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 |
|---|---|---|---|---|---|
|
Northstar Asset Management Inc
Boston, MA |
Jan 31, 2025 Q4 2024 |
35,945
shares
|
$9.62 Million
3.37% of portfolio
|
Q4 2024
Reduced 4.11%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
35,830
shares
|
$9.59 Million
0.49% of portfolio
|
Q4 2024
Reduced 3.92%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
35,655
shares
|
$9.55 Million
0.12% of portfolio
|
Q1 2025
Added 16.11%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$9.47 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$9.47 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Nzs Capital, LLC
Denver, CO |
Feb 14, 2025 Q4 2024 |
35,224
shares
|
$9.43 Million
0.57% of portfolio
|
Q4 2024
Reduced 71.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
35,179
shares
|
$9.42 Million
0.41% of portfolio
|
Q4 2024
Added 37.27%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Feb 14, 2025 Q4 2024 |
35,157
shares
|
$9.41 Million
0.55% of portfolio
|
Q4 2024
Reduced 6.16%
|
|
|
Advisor Partners Ii, LLC
Walnut Creek, CA |
Oct 26, 2023 Q3 2023 |
35,117
shares
|
$9.4 Million
0.29% of portfolio
|
Q3 2023
Added 5.61%
|
|
|
Quattro Financial Advisors LLC
|
Apr 29, 2025 Q1 2025 |
35,000
shares
|
$9.37 Million
3.36% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Procyon Advisors, LLC
|
Apr 11, 2025 Q1 2025 |
34,727
shares
|
$9.3 Million
0.58% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Simmons Bank
|
Apr 29, 2025 Q1 2025 |
34,656
shares
|
$9.28 Million
0.71% of portfolio
|
Q1 2025
Added 3.37%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
34,560
shares
|
$9.25 Million
0.53% of portfolio
|
Q1 2025
Reduced 3.03%
|
|
|
Kemnay Advisory Services Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
34,498
shares
|
$9.24 Million
2.09% of portfolio
|
Q4 2024
New holding
|
|
|
Calamos Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
34,408
shares
|
$9.21 Million
0.48% of portfolio
|
Q1 2025
Added 15.43%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Apr 30, 2025 Q1 2025 |
34,393
shares
|
$9.21 Million
0.53% of portfolio
|
Q1 2025
Added 24.91%
|
|
|
W.G. Shaheen & Associates Dba Whitney & CO
|
Feb 04, 2025 Q4 2024 |
34,367
shares
|
$9.2 Million
1.26% of portfolio
|
Q4 2024
Added 0.48%
|
|
|
Icici Prudential Asset Management CO LTD
|
Jan 31, 2025 Q4 2024 |
34,145
shares
|
$9.14 Million
1.29% of portfolio
|
Q4 2024
Reduced 17.15%
|
|
|
Dnca Finance
Paris, I0 |
Feb 13, 2025 Q4 2024 |
34,100
shares
|
$9.13 Million
0.89% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
York Bridge Wealth Partners, LLC
|
Jan 26, 2023 Q4 2022 |
34,067
shares
|
$9.12 Million
1.15% of portfolio
|
Q4 2022
Reduced 8.27%
|
|
|
Hemenway Trust CO LLC
|
Apr 18, 2025 Q1 2025 |
33,929
shares
|
$9.08 Million
0.8% of portfolio
|
Q1 2025
Added 54.95%
|
|
|
Ubs Oconnor LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
33,896
shares
|
$9.08 Million
0.75% of portfolio
|
Q4 2024
Added 577.92%
|
|
|
Edentree Asset Management LTD
London, X0 |
Feb 18, 2025 Q4 2024 |
33,835
shares
|
$9.06 Million
3.29% of portfolio
|
Q4 2024
Reduced 16.0%
|
|
|
Headlands Technologies LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
33,814
shares
|
$9.05 Million
1.2% of portfolio
|
Q4 2024
New holding
|
|
|
Silicon Valley Capital Partners
|
Jan 28, 2025 Q4 2024 |
33,751
shares
|
$9.04 Million
1.26% of portfolio
|
Q4 2024
Added 1.42%
|