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 |
|---|---|---|---|---|---|
|
Sora Investors LLC
Bryn Mawr, PA |
May 15, 2025 Q1 2025 |
85,172
shares
|
$22.5 Million
3.04% of portfolio
|
Q1 2025
Added 52.09%
|
|
|
Antipodes Partners LTD
Royal Exchange, C3 |
May 06, 2025 Q1 2025 |
85,053
shares
|
$22.4 Million
0.72% of portfolio
|
Q1 2025
Reduced 34.23%
|
|
|
Citizens Financial Group Inc
|
May 09, 2025 Q1 2025 |
84,259
shares
|
$22.2 Million
0.45% of portfolio
|
Q1 2025
Added 0.47%
|
|
|
Haverford Trust CO
Radnor, PA |
May 14, 2025 Q1 2025 |
84,231
shares
|
$22.2 Million
0.24% of portfolio
|
Q1 2025
Added 18.9%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
83,944
shares
|
$22.1 Million
0.14% of portfolio
|
Q1 2025
Added 2.68%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$22 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
May 15, 2025 Q1 2025 |
82,921
shares
|
$21.9 Million
0.81% of portfolio
|
Q1 2025
Reduced 1.46%
|
|
|
Bnp Paribas
New York, NY |
May 14, 2025 Q1 2025 |
82,463
shares
|
$21.7 Million
0.99% of portfolio
|
Q1 2025
Reduced 8.84%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
May 12, 2025 Q1 2025 |
82,384
shares
|
$21.7 Million
1.28% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Oregon Public Employees Retirement Fund
|
Apr 28, 2025 Q1 2025 |
82,134
shares
|
$21.6 Million
0.44% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$21.3 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
Bi Asset Management Fondsmaeglerselskab A
Kobenhavn, G7 |
May 14, 2025 Q1 2025 |
80,734
shares
|
$21.3 Million
0.24% of portfolio
|
Q1 2025
Reduced 16.69%
|
|
|
Valeo Financial Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
80,612
shares
|
$21.2 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Manning & Napier Advisors LLC
Fairport, NY |
Apr 22, 2025 Q1 2025 |
80,448
shares
|
$21.2 Million
0.27% of portfolio
|
Q1 2025
Reduced 48.56%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
79,750
shares
|
$21 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
78,826
shares
|
$20.8 Million
2.03% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
Rpg Investment Advisory, LLC
|
May 14, 2025 Q1 2025 |
78,204
shares
|
$20.6 Million
1.54% of portfolio
|
Q1 2025
Added 105.01%
|
|
|
Noked Israel LTD
Ramat Hasharon, L3 |
May 13, 2025 Q1 2025 |
78,000
shares
|
$20.6 Million
4.8% of portfolio
|
Q1 2025
Added 73.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,982
shares
|
$20.6 Million
0.23% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
77,943
shares
|
$20.5 Million
0.13% of portfolio
|
Q1 2025
Added 10.63%
|
|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
77,785
shares
|
$20.5 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
77,594
shares
|
$20.5 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
May 13, 2025 Q1 2025 |
77,415
shares
|
$20.4 Million
0.78% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Steven Cohen
Point72 Asset Management, L.P. | Stamford, Ct
|
Jul 21, 2025 Q1 2025 |
77,347
shares
|
$20.4 Million
0.05% of portfolio
|
Q1 2025
Reduced 91.3%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
May 15, 2025 Q1 2025 |
77,292
shares
|
$20.4 Million
0.45% of portfolio
|
Q1 2025
Added 39.61%
|