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 |
|---|---|---|---|---|---|
|
Grimes & Company, Inc.
|
Apr 17, 2025 Q1 2025 |
62,117
shares
|
$16.6 Million
0.52% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Lighthouse Investment Partners, LLC
Palm Beach Gardens, FL |
Feb 14, 2025 Q4 2024 |
61,722
shares
|
$16.5 Million
0.66% of portfolio
|
Q4 2024
Reduced 8.4%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Apr 09, 2025 Q1 2025 |
61,151
shares
|
$16.4 Million
2.06% of portfolio
|
Q1 2025
Reduced 1.73%
|
|
|
Gw Henssler & Associates LTD
|
Jan 24, 2025 Q4 2024 |
61,037
shares
|
$16.3 Million
1.24% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Feb 11, 2025 Q4 2024 |
60,907
shares
|
$16.3 Million
0.36% of portfolio
|
Q2 2024
Reduced 85.44%
|
|
|
Gds Wealth Management
|
Jan 24, 2025 Q4 2024 |
60,766
shares
|
$16.3 Million
1.87% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
60,713
shares
|
$16.3 Million
0.21% of portfolio
|
Q4 2024
Reduced 13.44%
|
|
|
Middleton & CO Inc
|
Feb 05, 2025 Q4 2024 |
60,642
shares
|
$16.2 Million
2.27% of portfolio
|
Q4 2024
Reduced 0.55%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
60,539
shares
|
$16.2 Million
0.3% of portfolio
|
Q4 2024
Added 4.31%
|
|
|
Dash Acquisitions Inc.
|
Feb 03, 2025 Q4 2024 |
60,521
shares
|
$16.2 Million
4.6% of portfolio
|
Q4 2024
Added 2.58%
|
|
|
Hartford Investment Management CO
|
Jan 29, 2025 Q4 2024 |
59,080
shares
|
$15.8 Million
0.66% of portfolio
|
Q4 2024
Reduced 3.13%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Apr 25, 2025 Q1 2025 |
58,835
shares
|
$15.8 Million
1.15% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jan 22, 2025 Q4 2024 |
58,752
shares
|
$15.7 Million
1.42% of portfolio
|
Q4 2024
Reduced 2.53%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$15.7 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Capital International LTD
Los Angeles, CA |
Feb 13, 2025 Q4 2024 |
58,509
shares
|
$15.7 Million
0.83% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Metis Global Partners, LLC
|
Feb 05, 2025 Q4 2024 |
58,348
shares
|
$15.6 Million
0.6% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
58,289
shares
|
$15.6 Million
0.21% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
57,572
shares
|
$15.4 Million
2.16% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Coronation Fund Managers Ltd.
Cape Town, T3 |
Jan 28, 2025 Q4 2024 |
57,543
shares
|
$15.4 Million
1.19% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Neville Rodie & Shaw Inc
|
Apr 01, 2025 Q1 2025 |
57,326
shares
|
$15.3 Million
1.2% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
57,027
shares
|
$15.3 Million
1.07% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
Allianz Se
Munich, 2M |
Feb 12, 2025 Q4 2024 |
56,510
shares
|
$15.1 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Crestline Management, LP
Fort Worth, TX |
Feb 13, 2025 Q4 2024 |
56,389
shares
|
$15.1 Million
0.64% of portfolio
|
Q4 2024
Reduced 40.18%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
56,117
shares
|
$15 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Feb 14, 2025 Q4 2024 |
56,069
shares
|
$15 Million
0.35% of portfolio
|
Q4 2024
Reduced 11.39%
|