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 |
|---|---|---|---|---|---|
|
Concurrent Investment Advisors, LLC
Tampa, FL |
Jul 25, 2025 Q2 2025 |
64,633
shares
|
$15.7 Million
0.2% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Banque Transatlantique Sa
Paris, I0 |
Aug 14, 2025 Q2 2025 |
64,582
shares
|
$15.7 Million
0.51% of portfolio
|
Q1 2025
Reduced 7.31%
|
|
|
Nzs Capital, LLC
Denver, CO |
Aug 13, 2025 Q2 2025 |
64,253
shares
|
$15.6 Million
0.69% of portfolio
|
Q2 2025
Added 44.74%
|
|
|
Nixon Peabody Trust CO
Boston, MA |
Aug 08, 2025 Q2 2025 |
63,889
shares
|
$15.5 Million
1.39% of portfolio
|
Q2 2025
Reduced 0.58%
|
|
|
Osborne Partners Capital Management, LLC
|
Aug 12, 2025 Q2 2025 |
63,791
shares
|
$15.5 Million
0.93% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
M&G PLC
London, X0 |
Aug 08, 2025 Q2 2025 |
63,191
shares
|
$15.3 Million
0.1% of portfolio
|
Q2 2025
Added 518.13%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
63,119
shares
|
$15.3 Million
0.45% of portfolio
|
Q2 2025
Added 55.18%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
63,040
shares
|
$15.3 Million
1.8% of portfolio
|
Q2 2025
Added 117.59%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
62,979
shares
|
$15.3 Million
0.51% of portfolio
|
Q2 2025
Added 12.23%
|
|
|
Center Book Partners LP
Greenwich, CT |
Aug 12, 2025 Q2 2025 |
62,965
shares
|
$15.3 Million
1.01% of portfolio
|
Q2 2025
New holding
|
|
|
Gds Wealth Management
|
May 14, 2025 Q1 2025 |
62,939
shares
|
$15.3 Million
1.46% of portfolio
|
Q1 2025
Added 3.58%
|
|
|
Capital International LTD
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
62,937
shares
|
$15.3 Million
0.69% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
62,785
shares
|
$15.2 Million
0.08% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
One Capital Management, LLC
Westlake Village, CA |
Aug 11, 2025 Q2 2025 |
62,449
shares
|
$15.2 Million
0.66% of portfolio
|
Q2 2025
Added 11.02%
|
|
|
Grimes & Company, Inc.
|
Jul 22, 2025 Q2 2025 |
61,008
shares
|
$14.8 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Peak6 LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
60,943
shares
|
$14.8 Million
0.03% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
60,870
shares
|
$14.8 Million
0.19% of portfolio
|
Q2 2025
Added 0.48%
|
|
|
Trajan Wealth LLC
Scottsdale, AZ |
Aug 11, 2025 Q2 2025 |
60,423
shares
|
$14.7 Million
0.81% of portfolio
|
Q2 2025
Added 5.16%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
60,067
shares
|
$14.6 Million
0.17% of portfolio
|
Q2 2025
Added 10.99%
|
|
|
Td Waterhouse Canada Inc.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
60,054
shares
|
$14.6 Million
0.12% of portfolio
|
Q2 2025
Added 11.61%
|
|
|
General American Investors CO Inc
|
Aug 01, 2025 Q2 2025 |
60,000
shares
|
$14.6 Million
1.12% of portfolio
|
Q2 2025
New holding
|
|
|
Neville Rodie & Shaw Inc
|
Jul 01, 2025 Q2 2025 |
59,970
shares
|
$14.6 Million
1.21% of portfolio
|
Q2 2025
Added 4.61%
|
|
|
Middleton & CO Inc
|
Aug 06, 2025 Q2 2025 |
59,385
shares
|
$14.4 Million
1.85% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Kentucky Retirement Systems
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
59,237
shares
|
$14.4 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Wood Trust Financial Corp
|
Jul 23, 2025 Q2 2025 |
59,131
shares
|
$14.4 Million
0.2% of portfolio
|
Q2 2025
Added 2.71%
|