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 |
|---|---|---|---|---|---|
|
Capital Impact Advisors, LLC
Boston, MA |
May 20, 2025 Q1 2025 |
39,924
shares
|
$10.8 Million
4.11% of portfolio
|
Q1 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
39,901
shares
|
$10.8 Million
1.92% of portfolio
|
Q1 2025
Reduced 1.64%
|
|
|
Hudson Valley Investment Advisors Inc
|
Apr 11, 2025 Q1 2025 |
39,744
shares
|
$10.8 Million
1.28% of portfolio
|
Q1 2025
Added 8.91%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
May 14, 2025 Q1 2025 |
39,432
shares
|
$10.7 Million
0.44% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
May 15, 2025 Q1 2025 |
39,051
shares
|
$10.6 Million
0.32% of portfolio
|
Q1 2025
Reduced 45.46%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
May 08, 2025 Q1 2025 |
38,838
shares
|
$10.5 Million
0.55% of portfolio
|
Q1 2025
Reduced 3.82%
|
|
|
Synovus Financial Corp
Columbus, GA |
May 14, 2025 Q1 2025 |
38,807
shares
|
$10.5 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.22%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
May 14, 2025 Q1 2025 |
38,593
shares
|
$10.5 Million
0.26% of portfolio
|
Q1 2025
Reduced 1.68%
|
|
|
Adell Harriman & Carpenter Inc
|
Apr 29, 2025 Q1 2025 |
38,419
shares
|
$10.4 Million
0.78% of portfolio
|
Q1 2025
Added 0.87%
|
|
|
Amica Mutual Insurance CO
|
May 13, 2025 Q1 2025 |
38,152
shares
|
$10.3 Million
1.13% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
May 01, 2025 Q1 2025 |
37,995
shares
|
$10.3 Million
1.02% of portfolio
|
Q1 2025
Reduced 0.54%
|
|
|
Forbes J M & CO LLP
|
May 06, 2025 Q1 2025 |
37,941
shares
|
$10.3 Million
1.02% of portfolio
|
Q1 2025
Added 3.33%
|
|
|
Motco
|
May 07, 2025 Q1 2025 |
37,655
shares
|
$10.2 Million
1.08% of portfolio
|
Q1 2025
Added 0.45%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$10.2 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$10.2 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
|
Zweig Di Menna Associates LLC
|
May 07, 2025 Q1 2025 |
37,258
shares
|
$10.1 Million
1.88% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Shelton Capital Management
Denver, CO |
May 15, 2025 Q1 2025 |
37,250
shares
|
$10.1 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.43%
|
|
|
Equitable Trust CO
|
May 07, 2025 Q1 2025 |
37,157
shares
|
$10.1 Million
0.57% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$10 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Nemes Rush Group LLC
Novi, MI |
May 07, 2025 Q1 2025 |
37,021
shares
|
$10 Million
1.25% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$10 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Apr 28, 2025 Q1 2025 |
36,869
shares
|
$9.99 Million
0.12% of portfolio
|
Q1 2025
Reduced 20.61%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$9.87 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Gf Fund Management Co. Ltd.
Guangzhou, F4 |
Apr 28, 2025 Q1 2025 |
36,409
shares
|
$9.86 Million
0.23% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
May 14, 2025 Q1 2025 |
36,099
shares
|
$9.78 Million
0.3% of portfolio
|
Q1 2025
Added 17.08%
|