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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
57,701
shares
|
$18.9 Million
0.18% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Oct 25, 2024 Q3 2024 |
57,400
shares
|
$18.8 Million
0.58% of portfolio
|
Q3 2024
Reduced 8.6%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Oct 29, 2024 Q3 2024 |
56,683
shares
|
$18.5 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
56,515
shares
|
$18.5 Million
0.26% of portfolio
|
Q3 2024
Added 8.95%
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
56,433
shares
|
$18.4 Million
0.06% of portfolio
|
Q3 2024
Reduced 7.03%
|
|
|
Cornerstone Capital, Inc.
Palo Alto, CA |
Oct 30, 2024 Q3 2024 |
55,954
shares
|
$18.3 Million
1.44% of portfolio
|
Q2 2024
Added 8.4%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Oct 24, 2024 Q3 2024 |
55,826
shares
|
$18.2 Million
0.32% of portfolio
|
Q3 2024
Added 0.8%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Nov 04, 2024 Q3 2024 |
55,263
shares
|
$18.1 Million
0.26% of portfolio
|
Q3 2024
Added 2.05%
|
|
|
Prospera Financial Services Inc
|
Nov 07, 2024 Q3 2024 |
54,791
shares
|
$17.9 Million
0.39% of portfolio
|
Q3 2024
Added 7.98%
|
|
|
Louisiana State Employees Retirement System
|
Oct 23, 2024 Q3 2024 |
54,600
shares
|
$17.8 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Nov 12, 2024 Q3 2024 |
54,465
shares
|
$17.8 Million
1.01% of portfolio
|
Q3 2024
Added 22.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
54,446
shares
|
$17.8 Million
0.48% of portfolio
|
Q3 2024
Reduced 18.73%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Nov 14, 2024 Q3 2024 |
54,103
shares
|
$17.7 Million
0.42% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Maryland State Retirement & Pension System
|
Nov 12, 2024 Q3 2024 |
54,080
shares
|
$17.7 Million
0.32% of portfolio
|
Q3 2024
Reduced 26.11%
|
|
|
Mill Capital Management, LLC
|
Oct 29, 2024 Q3 2024 |
54,076
shares
|
$17.7 Million
1.21% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Oct 30, 2024 Q3 2024 |
53,674
shares
|
$17.5 Million
0.22% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Securian Asset Management, Inc
|
Nov 13, 2024 Q3 2024 |
53,593
shares
|
$17.5 Million
0.43% of portfolio
|
Q3 2024
Reduced 4.04%
|
|
|
Marco Investment Management LLC
|
Nov 12, 2024 Q3 2024 |
53,404
shares
|
$17.5 Million
1.27% of portfolio
|
Q3 2024
Added 1.53%
|
|
|
Neville Rodie & Shaw Inc
|
Jan 06, 2025 Q4 2024 |
53,311
shares
|
$17.4 Million
1.3% of portfolio
|
Q4 2024
Added 4.22%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Oct 25, 2024 Q3 2024 |
53,264
shares
|
$17.4 Million
0.86% of portfolio
|
Q3 2024
Added 10.09%
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 25, 2024 Q3 2024 |
52,841
shares
|
$17.3 Million
0.17% of portfolio
|
Q3 2024
Reduced 2.69%
|
|
|
Anchor Capital Advisors LLC
|
Oct 31, 2024 Q3 2024 |
52,824
shares
|
$17.3 Million
0.41% of portfolio
|
Q3 2024
Reduced 1.8%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
52,729
shares
|
$17.2 Million
1.14% of portfolio
|
Q2 2024
Added 71.63%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
52,693
shares
|
$17.2 Million
1.21% of portfolio
|
Q3 2024
Added 10.03%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
52,174
shares
|
$17.1 Million
0.38% of portfolio
|
Q3 2024
Added 1875.54%
|