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 |
|---|---|---|---|---|---|
|
Consolidated Investment Group LLC
|
Nov 04, 2024 Q3 2024 |
23,200
shares
|
$7.58 Million
0.94% of portfolio
|
Q4 2023
Reduced 15.94%
|
|
|
Venture Visionary Partners LLC
|
Oct 21, 2024 Q3 2024 |
23,142
shares
|
$7.57 Million
0.28% of portfolio
|
Q3 2024
Reduced 0.61%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Nov 04, 2024 Q3 2024 |
23,046
shares
|
$7.53 Million
0.38% of portfolio
|
Q3 2024
Reduced 18.68%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$7.53 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
Everence Capital Management Inc
|
Jan 03, 2025 Q4 2024 |
23,040
shares
|
$7.53 Million
0.5% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Nov 14, 2024 Q3 2024 |
23,029
shares
|
$7.53 Million
0.4% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Plimoth Trust CO LLC
|
Oct 21, 2024 Q3 2024 |
23,014
shares
|
$7.52 Million
1.61% of portfolio
|
Q3 2024
Added 0.75%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
23,010
shares
|
$7.52 Million
0.14% of portfolio
|
Q3 2024
Added 38.87%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
22,959
shares
|
$7.51 Million
0.28% of portfolio
|
Q3 2024
Added 22.04%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
22,943
shares
|
$7.5 Million
2.18% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Hantz Financial Services, Inc.
|
Nov 13, 2024 Q3 2024 |
22,892
shares
|
$7.48 Million
0.11% of portfolio
|
Q3 2024
Reduced 83.33%
|
|
|
Bank Hapoalim Bm
|
Oct 28, 2024 Q3 2024 |
22,876
shares
|
$7.48 Million
0.95% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,865
shares
|
$7.47 Million
0.06% of portfolio
|
Q3 2024
Added 18.08%
|
|
|
United Services Automobile Association
San Antonio, TX |
Nov 14, 2024 Q3 2024 |
22,681
shares
|
$7.41 Million
0.16% of portfolio
|
Q3 2024
Reduced 18.04%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Oct 09, 2024 Q3 2024 |
22,667
shares
|
$7.41 Million
1.01% of portfolio
|
Q3 2024
Added 19.75%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Oct 18, 2024 Q3 2024 |
22,619
shares
|
$7.39 Million
0.29% of portfolio
|
Q3 2024
Reduced 1.74%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Nov 05, 2024 Q3 2024 |
22,594
shares
|
$7.39 Million
0.89% of portfolio
|
Q3 2024
Added 1.71%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Nov 13, 2024 Q3 2024 |
22,578
shares
|
$7.38 Million
0.14% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Brighton Jones LLC
|
Oct 22, 2024 Q3 2024 |
22,566
shares
|
$7.38 Million
0.24% of portfolio
|
Q3 2024
Reduced 11.59%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$7.38 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Wahed Invest LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
22,526
shares
|
$7.36 Million
1.11% of portfolio
|
Q3 2024
Added 4.12%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Oct 07, 2024 Q3 2024 |
22,513
shares
|
$7.36 Million
0.5% of portfolio
|
Q3 2024
Added 2.36%
|
|
|
Twin Capital Management Inc
|
Nov 12, 2024 Q3 2024 |
22,500
shares
|
$7.36 Million
0.72% of portfolio
|
Q3 2024
Reduced 1.88%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Oct 10, 2024 Q3 2024 |
22,452
shares
|
$7.34 Million
1.15% of portfolio
|
Q3 2024
Reduced 5.39%
|
|
|
Meridian Management CO
|
Nov 04, 2024 Q3 2024 |
22,424
shares
|
$7.33 Million
1.6% of portfolio
|
Q3 2024
Added 3.83%
|