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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Feb 27, 2025 Q4 2024 |
38,441
shares
|
$10.3 Million
0.08% of portfolio
|
Q4 2024
Added 72.0%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
38,419
shares
|
$10.3 Million
0.78% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jan 29, 2025 Q4 2024 |
38,200
shares
|
$10.3 Million
1.32% of portfolio
|
Q4 2024
Added 0.26%
|
|
|
Amica Mutual Insurance CO
|
Feb 12, 2025 Q4 2024 |
38,152
shares
|
$10.3 Million
1.31% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Rpg Investment Advisory, LLC
|
Feb 04, 2025 Q4 2024 |
38,147
shares
|
$10.3 Million
1.74% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
North Star Asset Management Inc
|
Feb 19, 2025 Q4 2024 |
38,117
shares
|
$10.2 Million
0.59% of portfolio
|
Q4 2024
Added 23.31%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Feb 06, 2025 Q4 2024 |
38,084
shares
|
$10.2 Million
0.64% of portfolio
|
Q4 2024
Added 89.72%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$10.1 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$10.1 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
|
Motco
|
Feb 05, 2025 Q4 2024 |
37,485
shares
|
$10.1 Million
1.3% of portfolio
|
Q4 2024
Reduced 2.88%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Apr 29, 2025 Q1 2025 |
37,403
shares
|
$10.1 Million
0.65% of portfolio
|
Q1 2025
Reduced 1.26%
|
|
|
Caprock Group, Inc.
|
Jan 23, 2025 Q4 2024 |
37,346
shares
|
$10 Million
0.42% of portfolio
|
Q4 2024
Added 12.68%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Feb 13, 2025 Q4 2024 |
37,174
shares
|
$9.99 Million
0.17% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$9.95 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$9.94 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Feb 10, 2025 Q4 2024 |
36,882
shares
|
$9.91 Million
0.47% of portfolio
|
Q4 2024
Reduced 0.04%
|
|
|
Groupama Asset Managment
Paris, I0 |
Feb 12, 2025 Q4 2024 |
36,881
shares
|
$9.91 Million
0.25% of portfolio
|
Q4 2024
Reduced 61.01%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
36,869
shares
|
$9.91 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Forbes J M & CO LLP
|
Jan 28, 2025 Q4 2024 |
36,719
shares
|
$9.87 Million
1.22% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
Feb 13, 2025 Q4 2024 |
36,701
shares
|
$9.86 Million
1.67% of portfolio
|
Q4 2024
Added 200.14%
|
|
|
Equitable Trust CO
|
Jan 29, 2025 Q4 2024 |
36,664
shares
|
$9.85 Million
0.71% of portfolio
|
Q4 2024
Reduced 19.01%
|
|
|
Foundations Investment Advisors, LLC
|
Jan 22, 2025 Q4 2024 |
36,473
shares
|
$9.8 Million
0.25% of portfolio
|
Q4 2024
Added 14.98%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$9.79 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Feb 12, 2025 Q4 2024 |
36,411
shares
|
$9.78 Million
1.5% of portfolio
|
Q4 2024
Added 7.3%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
36,409
shares
|
$9.78 Million
0.23% of portfolio
|
Q1 2025
Added 0.08%
|