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 |
|---|---|---|---|---|---|
|
Washington Trust CO
|
Oct 25, 2024 Q3 2024 |
70,152
shares
|
$22.8 Million
0.68% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Orion Portfolio Solutions, LLC
|
Nov 15, 2024 Q3 2024 |
70,141
shares
|
$22.8 Million
0.2% of portfolio
|
Q3 2024
Reduced 29.9%
|
|
|
Alight Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
70,000
shares
|
$22.7 Million
6.82% of portfolio
|
Q3 2024
Added 219.43%
|
|
|
Martingale Asset Management L P
Boston, MA |
Nov 14, 2024 Q3 2024 |
69,950
shares
|
$22.7 Million
0.45% of portfolio
|
Q3 2024
Reduced 19.01%
|
|
|
Osterweis Capital Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
69,736
shares
|
$22.7 Million
1.14% of portfolio
|
Q3 2024
Added 2487.61%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
68,395
shares
|
$22.2 Million
3.47% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
68,260
shares
|
$22.2 Million
0.26% of portfolio
|
Q3 2024
Added 32.51%
|
|
|
Haverford Trust CO
Radnor, PA |
Nov 05, 2024 Q3 2024 |
67,944
shares
|
$22.1 Million
0.18% of portfolio
|
Q3 2024
Added 1554.75%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 12, 2024 Q3 2024 |
67,921
shares
|
$22.1 Million
0.48% of portfolio
|
Q3 2024
Added 16.55%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
67,911
shares
|
$22.1 Million
0.35% of portfolio
|
Q3 2024
Reduced 4.72%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
67,506
shares
|
$21.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 7.77%
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
67,468
shares
|
$21.9 Million
0.34% of portfolio
|
Q3 2024
Added 24.28%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Nov 14, 2024 Q3 2024 |
67,385
shares
|
$21.9 Million
0.64% of portfolio
|
Q3 2024
Reduced 33.34%
|
|
|
Ccm Investment Advisers LLC
|
Oct 09, 2024 Q3 2024 |
67,151
shares
|
$21.8 Million
2.07% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Mig Capital, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
66,802
shares
|
$21.7 Million
2.45% of portfolio
|
Q3 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
66,697
shares
|
$21.7 Million
0.44% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,260
shares
|
$21.5 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Immersion Capital LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
66,064
shares
|
$21.5 Million
9.86% of portfolio
|
Q3 2024
Reduced 21.97%
|
|
|
Jupiter Asset Management LTD
|
Nov 12, 2024 Q3 2024 |
65,369
shares
|
$21.2 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Copeland Capital Management, LLC
|
Oct 21, 2024 Q3 2024 |
64,647
shares
|
$21 Million
0.32% of portfolio
|
Q3 2024
Added 79.0%
|
|
|
Ars Investment Partners, LLC
|
Oct 16, 2024 Q3 2024 |
64,600
shares
|
$21 Million
1.81% of portfolio
|
Q3 2024
New holding
|
|
|
Point72 Europe (London) LLP
London, X0 |
Nov 14, 2024 Q3 2024 |
64,400
shares
|
$20.9 Million
1.19% of portfolio
|
Q3 2024
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Oct 22, 2024 Q3 2024 |
64,245
shares
|
$20.9 Million
1.54% of portfolio
|
Q3 2024
Added 0.94%
|
|
|
Lyell Wealth Management, LP
|
Oct 23, 2024 Q3 2024 |
64,177
shares
|
$20.9 Million
1.61% of portfolio
|
Q3 2024
Reduced 0.16%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Oct 08, 2024 Q3 2024 |
63,861
shares
|
$20.8 Million
2.13% of portfolio
|
Q3 2024
Added 3.66%
|