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 |
|---|---|---|---|---|---|
|
Bedrijfstakpensioenfonds Voor De Media Pno
|
Jul 15, 2025 Q2 2025 |
69,000
shares
|
$16.8 Million
2.21% of portfolio
|
Q4 2024
Reduced 4.83%
|
|
|
Arkadios Wealth Advisors
|
Aug 04, 2025 Q2 2025 |
68,948
shares
|
$16.7 Million
0.6% of portfolio
|
Q2 2025
Added 13.38%
|
|
|
Cresset Asset Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
68,668
shares
|
$16.7 Million
0.1% of portfolio
|
Q2 2025
Added 13.3%
|
|
|
Old National Bancorp
|
Jul 22, 2025 Q2 2025 |
68,616
shares
|
$16.7 Million
0.34% of portfolio
|
Q2 2025
Reduced 7.6%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
68,505
shares
|
$16.6 Million
0.44% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
68,461
shares
|
$16.6 Million
0.25% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Gw Henssler & Associates LTD
|
Jul 25, 2025 Q2 2025 |
68,427
shares
|
$16.6 Million
1.04% of portfolio
|
Q2 2025
Added 2.98%
|
|
|
Bridgecreek Investment Management, LLC
Tulsa, OK |
Feb 13, 2024 Q4 2023 |
68,395
shares
|
$16.6 Million
3.47% of portfolio
|
Q4 2023
Reduced 2.56%
|
|
|
Sone Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
68,320
shares
|
$16.6 Million
1.72% of portfolio
|
Q2 2025
Added 263.38%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
67,794
shares
|
$16.5 Million
0.38% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Trexquant Investment LP
Stamford, CT |
Aug 12, 2025 Q2 2025 |
67,497
shares
|
$16.4 Million
0.22% of portfolio
|
Q2 2025
Reduced 10.28%
|
|
|
Sava Infond D.O.O.
Maribor, 2A |
Jul 22, 2025 Q2 2025 |
67,445
shares
|
$16.4 Million
2.87% of portfolio
|
Q2 2025
Added 20.46%
|
|
|
Nfj Investment Group, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
67,149
shares
|
$16.3 Million
0.66% of portfolio
|
Q2 2025
Added 22.82%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
66,713
shares
|
$16.2 Million
1.39% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
66,461
shares
|
$16.1 Million
1.77% of portfolio
|
Q2 2025
Added 0.89%
|
|
|
Pathstone Family Office, LLC
Englewood, NJ |
Nov 08, 2023 Q3 2023 |
66,260
shares
|
$16.1 Million
0.09% of portfolio
|
Q2 2023
Reduced 33.13%
|
|
|
Tcg Advisory Services, LLC
Austin, TX |
Aug 14, 2025 Q2 2025 |
66,206
shares
|
$16.1 Million
0.64% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Capstone Investment Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
65,695
shares
|
$15.9 Million
0.05% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Norinchukin Bank, The
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
65,439
shares
|
$15.9 Million
0.27% of portfolio
|
Q2 2025
Added 7.68%
|
|
|
Cornerstone Advisors, LLC
Asheville, NC |
Aug 08, 2025 Q2 2025 |
65,400
shares
|
$15.9 Million
0.62% of portfolio
|
Q2 2025
Added 52.8%
|
|
|
Dash Acquisitions Inc.
|
Jul 28, 2025 Q2 2025 |
65,329
shares
|
$15.9 Million
3.79% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Ccm Investment Advisers LLC
|
Jul 15, 2025 Q2 2025 |
65,261
shares
|
$15.8 Million
1.94% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Yarbrough Capital, LLC
|
Jul 15, 2025 Q2 2025 |
64,983
shares
|
$15.8 Million
0.64% of portfolio
|
Q2 2025
Reduced 10.4%
|
|
|
Ars Investment Partners, LLC
|
Aug 11, 2025 Q2 2025 |
64,822
shares
|
$15.7 Million
1.68% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
64,808
shares
|
$15.7 Million
1.42% of portfolio
|
Q2 2025
Reduced 1.95%
|