Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,951 institutions that hold shares in the stock, with a total of 727 Million shares, which have been reported (via 13F filing form) to have a value of $236 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Factory Mutual Insurance CO
Waltham, MA |
Oct 10, 2024 Q3 2024 |
77,700
shares
|
$25.2 Million
0.22% of portfolio
|
Q3 2024
Reduced 1.65%
|
|
|
Univest Financial Corp
|
Nov 14, 2024 Q3 2024 |
77,382
shares
|
$25.1 Million
1.4% of portfolio
|
Q3 2024
Added 303.16%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
77,140
shares
|
$25.1 Million
0.09% of portfolio
|
Q3 2024
Added 6.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
77,134
shares
|
$25.1 Million
0.14% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Abner Herrman & Brock LLC
|
Oct 08, 2024 Q3 2024 |
76,579
shares
|
$24.9 Million
2.53% of portfolio
|
Q3 2024
Reduced 5.07%
|
|
|
Aquatic Capital Management LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
76,400
shares
|
$24.8 Million
0.55% of portfolio
|
Q3 2024
New holding
|
|
|
Gulf International Bank (Uk) LTD
|
Oct 30, 2024 Q3 2024 |
76,195
shares
|
$24.8 Million
0.53% of portfolio
|
Q3 2024
Reduced 4.39%
|
|
|
Paragon Capital Management LTD
|
Oct 10, 2024 Q3 2024 |
76,081
shares
|
$24.7 Million
4.27% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Annex Advisory Services, LLC
|
Oct 10, 2024 Q3 2024 |
75,685
shares
|
$24.6 Million
0.75% of portfolio
|
Q3 2024
Added 9.02%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$24.6 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
75,295
shares
|
$24.5 Million
0.12% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Kodai Capital Management LP
Chicago, IL |
Nov 14, 2024 Q3 2024 |
75,176
shares
|
$24.4 Million
0.43% of portfolio
|
Q3 2024
New holding
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$24.2 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Nov 12, 2024 Q3 2024 |
74,028
shares
|
$24.1 Million
3.85% of portfolio
|
Q3 2024
Reduced 3.5%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
73,396
shares
|
$23.8 Million
0.44% of portfolio
|
Q3 2024
Added 9190.63%
|
|
|
Franklin Street Advisors Inc
|
Oct 09, 2024 Q3 2024 |
72,993
shares
|
$23.7 Million
1.35% of portfolio
|
Q3 2024
Added 15.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
72,932
shares
|
$23.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 1.21%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Oct 17, 2024 Q3 2024 |
72,744
shares
|
$23.6 Million
1.33% of portfolio
|
Q3 2024
Added 212.5%
|
|
|
Yarbrough Capital, LLC
|
Oct 15, 2024 Q3 2024 |
72,522
shares
|
$23.6 Million
0.81% of portfolio
|
Q1 2023
Reduced 3.26%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Oct 21, 2024 Q3 2024 |
72,500
shares
|
$23.6 Million
2.3% of portfolio
|
Q1 2023
Added 7.41%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Nov 14, 2024 Q3 2024 |
72,351
shares
|
$23.5 Million
0.54% of portfolio
|
Q3 2024
Added 30.25%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Nov 14, 2024 Q3 2024 |
71,550
shares
|
$23.2 Million
0.88% of portfolio
|
Q3 2024
Reduced 1.04%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
71,399
shares
|
$23.2 Million
0.13% of portfolio
|
Q3 2024
Reduced 2.64%
|
|
|
Ten Core Partners, LP
New York, NY |
Nov 14, 2024 Q3 2024 |
71,004
shares
|
$23.1 Million
9.19% of portfolio
|
Q3 2024
Reduced 32.73%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
70,162
shares
|
$22.8 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.93%
|