Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,367 institutions that hold shares in the stock, with a total of 768 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 |
|---|---|---|---|---|---|
|
Fiduciary Trust CO
Boston, MA |
May 14, 2025 Q1 2025 |
45,790
shares
|
$12.4 Million
0.17% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Apr 28, 2025 Q1 2025 |
45,764
shares
|
$12.4 Million
0.41% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
45,731
shares
|
$12.4 Million
0.2% of portfolio
|
Q1 2025
Reduced 20.0%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
May 07, 2025 Q1 2025 |
45,693
shares
|
$12.4 Million
0.87% of portfolio
|
Q1 2025
Reduced 14.24%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
May 14, 2025 Q1 2025 |
45,275
shares
|
$12.3 Million
0.66% of portfolio
|
Q1 2025
Added 28.78%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
May 15, 2025 Q1 2025 |
45,107
shares
|
$12.2 Million
2.34% of portfolio
|
Q1 2025
Reduced 49.43%
|
|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$12.2 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Banque Cantonale Vaudoise
|
May 08, 2025 Q1 2025 |
45,013
shares
|
$12.2 Million
0.53% of portfolio
|
Q1 2025
Reduced 7.65%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
44,968
shares
|
$12.2 Million
0.38% of portfolio
|
Q1 2025
Added 2.24%
|
|
|
Gradient Investments LLC
|
Jul 08, 2025 Q2 2025 |
44,824
shares
|
$12.1 Million
0.28% of portfolio
|
Q2 2025
Added 1.22%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
44,686
shares
|
$12.1 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
44,569
shares
|
$12.1 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
Lazard Freres Gestion S.A.S.
|
May 07, 2025 Q1 2025 |
44,515
shares
|
$12.1 Million
0.29% of portfolio
|
Q1 2025
Added 130.65%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
May 12, 2025 Q1 2025 |
44,434
shares
|
$12 Million
1.19% of portfolio
|
Q1 2025
New holding
|
|
|
Nzs Capital, LLC
Denver, CO |
May 14, 2025 Q1 2025 |
44,392
shares
|
$12 Million
0.61% of portfolio
|
Q1 2025
Added 26.03%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
44,198
shares
|
$12 Million
1.43% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Sienna Gestion
Paris, I0 |
May 13, 2025 Q1 2025 |
44,075
shares
|
$11.9 Million
0.96% of portfolio
|
Q1 2025
Reduced 10.7%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
43,884
shares
|
$11.9 Million
0.4% of portfolio
|
Q1 2025
Added 1.25%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
May 15, 2025 Q1 2025 |
43,835
shares
|
$11.9 Million
0.72% of portfolio
|
Q1 2025
Added 49.54%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
43,532
shares
|
$11.8 Million
3.82% of portfolio
|
Q4 2021
New holding
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$11.7 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
May 12, 2025 Q1 2025 |
43,297
shares
|
$11.7 Million
3.38% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
43,230
shares
|
$11.7 Million
0.9% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
43,217
shares
|
$11.7 Million
0.28% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Gifford Fong Associates
Lafayette, CA |
May 12, 2025 Q1 2025 |
43,009
shares
|
$11.7 Million
2.87% of portfolio
|
Q1 2025
Added 138.82%
|