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 |
|---|---|---|---|---|---|
|
Hartford Investment Management CO
|
May 08, 2025 Q1 2025 |
58,383
shares
|
$15.8 Million
0.56% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Apr 29, 2025 Q1 2025 |
58,289
shares
|
$15.8 Million
0.21% of portfolio
|
Q1 2025
Added 12.82%
|
|
|
Allianz Se
Munich, 2M |
May 09, 2025 Q1 2025 |
57,958
shares
|
$15.7 Million
0.41% of portfolio
|
Q3 2024
Added 15.37%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
May 15, 2025 Q1 2025 |
57,635
shares
|
$15.6 Million
0.29% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Wood Trust Financial Corp
|
Apr 22, 2025 Q1 2025 |
57,572
shares
|
$15.6 Million
2.16% of portfolio
|
Q1 2025
Added 0.49%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
May 12, 2025 Q1 2025 |
57,459
shares
|
$15.6 Million
0.84% of portfolio
|
Q1 2025
Added 2.79%
|
|
|
Fulton Breakefield Broenniman LLC
|
May 01, 2025 Q1 2025 |
57,254
shares
|
$15.5 Million
1.13% of portfolio
|
Q1 2025
Reduced 2.55%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
May 13, 2025 Q1 2025 |
57,217
shares
|
$15.5 Million
0.42% of portfolio
|
Q1 2023
Closed
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
57,044
shares
|
$15.5 Million
0.39% of portfolio
|
Q1 2025
Added 3.74%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Apr 23, 2025 Q1 2025 |
57,027
shares
|
$15.4 Million
1.07% of portfolio
|
Q1 2025
Reduced 21.68%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
May 13, 2025 Q1 2025 |
56,251
shares
|
$15.2 Million
0.54% of portfolio
|
Q1 2025
Added 3.34%
|
|
|
Baker Avenue Asset Management, LP
|
May 08, 2025 Q1 2025 |
56,245
shares
|
$15.2 Million
0.47% of portfolio
|
Q1 2025
Added 0.68%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
56,117
shares
|
$15.2 Million
0.5% of portfolio
|
Q1 2025
Reduced 10.91%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
May 08, 2025 Q1 2025 |
56,000
shares
|
$15.2 Million
8.57% of portfolio
|
Q1 2025
Added 36.59%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Apr 23, 2025 Q1 2025 |
55,990
shares
|
$15.2 Million
2.87% of portfolio
|
Q1 2025
Added 14.85%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
55,565
shares
|
$15.1 Million
0.93% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Copeland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
55,229
shares
|
$15 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.63%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
55,049
shares
|
$14.9 Million
0.51% of portfolio
|
Q1 2025
Reduced 27.42%
|
|
|
Engineers Gate Manager LP
New York, NY |
May 15, 2025 Q1 2025 |
54,738
shares
|
$14.8 Million
0.26% of portfolio
|
Q1 2025
Added 139.25%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
54,674
shares
|
$14.8 Million
0.51% of portfolio
|
Q1 2025
Added 9.47%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
54,446
shares
|
$14.8 Million
0.29% of portfolio
|
Q1 2025
Added 9.01%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
54,275
shares
|
$14.7 Million
1.22% of portfolio
|
Q1 2025
Added 3.52%
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
54,273
shares
|
$14.7 Million
0.16% of portfolio
|
Q1 2025
Added 8.63%
|
|
|
Mill Capital Management, LLC
|
Apr 23, 2025 Q1 2025 |
54,209
shares
|
$14.7 Million
1.23% of portfolio
|
Q1 2025
Added 0.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
54,120
shares
|
$14.7 Million
0.17% of portfolio
|
Q1 2025
Added 1.92%
|