Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,361 institutions that hold shares in the stock, with a total of 767 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
70,162
shares
|
$19 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
69,823
shares
|
$18.9 Million
0.74% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
69,339
shares
|
$18.8 Million
0.4% of portfolio
|
Q1 2025
Added 616.02%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Apr 29, 2025 Q1 2025 |
69,046
shares
|
$18.7 Million
1.17% of portfolio
|
Q1 2025
Added 15.75%
|
|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Apr 16, 2025 Q1 2025 |
69,000
shares
|
$18.7 Million
2.44% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Woodline Partners LP
San Francisco, CA |
May 15, 2025 Q1 2025 |
68,807
shares
|
$18.6 Million
0.13% of portfolio
|
Q1 2025
Reduced 59.47%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
May 14, 2025 Q1 2025 |
68,626
shares
|
$18.6 Million
0.55% of portfolio
|
Q1 2025
Reduced 8.05%
|
|
|
Silvercrest Asset Management Group LLC
New York, NY |
May 15, 2025 Q1 2025 |
68,569
shares
|
$18.6 Million
0.13% of portfolio
|
Q1 2025
Added 470.22%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
68,395
shares
|
$18.5 Million
3.47% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
May 14, 2025 Q1 2025 |
68,331
shares
|
$18.5 Million
0.06% of portfolio
|
Q1 2025
Added 129.46%
|
|
|
Lgt Fund Management CO Ltd.
|
May 13, 2025 Q1 2025 |
67,797
shares
|
$18.4 Million
1.71% of portfolio
|
Q1 2025
Reduced 5.53%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
67,794
shares
|
$18.4 Million
0.38% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Ithaka Group LLC
Bethesda, MD |
May 09, 2025 Q1 2025 |
67,692
shares
|
$18.3 Million
3.75% of portfolio
|
Q1 2025
Reduced 4.7%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
67,137
shares
|
$18.2 Million
0.48% of portfolio
|
Q1 2025
Added 7.58%
|
|
|
Arvest Bank Trust Division
Dewey, OK |
May 14, 2025 Q1 2025 |
66,608
shares
|
$18 Million
1.13% of portfolio
|
Q1 2025
Added 3442.98%
|
|
|
Gw Henssler & Associates LTD
|
May 15, 2025 Q1 2025 |
66,450
shares
|
$18 Million
1.04% of portfolio
|
Q1 2025
Added 10.03%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,260
shares
|
$18 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Lyell Wealth Management, LP
|
May 08, 2025 Q1 2025 |
66,098
shares
|
$17.9 Million
1.68% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
May 15, 2025 Q1 2025 |
66,064
shares
|
$17.9 Million
0.06% of portfolio
|
Q1 2025
Added 57.3%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
65,873
shares
|
$17.8 Million
1.89% of portfolio
|
Q1 2025
Added 8012.44%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
65,605
shares
|
$17.8 Million
0.75% of portfolio
|
Q1 2025
Reduced 0.31%
|
|
|
Ars Investment Partners, LLC
|
May 14, 2025 Q1 2025 |
65,531
shares
|
$17.8 Million
1.93% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
64,955
shares
|
$17.6 Million
0.5% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Ccm Investment Advisers LLC
|
Apr 16, 2025 Q1 2025 |
64,928
shares
|
$17.6 Million
2.17% of portfolio
|
Q1 2025
Reduced 3.53%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
May 15, 2025 Q1 2025 |
64,837
shares
|
$17.6 Million
0.05% of portfolio
|
Q1 2025
Added 198.98%
|