Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 2,953 institutions that hold shares in the stock, with a total of 726 Million shares, which have been reported (via 13F filing form) to have a value of $237 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$9.46 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Nov 06, 2024 Q3 2024 |
28,690
shares
|
$9.38 Million
0.55% of portfolio
|
Q3 2024
Reduced 8.42%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$9.36 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
|
Bdf Gestion
Paris, I0 |
Oct 15, 2024 Q3 2024 |
28,403
shares
|
$9.28 Million
0.74% of portfolio
|
Q2 2024
New holding
|
|
|
Cohen Klingenstein LLC
|
Oct 15, 2024 Q3 2024 |
28,300
shares
|
$9.25 Million
0.28% of portfolio
|
Q4 2021
Reduced 22.17%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
28,142
shares
|
$9.2 Million
0.22% of portfolio
|
Q3 2024
Added 1.15%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,128
shares
|
$9.2 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Grafton Street Partners Fund, LP
North Palm Beach, FL |
Nov 05, 2024 Q3 2024 |
28,095
shares
|
$9.18 Million
6.1% of portfolio
|
Q3 2024
Reduced 36.29%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Nov 14, 2024 Q3 2024 |
27,952
shares
|
$9.14 Million
0.36% of portfolio
|
Q3 2024
Added 1.5%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$9.05 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Dec 13, 2024 Q3 2024 |
27,599
shares
|
$9.02 Million
0.22% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Dillon & Associates Inc
|
Nov 05, 2024 Q3 2024 |
27,584
shares
|
$9.02 Million
1.06% of portfolio
|
Q3 2024
Added 3.13%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
27,411
shares
|
$8.96 Million
0.18% of portfolio
|
Q3 2024
Reduced 23.32%
|
|
|
Shell Asset Management CO
The Hague, P7 |
Nov 07, 2024 Q3 2024 |
27,248
shares
|
$8.91 Million
0.33% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$8.84 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,020
shares
|
$8.83 Million
0.11% of portfolio
|
Q3 2024
Reduced 0.43%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Nov 14, 2024 Q3 2024 |
27,000
shares
|
$8.83 Million
3.31% of portfolio
|
Q2 2023
Added 58.82%
|
|
|
Veriti Management LLC
|
Oct 25, 2024 Q3 2024 |
26,944
shares
|
$8.81 Million
0.4% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Nov 14, 2024 Q3 2024 |
26,806
shares
|
$8.76 Million
0.64% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$8.76 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Nov 13, 2024 Q3 2024 |
26,769
shares
|
$8.75 Million
0.87% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Empowered Funds, LLC
|
Nov 06, 2024 Q3 2024 |
26,725
shares
|
$8.74 Million
0.12% of portfolio
|
Q3 2024
Reduced 53.24%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Oct 16, 2024 Q3 2024 |
26,723
shares
|
$8.74 Million
0.22% of portfolio
|
Q3 2024
Added 6.43%
|
|
|
Phoenix Holdings Ltd.
Givatayim, L3 |
Nov 05, 2024 Q3 2024 |
26,654
shares
|
$8.71 Million
0.11% of portfolio
|
Q3 2024
Added 11.66%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 14, 2024 Q3 2024 |
26,635
shares
|
$8.71 Million
0.45% of portfolio
|
Q3 2024
Added 20.68%
|