Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,385 institutions that hold shares in the stock, with a total of 766 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 |
|---|---|---|---|---|---|
|
Mogy Joel R Investment Counsel Inc
Beverly Hills, CA |
Jul 10, 2025 Q2 2025 |
197,994
shares
|
$52.2 Million
3.15% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
J. Stern & Co. LLP
London, X0 |
May 14, 2025 Q1 2025 |
197,840
shares
|
$52.1 Million
5.09% of portfolio
|
Q1 2025
Added 9.98%
|
|
|
Chicago Capital, LLC
|
Jul 17, 2025 Q2 2025 |
194,027
shares
|
$51.1 Million
1.32% of portfolio
|
Q2 2025
Reduced 20.39%
|
|
|
Riverbridge Partners LLC
|
Jul 15, 2025 Q2 2025 |
192,828
shares
|
$50.8 Million
0.88% of portfolio
|
Q2 2025
Reduced 35.11%
|
|
|
Windward Capital Management CO
|
May 13, 2025 Q1 2025 |
191,977
shares
|
$50.6 Million
4.85% of portfolio
|
Q1 2025
Reduced 1.77%
|
|
|
Mediolanum International Funds LTD
Dublin 1, L2 |
May 07, 2025 Q1 2025 |
191,507
shares
|
$50.5 Million
0.72% of portfolio
|
Q1 2025
Reduced 21.75%
|
|
|
Ifm Investors Pty LTD
|
Jul 10, 2025 Q2 2025 |
190,797
shares
|
$50.3 Million
0.5% of portfolio
|
Q2 2025
Added 4.34%
|
|
|
Capital Fund Management S.A.
Paris, I0 |
May 14, 2025 Q1 2025 |
190,635
shares
|
$50.2 Million
0.15% of portfolio
|
Q1 2025
Added 595.8%
|
|
|
Atalanta Sosnoff Capital, LLC
|
May 15, 2025 Q1 2025 |
190,438
shares
|
$50.2 Million
1.22% of portfolio
|
Q1 2025
Added 3.53%
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
May 13, 2025 Q1 2025 |
189,745
shares
|
$50 Million
0.84% of portfolio
|
Q1 2025
Reduced 6.63%
|
|
|
Summitry LLC
Foster City, CA |
May 13, 2025 Q1 2025 |
189,591
shares
|
$50 Million
2.79% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Samlyn Capital, LLC
New York, NY |
May 15, 2025 Q1 2025 |
188,397
shares
|
$49.7 Million
0.83% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
187,934
shares
|
$49.5 Million
0.14% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
187,455
shares
|
$49.4 Million
0.17% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Quantinno Capital Management LP
New York, NY |
May 12, 2025 Q1 2025 |
187,333
shares
|
$49.4 Million
0.34% of portfolio
|
Q1 2025
Added 79.13%
|
|
|
Australian Super Pty LTD
|
May 05, 2025 Q1 2025 |
187,293
shares
|
$49.4 Million
0.29% of portfolio
|
Q1 2025
Reduced 73.47%
|
|
|
Abeille Asset Management Sa
|
Jan 20, 2023 Q4 2022 |
184,564
shares
|
$48.6 Million
0.88% of portfolio
|
Q4 2022
Reduced 0.33%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
May 15, 2025 Q1 2025 |
184,502
shares
|
$48.6 Million
0.22% of portfolio
|
Q1 2025
Added 65.18%
|
|
|
Qrg Capital Management, Inc.
Berwyn, PA |
Jul 21, 2025 Q2 2025 |
181,654
shares
|
$47.9 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Ami Asset Management Corp
|
Jul 18, 2025 Q2 2025 |
181,647
shares
|
$47.9 Million
2.92% of portfolio
|
Q2 2025
Reduced 5.39%
|
|
|
Petrus Trust Company, Lta
Dallas, TX |
May 15, 2025 Q1 2025 |
179,772
shares
|
$47.4 Million
4.9% of portfolio
|
Q1 2025
Added 17.88%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
178,613
shares
|
$47.1 Million
0.39% of portfolio
|
Q4 2024
Added 24.8%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
177,618
shares
|
$46.8 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.01%
|
|
|
Heritage Investors Management Corp
|
May 05, 2025 Q1 2025 |
177,238
shares
|
$46.7 Million
1.63% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Lannebo Fonder Ab
|
Jan 24, 2024 Q4 2023 |
175,900
shares
|
$46.4 Million
6.16% of portfolio
|
Q3 2023
Added 6.61%
|