Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 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 |
|---|---|---|---|---|---|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
May 15, 2025 Q1 2025 |
33,898
shares
|
$9.18 Million
0.21% of portfolio
|
Q1 2025
Reduced 29.73%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
33,702
shares
|
$9.13 Million
0.8% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
May 15, 2025 Q1 2025 |
33,655
shares
|
$9.12 Million
0.08% of portfolio
|
Q1 2025
Added 63.28%
|
|
|
Empowered Funds, LLC
|
May 16, 2025 Q1 2025 |
33,558
shares
|
$9.09 Million
0.13% of portfolio
|
Q1 2025
Added 22.59%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
33,514
shares
|
$9.08 Million
0.83% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Investment House LLC
Las Vegas, NV |
May 08, 2025 Q1 2025 |
33,405
shares
|
$9.05 Million
0.52% of portfolio
|
Q1 2025
Reduced 14.57%
|
|
|
Empirical Finance, LLC
|
May 07, 2025 Q1 2025 |
33,205
shares
|
$9 Million
0.55% of portfolio
|
Q1 2025
Added 1.2%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
May 14, 2025 Q1 2025 |
33,097
shares
|
$8.97 Million
0.39% of portfolio
|
Q1 2025
Added 7.61%
|
|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
32,934
shares
|
$8.92 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Aia Group LTD
Hong Kong, K3 |
May 12, 2025 Q1 2025 |
32,885
shares
|
$8.91 Million
0.23% of portfolio
|
Q1 2025
Added 8.0%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
May 12, 2025 Q1 2025 |
32,840
shares
|
$8.9 Million
0.36% of portfolio
|
Q1 2025
Reduced 2.29%
|
|
|
Edentree Asset Management LTD
London, X0 |
May 12, 2025 Q1 2025 |
32,778
shares
|
$8.88 Million
2.95% of portfolio
|
Q1 2025
Reduced 3.12%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
32,673
shares
|
$8.85 Million
0.24% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
May 13, 2025 Q1 2025 |
32,386
shares
|
$8.77 Million
0.74% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
32,310
shares
|
$8.75 Million
0.48% of portfolio
|
Q1 2025
Added 3.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,287
shares
|
$8.75 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Bokf, Na
Tulsa, OK |
May 13, 2025 Q1 2025 |
32,189
shares
|
$8.72 Million
0.15% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
32,180
shares
|
$8.72 Million
0.24% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$8.71 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
May 14, 2025 Q1 2025 |
32,125
shares
|
$8.7 Million
0.07% of portfolio
|
Q4 2024
Reduced 32.97%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
32,120
shares
|
$8.7 Million
0.98% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
River Road Asset Management, LLC
|
May 13, 2025 Q1 2025 |
32,069
shares
|
$8.69 Million
0.12% of portfolio
|
Q1 2025
Added 5.2%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
31,941
shares
|
$8.65 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$8.65 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
May 14, 2025 Q1 2025 |
31,854
shares
|
$8.63 Million
0.24% of portfolio
|
Q1 2025
Added 70.35%
|