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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
27,252
shares
|
$7.32 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
|
$7.27 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Feb 14, 2025 Q4 2024 |
27,018
shares
|
$7.26 Million
0.07% of portfolio
|
Q4 2024
Added 13.36%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Feb 14, 2025 Q4 2024 |
27,000
shares
|
$7.26 Million
3.53% of portfolio
|
Q2 2023
Added 58.82%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
26,973
shares
|
$7.25 Million
0.34% of portfolio
|
Q4 2024
Reduced 13.36%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
26,884
shares
|
$7.22 Million
0.53% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$7.2 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
26,718
shares
|
$7.18 Million
0.09% of portfolio
|
Q4 2024
Added 11.12%
|
|
|
Cohen Capital Management, Inc.
|
Feb 03, 2025 Q4 2024 |
26,461
shares
|
$7.11 Million
1.51% of portfolio
|
Q3 2024
Added 2.16%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,442
shares
|
$7.11 Million
0.04% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
26,357
shares
|
$7.08 Million
1.51% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
26,240
shares
|
$7.05 Million
0.48% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
26,223
shares
|
$7.05 Million
0.85% of portfolio
|
Q4 2024
Reduced 0.05%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$7.01 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
26,021
shares
|
$6.99 Million
0.4% of portfolio
|
Q1 2025
Added 70.95%
|
|
|
Cmh Wealth Management LLC
|
Apr 14, 2025 Q1 2025 |
25,917
shares
|
$6.96 Million
1.8% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
25,900
shares
|
$6.96 Million
0.11% of portfolio
|
Q4 2024
Added 6.4%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$6.96 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Feb 12, 2025 Q4 2024 |
25,872
shares
|
$6.95 Million
0.49% of portfolio
|
Q4 2024
Added 12.26%
|
|
|
Morningstar Investment Services LLC
Chicago, IL |
Feb 12, 2025 Q4 2024 |
25,751
shares
|
$6.92 Million
0.78% of portfolio
|
Q4 2024
Reduced 90.56%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
25,620
shares
|
$6.88 Million
0.28% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
25,546
shares
|
$6.86 Million
1.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,546
shares
|
$6.86 Million
0.11% of portfolio
|
Q1 2025
Added 30.46%
|
|
|
Venture Visionary Partners LLC
|
Feb 12, 2025 Q4 2024 |
25,403
shares
|
$6.83 Million
0.27% of portfolio
|
Q4 2024
Added 9.77%
|
|
|
Bdf Gestion
Paris, I0 |
Apr 17, 2025 Q1 2025 |
25,137
shares
|
$6.75 Million
0.74% of portfolio
|
Q4 2024
Reduced 11.5%
|