Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
May 06, 2025 Q1 2025 |
19,061
shares
|
$5.16 Million
1.06% of portfolio
|
Q1 2025
Reduced 72.92%
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$5.12 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Mirova
Paris, I0 |
May 14, 2025 Q1 2025 |
18,858
shares
|
$5.11 Million
0.93% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Cullinan Associates Inc
|
Apr 22, 2025 Q1 2025 |
18,846
shares
|
$5.11 Million
0.36% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$5.09 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Sone Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,801
shares
|
$5.09 Million
0.52% of portfolio
|
Q1 2025
Added 1876.97%
|
|
|
Davenport & CO LLC
|
Apr 28, 2025 Q1 2025 |
18,799
shares
|
$5.09 Million
0.03% of portfolio
|
Q1 2025
Added 181.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
18,713
shares
|
$5.07 Million
0.37% of portfolio
|
Q1 2025
Added 1.91%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
May 14, 2025 Q1 2025 |
18,613
shares
|
$5.04 Million
0.19% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
May 06, 2025 Q1 2025 |
18,606
shares
|
$5.04 Million
1.28% of portfolio
|
Q1 2025
Added 4.98%
|
|
|
L & S Advisors Inc
Los Angeles, CA |
May 09, 2025 Q1 2025 |
18,522
shares
|
$5.02 Million
0.72% of portfolio
|
Q1 2025
Reduced 25.72%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
May 12, 2025 Q1 2025 |
18,500
shares
|
$5.01 Million
2.34% of portfolio
|
Q3 2024
Reduced 22.92%
|
|
|
Vestcor Inc
Fredericton, A3 |
May 08, 2025 Q1 2025 |
18,480
shares
|
$5.01 Million
0.17% of portfolio
|
Q1 2025
Added 4.44%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
May 15, 2025 Q1 2025 |
18,472
shares
|
$5 Million
1.22% of portfolio
|
Q1 2025
Added 8.77%
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Apr 16, 2025 Q1 2025 |
18,433
shares
|
$4.99 Million
0.58% of portfolio
|
Q1 2025
Added 2.94%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$4.97 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Apr 10, 2025 Q1 2025 |
18,310
shares
|
$4.96 Million
0.23% of portfolio
|
Q1 2025
Added 11.12%
|
|
|
Plimoth Trust CO LLC
|
Apr 21, 2025 Q1 2025 |
18,297
shares
|
$4.96 Million
1.3% of portfolio
|
Q1 2025
Reduced 19.58%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Apr 29, 2025 Q1 2025 |
18,276
shares
|
$4.95 Million
0.16% of portfolio
|
Q1 2025
Added 6.69%
|
|
|
Conning Inc.
|
Apr 28, 2025 Q1 2025 |
18,246
shares
|
$4.94 Million
0.18% of portfolio
|
Q1 2025
Added 5.71%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,181
shares
|
$4.93 Million
1.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
18,111
shares
|
$4.91 Million
0.2% of portfolio
|
Q1 2025
Added 0.33%
|
|
|
Nebula Research & Development LLC
New York, NY |
May 15, 2025 Q1 2025 |
18,108
shares
|
$4.91 Million
0.45% of portfolio
|
Q1 2025
Added 302.49%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$4.9 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Promethos Capital, LLC
Boston, MA |
May 15, 2025 Q1 2025 |
18,076
shares
|
$4.9 Million
1.78% of portfolio
|
Q1 2025
Added 0.48%
|