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 |
|---|---|---|---|---|---|
|
Iyo Bank, Ltd.
|
Nov 04, 2024 Q3 2024 |
43,532
shares
|
$14.2 Million
4.23% of portfolio
|
Q4 2021
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
Nov 14, 2024 Q3 2024 |
43,434
shares
|
$14.2 Million
1.17% of portfolio
|
Q3 2024
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$14.2 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Oppenheimer & CO Inc
New York, NY |
Nov 05, 2024 Q3 2024 |
43,332
shares
|
$14.2 Million
0.18% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Fora Capital, LLC
Miami, FL |
Nov 13, 2024 Q3 2024 |
43,206
shares
|
$14.1 Million
1.5% of portfolio
|
Q3 2024
Added 4989.05%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
42,741
shares
|
$14 Million
0.29% of portfolio
|
Q3 2024
Added 8.08%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Nov 12, 2024 Q3 2024 |
42,426
shares
|
$13.9 Million
0.47% of portfolio
|
Q3 2024
Reduced 0.97%
|
|
|
Boothbay Fund Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
42,311
shares
|
$13.8 Million
0.32% of portfolio
|
Q3 2024
New holding
|
|
|
Mcrae Capital Management Inc
|
Oct 24, 2024 Q3 2024 |
42,304
shares
|
$13.8 Million
2.38% of portfolio
|
Q3 2024
Added 6.69%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,148
shares
|
$13.8 Million
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Nov 04, 2024 Q3 2024 |
42,134
shares
|
$13.8 Million
0.1% of portfolio
|
Q3 2024
Added 13.36%
|
|
|
Cfm Wealth Partners LLC
|
Oct 23, 2024 Q3 2024 |
42,005
shares
|
$13.7 Million
2.02% of portfolio
|
Q3 2024
Reduced 1.11%
|
|
|
Means Investment Co., Inc.
|
Oct 18, 2024 Q3 2024 |
41,999
shares
|
$13.7 Million
1.3% of portfolio
|
Q3 2024
Added 3.19%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Oct 29, 2024 Q3 2024 |
41,897
shares
|
$13.7 Million
0.9% of portfolio
|
Q3 2024
Added 5663.0%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Nov 14, 2024 Q3 2024 |
41,759
shares
|
$13.7 Million
0.34% of portfolio
|
Q3 2024
Added 6.93%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,400
shares
|
$13.5 Million
1.41% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
41,244
shares
|
$13.5 Million
0.5% of portfolio
|
Q3 2022
Reduced 7.63%
|
|
|
Icici Prudential Asset Management CO LTD
|
Nov 05, 2024 Q3 2024 |
41,215
shares
|
$13.5 Million
1.22% of portfolio
|
Q3 2024
Added 16.71%
|
|
|
Icon Wealth Advisors, LLC
Houston, TX |
Nov 12, 2024 Q3 2024 |
41,159
shares
|
$13.5 Million
0.33% of portfolio
|
Q3 2024
Reduced 93.27%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
41,130
shares
|
$13.4 Million
1.9% of portfolio
|
Q3 2024
Reduced 4.77%
|
|
|
Spence Asset Management
|
Jan 07, 2025 Q4 2024 |
40,812
shares
|
$13.3 Million
2.97% of portfolio
|
Q4 2024
New holding
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Nov 13, 2024 Q3 2024 |
40,797
shares
|
$13.3 Million
0.81% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Nov 04, 2024 Q3 2024 |
40,750
shares
|
$13.3 Million
0.95% of portfolio
|
Q1 2024
New holding
|
|
|
Edentree Asset Management LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
40,280
shares
|
$13.2 Million
3.19% of portfolio
|
Q3 2024
Reduced 25.69%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Nov 12, 2024 Q3 2024 |
40,195
shares
|
$13.1 Million
0.46% of portfolio
|
Q3 2024
Added 0.61%
|