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 |
|---|---|---|---|---|---|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$5.97 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Harbour Capital Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
17,433
shares
|
$5.96 Million
1.39% of portfolio
|
Q4 2024
Reduced 0.92%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
17,397
shares
|
$5.94 Million
0.19% of portfolio
|
Q3 2024
Added 11.08%
|
|
|
Promethos Capital, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
17,360
shares
|
$5.93 Million
1.69% of portfolio
|
Q3 2024
New holding
|
|
|
Conning Inc.
|
Jan 28, 2025 Q4 2024 |
17,261
shares
|
$5.9 Million
0.22% of portfolio
|
Q4 2024
Reduced 20.57%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Nov 13, 2024 Q3 2024 |
17,185
shares
|
$5.87 Million
0.18% of portfolio
|
Q3 2024
Reduced 6.38%
|
|
|
Oak Associates LTD
Akron, OH |
Nov 12, 2024 Q3 2024 |
17,181
shares
|
$5.87 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.51%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jan 24, 2025 Q4 2024 |
17,130
shares
|
$5.85 Million
0.19% of portfolio
|
Q4 2024
Added 37.88%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$5.84 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jan 13, 2025 Q4 2024 |
17,018
shares
|
$5.82 Million
0.84% of portfolio
|
Q4 2024
Reduced 1.62%
|
|
|
Invst, LLC
Indianapolis, IN |
Nov 19, 2024 Q3 2024 |
17,003
shares
|
$5.81 Million
0.56% of portfolio
|
Q3 2024
Added 4.2%
|
|
|
Steel Peak Wealth Management LLC
|
Jan 22, 2025 Q4 2024 |
16,976
shares
|
$5.8 Million
0.24% of portfolio
|
Q4 2024
Reduced 4.26%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
16,883
shares
|
$5.77 Million
0.13% of portfolio
|
Q3 2024
Added 112.79%
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
16,852
shares
|
$5.76 Million
0.32% of portfolio
|
Q3 2024
Reduced 0.84%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Oct 24, 2024 Q3 2024 |
16,803
shares
|
$5.74 Million
0.33% of portfolio
|
Q3 2024
Added 5.72%
|
|
|
Condor Capital Management
Martinsville, NJ |
Nov 08, 2024 Q3 2024 |
16,743
shares
|
$5.72 Million
0.42% of portfolio
|
Q3 2024
Added 1.3%
|
|
|
Parsons Capital Management Inc
|
Jan 22, 2025 Q4 2024 |
16,673
shares
|
$5.7 Million
0.31% of portfolio
|
Q4 2024
Reduced 0.72%
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
16,656
shares
|
$5.69 Million
0.3% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Nov 13, 2024 Q3 2024 |
16,637
shares
|
$5.68 Million
1.13% of portfolio
|
Q3 2024
Added 2.39%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Nov 13, 2024 Q3 2024 |
16,629
shares
|
$5.68 Million
0.84% of portfolio
|
Q3 2024
Reduced 1.16%
|
|
|
Pinnbrook Capital Management LP
|
Jan 31, 2025 Q4 2024 |
16,628
shares
|
$5.68 Million
0.59% of portfolio
|
Q4 2024
Reduced 30.3%
|
|
|
High Vista Strategies LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
16,585
shares
|
$5.67 Million
1.78% of portfolio
|
Q3 2024
Reduced 21.71%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2024 Q3 2024 |
16,583
shares
|
$5.67 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Ocean Capital Management, LLC
|
Jan 29, 2025 Q4 2024 |
16,499
shares
|
$5.64 Million
1.2% of portfolio
|
Q4 2024
Added 24.45%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Jan 14, 2025 Q4 2024 |
16,477
shares
|
$5.63 Million
0.26% of portfolio
|
Q4 2024
Added 4.9%
|