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 |
|---|---|---|---|---|---|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,752
shares
|
$3.7 Million
0.78% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
13,647
shares
|
$3.67 Million
0.12% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
M&G PLC
London, X0 |
Feb 11, 2025 Q4 2024 |
13,634
shares
|
$3.66 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Xtx Topco LTD
London, X0 |
Feb 13, 2025 Q4 2024 |
13,572
shares
|
$3.65 Million
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Feb 05, 2025 Q4 2024 |
13,552
shares
|
$3.64 Million
1.53% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
John G Ullman & Associates Inc
|
Feb 05, 2025 Q4 2024 |
13,525
shares
|
$3.63 Million
0.72% of portfolio
|
Q4 2024
Reduced 1.99%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Feb 12, 2025 Q4 2024 |
13,457
shares
|
$3.62 Million
0.16% of portfolio
|
Q4 2024
Reduced 2.95%
|
|
|
Jacobs Levy Equity Management, Inc
Florham Park, NJ |
Feb 14, 2025 Q4 2024 |
13,341
shares
|
$3.58 Million
0.02% of portfolio
|
Q4 2024
Reduced 91.61%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$3.57 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
13,292
shares
|
$3.57 Million
0.05% of portfolio
|
Q4 2024
Added 49.06%
|
|
|
Ellsworth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
13,233
shares
|
$3.56 Million
1.18% of portfolio
|
Q4 2024
Added 1562.44%
|
|
|
Richard Bernstein Advisors LLC
|
Apr 29, 2025 Q1 2025 |
13,202
shares
|
$3.55 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Apr 09, 2025 Q1 2025 |
13,202
shares
|
$3.55 Million
0.1% of portfolio
|
Q1 2025
Added 8.65%
|
|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
13,195
shares
|
$3.55 Million
2.85% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$3.55 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
13,120
shares
|
$3.53 Million
0.34% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Feb 12, 2025 Q4 2024 |
13,058
shares
|
$3.51 Million
0.43% of portfolio
|
Q4 2024
Reduced 2.65%
|
|
|
Oak Harvest Investment Services
|
Jan 23, 2025 Q4 2024 |
13,048
shares
|
$3.51 Million
0.61% of portfolio
|
Q4 2024
Added 37.48%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Jan 14, 2025 Q4 2024 |
12,970
shares
|
$3.49 Million
1.19% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,928
shares
|
$3.47 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
Feb 13, 2025 Q4 2024 |
12,900
shares
|
$3.47 Million
1.01% of portfolio
|
Q2 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
12,900
shares
|
$3.47 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$3.47 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
12,805
shares
|
$3.44 Million
0.96% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$3.44 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|