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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
97,254
shares
|
$25.6 Million
0.36% of portfolio
|
Q1 2025
Added 9.86%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
96,035
shares
|
$25.3 Million
0.07% of portfolio
|
Q2 2023
Added 9.59%
|
|
|
Flputnam Investment Management CO
Portland, ME |
May 15, 2025 Q1 2025 |
95,730
shares
|
$25.2 Million
0.49% of portfolio
|
Q1 2025
Added 19.69%
|
|
|
Kadensa Capital LTD
Central, K3 |
May 15, 2025 Q1 2025 |
95,104
shares
|
$25.1 Million
3.67% of portfolio
|
Q1 2025
Added 5.58%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
94,308
shares
|
$24.9 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
94,026
shares
|
$24.8 Million
0.16% of portfolio
|
Q1 2025
Reduced 0.12%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Apr 23, 2025 Q1 2025 |
94,000
shares
|
$24.8 Million
1.04% of portfolio
|
Q1 2025
Added 63.76%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
May 14, 2025 Q1 2025 |
93,723
shares
|
$24.7 Million
0.75% of portfolio
|
Q1 2025
Reduced 5.76%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
May 15, 2025 Q1 2025 |
92,619
shares
|
$24.4 Million
0.61% of portfolio
|
Q4 2024
Reduced 1.88%
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
92,134
shares
|
$24.3 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
91,772
shares
|
$24.2 Million
0.49% of portfolio
|
Q1 2025
Added 67.34%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
91,401
shares
|
$24.1 Million
0.1% of portfolio
|
Q1 2025
Added 14.38%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
90,962
shares
|
$24 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Boston Family Office LLC
Boston, MA |
May 13, 2025 Q1 2025 |
90,032
shares
|
$23.7 Million
1.71% of portfolio
|
Q1 2025
Reduced 1.4%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
May 13, 2025 Q1 2025 |
89,449
shares
|
$23.6 Million
2.01% of portfolio
|
Q1 2025
Reduced 14.09%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
88,758
shares
|
$23.4 Million
2.29% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
87,598
shares
|
$23.1 Million
2.13% of portfolio
|
Q3 2023
Reduced 2.77%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
87,556
shares
|
$23.1 Million
0.11% of portfolio
|
Q3 2024
Added 32.92%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
May 09, 2025 Q1 2025 |
87,500
shares
|
$23.1 Million
1.34% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Atomvest LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
87,300
shares
|
$23 Million
48.91% of portfolio
|
Q4 2024
Added 97.51%
|
|
|
Cullen/Frost Bankers, Inc.
|
May 02, 2025 Q1 2025 |
86,859
shares
|
$22.9 Million
0.33% of portfolio
|
Q1 2025
Added 4.8%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
86,700
shares
|
$22.9 Million
1.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Pittenger & Anderson Inc
|
May 01, 2025 Q1 2025 |
86,436
shares
|
$22.8 Million
0.96% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
86,316
shares
|
$22.8 Million
0.54% of portfolio
|
Q1 2025
Added 15.76%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
85,188
shares
|
$22.5 Million
1.17% of portfolio
|
Q1 2025
Added 2.46%
|