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 |
|---|---|---|---|---|---|
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
Feb 13, 2025 Q4 2024 |
14,553
shares
|
$3.91 Million
0.07% of portfolio
|
Q4 2024
Reduced 8.65%
|
|
|
Stoneridge Investment Partners LLC
|
Jan 28, 2025 Q4 2024 |
14,506
shares
|
$3.9 Million
1.73% of portfolio
|
Q4 2024
Reduced 27.23%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Feb 10, 2025 Q4 2024 |
14,417
shares
|
$3.87 Million
0.46% of portfolio
|
Q4 2024
Added 1.0%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
14,362
shares
|
$3.86 Million
0.28% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
14,346
shares
|
$3.85 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
14,344
shares
|
$3.85 Million
1.79% of portfolio
|
Q4 2024
Reduced 1.75%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
14,343
shares
|
$3.85 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Apr 15, 2025 Q1 2025 |
14,311
shares
|
$3.85 Million
0.2% of portfolio
|
Q1 2025
Added 24.32%
|
|
|
Hixon Zuercher, LLC
|
Apr 25, 2025 Q1 2025 |
14,291
shares
|
$3.84 Million
1.36% of portfolio
|
Q1 2025
Added 1.67%
|
|
|
Beech Hill Advisors, Inc.
|
Apr 23, 2025 Q1 2025 |
14,275
shares
|
$3.84 Million
1.6% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Private Advisory Group LLC
Redmond, WA |
Apr 11, 2025 Q4 2024 |
14,204
shares
|
$3.82 Million
0.55% of portfolio
|
Q4 2024
Added 5.31%
|
|
|
First Hawaiian Bank
|
Apr 03, 2025 Q1 2025 |
14,164
shares
|
$3.81 Million
0.13% of portfolio
|
Q1 2025
Added 6.29%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Feb 10, 2025 Q4 2024 |
14,150
shares
|
$3.8 Million
1.19% of portfolio
|
Q1 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
14,144
shares
|
$3.8 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.63%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
14,134
shares
|
$3.8 Million
0.12% of portfolio
|
Q1 2025
Added 3.8%
|
|
|
Hbw Advisory Services LLC
|
Apr 09, 2025 Q1 2025 |
14,125
shares
|
$3.8 Million
0.6% of portfolio
|
Q1 2025
Reduced 4.37%
|
|
|
Shaker Investments LLC
|
Apr 23, 2025 Q1 2025 |
14,114
shares
|
$3.79 Million
1.87% of portfolio
|
Q1 2025
Added 95.89%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Feb 14, 2025 Q4 2024 |
14,112
shares
|
$3.79 Million
0.6% of portfolio
|
Q4 2024
New holding
|
|
|
Wd Rutherford LLC
|
Apr 17, 2025 Q1 2025 |
14,023
shares
|
$3.77 Million
1.99% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
True North Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
13,949
shares
|
$3.75 Million
1.11% of portfolio
|
Q4 2024
Added 673.66%
|
|
|
Fortis Capital Management LLC
|
Feb 11, 2025 Q4 2024 |
13,948
shares
|
$3.75 Million
0.88% of portfolio
|
Q4 2024
Added 29.34%
|
|
|
Vega Investment Solutions
Paris, I0 |
Feb 18, 2025 Q4 2024 |
13,880
shares
|
$3.73 Million
3.82% of portfolio
|
Q4 2024
New holding
|
|
|
Redwood Investments, LLC
|
Feb 14, 2025 Q4 2024 |
13,867
shares
|
$3.73 Million
1.35% of portfolio
|
Q4 2024
Reduced 0.94%
|
|
|
Jackson Hole Capital Partners, LLC
|
Feb 07, 2025 Q4 2024 |
13,807
shares
|
$3.71 Million
0.96% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$3.7 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|