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 |
|---|---|---|---|---|---|
|
Jefferies Financial Group Inc.
New York, NY |
Nov 14, 2024 Q3 2024 |
22,349
shares
|
$7.31 Million
0.05% of portfolio
|
Q3 2024
Added 2.07%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$7.25 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Oct 28, 2024 Q3 2024 |
22,165
shares
|
$7.25 Million
1.91% of portfolio
|
Q3 2024
Added 2.69%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2024 Q3 2024 |
22,130
shares
|
$7.23 Million
0.44% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
M. Kulyk & Associates, LLC
|
Nov 07, 2024 Q3 2024 |
22,125
shares
|
$7.23 Million
1.23% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 08, 2024 Q3 2024 |
22,083
shares
|
$7.22 Million
0.11% of portfolio
|
Q3 2024
Added 13.72%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$7.21 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Nov 12, 2024 Q3 2024 |
21,897
shares
|
$7.16 Million
0.64% of portfolio
|
Q2 2024
Reduced 5.14%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Oct 17, 2024 Q3 2024 |
21,868
shares
|
$7.15 Million
0.88% of portfolio
|
Q3 2024
Added 12.06%
|
|
|
Dynamic Advisor Solutions LLC
|
Oct 07, 2024 Q3 2024 |
21,861
shares
|
$7.15 Million
0.18% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Oct 08, 2024 Q3 2024 |
21,790
shares
|
$7.12 Million
2.9% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Conning Inc.
|
Oct 29, 2024 Q3 2024 |
21,730
shares
|
$7.1 Million
0.21% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
21,679
shares
|
$7.09 Million
0.38% of portfolio
|
Q3 2024
Reduced 11.27%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
21,665
shares
|
$7.08 Million
0.04% of portfolio
|
Q3 2024
Reduced 6.46%
|
|
|
Westbourne Investment Advisors, Inc.
|
Oct 29, 2024 Q3 2024 |
21,388
shares
|
$6.99 Million
2.05% of portfolio
|
Q3 2024
Added 3.45%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Oct 25, 2024 Q3 2024 |
21,382
shares
|
$6.99 Million
0.66% of portfolio
|
Q3 2024
Reduced 46.01%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$6.99 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
21,364
shares
|
$6.98 Million
0.68% of portfolio
|
Q3 2024
New holding
|
|
|
Renaissance Investment Group LLC
|
Oct 10, 2024 Q3 2024 |
21,277
shares
|
$6.96 Million
1.27% of portfolio
|
Q3 2024
Added 4.11%
|
|
|
Rb Capital Management, LLC
|
Nov 15, 2024 Q3 2024 |
21,242
shares
|
$6.94 Million
1.43% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Nov 14, 2024 Q3 2024 |
21,205
shares
|
$6.93 Million
2.05% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Nov 04, 2024 Q3 2024 |
21,197
shares
|
$6.93 Million
0.33% of portfolio
|
Q3 2024
Added 2.65%
|
|
|
Lazard Freres Gestion S.A.S.
|
Nov 13, 2024 Q3 2024 |
21,100
shares
|
$6.9 Million
0.12% of portfolio
|
Q3 2024
Reduced 13.12%
|
|
|
Iowa State Bank
|
Jan 06, 2025 Q4 2024 |
21,069
shares
|
$6.89 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.71%
|
|
|
Meritage Portfolio Management
|
Nov 04, 2024 Q3 2024 |
21,047
shares
|
$6.88 Million
0.35% of portfolio
|
Q3 2024
Reduced 1.4%
|