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 |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
68,514
shares
|
$18.3 Million
0.4% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
68,395
shares
|
$18.3 Million
3.47% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
67,283
shares
|
$18 Million
0.42% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
67,137
shares
|
$18 Million
0.48% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Feb 11, 2025 Q4 2024 |
66,488
shares
|
$17.8 Million
0.32% of portfolio
|
Q4 2024
Reduced 2.6%
|
|
|
Prospera Financial Services Inc
|
Feb 13, 2025 Q4 2024 |
66,333
shares
|
$17.8 Million
0.53% of portfolio
|
Q4 2024
Added 21.07%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Feb 14, 2025 Q4 2024 |
66,324
shares
|
$17.8 Million
0.87% of portfolio
|
Q4 2024
Reduced 43.65%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,260
shares
|
$17.7 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
65,873
shares
|
$17.6 Million
1.89% of portfolio
|
Q1 2025
Added 8012.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Feb 11, 2025 Q4 2024 |
65,807
shares
|
$17.6 Million
0.94% of portfolio
|
Q4 2024
Reduced 8.03%
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
65,785
shares
|
$17.6 Million
0.42% of portfolio
|
Q4 2024
Reduced 2.49%
|
|
|
Ars Investment Partners, LLC
|
Jan 16, 2025 Q4 2024 |
65,624
shares
|
$17.6 Million
2.32% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
65,503
shares
|
$17.5 Million
0.54% of portfolio
|
Q4 2024
Reduced 3.56%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
64,928
shares
|
$17.4 Million
2.17% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
64,259
shares
|
$17.2 Million
1.52% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Lyell Wealth Management, LP
|
Jan 31, 2025 Q4 2024 |
64,202
shares
|
$17.2 Million
1.95% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
64,126
shares
|
$17.2 Million
1.52% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Benchstone Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
63,338
shares
|
$17 Million
2.19% of portfolio
|
Q4 2024
New holding
|
|
|
Moore Capital Management, LP
New York, NY |
Feb 14, 2025 Q4 2024 |
63,311
shares
|
$17 Million
0.27% of portfolio
|
Q4 2024
Added 76.52%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Feb 14, 2025 Q4 2024 |
63,228
shares
|
$16.9 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
63,119
shares
|
$16.9 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Center Book Partners LP
Greenwich, CT |
Feb 13, 2025 Q4 2024 |
62,890
shares
|
$16.8 Million
1.36% of portfolio
|
Q4 2024
New holding
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Feb 11, 2025 Q4 2024 |
62,762
shares
|
$16.8 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
62,663
shares
|
$16.8 Million
0.27% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
62,574
shares
|
$16.8 Million
0.98% of portfolio
|
Q1 2025
Added 0.81%
|