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 |
|---|---|---|---|---|---|
|
Foster Victor Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
59,099
shares
|
$14.3 Million
1.15% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
58,874
shares
|
$14.3 Million
0.42% of portfolio
|
Q2 2025
Reduced 9.36%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
58,713
shares
|
$14.3 Million
0.5% of portfolio
|
Q1 2024
Added 0.31%
|
|
|
Baker Avenue Asset Management, LP
|
Aug 13, 2025 Q2 2025 |
58,615
shares
|
$14.2 Million
0.44% of portfolio
|
Q2 2025
Added 4.21%
|
|
|
Oppenheimer & CO Inc
New York, NY |
Jul 31, 2025 Q2 2025 |
58,508
shares
|
$14.2 Million
0.22% of portfolio
|
Q2 2025
Added 10.11%
|
|
|
River Road Asset Management, LLC
|
Aug 13, 2025 Q2 2025 |
58,099
shares
|
$14.1 Million
0.22% of portfolio
|
Q2 2025
Added 81.17%
|
|
|
Commerzbank Aktiengesellschaft
|
Jul 24, 2025 Q2 2025 |
58,079
shares
|
$14.1 Million
0.36% of portfolio
|
Q2 2025
Reduced 41.94%
|
|
|
Hartford Investment Management CO
|
Jul 16, 2025 Q2 2025 |
57,856
shares
|
$14 Million
0.51% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
56,258
shares
|
$13.7 Million
1.06% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Connors Investor Services Inc
Wyomissing, PA |
Jul 30, 2025 Q2 2025 |
55,957
shares
|
$13.6 Million
1.38% of portfolio
|
Q2 2025
Added 25.93%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
55,801
shares
|
$13.5 Million
0.26% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Triglav Skladi, D.O.O.
Ljubljana, 2A |
Aug 05, 2025 Q2 2025 |
55,734
shares
|
$13.5 Million
1.12% of portfolio
|
Q2 2025
Reduced 37.69%
|
|
|
Atom Investors LP
Austin, TX |
Aug 14, 2025 Q2 2025 |
55,578
shares
|
$13.5 Million
1.41% of portfolio
|
Q2 2025
Added 147.44%
|
|
|
Transform Wealth, LLC
|
Apr 15, 2025 Q1 2025 |
55,565
shares
|
$13.5 Million
0.93% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Crawford Investment Counsel Inc
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
55,482
shares
|
$13.5 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.74%
|
|
|
Quantbot Technologies LP
New York, NY |
Aug 13, 2025 Q2 2025 |
55,382
shares
|
$13.4 Million
0.43% of portfolio
|
Q2 2025
Added 114.95%
|
|
|
Marco Investment Management LLC
|
Aug 06, 2025 Q2 2025 |
55,268
shares
|
$13.4 Million
1.27% of portfolio
|
Q2 2025
Added 4.54%
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
55,194
shares
|
$13.4 Million
0.72% of portfolio
|
Q2 2025
Added 18.3%
|
|
|
Copeland Capital Management, LLC
|
Jul 21, 2025 Q2 2025 |
55,081
shares
|
$13.4 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kapitalo Investimentos Ltda
Sao Paulo, D5 |
Jul 14, 2025 Q2 2025 |
55,000
shares
|
$13.4 Million
3.25% of portfolio
|
Q2 2025
New holding
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
54,944
shares
|
$13.3 Million
0.36% of portfolio
|
Q2 2025
Added 100.96%
|
|
|
Mill Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
54,779
shares
|
$13.3 Million
1.24% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
54,596
shares
|
$13.3 Million
1.16% of portfolio
|
Q2 2025
Added 0.59%
|
|
|
Strategic Wealth Partners, Ltd.
Independence, OH |
Aug 11, 2025 Q2 2025 |
54,004
shares
|
$13.1 Million
1.29% of portfolio
|
Q2 2025
Added 22.19%
|
|
|
Oddo Bhf Asset Management Sas
Paris, I0 |
Aug 14, 2025 Q2 2025 |
53,670
shares
|
$13 Million
0.58% of portfolio
|
Q2 2025
Reduced 63.2%
|