Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,378 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 |
|---|---|---|---|---|---|
|
Connor, Clark & Lunn Investment Management Ltd.
|
Feb 10, 2025 Q4 2024 |
8,779
shares
|
$2.36 Million
0.01% of portfolio
|
Q4 2024
Reduced 92.55%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
8,746
shares
|
$2.35 Million
0.3% of portfolio
|
Q4 2024
Added 25.07%
|
|
|
First County Bank /Ct/
Stamford, CT |
Apr 07, 2025 Q1 2025 |
8,745
shares
|
$2.35 Million
1.3% of portfolio
|
Q1 2025
Added 79.68%
|
|
|
Triangle Securities Wealth Management
|
Apr 10, 2025 Q1 2025 |
8,719
shares
|
$2.34 Million
0.63% of portfolio
|
Q1 2025
Reduced 0.6%
|
|
|
Shorepoint Capital Partners LLC
Norwood, MA |
Feb 14, 2025 Q4 2024 |
8,665
shares
|
$2.33 Million
0.69% of portfolio
|
Q4 2024
Added 3.11%
|
|
|
Westwood Management Corp
|
Jan 29, 2024 Q4 2023 |
8,643
shares
|
$2.32 Million
0.84% of portfolio
|
Q4 2023
Reduced 72.68%
|
|
|
Kampmann Melissa S.
Wausau, WI |
Apr 25, 2025 Q1 2025 |
8,609
shares
|
$2.31 Million
1.83% of portfolio
|
Q1 2025
Added 1.77%
|
|
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
Feb 13, 2025 Q4 2024 |
8,590
shares
|
$2.31 Million
1.17% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Agate Pass Investment Management, LLC
Bainbridge Island, WA |
Apr 04, 2025 Q1 2025 |
8,585
shares
|
$2.31 Million
1.01% of portfolio
|
Q1 2025
Added 18.89%
|
|
|
Wealth Shield Partners, LLC
Cary, NC |
Feb 04, 2025 Q4 2024 |
8,562
shares
|
$2.3 Million
0.42% of portfolio
|
Q4 2024
Reduced 6.98%
|
|
|
Somerville Kurt F
|
Feb 12, 2025 Q4 2024 |
8,551
shares
|
$2.3 Million
0.49% of portfolio
|
Q4 2024
New holding
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
8,528
shares
|
$2.29 Million
0.16% of portfolio
|
Q1 2025
Added 7.15%
|
|
|
Applied Finance Capital Management, LLC
San Juan, PR |
Feb 13, 2025 Q4 2024 |
8,508
shares
|
$2.29 Million
0.12% of portfolio
|
Q4 2024
Reduced 7.9%
|
|
|
Burns J W & CO Inc
|
Apr 08, 2025 Q1 2025 |
8,493
shares
|
$2.28 Million
0.3% of portfolio
|
Q1 2025
Reduced 5.58%
|
|
|
Smith, Salley & Associates
|
Apr 25, 2025 Q1 2025 |
8,466
shares
|
$2.27 Million
0.16% of portfolio
|
Q1 2025
Added 55.57%
|
|
|
Stonegate Investment Group, LLC
Birmingham, AL |
Apr 22, 2025 Q1 2025 |
8,444
shares
|
$2.27 Million
0.06% of portfolio
|
Q1 2025
Added 0.8%
|
|
|
Verde Capital Management
|
Apr 08, 2025 Q1 2025 |
8,437
shares
|
$2.27 Million
0.67% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Apr 14, 2025 Q1 2025 |
8,434
shares
|
$2.27 Million
0.06% of portfolio
|
Q1 2025
Reduced 4.27%
|
|
|
Burney CO
Reston, VA |
Jan 14, 2025 Q4 2024 |
8,400
shares
|
$2.26 Million
0.11% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Shepherd Financial Partners LLC
Winchester, MA |
Apr 18, 2025 Q1 2025 |
8,392
shares
|
$2.26 Million
0.27% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Dover Advisors, LLC
Richmond, VA |
Apr 16, 2025 Q1 2025 |
8,390
shares
|
$2.25 Million
0.98% of portfolio
|
Q1 2025
Added 24.5%
|
|
|
Graypoint LLC
|
Jan 10, 2025 Q4 2024 |
8,370
shares
|
$2.25 Million
0.17% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Feb 14, 2025 Q4 2024 |
8,320
shares
|
$2.24 Million
0.55% of portfolio
|
Q4 2024
Reduced 6.47%
|
|
|
Financial Gravity Asset Management, Inc.
|
Apr 30, 2025 Q1 2025 |
8,310
shares
|
$2.23 Million
0.49% of portfolio
|
Q1 2025
Reduced 0.46%
|
|
|
Btg Pactual Asset Management Us LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
8,302
shares
|
$2.23 Million
0.29% of portfolio
|
Q4 2024
Added 24.58%
|