Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,000 institutions that hold shares in the stock, with a total of 738 Million shares, which have been reported (via 13F filing form) to have a value of $190 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 14, 2024 Q1 2024 |
60,536
shares
|
$15.6 Million
0.26% of portfolio
|
Q1 2024
Reduced 3.89%
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 14, 2024 Q1 2024 |
60,460
shares
|
$15.6 Million
0.42% of portfolio
|
Q1 2024
Reduced 0.14%
|
|
Lyell Wealth Management, LP
|
May 03, 2024 Q1 2024 |
60,170
shares
|
$15.5 Million
1.85% of portfolio
|
Q1 2024
Reduced 0.72%
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 18, 2024 Q1 2024 |
59,491
shares
|
$15.3 Million
2.4% of portfolio
|
Q1 2024
Reduced 0.15%
|
|
Quantinno Capital Management LP
New York, NY |
May 14, 2024 Q1 2024 |
59,345
shares
|
$15.3 Million
0.39% of portfolio
|
Q1 2024
Added 18.71%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$15.1 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|
Bwcp, LP
Dallas, TX |
May 15, 2024 Q1 2024 |
58,670
shares
|
$15.1 Million
4.59% of portfolio
|
Q1 2024
Added 14.71%
|
|
Payden & Rygel Investment Group
Los Angeles, CA |
May 13, 2024 Q1 2024 |
58,500
shares
|
$15.1 Million
0.83% of portfolio
|
Q1 2024
Reduced 10.82%
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2024 Q4 2023 |
58,300
shares
|
$15 Million
1.07% of portfolio
|
Q4 2023
Added 62.85%
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
May 07, 2024 Q1 2024 |
58,000
shares
|
$14.9 Million
0.37% of portfolio
|
Q3 2023
New holding
|
|
Strategic Wealth Investment Group, LLC
|
Jan 16, 2024 Q4 2023 |
57,720
shares
|
$14.9 Million
2.3% of portfolio
|
Q4 2023
Added 10.5%
|
|
Securian Asset Management, Inc
|
Apr 26, 2024 Q1 2024 |
57,015
shares
|
$14.7 Million
0.51% of portfolio
|
Q1 2024
Reduced 7.44%
|
|
Dupont Capital Management Corp
|
May 23, 2024 Q1 2024 |
56,828
shares
|
$14.6 Million
1.43% of portfolio
|
Q1 2024
Reduced 11.45%
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
May 10, 2024 Q1 2024 |
56,358
shares
|
$14.5 Million
0.14% of portfolio
|
Q1 2024
Added 0.04%
|
|
Louisiana State Employees Retirement System
|
Apr 23, 2024 Q1 2024 |
56,300
shares
|
$14.5 Million
0.33% of portfolio
|
Q1 2024
Reduced 4.25%
|
|
Wood Trust Financial Corp
|
Apr 17, 2024 Q1 2024 |
56,262
shares
|
$14.5 Million
2.68% of portfolio
|
Q1 2024
Reduced 2.95%
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
May 06, 2024 Q1 2024 |
55,819
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2024
Added 21.67%
|
|
First Financial Bankshares Inc
Abilene, TX |
May 14, 2024 Q1 2024 |
55,217
shares
|
$14.2 Million
0.37% of portfolio
|
Q1 2024
Added 0.39%
|
|
Suvretta Capital Management, LLC
New York, NY |
May 15, 2024 Q1 2024 |
55,050
shares
|
$14.2 Million
0.71% of portfolio
|
Q1 2024
New holding
|
|
Metis Global Partners, LLC
|
May 06, 2024 Q1 2024 |
54,966
shares
|
$14.1 Million
0.61% of portfolio
|
Q1 2024
Added 0.05%
|
|
Taurus Asset Management, LLC
New York, NY |
May 08, 2024 Q1 2024 |
54,930
shares
|
$14.1 Million
1.76% of portfolio
|
Q1 2024
New holding
|
|
Bessemer Group Inc
Woodbridge, NJ |
May 13, 2024 Q1 2024 |
54,761
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2024
Added 103.49%
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
May 15, 2024 Q1 2024 |
54,174
shares
|
$13.9 Million
0.51% of portfolio
|
Q3 2022
Reduced 0.13%
|
|
Anchor Capital Advisors LLC
|
May 07, 2024 Q1 2024 |
53,803
shares
|
$13.8 Million
0.43% of portfolio
|
Q1 2024
Reduced 17.57%
|
|
Eastern Bank
|
May 09, 2024 Q1 2024 |
53,764
shares
|
$13.8 Million
0.7% of portfolio
|
Q1 2024
Added 4.22%
|