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 |
|---|---|---|---|---|---|
|
Nixon Peabody Trust CO
Boston, MA |
Apr 10, 2025 Q1 2025 |
64,259
shares
|
$17.4 Million
1.52% of portfolio
|
Q1 2025
Reduced 17.99%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Apr 08, 2025 Q1 2025 |
64,126
shares
|
$17.4 Million
1.52% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Dash Acquisitions Inc.
|
May 14, 2025 Q1 2025 |
64,016
shares
|
$17.3 Million
4.02% of portfolio
|
Q1 2025
Added 5.77%
|
|
|
Delta Global Management LP
New York, NY |
May 15, 2025 Q1 2025 |
63,672
shares
|
$17.3 Million
1.23% of portfolio
|
Q1 2025
New holding
|
|
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
May 15, 2025 Q1 2025 |
63,319
shares
|
$17.2 Million
0.18% of portfolio
|
Q1 2025
Added 29.85%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
63,119
shares
|
$17.1 Million
0.53% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
62,939
shares
|
$17.1 Million
1.46% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Artemis Investment Management LLP
|
Apr 24, 2025 Q1 2025 |
62,663
shares
|
$17 Million
0.27% of portfolio
|
Q1 2025
Added 38.59%
|
|
|
Osborne Partners Capital Management, LLC
|
Apr 21, 2025 Q1 2025 |
62,574
shares
|
$17 Million
0.98% of portfolio
|
Q1 2025
Added 0.81%
|
|
|
Eastern Bank
|
May 08, 2025 Q1 2025 |
62,387
shares
|
$16.9 Million
0.34% of portfolio
|
Q1 2025
Reduced 5.17%
|
|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
62,117
shares
|
$16.8 Million
0.52% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Neos Investment Management LLC
Westport, CT |
May 15, 2025 Q1 2025 |
61,860
shares
|
$16.8 Million
0.31% of portfolio
|
Q1 2025
Added 22.29%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
61,151
shares
|
$16.6 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Arkadios Wealth Advisors
|
May 08, 2025 Q1 2025 |
60,810
shares
|
$16.5 Million
0.66% of portfolio
|
Q1 2025
Added 44.61%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
May 14, 2025 Q1 2025 |
60,773
shares
|
$16.5 Million
0.3% of portfolio
|
Q1 2025
Added 13.25%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
60,608
shares
|
$16.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 24.15%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
60,580
shares
|
$16.4 Million
0.2% of portfolio
|
Q1 2025
Added 271.34%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
60,201
shares
|
$16.3 Million
0.39% of portfolio
|
Q1 2025
Reduced 8.09%
|
|
|
Capital International LTD
Los Angeles, CA |
May 12, 2025 Q1 2025 |
60,174
shares
|
$16.3 Million
0.74% of portfolio
|
Q1 2025
Added 2.85%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
May 09, 2025 Q1 2025 |
60,118
shares
|
$16.3 Million
5.1% of portfolio
|
Q1 2025
Added 198.83%
|
|
|
Clear Street LLC
|
May 15, 2025 Q1 2025 |
60,000
shares
|
$16.3 Million
0.14% of portfolio
|
Q1 2025
Reduced 40.0%
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,970
shares
|
$16.2 Million
1.21% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Middleton & CO Inc
|
May 09, 2025 Q1 2025 |
59,517
shares
|
$16.1 Million
1.9% of portfolio
|
Q1 2025
Reduced 1.86%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
58,835
shares
|
$15.9 Million
1.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$15.9 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|