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 |
|---|---|---|---|---|---|
|
Plato Investment Management LTD
Sydney, C3 |
Feb 05, 2025 Q4 2024 |
30,726
shares
|
$8.26 Million
0.76% of portfolio
|
Q4 2024
Added 2.89%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Apr 15, 2025 Q1 2025 |
30,694
shares
|
$8.25 Million
0.71% of portfolio
|
Q1 2025
Added 35.98%
|
|
|
Bank Of Nova Scotia Trust CO
|
Feb 13, 2025 Q4 2024 |
30,690
shares
|
$8.25 Million
1.18% of portfolio
|
Q4 2024
Added 4.86%
|
|
|
River Road Asset Management, LLC
|
Feb 07, 2025 Q4 2024 |
30,483
shares
|
$8.19 Million
0.14% of portfolio
|
Q4 2024
Added 4.65%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Feb 12, 2025 Q4 2024 |
30,449
shares
|
$8.18 Million
0.26% of portfolio
|
Q4 2024
Added 26.72%
|
|
|
Callahan Advisors, LLC
|
Jan 31, 2025 Q4 2024 |
30,366
shares
|
$8.16 Million
1.0% of portfolio
|
Q4 2024
Added 1.26%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
30,365
shares
|
$8.16 Million
0.24% of portfolio
|
Q4 2024
Added 17.69%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Feb 11, 2025 Q4 2024 |
30,354
shares
|
$8.16 Million
0.23% of portfolio
|
Q4 2024
Reduced 1.17%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
30,320
shares
|
$8.15 Million
0.52% of portfolio
|
Q4 2024
Added 888.59%
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
30,302
shares
|
$8.14 Million
2.83% of portfolio
|
Q4 2024
Reduced 16.32%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Feb 12, 2025 Q4 2024 |
30,191
shares
|
$8.11 Million
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$8.07 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Feb 14, 2025 Q4 2024 |
29,779
shares
|
$8 Million
0.04% of portfolio
|
Q4 2024
Reduced 36.43%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$7.99 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,726
shares
|
$7.99 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,557
shares
|
$7.94 Million
0.91% of portfolio
|
Q3 2024
Added 901.59%
|
|
|
Jag Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
29,496
shares
|
$7.93 Million
1.09% of portfolio
|
Q1 2025
Added 24.42%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$7.89 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Lombard Odier Asset Management (Switzerland) Sa
Petit Lancy, V8 |
Feb 14, 2025 Q4 2024 |
29,314
shares
|
$7.88 Million
0.77% of portfolio
|
Q4 2024
Added 9.36%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$7.86 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
29,181
shares
|
$7.84 Million
4.96% of portfolio
|
Q1 2025
Added 29.6%
|
|
|
Premier Fund Managers LTD
|
Feb 12, 2025 Q4 2024 |
29,120
shares
|
$7.82 Million
0.35% of portfolio
|
Q4 2024
New holding
|
|
|
Maytus Capital Management, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,000
shares
|
$7.79 Million
3.88% of portfolio
|
Q4 2024
New holding
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$7.78 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Wedbush Securities Inc
|
Feb 12, 2025 Q4 2024 |
28,898
shares
|
$7.77 Million
0.34% of portfolio
|
Q4 2024
Reduced 3.2%
|