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 |
|---|---|---|---|---|---|
|
Pittenger & Anderson Inc
|
Jan 31, 2025 Q4 2024 |
86,162
shares
|
$23.1 Million
1.17% of portfolio
|
Q4 2024
Added 0.49%
|
|
|
Davidson Investment Advisors
|
Apr 29, 2025 Q1 2025 |
85,188
shares
|
$22.8 Million
1.17% of portfolio
|
Q1 2025
Added 2.46%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Feb 06, 2025 Q4 2024 |
84,147
shares
|
$22.5 Million
0.94% of portfolio
|
Q4 2024
Added 2.05%
|
|
|
Citizens Financial Group Inc
|
Feb 07, 2025 Q4 2024 |
83,864
shares
|
$22.5 Million
0.56% of portfolio
|
Q4 2024
Added 2.65%
|
|
|
Franklin Street Advisors Inc
|
Apr 15, 2025 Q1 2025 |
83,448
shares
|
$22.3 Million
1.58% of portfolio
|
Q1 2025
Added 10.49%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$22.3 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
82,881
shares
|
$22.2 Million
0.38% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Worldquant Millennium Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
82,793
shares
|
$22.2 Million
0.18% of portfolio
|
Q4 2024
Reduced 22.18%
|
|
|
Avala Global LP
New York, NY |
Feb 14, 2025 Q4 2024 |
82,200
shares
|
$22 Million
1.71% of portfolio
|
Q4 2024
New holding
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
82,134
shares
|
$22 Million
0.44% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
81,962
shares
|
$21.9 Million
0.08% of portfolio
|
Q4 2024
Reduced 10.3%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
81,757
shares
|
$21.9 Million
0.18% of portfolio
|
Q4 2024
Added 5.99%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$21.6 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Horizon Financial Services, LLC
|
Apr 28, 2025 Q1 2025 |
80,508
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2025
Added 26916.11%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
80,448
shares
|
$21.5 Million
0.27% of portfolio
|
Q1 2025
Reduced 48.56%
|
|
|
Boston Common Asset Management, LLC
Boston, MA |
Apr 03, 2025 Q1 2025 |
80,259
shares
|
$21.5 Million
1.26% of portfolio
|
Q1 2025
Added 17.51%
|
|
|
Valeo Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
80,000
shares
|
$21.4 Million
0.67% of portfolio
|
Q4 2024
Added 0.94%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Feb 05, 2025 Q4 2024 |
79,981
shares
|
$21.4 Million
0.5% of portfolio
|
Q4 2024
Reduced 11.61%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
79,908
shares
|
$21.4 Million
0.11% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
79,900
shares
|
$21.4 Million
0.15% of portfolio
|
Q4 2024
Reduced 46.03%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Feb 13, 2025 Q4 2024 |
79,486
shares
|
$21.3 Million
1.4% of portfolio
|
Q4 2024
Added 82.32%
|
|
|
Abner Herrman & Brock LLC
|
Apr 08, 2025 Q1 2025 |
78,152
shares
|
$20.9 Million
2.68% of portfolio
|
Q1 2025
Added 1.15%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Feb 06, 2025 Q4 2024 |
77,949
shares
|
$20.9 Million
0.91% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Univest Financial Corp
|
Feb 11, 2025 Q4 2024 |
76,302
shares
|
$20.4 Million
1.66% of portfolio
|
Q4 2024
Reduced 1.4%
|
|
|
Paragon Capital Management LTD
|
Apr 16, 2025 Q1 2025 |
76,081
shares
|
$20.4 Million
4.39% of portfolio
|
Q2 2023
Reduced 4.44%
|