Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 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 |
|---|---|---|---|---|---|
|
Capital International LTD
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
63,744
shares
|
$20.8 Million
0.78% of portfolio
|
Q3 2024
Added 11.75%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Nov 14, 2024 Q3 2024 |
63,274
shares
|
$20.7 Million
0.3% of portfolio
|
Q3 2024
New holding
|
|
|
Mizuho Securities Usa LLC
|
Nov 12, 2024 Q3 2024 |
62,834
shares
|
$20.5 Million
0.41% of portfolio
|
Q3 2024
Added 801.62%
|
|
|
Osborne Partners Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
62,643
shares
|
$20.5 Million
0.98% of portfolio
|
Q3 2024
Reduced 22.71%
|
|
|
Grimes & Company, Inc.
|
Oct 22, 2024 Q3 2024 |
62,594
shares
|
$20.5 Million
0.47% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
62,539
shares
|
$20.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 30.74%
|
|
|
Gw Henssler & Associates LTD
|
Oct 25, 2024 Q3 2024 |
61,807
shares
|
$20.2 Million
0.96% of portfolio
|
Q3 2024
New holding
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2024 Q3 2024 |
61,211
shares
|
$20 Million
0.37% of portfolio
|
Q3 2024
Reduced 0.1%
|
|
|
Hartford Investment Management CO
|
Oct 22, 2024 Q3 2024 |
60,989
shares
|
$19.9 Million
0.56% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Middleton & CO Inc
|
Oct 23, 2024 Q3 2024 |
60,980
shares
|
$19.9 Million
1.86% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Lgt Fund Management CO Ltd.
|
Nov 13, 2024 Q3 2024 |
60,285
shares
|
$19.7 Million
1.73% of portfolio
|
Q3 2024
Added 69.4%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2024 Q3 2024 |
60,280
shares
|
$19.7 Million
1.17% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
D.A. Davidson & Co.
|
Nov 13, 2024 Q3 2024 |
59,292
shares
|
$19.4 Million
0.14% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Nov 12, 2024 Q3 2024 |
59,007
shares
|
$19.3 Million
0.03% of portfolio
|
Q3 2024
Added 4.72%
|
|
|
Dash Acquisitions Inc.
|
Oct 28, 2024 Q3 2024 |
58,996
shares
|
$19.3 Million
3.95% of portfolio
|
Q3 2024
Added 4.76%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Oct 31, 2024 Q3 2024 |
58,919
shares
|
$19.3 Million
0.59% of portfolio
|
Q3 2024
Added 40.36%
|
|
|
Gds Wealth Management
|
Nov 04, 2024 Q3 2024 |
58,870
shares
|
$19.2 Million
1.58% of portfolio
|
Q3 2024
Added 6.31%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Nov 12, 2024 Q3 2024 |
58,757
shares
|
$19.2 Million
0.55% of portfolio
|
Q3 2024
Added 8.61%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$19.2 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Metis Global Partners, LLC
|
Nov 06, 2024 Q3 2024 |
58,317
shares
|
$19.1 Million
0.51% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
Wood Trust Financial Corp
|
Oct 31, 2024 Q3 2024 |
58,198
shares
|
$19 Million
2.3% of portfolio
|
Q3 2024
Added 3.37%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Dec 03, 2024 Q3 2024 |
58,061
shares
|
$19 Million
0.79% of portfolio
|
Q3 2024
New holding
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Nov 04, 2024 Q3 2024 |
58,056
shares
|
$19 Million
1.25% of portfolio
|
Q3 2024
Added 0.67%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
58,036
shares
|
$19 Million
0.23% of portfolio
|
Q3 2024
Added 13.58%
|
|
|
Baker Avenue Asset Management, LP
|
Nov 01, 2024 Q3 2024 |
57,990
shares
|
$19 Million
0.47% of portfolio
|
Q3 2024
Added 30.46%
|