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 |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Feb 14, 2025 Q4 2024 |
48,238
shares
|
$12.9 Million
0.54% of portfolio
|
Q4 2024
Added 6.37%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
48,164
shares
|
$12.9 Million
0.67% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
47,957
shares
|
$12.8 Million
0.02% of portfolio
|
Q4 2024
Added 1059.78%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
47,723
shares
|
$12.8 Million
0.34% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$12.7 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Thames Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
47,266
shares
|
$12.7 Million
4.69% of portfolio
|
Q4 2024
Added 20.58%
|
|
|
Canada Post Corp Registered Pension Plan
Toronto, Z4 |
Feb 13, 2025 Q4 2024 |
47,186
shares
|
$12.6 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jan 28, 2025 Q4 2024 |
47,042
shares
|
$12.6 Million
0.29% of portfolio
|
Q4 2024
Added 7.37%
|
|
|
Lvm Capital Management LTD
|
Apr 08, 2025 Q1 2025 |
46,681
shares
|
$12.5 Million
1.4% of portfolio
|
Q1 2025
Added 0.9%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
46,655
shares
|
$12.5 Million
0.64% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Choreo, LLC
Minneapolis, MN |
Jan 27, 2025 Q4 2024 |
46,336
shares
|
$12.4 Million
0.23% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
46,335
shares
|
$12.4 Million
0.23% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
46,318
shares
|
$12.4 Million
0.2% of portfolio
|
Q4 2024
Reduced 12.34%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,307
shares
|
$12.4 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Mcrae Capital Management Inc
|
Jan 29, 2025 Q4 2024 |
46,227
shares
|
$12.4 Million
3.22% of portfolio
|
Q4 2024
Added 9.27%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
46,081
shares
|
$12.3 Million
0.12% of portfolio
|
Q4 2024
Added 16.28%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,968
shares
|
$12.3 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
Exodus Point Capital Management, LP
New York, NY |
Feb 12, 2025 Q4 2024 |
45,957
shares
|
$12.3 Million
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
45,764
shares
|
$12.3 Million
0.41% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
45,736
shares
|
$12.2 Million
0.18% of portfolio
|
Q4 2024
Added 1.82%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
45,731
shares
|
$12.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Feb 10, 2025 Q4 2024 |
45,462
shares
|
$12.2 Million
0.71% of portfolio
|
Q4 2024
Added 408.75%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
45,457
shares
|
$12.2 Million
0.21% of portfolio
|
Q4 2024
Added 1.87%
|
|
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
45,317
shares
|
$12.1 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Fiduciary Trust CO
Boston, MA |
Feb 14, 2025 Q4 2024 |
45,238
shares
|
$12.1 Million
0.21% of portfolio
|
Q4 2024
Added 3.84%
|