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 |
|---|---|---|---|---|---|
|
Baader Bank Aktiengesellschaft
Unterschleissheim, 2M |
Jul 10, 2025 Q2 2025 |
76,834
shares
|
$20.3 Million
1.6% of portfolio
|
Q2 2025
Reduced 12.28%
|
|
|
Mizuho Securities Usa LLC
|
May 12, 2025 Q1 2025 |
76,627
shares
|
$20.2 Million
0.51% of portfolio
|
Q1 2025
Reduced 15.43%
|
|
|
Paragon Capital Management LTD
|
Jul 16, 2025 Q2 2025 |
76,081
shares
|
$20.1 Million
4.0% of portfolio
|
Q2 2023
Reduced 4.44%
|
|
|
Nellore Capital Management LLC
Palo Alto, CA |
May 15, 2025 Q1 2025 |
75,968
shares
|
$20 Million
2.79% of portfolio
|
Q1 2025
Reduced 29.04%
|
|
|
Avalon Investment & Advisory
Houston, TX |
May 15, 2023 Q1 2023 |
75,611
shares
|
$19.9 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
|
$19.8 Million
0.12% of portfolio
|
Q3 2024
Added 40.07%
|
|
|
Congress Wealth Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
75,252
shares
|
$19.8 Million
0.26% of portfolio
|
Q1 2025
Added 13.18%
|
|
|
Trexquant Investment LP
Stamford, CT |
May 14, 2025 Q1 2025 |
75,231
shares
|
$19.8 Million
0.25% of portfolio
|
Q1 2025
New holding
|
|
|
Cathie Wood
Ark Investment Management LLC | St. Petersburg, Fl
|
May 07, 2025 Q1 2025 |
75,193
shares
|
$19.8 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
74,615
shares
|
$19.7 Million
0.05% of portfolio
|
Q1 2025
Reduced 68.48%
|
|
|
Jefferies Group LLC
New York, NY |
Sep 21, 2023 Q3 2022 |
74,346
shares
|
$19.6 Million
0.1% of portfolio
|
Q3 2022
Added 34.74%
|
|
|
Lgt Fund Management CO Ltd.
|
Jul 22, 2025 Q2 2025 |
73,955
shares
|
$19.5 Million
1.85% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
May 14, 2025 Q1 2025 |
73,910
shares
|
$19.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 15.05%
|
|
|
Prospera Financial Services Inc
|
May 15, 2025 Q1 2025 |
73,698
shares
|
$19.4 Million
0.47% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Mmbg Investment Advisors Co.
|
Apr 25, 2025 Q1 2025 |
73,020
shares
|
$19.2 Million
2.22% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Cubist Systematic Strategies, LLC
Stamford, CT |
May 15, 2025 Q1 2025 |
72,992
shares
|
$19.2 Million
0.13% of portfolio
|
Q1 2025
Added 4.51%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
72,918
shares
|
$19.2 Million
0.31% of portfolio
|
Q1 2025
Reduced 1.45%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
72,249
shares
|
$19 Million
0.34% of portfolio
|
Q1 2025
Added 5.45%
|
|
|
Magellan Asset Management LTD
Sydney, C3 |
May 12, 2025 Q1 2025 |
72,038
shares
|
$19 Million
0.24% of portfolio
|
Q1 2025
Reduced 19.86%
|
|
|
Martingale Asset Management L P
Boston, MA |
May 14, 2025 Q1 2025 |
71,285
shares
|
$18.8 Million
0.49% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
Apr 23, 2025 Q1 2025 |
71,056
shares
|
$18.7 Million
0.86% of portfolio
|
Q1 2025
Reduced 59.54%
|
|
|
Foundations Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
70,775
shares
|
$18.7 Million
0.37% of portfolio
|
Q1 2025
Added 94.05%
|
|
|
Prio Wealth Limited Partnership
Boston, MA |
Oct 21, 2024 Q3 2024 |
70,162
shares
|
$18.5 Million
0.57% of portfolio
|
Q3 2024
Reduced 7.93%
|
|
|
Washington Trust CO
|
Apr 25, 2025 Q1 2025 |
69,823
shares
|
$18.4 Million
0.74% of portfolio
|
Q1 2025
Added 0.77%
|
|
|
Interval Partners, LP
New York, NY |
May 15, 2025 Q1 2025 |
69,339
shares
|
$18.3 Million
0.4% of portfolio
|
Q1 2025
Added 616.02%
|