Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,005 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Connectus Wealth, LLC
Cincinnati, OH |
May 14, 2024 Q1 2024 |
147,996
shares
|
$48.4 Million
1.02% of portfolio
|
Q1 2024
Reduced 12.28%
|
|
|
West End Advisors, LLC
|
Oct 25, 2024 Q3 2024 |
147,055
shares
|
$48.1 Million
0.99% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
New York Life Investment Management LLC
New York, NY |
Nov 07, 2024 Q3 2024 |
143,890
shares
|
$47 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.64%
|
|
|
Meag Munich Ergo, Kapitalanlagegesellschaft Mb H
|
Jan 21, 2025 Q4 2024 |
143,216
shares
|
$46.8 Million
1.57% of portfolio
|
Q4 2024
Added 23.46%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
143,120
shares
|
$46.8 Million
0.31% of portfolio
|
Q3 2024
New holding
|
|
|
Douglas Lane & Associates, LLC
|
Jan 08, 2025 Q4 2024 |
142,741
shares
|
$46.7 Million
0.69% of portfolio
|
Q4 2024
Added 57.49%
|
|
|
Becker Capital Management Inc
|
Nov 08, 2024 Q3 2024 |
140,207
shares
|
$45.8 Million
1.26% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
140,092
shares
|
$45.8 Million
0.28% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Apg Asset Management N.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
136,550
shares
|
$44.6 Million
0.24% of portfolio
|
Q3 2024
Reduced 82.31%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
134,683
shares
|
$44 Million
0.01% of portfolio
|
Q3 2024
Reduced 90.65%
|
|
|
Aureus Asset Management, LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
134,376
shares
|
$43.9 Million
2.44% of portfolio
|
Q3 2024
Reduced 0.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
133,928
shares
|
$43.8 Million
0.1% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
133,288
shares
|
$43.6 Million
0.37% of portfolio
|
Q3 2024
Reduced 11.61%
|
|
|
Hyperion Asset Management LTD
Royal Exchange, C3 |
Nov 14, 2024 Q3 2024 |
132,481
shares
|
$43.3 Million
1.39% of portfolio
|
Q3 2024
Reduced 12.03%
|
|
|
Distillate Capital Partners LLC
|
Nov 13, 2024 Q3 2024 |
132,242
shares
|
$43.2 Million
1.83% of portfolio
|
Q3 2024
Added 1.02%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
131,946
shares
|
$43.1 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Suncoast Equity Management
|
Oct 21, 2024 Q3 2024 |
131,823
shares
|
$43.1 Million
4.18% of portfolio
|
Q3 2024
Reduced 6.09%
|
|
|
Assetmark, Inc
|
Nov 01, 2024 Q3 2024 |
131,337
shares
|
$42.9 Million
0.1% of portfolio
|
Q3 2024
Added 12.46%
|
|
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
Nov 12, 2024 Q3 2024 |
131,225
shares
|
$42.9 Million
0.81% of portfolio
|
Q3 2024
Added 13.41%
|
|
|
Rokos Capital Management LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
130,502
shares
|
$42.7 Million
0.6% of portfolio
|
Q3 2024
Reduced 83.48%
|
|
|
Silvant Capital Management LLC
|
Oct 29, 2024 Q3 2024 |
130,215
shares
|
$42.6 Million
1.6% of portfolio
|
Q3 2024
Reduced 0.27%
|
|
|
Hollencrest Capital Management
|
Oct 31, 2024 Q3 2024 |
127,402
shares
|
$41.6 Million
1.48% of portfolio
|
Q3 2024
Added 0.3%
|
|
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
Jan 15, 2025 Q4 2024 |
126,826
shares
|
$41.5 Million
1.36% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Guinness Asset Management LTD
London, X0 |
Jan 16, 2025 Q4 2024 |
126,554
shares
|
$41.4 Million
0.84% of portfolio
|
Q4 2024
Reduced 9.88%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
126,472
shares
|
$41.3 Million
0.2% of portfolio
|
Q3 2024
Reduced 6.58%
|