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 |
|---|---|---|---|---|---|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
87,021
shares
|
$21.1 Million
0.37% of portfolio
|
Q2 2025
Reduced 54.14%
|
|
|
La Financiere De L'Echiquier
|
Jul 18, 2024 Q2 2024 |
86,700
shares
|
$21 Million
1.01% of portfolio
|
Q2 2024
Added 1.29%
|
|
|
Pittenger & Anderson Inc
|
Jul 30, 2025 Q2 2025 |
85,968
shares
|
$20.9 Million
0.92% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Citizens Financial Group Inc
|
Aug 08, 2025 Q2 2025 |
85,639
shares
|
$20.8 Million
0.38% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Harvest Portfolios Group Inc.
Oakville, A6 |
Aug 06, 2025 Q2 2025 |
85,341
shares
|
$20.7 Million
0.55% of portfolio
|
Q2 2025
Added 24.36%
|
|
|
Motley Fool Asset Management LLC
Alexandria, VA |
Aug 01, 2025 Q2 2025 |
83,932
shares
|
$20.4 Million
1.09% of portfolio
|
Q2 2025
Added 1.88%
|
|
|
Davidson Investment Advisors
|
Jul 28, 2025 Q2 2025 |
83,695
shares
|
$20.3 Million
1.07% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Doyle Wealth Management
St. Petersburg, FL |
Nov 15, 2022 Q3 2022 |
83,393
shares
|
$20.2 Million
1.03% of portfolio
|
Q3 2022
Added 3.35%
|
|
|
Generali Asset Management Spa Sgr
Trieste, L6 |
Jul 28, 2025 Q2 2025 |
83,247
shares
|
$20.2 Million
0.52% of portfolio
|
Q2 2025
Reduced 10.12%
|
|
|
Oregon Public Employees Retirement Fund
|
Jul 25, 2025 Q2 2025 |
82,912
shares
|
$20.1 Million
0.41% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Penserra Capital Management LLC
Orinda, CA |
Aug 06, 2025 Q2 2025 |
82,760
shares
|
$20.1 Million
0.31% of portfolio
|
Q2 2025
Added 726.36%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
82,517
shares
|
$20 Million
0.48% of portfolio
|
Q2 2025
Reduced 4.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
82,378
shares
|
$20 Million
0.28% of portfolio
|
Q2 2025
Reduced 15.3%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Aug 05, 2025 Q2 2025 |
82,278
shares
|
$20 Million
0.77% of portfolio
|
Q2 2025
Added 6.28%
|
|
|
Flputnam Investment Management CO
Portland, ME |
Aug 12, 2025 Q2 2025 |
81,867
shares
|
$19.9 Million
0.39% of portfolio
|
Q2 2025
Reduced 14.48%
|
|
|
Sora Investors LLC
Bryn Mawr, PA |
Aug 14, 2025 Q2 2025 |
80,889
shares
|
$19.6 Million
2.16% of portfolio
|
Q2 2025
Reduced 5.03%
|
|
|
Cambridge Trust CO
Boston, MA |
May 30, 2024 Q1 2024 |
80,740
shares
|
$19.6 Million
0.94% of portfolio
|
Q1 2024
Reduced 5.84%
|
|
|
First Financial Bankshares Inc
Abilene, TX |
Aug 14, 2025 Q2 2025 |
80,039
shares
|
$19.4 Million
0.49% of portfolio
|
Q2 2025
Added 3.55%
|
|
|
Franklin Street Advisors Inc
|
Jul 21, 2025 Q2 2025 |
79,750
shares
|
$19.4 Million
1.35% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Talbot Financial, LLC
Bellevue, WA |
Jul 21, 2025 Q2 2025 |
78,826
shares
|
$19.1 Million
2.03% of portfolio
|
Q2 2025
Added 28.9%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
78,788
shares
|
$19.1 Million
0.12% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
Aug 06, 2025 Q2 2025 |
78,687
shares
|
$19.1 Million
0.25% of portfolio
|
Q2 2025
Added 9.23%
|
|
|
Foundations Investment Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
78,663
shares
|
$19.1 Million
0.37% of portfolio
|
Q2 2025
Added 11.15%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
77,982
shares
|
$18.9 Million
0.23% of portfolio
|
Q1 2025
Added 28.44%
|
|
|
Neos Investment Management LLC
Westport, CT |
Aug 13, 2025 Q2 2025 |
77,911
shares
|
$18.9 Million
0.26% of portfolio
|
Q2 2025
Added 25.95%
|