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 |
|---|---|---|---|---|---|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Nov 12, 2024 Q3 2024 |
20,074
shares
|
$6.86 Million
0.29% of portfolio
|
Q3 2024
Added 26.75%
|
|
|
Bailard, Inc.
|
Oct 30, 2024 Q3 2024 |
20,060
shares
|
$6.85 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.57%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jan 21, 2025 Q4 2024 |
20,046
shares
|
$6.85 Million
0.85% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Ally Financial Inc.
Detroit, MI |
Nov 13, 2024 Q3 2024 |
20,000
shares
|
$6.83 Million
0.67% of portfolio
|
Q3 2024
Added 11.11%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Nov 13, 2024 Q3 2024 |
19,902
shares
|
$6.8 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.4%
|
|
|
Meridian Wealth Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
19,818
shares
|
$6.77 Million
1.01% of portfolio
|
Q3 2024
Added 2.32%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,760
shares
|
$6.75 Million
0.11% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Bouvel Investment Partners, LLC
|
Jan 14, 2025 Q4 2024 |
19,733
shares
|
$6.74 Million
2.6% of portfolio
|
Q4 2024
Added 1.09%
|
|
|
Al Ti Global, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
19,693
shares
|
$6.73 Million
0.13% of portfolio
|
Q3 2024
Added 22.11%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jan 21, 2025 Q4 2024 |
19,667
shares
|
$6.72 Million
0.68% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Jan 31, 2025 Q4 2024 |
19,646
shares
|
$6.71 Million
0.63% of portfolio
|
Q4 2024
Reduced 31.52%
|
|
|
Merit Financial Group, LLC
|
Jan 15, 2025 Q4 2024 |
19,581
shares
|
$6.69 Million
0.12% of portfolio
|
Q4 2024
Added 62.07%
|
|
|
Mission Wealth Management, LP
|
Oct 31, 2024 Q3 2024 |
19,574
shares
|
$6.69 Million
0.13% of portfolio
|
Q3 2024
Added 7.45%
|
|
|
Elite Wealth Management, Inc.
|
Nov 13, 2024 Q3 2024 |
19,368
shares
|
$6.62 Million
1.26% of portfolio
|
Q3 2024
Added 1.1%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
19,342
shares
|
$6.61 Million
0.14% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Walleye Capital LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
19,318
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 71.8%
|
|
|
Sawyer & Company, Inc
|
Jan 14, 2025 Q4 2024 |
19,225
shares
|
$6.57 Million
2.38% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$6.57 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 12, 2024 Q3 2024 |
19,220
shares
|
$6.57 Million
0.21% of portfolio
|
Q3 2024
Added 0.68%
|
|
|
Tairen Capital LTD
Grand Cayman, E9 |
Nov 14, 2024 Q3 2024 |
19,000
shares
|
$6.49 Million
0.18% of portfolio
|
Q3 2024
Reduced 55.81%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
Jan 27, 2025 Q4 2024 |
18,983
shares
|
$6.49 Million
0.57% of portfolio
|
Q4 2024
Added 4.69%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
18,936
shares
|
$6.47 Million
0.16% of portfolio
|
Q3 2024
Reduced 34.56%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$6.46 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Jan 27, 2025 Q4 2024 |
18,887
shares
|
$6.45 Million
4.57% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
18,865
shares
|
$6.45 Million
0.1% of portfolio
|
Q3 2024
Added 4.64%
|