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 |
|---|---|---|---|---|---|
|
Beacon Investment Advisory Services, Inc.
|
Jan 17, 2025 Q4 2024 |
27,540
shares
|
$9.41 Million
0.4% of portfolio
|
Q4 2024
Reduced 8.27%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jan 27, 2025 Q4 2024 |
27,534
shares
|
$9.41 Million
0.59% of portfolio
|
Q4 2024
Reduced 7.11%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
27,374
shares
|
$9.35 Million
0.14% of portfolio
|
Q4 2024
Added 2.43%
|
|
|
Cohen Klingenstein LLC
|
Jan 15, 2025 Q4 2024 |
27,300
shares
|
$9.33 Million
0.32% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
27,248
shares
|
$9.31 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$9.24 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,020
shares
|
$9.23 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$9.23 Million
3.31% of portfolio
|
Q2 2023
Added 58.82%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
26,806
shares
|
$9.16 Million
0.64% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$9.16 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
26,769
shares
|
$9.15 Million
0.87% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,718
shares
|
$9.13 Million
0.09% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
26,654
shares
|
$9.11 Million
0.11% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
26,635
shares
|
$9.1 Million
0.45% of portfolio
|
Q3 2024
Added 20.68%
|
|
|
Cohen Capital Management, Inc.
|
Oct 29, 2024 Q3 2024 |
26,461
shares
|
$9.04 Million
1.2% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
26,235
shares
|
$8.96 Million
0.67% of portfolio
|
Q3 2024
Added 3.9%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$8.92 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Squarepoint Ops LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
26,089
shares
|
$8.91 Million
0.01% of portfolio
|
Q3 2024
Reduced 79.27%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Oct 30, 2024 Q3 2024 |
25,973
shares
|
$8.87 Million
0.41% of portfolio
|
Q3 2024
Added 17.1%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$8.85 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Brighton Jones LLC
|
Jan 17, 2025 Q4 2024 |
25,668
shares
|
$8.77 Million
0.26% of portfolio
|
Q4 2024
Added 13.75%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
25,627
shares
|
$8.76 Million
0.25% of portfolio
|
Q3 2024
Added 7.23%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Nov 08, 2024 Q3 2024 |
25,597
shares
|
$8.75 Million
0.59% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Strategic Advisors LLC
|
Jan 31, 2025 Q4 2024 |
25,530
shares
|
$8.72 Million
1.57% of portfolio
|
Q4 2024
Added 0.88%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Nov 14, 2024 Q3 2024 |
25,500
shares
|
$8.71 Million
0.23% of portfolio
|
Q3 2024
New holding
|