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 |
|---|---|---|---|---|---|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$7.95 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$7.92 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Hamilton Capital Partners, LLC
Atlanta, GA |
Apr 21, 2025 Q1 2025 |
29,181
shares
|
$7.91 Million
4.96% of portfolio
|
Q1 2025
Added 29.6%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
28,972
shares
|
$7.85 Million
1.02% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$7.84 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Payden & Rygel
Los Angeles, CA |
May 15, 2025 Q1 2025 |
28,900
shares
|
$7.83 Million
0.67% of portfolio
|
Q1 2025
Added 65.14%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
May 15, 2025 Q1 2025 |
28,797
shares
|
$7.8 Million
1.1% of portfolio
|
Q1 2025
New holding
|
|
|
Castleark Management LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
28,710
shares
|
$7.78 Million
0.31% of portfolio
|
Q1 2025
Reduced 26.16%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$7.75 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
May 14, 2025 Q1 2025 |
28,562
shares
|
$7.74 Million
1.43% of portfolio
|
Q1 2025
Reduced 13.83%
|
|
|
Vega Investment Solutions
Paris, I0 |
May 14, 2025 Q1 2025 |
28,293
shares
|
$7.67 Million
1.47% of portfolio
|
Q1 2025
Added 103.84%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,128
shares
|
$7.62 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
May 05, 2025 Q1 2025 |
27,944
shares
|
$7.57 Million
0.44% of portfolio
|
Q1 2025
Added 8.01%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
27,790
shares
|
$7.53 Million
0.15% of portfolio
|
Q1 2025
Added 11.09%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
27,786
shares
|
$7.53 Million
0.21% of portfolio
|
Q2 2025
Added 30.11%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
27,715
shares
|
$7.51 Million
0.45% of portfolio
|
Q4 2024
Reduced 0.85%
|
|
|
Brighton Jones LLC
|
Apr 17, 2025 Q1 2025 |
27,700
shares
|
$7.5 Million
0.25% of portfolio
|
Q1 2025
Added 7.92%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$7.5 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
27,482
shares
|
$7.45 Million
0.82% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
27,420
shares
|
$7.43 Million
1.91% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Apr 22, 2025 Q1 2025 |
27,400
shares
|
$7.42 Million
0.27% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Atlantic Union Bankshares Corp
|
May 05, 2025 Q1 2025 |
27,341
shares
|
$7.41 Million
0.48% of portfolio
|
Q1 2025
Reduced 0.06%
|
|
|
Cohen Klingenstein LLC
|
Apr 15, 2025 Q1 2025 |
27,300
shares
|
$7.4 Million
0.27% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
27,252
shares
|
$7.38 Million
0.18% of portfolio
|
Q1 2025
Added 7.11%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$7.33 Million
0.05% of portfolio
|
Q4 2022
New holding
|