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 |
|---|---|---|---|---|---|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
27,033
shares
|
$7.32 Million
2.52% of portfolio
|
Q1 2025
Reduced 17.35%
|
|
|
Private Advisory Group LLC
Redmond, WA |
May 08, 2025 Q1 2025 |
27,014
shares
|
$7.32 Million
0.82% of portfolio
|
Q1 2025
Added 90.19%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
27,005
shares
|
$7.32 Million
0.3% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Selkirk Management LLC
Chatham, NJ |
May 15, 2025 Q1 2025 |
27,000
shares
|
$7.31 Million
3.03% of portfolio
|
Q2 2023
Added 58.82%
|
|
|
Modera Wealth Management, LLC
|
May 08, 2025 Q1 2025 |
26,929
shares
|
$7.3 Million
0.1% of portfolio
|
Q1 2025
Added 3.97%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Apr 22, 2025 Q1 2025 |
26,884
shares
|
$7.28 Million
0.53% of portfolio
|
Q1 2025
Added 36.84%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
May 19, 2025 Q1 2025 |
26,833
shares
|
$7.27 Million
0.61% of portfolio
|
Q1 2025
Reduced 12.67%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$7.26 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Shell Asset Management CO
The Hague, P7 |
May 14, 2025 Q1 2025 |
26,744
shares
|
$7.25 Million
0.34% of portfolio
|
Q1 2025
Reduced 3.65%
|
|
|
Y Intercept (Hong Kong) LTD
|
May 05, 2025 Q1 2025 |
26,681
shares
|
$7.23 Million
0.52% of portfolio
|
Q1 2025
Added 46.96%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
26,541
shares
|
$7.19 Million
0.07% of portfolio
|
Q1 2025
Added 9.89%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Apr 30, 2025 Q1 2025 |
26,479
shares
|
$7.17 Million
0.53% of portfolio
|
Q1 2025
Added 11.82%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
26,442
shares
|
$7.16 Million
0.04% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Apr 17, 2025 Q1 2025 |
26,357
shares
|
$7.14 Million
1.51% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
26,326
shares
|
$7.13 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
May 27, 2025 Q1 2025 |
26,262
shares
|
$7.11 Million
0.11% of portfolio
|
Q1 2025
Added 155.54%
|
|
|
Everence Capital Management Inc
|
Apr 22, 2025 Q1 2025 |
26,240
shares
|
$7.11 Million
0.48% of portfolio
|
Q1 2025
Added 13.89%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$7.07 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,057
shares
|
$7.06 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.45%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$7.02 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
25,765
shares
|
$6.98 Million
0.24% of portfolio
|
Q1 2025
New holding
|
|
|
Quantitative Investment Management, LLC
Charlottesville, VA |
May 14, 2025 Q1 2025 |
25,651
shares
|
$6.95 Million
0.63% of portfolio
|
Q1 2025
Added 38.98%
|
|
|
Marietta Wealth Management, LLC
|
Apr 22, 2025 Q1 2025 |
25,546
shares
|
$6.92 Million
1.06% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
25,546
shares
|
$6.92 Million
0.11% of portfolio
|
Q1 2025
Added 30.46%
|
|
|
Wolverine Trading, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
25,545
shares
|
$6.92 Million
0.01% of portfolio
|
Q1 2025
Reduced 46.73%
|