Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,921 institutions that hold shares in the stock, with a total of 750 Million shares, which have been reported (via 13F filing form) to have a value of $241 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Fjarde Ap Fonden (The Fourth Swedish National Pensionfund)
Stockholm, V7 |
Aug 02, 2024 Q2 2024 |
152,555
shares
|
$49.1 Million
0.44% of portfolio
|
Q2 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
150,790
shares
|
$48.5 Million
0.43% of portfolio
|
Q2 2024
Added 1.09%
|
|
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
Aug 14, 2024 Q2 2024 |
150,598
shares
|
$48.5 Million
1.6% of portfolio
|
Q2 2024
Reduced 12.04%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Aug 06, 2024 Q2 2024 |
149,213
shares
|
$48 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
B. Metzler Seel. Sohn & Co. Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$47.8 Million
0.41% of portfolio
|
Q3 2024
Added 18.5%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$47.8 Million
0.4% of portfolio
|
Q3 2024
Reduced 76.05%
|
|
|
Andra Ap Fonden
Goteborg, V7 |
Aug 07, 2024 Q2 2024 |
148,298
shares
|
$47.7 Million
0.65% of portfolio
|
Q2 2024
Added 83.09%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
147,996
shares
|
$47.6 Million
1.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
147,055
shares
|
$47.3 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 14, 2024 Q2 2024 |
146,017
shares
|
$47 Million
0.16% of portfolio
|
Q2 2024
Added 17.77%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2024 Q2 2024 |
145,564
shares
|
$46.9 Million
0.15% of portfolio
|
Q2 2024
Added 10.86%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
143,890
shares
|
$46.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Toroso Investments, LLC
Massapequa, NY |
Aug 14, 2024 Q2 2024 |
142,845
shares
|
$46 Million
0.56% of portfolio
|
Q2 2024
Added 38.84%
|
|
|
Guinness Asset Management LTD
London, X0 |
Oct 10, 2024 Q3 2024 |
140,422
shares
|
$45.2 Million
0.73% of portfolio
|
Q3 2024
Reduced 1.72%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
140,207
shares
|
$45.1 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
137,977
shares
|
$44.4 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.16%
|
|
|
Hantz Financial Services, Inc.
|
Jul 30, 2024 Q2 2024 |
137,359
shares
|
$44.2 Million
0.68% of portfolio
|
Q1 2024
Reduced 2.07%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Aug 13, 2024 Q2 2024 |
135,558
shares
|
$43.6 Million
2.43% of portfolio
|
Q2 2024
Reduced 1.08%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
135,376
shares
|
$43.6 Million
0.2% of portfolio
|
Q2 2024
Added 40.07%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
Aug 14, 2024 Q2 2024 |
134,665
shares
|
$43.4 Million
0.82% of portfolio
|
Q2 2024
Added 185.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
133,628
shares
|
$43 Million
0.08% of portfolio
|
Q3 2024
Added 2.0%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,946
shares
|
$42.5 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
131,823
shares
|
$42.4 Million
4.18% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
131,337
shares
|
$42.3 Million
0.1% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Distillate Capital Partners LLC
|
Aug 14, 2024 Q2 2024 |
130,911
shares
|
$42.1 Million
1.82% of portfolio
|
Q2 2024
New holding
|