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 |
|---|---|---|---|---|---|
|
Abner Herrman & Brock LLC
|
Jul 07, 2025 Q2 2025 |
77,785
shares
|
$18.9 Million
2.37% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
77,594
shares
|
$18.8 Million
0.34% of portfolio
|
Q2 2025
Reduced 18.39%
|
|
|
Illinois Municipal Retirement Fund
|
Aug 07, 2025 Q2 2025 |
77,525
shares
|
$18.8 Million
0.3% of portfolio
|
Q2 2025
Added 51.16%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
77,320
shares
|
$18.8 Million
0.3% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Jul 31, 2025 Q2 2025 |
77,195
shares
|
$18.7 Million
0.25% of portfolio
|
Q2 2025
Reduced 37.49%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
77,073
shares
|
$18.7 Million
0.17% of portfolio
|
Q2 2025
Added 51.12%
|
|
|
Roffman Miller Associates Inc
Philadelphia, PA |
Aug 05, 2025 Q2 2025 |
76,938
shares
|
$18.7 Million
1.25% of portfolio
|
Q2 2025
Added 11.43%
|
|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
76,834
shares
|
$18.7 Million
1.6% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
76,627
shares
|
$18.6 Million
0.51% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
76,081
shares
|
$18.5 Million
4.0% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
75,834
shares
|
$18.4 Million
0.31% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$18.4 Million
0.42% of portfolio
|
Q1 2023
Added 751.67%
|
|
|
Eagle Asset Management Inc
St Petersburg, FL |
Nov 12, 2024 Q3 2024 |
75,295
shares
|
$18.3 Million
0.12% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Northwest & Ethical Investments L.P.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
75,147
shares
|
$18.2 Million
0.51% of portfolio
|
Q2 2025
Added 31.34%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$18 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
73,955
shares
|
$18 Million
1.85% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Clear Street LLC
|
Aug 13, 2025 Q2 2025 |
73,900
shares
|
$17.9 Million
0.08% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Mmbg Investment Advisors Co.
|
Aug 12, 2025 Q2 2025 |
73,582
shares
|
$17.9 Million
2.0% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Washington Trust CO
|
Aug 08, 2025 Q2 2025 |
71,251
shares
|
$17.3 Million
0.7% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
Jul 30, 2025 Q2 2025 |
71,026
shares
|
$17.2 Million
0.16% of portfolio
|
Q2 2025
Reduced 5.54%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
71,019
shares
|
$17.2 Million
0.26% of portfolio
|
Q2 2025
Added 39.37%
|
|
|
Adviser Investments LLC
|
Aug 06, 2025 Q2 2025 |
70,885
shares
|
$17.2 Million
0.25% of portfolio
|
Q2 2025
Added 746.39%
|
|
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
70,213
shares
|
$17 Million
1.45% of portfolio
|
Q2 2025
Added 72.3%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
70,162
shares
|
$17 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Alight Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
70,000
shares
|
$17 Million
5.23% of portfolio
|
Q2 2025
Added 180.0%
|