Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,379 institutions that hold shares in the stock, with a total of 752 Million shares, which have been reported (via 13F filing form) to have a value of $201 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
257,068
shares
|
$68.8 Million
0.2% of portfolio
|
Q1 2025
Added 18.28%
|
|
|
King Luther Capital Management Corp
Fort Worth, TX |
Feb 07, 2025 Q4 2024 |
255,694
shares
|
$68.5 Million
0.37% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
252,426
shares
|
$67.6 Million
0.06% of portfolio
|
Q4 2024
Added 6.03%
|
|
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
Apr 24, 2025 Q1 2025 |
251,151
shares
|
$67.2 Million
0.99% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Sequoia Financial Advisors, LLC
|
Apr 23, 2025 Q1 2025 |
250,446
shares
|
$67.1 Million
0.58% of portfolio
|
Q1 2025
Reduced 3.78%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Feb 10, 2025 Q4 2024 |
249,615
shares
|
$66.8 Million
0.15% of portfolio
|
Q4 2024
Added 527.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
246,172
shares
|
$65.9 Million
0.21% of portfolio
|
Q4 2024
Added 2.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
245,765
shares
|
$65.8 Million
0.08% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
Jan 23, 2025 Q4 2024 |
244,728
shares
|
$65.5 Million
1.06% of portfolio
|
Q4 2024
Reduced 7.21%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
Feb 14, 2025 Q4 2024 |
244,672
shares
|
$65.5 Million
5.7% of portfolio
|
Q4 2024
Added 2715.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
244,595
shares
|
$65.5 Million
0.24% of portfolio
|
Q4 2024
Added 369.75%
|
|
|
Chicago Capital, LLC
|
Apr 17, 2025 Q1 2025 |
243,737
shares
|
$65.3 Million
1.86% of portfolio
|
Q1 2025
Reduced 4.97%
|
|
|
Capital Group Private Client Services, Inc.
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
243,667
shares
|
$65.2 Million
0.8% of portfolio
|
Q4 2024
Reduced 1.1%
|
|
|
Foxhaven Asset Management, LP
Charlottesville, VA |
Feb 14, 2025 Q4 2024 |
241,450
shares
|
$64.7 Million
2.53% of portfolio
|
Q4 2024
New holding
|
|
|
Mairs & Power Inc
St Paul, MN |
Feb 14, 2025 Q4 2024 |
241,391
shares
|
$64.6 Million
0.79% of portfolio
|
Q4 2024
Reduced 0.65%
|
|
|
Bartlett & Co. LLC
|
Jan 08, 2024 Q4 2023 |
240,163
shares
|
$64.3 Million
1.04% of portfolio
|
Q4 2023
Added 2.57%
|
|
|
Erste Asset Management Gmb H
Vienna, C4 |
Feb 10, 2025 Q4 2024 |
239,200
shares
|
$64 Million
0.99% of portfolio
|
Q4 2024
Added 27.83%
|
|
|
Glenmede Trust CO Na
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
238,827
shares
|
$63.9 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.52%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
238,358
shares
|
$63.8 Million
0.93% of portfolio
|
Q4 2024
Reduced 1.81%
|
|
|
Vontobel Holding Ltd.
|
Apr 25, 2025 Q1 2025 |
237,184
shares
|
$63.5 Million
0.25% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Feb 13, 2025 Q4 2024 |
236,700
shares
|
$63.4 Million
0.17% of portfolio
|
Q4 2024
Added 357.65%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
235,116
shares
|
$63 Million
0.13% of portfolio
|
Q4 2024
Reduced 23.24%
|
|
|
La Banque Postale Asset Management Sa
Paris, I0 |
Feb 10, 2025 Q4 2024 |
230,287
shares
|
$61.7 Million
1.04% of portfolio
|
Q4 2024
Added 43.22%
|
|
|
British Columbia Investment Management Corp
Victoria, A1 |
Feb 14, 2025 Q4 2024 |
229,478
shares
|
$61.4 Million
0.48% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Fisher Funds Management LTD
Auckland, Q2 |
Apr 28, 2025 Q1 2025 |
228,977
shares
|
$61.3 Million
1.49% of portfolio
|
Q1 2025
Added 30.07%
|