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 |
|---|---|---|---|---|---|
|
Covington Capital Management
|
Nov 14, 2022 Q3 2022 |
45,066
shares
|
$12.1 Million
0.03% of portfolio
|
Q3 2022
Reduced 2.01%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
Feb 14, 2025 Q4 2024 |
45,000
shares
|
$12.1 Million
2.96% of portfolio
|
Q4 2024
Added 12.5%
|
|
|
New Mexico Educational Retirement Board
|
Apr 30, 2025 Q1 2025 |
44,686
shares
|
$12 Million
0.43% of portfolio
|
Q1 2025
Reduced 3.25%
|
|
|
Shelton Capital Management
Denver, CO |
Feb 13, 2025 Q4 2024 |
44,574
shares
|
$12 Million
0.37% of portfolio
|
Q4 2024
Added 20.55%
|
|
|
Dupont Capital Management Corp
|
Apr 21, 2025 Q1 2025 |
44,569
shares
|
$12 Million
1.35% of portfolio
|
Q1 2025
Reduced 4.93%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Feb 14, 2025 Q4 2024 |
44,340
shares
|
$11.9 Million
0.25% of portfolio
|
Q4 2024
Added 15.94%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
44,283
shares
|
$11.9 Million
0.3% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Feb 14, 2025 Q4 2024 |
44,198
shares
|
$11.9 Million
1.43% of portfolio
|
Q4 2024
Added 23.2%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
44,079
shares
|
$11.8 Million
0.18% of portfolio
|
Q4 2024
Added 73.48%
|
|
|
Soros Capital Management LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
44,000
shares
|
$11.8 Million
2.74% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
43,981
shares
|
$11.8 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Iyo Bank, Ltd.
|
Feb 04, 2025 Q4 2024 |
43,532
shares
|
$11.7 Million
4.98% of portfolio
|
Q4 2021
New holding
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
43,343
shares
|
$11.6 Million
0.2% of portfolio
|
Q4 2024
Added 23.47%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$11.6 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
43,337
shares
|
$11.6 Million
3.78% of portfolio
|
Q4 2024
Reduced 1.36%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Feb 07, 2025 Q4 2024 |
42,800
shares
|
$11.5 Million
0.58% of portfolio
|
Q4 2024
Reduced 10.83%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Feb 13, 2025 Q4 2024 |
42,617
shares
|
$11.5 Million
1.88% of portfolio
|
Q4 2024
Reduced 16.29%
|
|
|
Spence Asset Management
|
Apr 24, 2025 Q1 2025 |
42,551
shares
|
$11.4 Million
2.84% of portfolio
|
Q1 2025
Added 4.26%
|
|
|
Cfm Wealth Partners LLC
|
Apr 24, 2025 Q1 2025 |
42,487
shares
|
$11.4 Million
2.02% of portfolio
|
Q1 2025
Added 1.63%
|
|
|
Vestor Capital, LLC
Chicago, IL |
Feb 11, 2025 Q4 2024 |
42,388
shares
|
$11.4 Million
1.08% of portfolio
|
Q4 2024
Added 1.17%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Feb 13, 2025 Q4 2024 |
42,333
shares
|
$11.4 Million
0.57% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,148
shares
|
$11.3 Million
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
42,067
shares
|
$11.3 Million
0.67% of portfolio
|
Q4 2024
Reduced 9.95%
|
|
|
Arkadios Wealth Advisors
|
Jan 15, 2025 Q4 2024 |
42,050
shares
|
$11.3 Million
0.82% of portfolio
|
Q4 2024
Added 11.13%
|
|
|
Empirical Asset Management, LLC
|
Jan 15, 2025 Q4 2024 |
42,048
shares
|
$11.3 Million
0.41% of portfolio
|
Q4 2024
New holding
|