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 |
|---|---|---|---|---|---|
|
Sora Investors LLC
Bryn Mawr, PA |
Feb 14, 2025 Q4 2024 |
56,001
shares
|
$15 Million
2.29% of portfolio
|
Q4 2024
Added 86.67%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
55,990
shares
|
$15 Million
2.87% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Feb 13, 2025 Q4 2024 |
55,898
shares
|
$15 Million
1.03% of portfolio
|
Q4 2024
Added 4.95%
|
|
|
Baker Avenue Asset Management, LP
|
Feb 14, 2025 Q4 2024 |
55,863
shares
|
$15 Million
0.53% of portfolio
|
Q4 2024
Reduced 3.67%
|
|
|
Dakota Wealth Management
|
Jan 17, 2025 Q4 2024 |
55,745
shares
|
$14.9 Million
0.44% of portfolio
|
Q4 2024
Added 664.78%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
55,565
shares
|
$14.9 Million
0.93% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Feb 11, 2025 Q4 2024 |
55,362
shares
|
$14.8 Million
0.4% of portfolio
|
Q4 2024
Reduced 0.83%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
55,229
shares
|
$14.8 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Feb 11, 2025 Q4 2024 |
54,988
shares
|
$14.7 Million
0.46% of portfolio
|
Q4 2024
Added 15.28%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
54,841
shares
|
$14.7 Million
0.35% of portfolio
|
Q4 2024
Added 14.28%
|
|
|
Rdst Capital LLC
Seattle, WA |
Feb 14, 2025 Q4 2024 |
54,810
shares
|
$14.7 Million
2.62% of portfolio
|
Q4 2024
Reduced 35.74%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Feb 06, 2025 Q4 2024 |
54,434
shares
|
$14.6 Million
0.64% of portfolio
|
Q4 2024
Reduced 7.36%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
54,209
shares
|
$14.5 Million
1.23% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Lmr Partners LLP
London, X0 |
Feb 14, 2025 Q4 2024 |
54,146
shares
|
$14.5 Million
0.19% of portfolio
|
Q4 2024
Added 1310.42%
|
|
|
Bradley Foster & Sargent Inc
Hartford, CT |
Feb 03, 2025 Q4 2024 |
53,832
shares
|
$14.4 Million
0.31% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
53,664
shares
|
$14.4 Million
0.38% of portfolio
|
Q4 2024
Added 5.41%
|
|
|
Quadrature Capital LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
53,455
shares
|
$14.3 Million
0.36% of portfolio
|
Q4 2024
Added 36.53%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Feb 11, 2025 Q4 2024 |
53,281
shares
|
$14.3 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.17%
|
|
|
Marco Investment Management LLC
|
Feb 06, 2025 Q4 2024 |
53,213
shares
|
$14.2 Million
1.55% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
53,137
shares
|
$14.2 Million
0.22% of portfolio
|
Q1 2025
Added 5.89%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
53,098
shares
|
$14.2 Million
0.2% of portfolio
|
Q4 2024
Reduced 7.98%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
52,764
shares
|
$14.1 Million
1.49% of portfolio
|
Q4 2024
Added 0.07%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
52,430
shares
|
$14 Million
1.45% of portfolio
|
Q4 2024
Reduced 0.5%
|
|
|
Eulav Asset Management
|
Apr 29, 2025 Q1 2025 |
52,006
shares
|
$13.9 Million
0.34% of portfolio
|
Q1 2025
Added 40.53%
|
|
|
Jasper Ridge Partners, L.P.
Menlo Park, CA |
Feb 14, 2025 Q4 2024 |
51,894
shares
|
$13.9 Million
0.55% of portfolio
|
Q4 2024
Reduced 4.08%
|