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 |
|---|---|---|---|---|---|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$4.86 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Feb 10, 2025 Q4 2024 |
18,077
shares
|
$4.86 Million
0.44% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Feb 11, 2025 Q4 2024 |
18,052
shares
|
$4.85 Million
0.24% of portfolio
|
Q4 2024
Added 5.05%
|
|
|
Elite Wealth Management, Inc.
|
Feb 03, 2025 Q4 2024 |
18,039
shares
|
$4.85 Million
1.49% of portfolio
|
Q4 2024
Reduced 6.86%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Feb 12, 2025 Q4 2024 |
18,009
shares
|
$4.84 Million
1.48% of portfolio
|
Q1 2024
Reduced 37.0%
|
|
|
Promethos Capital, LLC
Boston, MA |
Feb 13, 2025 Q4 2024 |
17,990
shares
|
$4.83 Million
2.12% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Apr 22, 2025 Q1 2025 |
17,987
shares
|
$4.83 Million
3.51% of portfolio
|
Q1 2025
Reduced 4.77%
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
17,888
shares
|
$4.81 Million
0.14% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Ostrum Asset Management
Paris, I0 |
Feb 13, 2025 Q4 2024 |
17,867
shares
|
$4.8 Million
0.52% of portfolio
|
Q4 2024
Added 23.11%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
17,861
shares
|
$4.8 Million
0.35% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Mirova
Paris, I0 |
Feb 13, 2025 Q4 2024 |
17,842
shares
|
$4.79 Million
1.05% of portfolio
|
Q4 2024
Added 18.28%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Jan 30, 2025 Q4 2024 |
17,724
shares
|
$4.76 Million
1.48% of portfolio
|
Q4 2024
Added 1.15%
|
|
|
M. Kulyk & Associates, LLC
|
Feb 07, 2025 Q4 2024 |
17,705
shares
|
$4.76 Million
1.33% of portfolio
|
Q4 2024
Reduced 19.98%
|
|
|
Vestcor Inc
Fredericton, A3 |
Feb 10, 2025 Q4 2024 |
17,694
shares
|
$4.75 Million
0.2% of portfolio
|
Q4 2024
Reduced 6.56%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
17,627
shares
|
$4.74 Million
0.24% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
Ossiam
Paris, I0 |
Feb 13, 2025 Q4 2024 |
17,592
shares
|
$4.73 Million
0.11% of portfolio
|
Q4 2024
Reduced 12.48%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
17,572
shares
|
$4.72 Million
1.35% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Tfj Management, LLC
Somerville, MA |
Feb 13, 2025 Q4 2024 |
17,561
shares
|
$4.72 Million
5.29% of portfolio
|
Q4 2024
New holding
|
|
|
Baker Chad R
Perrysburg, OH |
Apr 16, 2025 Q1 2025 |
17,525
shares
|
$4.71 Million
1.0% of portfolio
|
Q1 2025
Added 99.37%
|
|
|
Payden & Rygel
Los Angeles, CA |
Feb 12, 2025 Q4 2024 |
17,500
shares
|
$4.7 Million
0.5% of portfolio
|
Q4 2024
Added 272.34%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$4.69 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
17,418
shares
|
$4.68 Million
0.71% of portfolio
|
Q4 2024
Added 2.44%
|
|
|
Lm Advisors LLC
San Diego, CA |
Feb 12, 2025 Q4 2024 |
17,378
shares
|
$4.67 Million
1.02% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Feb 12, 2025 Q4 2024 |
17,354
shares
|
$4.66 Million
0.1% of portfolio
|
Q4 2024
Added 206.93%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Apr 28, 2025 Q1 2025 |
17,331
shares
|
$4.66 Million
0.25% of portfolio
|
Q1 2025
Added 3.11%
|