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 |
|---|---|---|---|---|---|
|
Gyroscope Capital Management Group, LLC
|
Nov 13, 2023 Q3 2023 |
10,867
shares
|
$2.92 Million
0.5% of portfolio
|
Q3 2023
Added 579.19%
|
|
|
Alps Advisors Inc
Denver, CO |
Apr 30, 2025 Q1 2025 |
10,809
shares
|
$2.9 Million
0.02% of portfolio
|
Q1 2025
Added 35.04%
|
|
|
Flagship Harbor Advisors, LLC
|
Apr 22, 2025 Q1 2025 |
10,763
shares
|
$2.89 Million
0.16% of portfolio
|
Q1 2025
Added 3.87%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
10,747
shares
|
$2.89 Million
0.32% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Entropy Technologies, LP
New York, NY |
Jan 28, 2025 Q4 2024 |
10,717
shares
|
$2.88 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
10,706
shares
|
$2.88 Million
0.14% of portfolio
|
Q4 2024
Added 0.13%
|
|
|
Broderick Brian C
|
Apr 18, 2025 Q1 2025 |
10,696
shares
|
$2.87 Million
0.64% of portfolio
|
Q1 2025
Added 58.13%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
10,690
shares
|
$2.87 Million
0.17% of portfolio
|
Q4 2024
Reduced 3.04%
|
|
|
Sumitomo Life Insurance CO
|
Jan 23, 2025 Q4 2024 |
10,654
shares
|
$2.86 Million
0.07% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Apr 11, 2025 Q1 2025 |
10,607
shares
|
$2.85 Million
0.81% of portfolio
|
Q1 2025
Reduced 54.99%
|
|
|
Fulton Bank, N.A.
|
Apr 09, 2025 Q1 2025 |
10,556
shares
|
$2.84 Million
0.25% of portfolio
|
Q1 2025
Added 0.14%
|
|
|
Douglass Winthrop Advisors, LLC
New York, NY |
Feb 11, 2025 Q4 2024 |
10,546
shares
|
$2.83 Million
0.07% of portfolio
|
Q4 2024
Added 0.51%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Feb 20, 2025 Q4 2024 |
10,543
shares
|
$2.83 Million
0.07% of portfolio
|
Q4 2024
Added 24.5%
|
|
|
Birch Hill Investment Advisors LLC
|
Apr 18, 2025 Q1 2025 |
10,517
shares
|
$2.83 Million
0.14% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
10,481
shares
|
$2.82 Million
0.2% of portfolio
|
Q4 2023
Added 0.23%
|
|
|
Cable Hill Partners, LLC
Portland, OR |
Feb 04, 2025 Q4 2024 |
10,481
shares
|
$2.82 Million
0.37% of portfolio
|
Q4 2024
Added 1.11%
|
|
|
Weiss Asset Management LP
Boston, MA |
Feb 14, 2025 Q4 2024 |
10,457
shares
|
$2.81 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Gpm Growth Investors, Inc.
|
Feb 06, 2025 Q4 2024 |
10,444
shares
|
$2.81 Million
1.53% of portfolio
|
Q4 2024
Reduced 2.04%
|
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
Apr 17, 2025 Q1 2025 |
10,366
shares
|
$2.79 Million
0.36% of portfolio
|
Q1 2025
Added 7.14%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
10,358
shares
|
$2.78 Million
0.53% of portfolio
|
Q1 2025
Added 40.45%
|
|
|
Institute For Wealth Management, Llc.
|
Apr 21, 2025 Q1 2025 |
10,332
shares
|
$2.78 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.57%
|
|
|
Exchange Traded Concepts, LLC
|
Apr 17, 2025 Q1 2025 |
10,317
shares
|
$2.77 Million
0.05% of portfolio
|
Q1 2025
Added 156.2%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
10,292
shares
|
$2.77 Million
0.17% of portfolio
|
Q1 2025
Reduced 20.37%
|
|
|
Pictet North America Advisors Sa
|
Apr 28, 2025 Q1 2025 |
10,287
shares
|
$2.76 Million
0.28% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Feb 13, 2025 Q4 2024 |
10,277
shares
|
$2.76 Million
0.06% of portfolio
|
Q4 2024
Added 3.0%
|