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 753 Million shares, which have been reported (via 13F filing form) to have a value of $202 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
33,733
shares
|
$9.06 Million
0.36% of portfolio
|
Q4 2024
Added 4.25%
|
|
|
Novare Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
33,702
shares
|
$9.06 Million
0.8% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Jan 27, 2025 Q4 2024 |
33,610
shares
|
$9.03 Million
0.45% of portfolio
|
Q4 2024
Added 13.32%
|
|
|
Grassi Investment Management
|
Apr 10, 2025 Q1 2025 |
33,514
shares
|
$9.01 Million
0.83% of portfolio
|
Q1 2025
Added 4.2%
|
|
|
Pinnacle Associates LTD
|
Feb 14, 2025 Q4 2024 |
33,172
shares
|
$8.91 Million
0.16% of portfolio
|
Q4 2024
Added 4.76%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Feb 14, 2025 Q4 2024 |
33,147
shares
|
$8.91 Million
1.87% of portfolio
|
Q4 2024
Reduced 9.02%
|
|
|
Empirical Finance, LLC
|
Jan 28, 2025 Q4 2024 |
32,810
shares
|
$8.82 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.18%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
32,807
shares
|
$8.82 Million
0.26% of portfolio
|
Q1 2025
Added 6.11%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
32,709
shares
|
$8.79 Million
3.9% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
32,673
shares
|
$8.78 Million
0.24% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Bokf, Na
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
32,655
shares
|
$8.77 Million
0.19% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
32,287
shares
|
$8.68 Million
0.14% of portfolio
|
Q1 2025
Reduced 13.25%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Feb 12, 2025 Q4 2024 |
32,249
shares
|
$8.67 Million
3.39% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Apr 29, 2025 Q1 2025 |
32,180
shares
|
$8.65 Million
0.24% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$8.63 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
|
Apg Asset Management Us Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
32,125
shares
|
$8.63 Million
0.08% of portfolio
|
Q4 2024
Reduced 32.97%
|
|
|
Keybank National Association
|
Apr 28, 2025 Q1 2025 |
31,941
shares
|
$8.58 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.87%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$8.58 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Meyer Handelman CO
|
Apr 08, 2025 Q1 2025 |
31,690
shares
|
$8.52 Million
0.3% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Feb 06, 2025 Q4 2024 |
31,391
shares
|
$8.44 Million
0.39% of portfolio
|
Q4 2024
Reduced 46.72%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
31,334
shares
|
$8.42 Million
0.02% of portfolio
|
Q1 2025
Reduced 48.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
31,159
shares
|
$8.37 Million
0.56% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$8.3 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
30,834
shares
|
$8.29 Million
0.29% of portfolio
|
Q4 2024
Reduced 10.02%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Feb 12, 2025 Q4 2024 |
30,757
shares
|
$8.26 Million
0.45% of portfolio
|
Q4 2024
Added 4.17%
|