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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Dynamic Advisor Solutions LLC
|
Apr 16, 2025 Q1 2025 |
20,270
shares
|
$5.45 Million
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
20,269
shares
|
$5.45 Million
0.52% of portfolio
|
Q1 2025
Reduced 13.69%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
20,148
shares
|
$5.41 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Bailard, Inc.
|
Feb 05, 2025 Q4 2024 |
20,124
shares
|
$5.41 Million
0.18% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Generali Powszechne Towarzystwo Emerytalne
Warsaw, R9 |
Feb 13, 2025 Q4 2024 |
20,118
shares
|
$5.41 Million
2.26% of portfolio
|
Q1 2022
Added 7.68%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jan 23, 2025 Q4 2024 |
20,080
shares
|
$5.4 Million
1.43% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
20,010
shares
|
$5.38 Million
0.45% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Telemark Asset Management, LLC
Boston, MA |
Feb 10, 2025 Q4 2024 |
20,000
shares
|
$5.37 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
Marathon Trading Investment Management LLC
Radnor, PA |
Feb 07, 2025 Q4 2024 |
19,997
shares
|
$5.37 Million
1.14% of portfolio
|
Q4 2024
New holding
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
19,974
shares
|
$5.37 Million
0.57% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Apr 15, 2025 Q1 2025 |
19,901
shares
|
$5.35 Million
0.56% of portfolio
|
Q1 2025
Added 1.19%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
19,872
shares
|
$5.34 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
19,821
shares
|
$5.33 Million
0.13% of portfolio
|
Q4 2024
Added 5.07%
|
|
|
Bridge Creek Capital Management LLC
|
Apr 10, 2025 Q1 2025 |
19,788
shares
|
$5.32 Million
1.69% of portfolio
|
Q1 2025
Reduced 1.52%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
Jan 16, 2025 Q4 2024 |
19,760
shares
|
$5.31 Million
0.11% of portfolio
|
Q4 2024
Added 3.96%
|
|
|
Meridian Wealth Advisors, LLC
|
Feb 11, 2025 Q4 2024 |
19,638
shares
|
$5.28 Million
1.21% of portfolio
|
Q4 2024
Reduced 0.91%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Feb 10, 2025 Q4 2024 |
19,582
shares
|
$5.26 Million
0.02% of portfolio
|
Q4 2024
Reduced 45.16%
|
|
|
Bouvel Investment Partners, LLC
|
Apr 17, 2025 Q1 2025 |
19,520
shares
|
$5.25 Million
2.31% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Cinctive Capital Management LP
New York, NY |
Feb 12, 2025 Q4 2024 |
19,421
shares
|
$5.22 Million
0.35% of portfolio
|
Q4 2024
Added 146.84%
|
|
|
Atika Capital Management LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
19,400
shares
|
$5.21 Million
0.96% of portfolio
|
Q4 2024
New holding
|
|
|
Goodman Advisory Group, LLC
|
Apr 24, 2025 Q1 2025 |
19,362
shares
|
$5.2 Million
1.73% of portfolio
|
Q1 2025
New holding
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
19,325
shares
|
$5.19 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Lazard Freres Gestion S.A.S.
|
Feb 10, 2025 Q4 2024 |
19,300
shares
|
$5.19 Million
0.13% of portfolio
|
Q4 2024
Reduced 8.53%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$5.17 Million
0.14% of portfolio
|
Q2 2023
New holding
|