Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,385 institutions that hold shares in the stock, with a total of 766 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
May 02, 2025 Q1 2025 |
152,467
shares
|
$40.2 Million
0.87% of portfolio
|
Q1 2025
Added 13.68%
|
|
|
Uss Investment Management LTD
|
May 14, 2025 Q1 2025 |
148,486
shares
|
$39.1 Million
0.31% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
B. Metzler Seel. Sohn & Co. Holding Ag
Frankfurt, 2M |
Nov 08, 2024 Q3 2024 |
148,417
shares
|
$39.1 Million
0.4% of portfolio
|
Q3 2024
Reduced 76.05%
|
|
|
Harel Insurance Investments & Financial Services Ltd.
|
Apr 29, 2025 Q1 2025 |
148,282
shares
|
$39.1 Million
0.52% of portfolio
|
Q1 2025
Added 58.65%
|
|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
147,996
shares
|
$39 Million
1.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
May 08, 2025 Q1 2025 |
147,061
shares
|
$38.8 Million
1.19% of portfolio
|
Q1 2025
Reduced 82.71%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
May 12, 2025 Q1 2025 |
145,853
shares
|
$38.4 Million
1.64% of portfolio
|
Q1 2025
Added 10.34%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
145,253
shares
|
$38.3 Million
0.29% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
145,043
shares
|
$38.2 Million
0.37% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
144,866
shares
|
$38.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
144,681
shares
|
$38.1 Million
1.01% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
Brown Advisory Inc
|
Apr 29, 2025 Q1 2025 |
143,348
shares
|
$37.8 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.7%
|
|
|
West End Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
141,542
shares
|
$37.3 Million
1.01% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
New York Life Investment Management LLC
New York, NY |
May 08, 2025 Q1 2025 |
141,521
shares
|
$37.3 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Asr Vermogensbeheer N.V.
Utrecht, P7 |
Jul 21, 2025 Q2 2025 |
140,530
shares
|
$37 Million
0.5% of portfolio
|
Q2 2025
Added 13.0%
|
|
|
Nan Shan Life Insurance Co., Ltd.
Taipei City, F5 |
May 14, 2025 Q1 2025 |
140,250
shares
|
$37 Million
0.9% of portfolio
|
Q1 2025
Added 1706.41%
|
|
|
Benchstone Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
139,275
shares
|
$36.7 Million
3.97% of portfolio
|
Q1 2025
Added 119.89%
|
|
|
Varma Mutual Pension Insurance CO
Varma, H9 |
May 13, 2025 Q1 2025 |
136,828
shares
|
$36.1 Million
0.44% of portfolio
|
Q1 2025
Reduced 11.45%
|
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
136,286
shares
|
$35.9 Million
0.46% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Annex Advisory Services, LLC
|
Jul 11, 2025 Q2 2025 |
136,195
shares
|
$35.9 Million
1.22% of portfolio
|
Q2 2025
Added 13.16%
|
|
|
Gateway Investment Advisers LLC
|
Jul 09, 2025 Q2 2025 |
135,766
shares
|
$35.8 Million
0.41% of portfolio
|
Q2 2025
Reduced 30.19%
|
|
|
Achmea Investment Management B.V.
|
Apr 24, 2025 Q1 2025 |
135,710
shares
|
$35.8 Million
0.53% of portfolio
|
Q1 2025
Added 30.35%
|
|
|
Kingstone Capital Partners Texas, LLC
Frisco, TX |
Jul 10, 2025 Q2 2025 |
134,809
shares
|
$35.5 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Police & Firemen'S Retirement System Of New Jersey
Trenton, NJ |
May 09, 2025 Q1 2025 |
134,587
shares
|
$35.5 Million
0.37% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
May 13, 2025 Q1 2025 |
134,399
shares
|
$35.4 Million
0.3% of portfolio
|
Q1 2025
Added 15.19%
|