
shares
|
$10.2 Million
0.66% of portfolio
|
Q3 2024
Added 2.34%
|
|
|
Wedbush Securities Inc
|
Nov 08, 2024 Q3 2024 |
29,854
shares
|
$10.2 Million
0.3% of portfolio
|
Q3 2024
Reduced 9.66%
|
|
|
Calamos Wealth Management LLC
|
Jan 24, 2025 Q4 2024 |
29,809
shares
|
$10.2 Million
0.52% of portfolio
|
Q4 2024
Added 813.27%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$10.2 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,726
shares
|
$10.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,557
shares
|
$10.1 Million
0.91% of portfolio
|
Q3 2024
Added 901.59%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
29,526
shares
|
$10.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$10 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Bank Of Nova Scotia Trust CO
|
Nov 13, 2024 Q3 2024 |
29,268
shares
|
$10 Million
0.87% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$9.99 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
River Road Asset Management, LLC
|
Oct 30, 2024 Q3 2024 |
29,128
shares
|
$9.95 Million
0.11% of portfolio
|
Q3 2024
Added 91.05%
|
|
|
Rheos Capital Works Inc.
|
Jan 24, 2025 Q4 2024 |
29,000
shares
|
$9.91 Million
0.54% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$9.89 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
28,649
shares
|
$9.79 Million
0.76% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$9.78 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
|
Bdf Gestion
Paris, I0 |
Jan 17, 2025 Q4 2024 |
28,403
shares
|
$9.71 Million
0.88% of portfolio
|
Q4 2024
Reduced 11.5%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,128
shares
|
$9.61 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
28,114
shares
|
$9.61 Million
0.28% of portfolio
|
Q4 2024
Added 5.21%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Nov 05, 2024 Q3 2024 |
28,095
shares
|
$9.6 Million
6.1% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
27,952
shares
|
$9.55 Million
0.36% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$9.46 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
27,599
shares
|
$9.43 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
27,584
shares
|
$9.43 Million
1.06% of portfolio
|
Q3 2024
Added 3.13%
|