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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2024 Q3 2024 |
47,427
shares
|
$15.5 Million
0.62% of portfolio
|
Q3 2024
Reduced 0.7%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Oct 16, 2024 Q3 2024 |
47,414
shares
|
$15.5 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.15%
|
|
|
Buckingham Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
47,262
shares
|
$15.4 Million
1.5% of portfolio
|
Q3 2024
Reduced 0.59%
|
|
|
Edge Wealth Management LLC
|
Oct 15, 2024 Q3 2024 |
47,226
shares
|
$15.4 Million
2.6% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
Dupont Capital Management Corp
|
Oct 22, 2024 Q3 2024 |
46,879
shares
|
$15.3 Million
1.08% of portfolio
|
Q3 2024
Reduced 17.51%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Nov 13, 2024 Q3 2024 |
46,842
shares
|
$15.3 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
46,716
shares
|
$15.3 Million
0.61% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,307
shares
|
$15.1 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Nov 14, 2024 Q3 2024 |
45,348
shares
|
$14.8 Million
0.29% of portfolio
|
Q3 2024
Added 30.51%
|
|
|
Equitable Trust CO
|
Nov 01, 2024 Q3 2024 |
45,267
shares
|
$14.8 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.58%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$14.7 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
44,918
shares
|
$14.7 Million
0.14% of portfolio
|
Q3 2024
Reduced 13.11%
|
|
|
Lvm Capital Management LTD
|
Oct 03, 2024 Q3 2024 |
44,758
shares
|
$14.6 Million
1.41% of portfolio
|
Q2 2024
Added 2.24%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
44,623
shares
|
$14.6 Million
0.16% of portfolio
|
Q3 2024
New holding
|
|
|
Blb&B Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
44,537
shares
|
$14.6 Million
0.63% of portfolio
|
Q3 2024
Added 24.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
44,414
shares
|
$14.5 Million
0.18% of portfolio
|
Q3 2024
Added 3967.22%
|
|
|
Rothschild Investment LLC
Chicago, IL |
Oct 18, 2024 Q3 2024 |
44,358
shares
|
$14.5 Million
0.8% of portfolio
|
Q3 2024
Reduced 1.31%
|
|
|
Atomvest LTD
Hong Kong, K3 |
Nov 12, 2024 Q3 2024 |
44,200
shares
|
$14.4 Million
17.16% of portfolio
|
Q3 2024
Added 76.8%
|
|
|
Profund Advisors LLC
|
Nov 13, 2024 Q3 2024 |
43,987
shares
|
$14.4 Million
0.46% of portfolio
|
Q3 2024
Added 5.35%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
43,933
shares
|
$14.4 Million
3.2% of portfolio
|
Q3 2024
Reduced 0.09%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Nov 25, 2024 Q3 2024 |
43,812
shares
|
$14.3 Million
0.22% of portfolio
|
Q3 2024
Added 7.41%
|
|
|
Neos Investment Management LLC
Westport, CT |
Nov 13, 2024 Q3 2024 |
43,790
shares
|
$14.3 Million
0.36% of portfolio
|
Q3 2024
Added 25.62%
|
|
|
Townsquare Capital LLC
|
Nov 13, 2024 Q3 2024 |
43,712
shares
|
$14.3 Million
0.15% of portfolio
|
Q3 2024
Reduced 76.53%
|
|
|
Reynders Mc Veigh Capital Management, LLC
|
Nov 14, 2024 Q3 2024 |
43,597
shares
|
$14.3 Million
0.63% of portfolio
|
Q3 2024
Added 4854.2%
|
|
|
Fiduciary Trust CO
Boston, MA |
Nov 14, 2024 Q3 2024 |
43,565
shares
|
$14.2 Million
0.17% of portfolio
|
Q3 2024
Added 7.59%
|