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 |
|---|---|---|---|---|---|
|
Sfmg, LLC
|
Feb 11, 2025 Q4 2024 |
22,965
shares
|
$6.17 Million
0.62% of portfolio
|
Q4 2024
Reduced 1.64%
|
|
|
Renaissance Investment Group LLC
|
Jan 16, 2025 Q4 2024 |
22,933
shares
|
$6.16 Million
1.7% of portfolio
|
Q4 2024
Added 7.78%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Feb 14, 2025 Q4 2024 |
22,917
shares
|
$6.16 Million
0.3% of portfolio
|
Q4 2024
Reduced 0.18%
|
|
|
Wahed Invest LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
22,916
shares
|
$6.16 Million
1.31% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Twin Capital Management Inc
|
Feb 13, 2025 Q4 2024 |
22,902
shares
|
$6.15 Million
0.88% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Engineers Gate Manager LP
New York, NY |
Feb 14, 2025 Q4 2024 |
22,879
shares
|
$6.15 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
22,794
shares
|
$6.12 Million
0.16% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Drw Securities, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
22,758
shares
|
$6.12 Million
0.31% of portfolio
|
Q4 2024
Added 145.71%
|
|
|
Kornitzer Capital Management Inc
|
Jan 31, 2025 Q4 2024 |
22,638
shares
|
$6.08 Million
0.15% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
United Services Automobile Association
San Antonio, TX |
Feb 11, 2025 Q4 2024 |
22,585
shares
|
$6.07 Million
0.26% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Triavera Capital LLC
Larkspur, CA |
Feb 14, 2025 Q4 2024 |
22,573
shares
|
$6.07 Million
4.11% of portfolio
|
Q4 2024
New holding
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$6.06 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
22,344
shares
|
$6 Million
0.46% of portfolio
|
Q4 2024
Added 3.07%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
22,306
shares
|
$5.99 Million
0.93% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$5.96 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$5.93 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
22,046
shares
|
$5.92 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
22,000
shares
|
$5.91 Million
1.43% of portfolio
|
Q4 2024
Reduced 2.01%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,686
shares
|
$5.83 Million
0.02% of portfolio
|
Q4 2024
Added 2854.5%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
21,645
shares
|
$5.82 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Family Management Corp
New York, NY |
Feb 14, 2025 Q4 2024 |
21,600
shares
|
$5.8 Million
1.18% of portfolio
|
Q4 2024
Added 4.44%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
Feb 05, 2025 Q4 2024 |
21,565
shares
|
$5.79 Million
2.32% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
21,525
shares
|
$5.78 Million
0.3% of portfolio
|
Q4 2024
Added 5.85%
|
|
|
Square Wave Partners, L.P.
Brooklyn, NY |
Feb 14, 2025 Q4 2024 |
21,438
shares
|
$5.76 Million
6.91% of portfolio
|
Q4 2024
New holding
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
21,437
shares
|
$5.76 Million
0.63% of portfolio
|
Q1 2025
Reduced 48.66%
|