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 |
|---|---|---|---|---|---|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
49,926
shares
|
$12.1 Million
0.21% of portfolio
|
Q2 2025
Added 9.17%
|
|
|
Horizon Investments, LLC
Charlotte, NC |
Aug 13, 2025 Q2 2025 |
49,880
shares
|
$12.1 Million
0.17% of portfolio
|
Q2 2025
Added 61.22%
|
|
|
Lgt Group Foundation
|
Jul 22, 2025 Q2 2025 |
49,731
shares
|
$12.1 Million
0.17% of portfolio
|
Q2 2025
Reduced 32.63%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
49,444
shares
|
$12 Million
0.1% of portfolio
|
Q1 2025
Added 7.3%
|
|
|
Cidel Asset Management Inc
Toronto, Ontario, A6 |
Jul 29, 2025 Q2 2025 |
49,392
shares
|
$12 Million
0.9% of portfolio
|
Q2 2025
Reduced 16.05%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
49,002
shares
|
$11.9 Million
0.47% of portfolio
|
Q2 2025
Reduced 10.98%
|
|
|
Sienna Gestion
Paris, I0 |
Aug 06, 2025 Q2 2025 |
48,728
shares
|
$11.8 Million
0.85% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
48,634
shares
|
$11.8 Million
0.57% of portfolio
|
Q2 2025
Added 4.59%
|
|
|
Summit Trail Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,480
shares
|
$11.8 Million
0.23% of portfolio
|
Q2 2025
Added 5.93%
|
|
|
Farmers & Merchants Investments Inc
|
Jul 14, 2025 Q2 2025 |
48,440
shares
|
$11.8 Million
0.39% of portfolio
|
Q2 2025
Added 4156.59%
|
|
|
Rpg Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
48,434
shares
|
$11.8 Million
1.7% of portfolio
|
Q2 2025
Reduced 38.07%
|
|
|
North Star Asset Management Inc
|
Aug 12, 2025 Q2 2025 |
48,383
shares
|
$11.7 Million
0.58% of portfolio
|
Q2 2025
Added 15.1%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
48,178
shares
|
$11.7 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Alberta Investment Management Corp
Edmonton, A0 |
Aug 08, 2025 Q2 2025 |
48,100
shares
|
$11.7 Million
0.17% of portfolio
|
Q2 2025
Added 5244.44%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
Jul 30, 2025 Q2 2025 |
47,804
shares
|
$11.6 Million
0.47% of portfolio
|
Q2 2025
Added 4.03%
|
|
|
Hemenway Trust CO LLC
|
Jul 23, 2025 Q2 2025 |
47,719
shares
|
$11.6 Million
1.08% of portfolio
|
Q2 2025
Added 40.64%
|
|
|
Csm Advisors, LLC
Pittsburgh, PA |
Aug 07, 2025 Q2 2025 |
47,550
shares
|
$11.5 Million
0.38% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Eulav Asset Management
|
Aug 12, 2025 Q2 2025 |
47,506
shares
|
$11.5 Million
0.3% of portfolio
|
Q2 2025
Reduced 8.65%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$11.5 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
47,319
shares
|
$11.5 Million
0.32% of portfolio
|
Q2 2025
Reduced 21.4%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
47,175
shares
|
$11.5 Million
1.34% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Groupama Asset Managment
Paris, I0 |
Aug 13, 2025 Q2 2025 |
47,169
shares
|
$11.5 Million
0.21% of portfolio
|
Q2 2025
Added 13.08%
|
|
|
Parus Finance (Uk) LTD
London, X0 |
Aug 15, 2025 Q2 2025 |
46,793
shares
|
$11.4 Million
3.62% of portfolio
|
Q2 2025
Added 53.02%
|
|
|
Temasek Holdings (Private) LTD
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
46,773
shares
|
$11.4 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
46,604
shares
|
$11.3 Million
1.22% of portfolio
|
Q1 2025
Added 334.86%
|