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 |
|---|---|---|---|---|---|
|
Plimoth Trust CO LLC
|
Jan 23, 2025 Q4 2024 |
22,753
shares
|
$7.77 Million
1.99% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
22,681
shares
|
$7.75 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jan 10, 2025 Q4 2024 |
22,676
shares
|
$7.75 Million
0.36% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
22,638
shares
|
$7.74 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jan 27, 2025 Q4 2024 |
22,631
shares
|
$7.73 Million
1.13% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
22,578
shares
|
$7.71 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jan 23, 2025 Q4 2024 |
22,573
shares
|
$7.71 Million
0.63% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$7.71 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,526
shares
|
$7.7 Million
1.11% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Optas, LLC
|
Jan 24, 2025 Q4 2024 |
22,512
shares
|
$7.69 Million
1.65% of portfolio
|
Q4 2024
Added 210.85%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
22,500
shares
|
$7.69 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
22,452
shares
|
$7.67 Million
1.15% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
22,424
shares
|
$7.66 Million
1.6% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,349
shares
|
$7.64 Million
0.05% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$7.57 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
22,165
shares
|
$7.57 Million
1.91% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
22,130
shares
|
$7.56 Million
0.44% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
22,125
shares
|
$7.56 Million
1.23% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
22,083
shares
|
$7.55 Million
0.11% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$7.54 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$7.48 Million
0.64% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
21,679
shares
|
$7.41 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$7.31 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
21,364
shares
|
$7.3 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jan 15, 2025 Q4 2024 |
21,345
shares
|
$7.29 Million
3.43% of portfolio
|
Q4 2024
Reduced 2.04%
|