Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
52,069
shares
|
$17 Million
0.04% of portfolio
|
Q3 2024
Added 1.13%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Nov 14, 2024 Q3 2024 |
51,721
shares
|
$16.9 Million
0.03% of portfolio
|
Q3 2024
Reduced 15.03%
|
|
|
Foster Victor Wealth Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
51,281
shares
|
$16.8 Million
1.02% of portfolio
|
Q3 2024
Added 3.73%
|
|
|
Bloom Tree Partners, LLC
New York, NY |
Aug 11, 2023 Q2 2023 |
51,249
shares
|
$16.8 Million
5.02% of portfolio
|
Q2 2023
Reduced 47.57%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Nov 14, 2024 Q3 2024 |
50,910
shares
|
$16.6 Million
0.33% of portfolio
|
Q3 2024
Added 14.2%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Nov 13, 2024 Q3 2024 |
50,909
shares
|
$16.6 Million
1.85% of portfolio
|
Q3 2024
Added 25.66%
|
|
|
Strategic Wealth Investment Group, LLC
|
Oct 24, 2024 Q3 2024 |
50,862
shares
|
$16.6 Million
1.59% of portfolio
|
Q3 2024
Reduced 9.08%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
50,667
shares
|
$16.6 Million
0.3% of portfolio
|
Q3 2024
Added 2.99%
|
|
|
Transform Wealth, LLC
|
Oct 15, 2024 Q3 2024 |
50,165
shares
|
$16.4 Million
0.94% of portfolio
|
Q3 2024
New holding
|
|
|
Light Street Capital Management, LLC
Palo Alto, CA |
Nov 14, 2024 Q3 2024 |
50,083
shares
|
$16.4 Million
3.37% of portfolio
|
Q3 2024
Reduced 29.95%
|
|
|
Davidson Kempner Capital Management LP
New York, NY |
Nov 14, 2024 Q3 2024 |
50,000
shares
|
$16.3 Million
0.75% of portfolio
|
Q3 2024
Reduced 71.43%
|
|
|
Illinois Municipal Retirement Fund
|
Nov 04, 2024 Q3 2024 |
49,932
shares
|
$16.3 Million
0.2% of portfolio
|
Q3 2024
Added 2.92%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
49,634
shares
|
$16.2 Million
0.11% of portfolio
|
Q3 2024
Reduced 12.31%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
49,548
shares
|
$16.2 Million
0.16% of portfolio
|
Q3 2024
Reduced 7.38%
|
|
|
Sienna Gestion
Paris, I0 |
Nov 14, 2024 Q3 2024 |
49,357
shares
|
$16.1 Million
0.9% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Banque Cantonale Vaudoise
|
Nov 08, 2024 Q3 2024 |
48,742
shares
|
$15.9 Million
0.55% of portfolio
|
Q3 2024
Reduced 16.5%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Nov 05, 2024 Q3 2024 |
48,705
shares
|
$15.9 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 14, 2024 Q3 2024 |
48,228
shares
|
$15.8 Million
0.27% of portfolio
|
Q2 2024
Added 1.67%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Nov 08, 2024 Q3 2024 |
48,000
shares
|
$15.7 Million
0.52% of portfolio
|
Q2 2024
Reduced 2.64%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
47,989
shares
|
$15.7 Million
0.26% of portfolio
|
Q3 2024
Added 26.4%
|
|
|
Choreo, LLC
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
47,931
shares
|
$15.7 Million
0.19% of portfolio
|
Q3 2024
Added 4.27%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
47,925
shares
|
$15.7 Million
0.09% of portfolio
|
Q3 2024
Reduced 89.94%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Oct 21, 2024 Q3 2024 |
47,699
shares
|
$15.6 Million
0.34% of portfolio
|
Q3 2024
Added 0.87%
|
|
|
New Mexico Educational Retirement Board
|
Nov 12, 2024 Q3 2024 |
47,486
shares
|
$15.5 Million
0.44% of portfolio
|
Q3 2024
Reduced 3.06%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$15.5 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|