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 |
|---|---|---|---|---|---|
|
Monolith Management LTD
Hong Kong, K3 |
Feb 14, 2025 Q4 2024 |
42,000
shares
|
$11.3 Million
7.13% of portfolio
|
Q4 2024
New holding
|
|
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
Feb 14, 2025 Q4 2024 |
41,999
shares
|
$11.3 Million
0.06% of portfolio
|
Q4 2024
Added 187.9%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Feb 14, 2025 Q4 2024 |
41,861
shares
|
$11.2 Million
3.7% of portfolio
|
Q4 2024
New holding
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,400
shares
|
$11.1 Million
1.41% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
41,244
shares
|
$11.1 Million
0.5% of portfolio
|
Q3 2022
Reduced 7.63%
|
|
|
Profund Advisors LLC
|
Feb 13, 2025 Q4 2024 |
41,167
shares
|
$11.1 Million
0.52% of portfolio
|
Q4 2024
Reduced 6.41%
|
|
|
Great Lakes Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
41,030
shares
|
$11 Million
0.13% of portfolio
|
Q4 2024
Reduced 2.62%
|
|
|
Lynwood Price Capital Management LP
Austin, TX |
Feb 12, 2025 Q4 2024 |
41,000
shares
|
$11 Million
9.44% of portfolio
|
Q4 2024
New holding
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
40,750
shares
|
$10.9 Million
1.12% of portfolio
|
Q1 2024
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Apr 21, 2025 Q1 2025 |
40,725
shares
|
$10.9 Million
0.05% of portfolio
|
Q1 2025
Reduced 35.19%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
Apr 02, 2025 Q4 2024 |
40,580
shares
|
$10.9 Million
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
40,567
shares
|
$10.9 Million
2.34% of portfolio
|
Q4 2024
Reduced 1.37%
|
|
|
Kmg Fiduciary Partners, LLC
|
Apr 14, 2025 Q1 2025 |
40,489
shares
|
$10.9 Million
0.92% of portfolio
|
Q1 2025
Added 64.27%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Feb 07, 2025 Q4 2024 |
40,381
shares
|
$10.9 Million
0.67% of portfolio
|
Q4 2024
Added 0.67%
|
|
|
Alight Capital Management LP
New York, NY |
Feb 14, 2025 Q4 2024 |
40,000
shares
|
$10.7 Million
4.59% of portfolio
|
Q4 2024
Reduced 42.86%
|
|
|
Zweig Di Menna Associates LLC
|
Jan 21, 2025 Q4 2024 |
39,800
shares
|
$10.7 Million
1.07% of portfolio
|
Q4 2024
Added 59.2%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
39,744
shares
|
$10.7 Million
1.28% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Feb 11, 2025 Q4 2024 |
39,564
shares
|
$10.6 Million
0.36% of portfolio
|
Q4 2024
Added 2213.68%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Apr 14, 2025 Q1 2025 |
39,285
shares
|
$10.6 Million
0.47% of portfolio
|
Q1 2025
Added 9.77%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
39,254
shares
|
$10.5 Million
0.27% of portfolio
|
Q4 2024
Reduced 46.52%
|
|
|
Investment House LLC
Las Vegas, NV |
Feb 10, 2025 Q4 2024 |
39,104
shares
|
$10.5 Million
0.72% of portfolio
|
Q4 2024
Reduced 0.53%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Feb 13, 2025 Q4 2024 |
39,004
shares
|
$10.5 Million
0.56% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Castleark Management LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
38,880
shares
|
$10.4 Million
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
38,807
shares
|
$10.4 Million
0.54% of portfolio
|
Q4 2024
Added 10.99%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Feb 13, 2025 Q4 2024 |
38,488
shares
|
$10.3 Million
0.94% of portfolio
|
Q4 2024
Reduced 5.66%
|