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 |
|---|---|---|---|---|---|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$5.74 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Yhb Investment Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
21,375
shares
|
$5.74 Million
0.49% of portfolio
|
Q1 2025
Added 6.04%
|
|
|
Diversified Trust CO
|
Apr 24, 2025 Q1 2025 |
21,356
shares
|
$5.74 Million
0.18% of portfolio
|
Q1 2025
Added 34.32%
|
|
|
Rb Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
21,210
shares
|
$5.7 Million
1.7% of portfolio
|
Q4 2024
Reduced 0.15%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
21,159
shares
|
$5.69 Million
0.09% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
Feb 14, 2025 Q4 2024 |
21,157
shares
|
$5.69 Million
2.76% of portfolio
|
Q4 2024
Reduced 0.23%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
21,058
shares
|
$5.66 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
Meridian Management CO
|
Feb 12, 2025 Q4 2024 |
21,022
shares
|
$5.65 Million
1.91% of portfolio
|
Q4 2024
Reduced 6.25%
|
|
|
Ctc LLC
|
Feb 18, 2025 Q4 2024 |
20,903
shares
|
$5.62 Million
0.0% of portfolio
|
Q4 2024
Reduced 82.7%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
20,860
shares
|
$5.61 Million
0.72% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
20,860
shares
|
$5.61 Million
1.14% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Sandler Capital Management
New York, NY |
Feb 14, 2025 Q4 2024 |
20,798
shares
|
$5.59 Million
0.8% of portfolio
|
Q4 2024
New holding
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$5.59 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
20,722
shares
|
$5.57 Million
0.13% of portfolio
|
Q4 2024
Reduced 57.45%
|
|
|
Harbor Capital Advisors, Inc.
|
Apr 14, 2025 Q1 2025 |
20,720
shares
|
$5.57 Million
0.25% of portfolio
|
Q1 2025
Added 65.87%
|
|
|
Virtu Financial LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
20,718
shares
|
$5.57 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Citizens Business Bank
Ontario, CA |
Feb 14, 2025 Q4 2024 |
20,710
shares
|
$5.56 Million
1.33% of portfolio
|
Q4 2024
Added 97.77%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
20,658
shares
|
$5.55 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
North Rock Partners, LLC
|
Apr 22, 2025 Q4 2024 |
20,653
shares
|
$5.55 Million
0.23% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$5.55 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Jan 16, 2025 Q4 2024 |
20,619
shares
|
$5.54 Million
3.64% of portfolio
|
Q4 2024
Reduced 22.46%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Feb 14, 2025 Q4 2024 |
20,612
shares
|
$5.54 Million
0.07% of portfolio
|
Q4 2024
Reduced 35.89%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$5.52 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Jan 17, 2025 Q4 2024 |
20,538
shares
|
$5.52 Million
4.35% of portfolio
|
Q4 2024
Reduced 0.67%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
20,425
shares
|
$5.49 Million
0.73% of portfolio
|
Q1 2025
Reduced 38.24%
|