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 |
|---|---|---|---|---|---|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Apr 21, 2025 Q1 2025 |
24,104
shares
|
$6.48 Million
0.06% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
F
|
Feb 13, 2025 Q4 2024 |
23,886
shares
|
$6.42 Million
0.35% of portfolio
|
Q4 2024
Added 259.95%
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Apr 16, 2025 Q1 2025 |
23,841
shares
|
$6.41 Million
0.38% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
23,828
shares
|
$6.4 Million
0.38% of portfolio
|
Q1 2025
Added 16.86%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,821
shares
|
$6.4 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Castlekeep Investment Advisors LLC
Westport, CT |
Feb 14, 2025 Q4 2024 |
23,737
shares
|
$6.38 Million
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$6.37 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
23,680
shares
|
$6.36 Million
0.59% of portfolio
|
Q4 2024
Added 44.88%
|
|
|
Bank Hapoalim Bm
|
Apr 30, 2025 Q1 2025 |
23,672
shares
|
$6.36 Million
0.92% of portfolio
|
Q1 2025
Reduced 1.92%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Apr 01, 2025 Q1 2025 |
23,608
shares
|
$6.34 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Clean Yield Group
|
Apr 14, 2025 Q1 2025 |
23,605
shares
|
$6.34 Million
2.22% of portfolio
|
Q1 2025
Added 1.74%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
23,479
shares
|
$6.31 Million
0.69% of portfolio
|
Q4 2024
Reduced 10.33%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Apr 23, 2025 Q1 2025 |
23,402
shares
|
$6.29 Million
0.22% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Feb 12, 2025 Q4 2024 |
23,305
shares
|
$6.26 Million
0.89% of portfolio
|
Q4 2024
Added 9.09%
|
|
|
Selective Wealth Management, Inc.
|
Apr 14, 2025 Q1 2025 |
23,263
shares
|
$6.25 Million
2.61% of portfolio
|
Q1 2025
Reduced 2.84%
|
|
|
Eastover Investment Advisors LLC
|
Apr 07, 2025 Q1 2025 |
23,252
shares
|
$6.25 Million
3.02% of portfolio
|
Q1 2025
Reduced 1.11%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$6.24 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Apr 29, 2025 Q1 2025 |
23,217
shares
|
$6.24 Million
2.34% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Webster Bank, N. A.
|
Apr 04, 2025 Q1 2025 |
23,212
shares
|
$6.24 Million
0.7% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Feb 10, 2025 Q4 2024 |
23,109
shares
|
$6.21 Million
0.02% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Feb 11, 2025 Q4 2024 |
23,100
shares
|
$6.21 Million
0.16% of portfolio
|
Q4 2024
Added 54.0%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$6.19 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
23,032
shares
|
$6.19 Million
1.09% of portfolio
|
Q4 2024
Added 5.32%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Feb 14, 2025 Q4 2024 |
23,029
shares
|
$6.19 Million
0.56% of portfolio
|
Q3 2024
Added 0.89%
|
|
|
Longbow Finance Sa
Lutry, V8 |
Feb 04, 2025 Q4 2024 |
22,986
shares
|
$6.18 Million
0.84% of portfolio
|
Q4 2024
Added 4.97%
|