Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,417 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $189 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Osterweis Capital Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
98,507
shares
|
$23.9 Million
1.76% of portfolio
|
Q2 2025
Reduced 14.8%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
98,056
shares
|
$23.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.65%
|
|
|
Community Trust & Investment CO
|
Jul 10, 2025 Q2 2025 |
97,510
shares
|
$23.7 Million
1.57% of portfolio
|
Q2 2025
Added 10.43%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
96,843
shares
|
$23.5 Million
0.14% of portfolio
|
Q2 2025
Added 3.0%
|
|
|
Elo Mutual Pension Insurance CO
|
Aug 12, 2025 Q2 2025 |
96,558
shares
|
$23.4 Million
0.55% of portfolio
|
Q2 2025
Reduced 10.93%
|
|
|
Tiaa, Fsb
St. Louis, MO |
Jul 31, 2023 Q2 2023 |
96,035
shares
|
$23.3 Million
0.07% of portfolio
|
Q2 2023
Added 9.59%
|
|
|
Nikko Asset Management Americas, Inc.
|
Aug 11, 2025 Q2 2025 |
94,431
shares
|
$22.9 Million
0.27% of portfolio
|
Q2 2025
Reduced 9.12%
|
|
|
Taurus Asset Management, LLC
New York, NY |
May 13, 2025 Q1 2025 |
94,308
shares
|
$22.9 Million
2.69% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Adams Diversified Equity Fund, Inc.
|
Jul 30, 2025 Q2 2025 |
94,000
shares
|
$22.8 Million
0.96% of portfolio
|
Q1 2025
Added 63.76%
|
|
|
Silvant Capital Management LLC
|
Aug 13, 2025 Q2 2025 |
93,314
shares
|
$22.7 Million
1.0% of portfolio
|
Q2 2025
Reduced 21.84%
|
|
|
Delta Global Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
92,495
shares
|
$22.5 Million
1.68% of portfolio
|
Q2 2025
Added 45.27%
|
|
|
Digital Bridge Group, Inc.
Boca Raton, FL |
Aug 13, 2025 Q2 2025 |
92,371
shares
|
$22.4 Million
2.72% of portfolio
|
Q2 2025
New holding
|
|
|
Tran Capital Management, L.P.
|
Jul 14, 2025 Q2 2025 |
92,134
shares
|
$22.4 Million
3.51% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Aug 04, 2025 Q2 2025 |
90,857
shares
|
$22.1 Million
0.99% of portfolio
|
Q2 2025
Added 27.87%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
90,803
shares
|
$22 Million
0.73% of portfolio
|
Q2 2025
New holding
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
90,641
shares
|
$22 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.35%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
89,910
shares
|
$21.8 Million
1.63% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Waycross Partners, LLC
Louisville, KY |
Jul 15, 2025 Q2 2025 |
88,758
shares
|
$21.5 Million
2.29% of portfolio
|
Q2 2025
Added 3.8%
|
|
|
Haverford Trust CO
Radnor, PA |
Aug 13, 2025 Q2 2025 |
88,065
shares
|
$21.4 Million
0.24% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
87,816
shares
|
$21.3 Million
0.23% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Front Barnett Associates LLC
Chicago, IL |
Nov 13, 2023 Q3 2023 |
87,598
shares
|
$21.3 Million
2.13% of portfolio
|
Q3 2023
Reduced 2.77%
|
|
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
May 15, 2025 Q1 2025 |
87,556
shares
|
$21.3 Million
0.11% of portfolio
|
Q3 2024
Added 32.92%
|
|
|
Weitz Investment Management, Inc.
Omaha, NE |
Aug 12, 2025 Q2 2025 |
87,500
shares
|
$21.2 Million
1.4% of portfolio
|
Q1 2025
Reduced 7.89%
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
87,439
shares
|
$21.2 Million
0.3% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
87,331
shares
|
$21.2 Million
0.14% of portfolio
|
Q2 2025
Added 4.03%
|