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 |
|---|---|---|---|---|---|
|
Albion Financial Group
|
Jul 17, 2025 Q2 2025 |
44,450
shares
|
$10.8 Million
0.82% of portfolio
|
Q2 2025
Added 82.88%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
44,417
shares
|
$10.8 Million
0.36% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
44,314
shares
|
$10.8 Million
0.2% of portfolio
|
Q2 2025
Added 91.23%
|
|
|
Artemis Investment Management LLP
|
Aug 11, 2025 Q2 2025 |
44,177
shares
|
$10.7 Million
0.17% of portfolio
|
Q2 2025
Reduced 29.5%
|
|
|
Nomura Holdings Inc
Tokyo, M0 |
Aug 18, 2025 Q2 2025 |
44,149
shares
|
$10.7 Million
0.03% of portfolio
|
Q2 2025
Reduced 48.38%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
43,827
shares
|
$10.6 Million
0.34% of portfolio
|
Q2 2025
Reduced 2.54%
|
|
|
Iyo Bank, Ltd.
|
May 12, 2025 Q1 2025 |
43,532
shares
|
$10.6 Million
3.82% of portfolio
|
Q4 2021
New holding
|
|
|
Investment House LLC
Las Vegas, NV |
Aug 14, 2025 Q2 2025 |
43,513
shares
|
$10.6 Million
0.62% of portfolio
|
Q2 2025
Added 30.26%
|
|
|
Allstate Investment Management CO
Northbrook, IL |
Feb 14, 2023 Q4 2022 |
43,343
shares
|
$10.5 Million
0.17% of portfolio
|
Q4 2022
New holding
|
|
|
Kmg Fiduciary Partners, LLC
|
Jul 09, 2025 Q2 2025 |
43,230
shares
|
$10.5 Million
0.9% of portfolio
|
Q2 2025
Added 6.77%
|
|
|
Cfm Wealth Partners LLC
|
Jul 23, 2025 Q2 2025 |
43,181
shares
|
$10.5 Million
1.88% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Rosenblum Silverman Sutton S F Inc
San Francisco, CA |
Aug 13, 2025 Q2 2025 |
43,157
shares
|
$10.5 Million
3.03% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Gifford Fong Associates
Lafayette, CA |
Aug 13, 2025 Q2 2025 |
43,009
shares
|
$10.4 Million
2.7% of portfolio
|
Q1 2025
Added 138.82%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
42,820
shares
|
$10.4 Million
0.34% of portfolio
|
Q2 2025
Reduced 54.31%
|
|
|
Ithaka Group LLC
Bethesda, MD |
Aug 12, 2025 Q2 2025 |
42,697
shares
|
$10.4 Million
2.02% of portfolio
|
Q2 2025
Reduced 36.92%
|
|
|
Kempen Capital Management N.V.
Amsterdam, P7 |
Aug 07, 2025 Q2 2025 |
42,504
shares
|
$10.3 Million
0.12% of portfolio
|
Q2 2025
Reduced 67.88%
|
|
|
New Age Alpha Advisors, LLC
Rye, NY |
Aug 11, 2025 Q2 2025 |
42,417
shares
|
$10.3 Million
0.51% of portfolio
|
Q2 2025
Added 22.1%
|
|
|
Spence Asset Management
|
Jul 11, 2025 Q2 2025 |
42,386
shares
|
$10.3 Million
2.36% of portfolio
|
Q2 2025
Reduced 0.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
42,148
shares
|
$10.2 Million
0.19% of portfolio
|
Q2 2024
Reduced 9.56%
|
|
|
Financiere Des Professionnels Fonds D,Investissement Inc.
Montreal, A8 |
Jul 09, 2025 Q2 2025 |
42,123
shares
|
$10.2 Million
0.69% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Bragg Financial Advisors, Inc
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
42,115
shares
|
$10.2 Million
0.42% of portfolio
|
Q2 2025
Added 6.8%
|
|
|
Caprock Group, Inc.
|
May 15, 2025 Q1 2025 |
41,985
shares
|
$10.2 Million
0.35% of portfolio
|
Q1 2025
Added 12.42%
|
|
|
Twin Tree Management, LP
Dallas, TX |
Jul 28, 2025 Q2 2025 |
41,664
shares
|
$10.1 Million
0.02% of portfolio
|
Q2 2025
Reduced 65.91%
|
|
|
Abbrea Capital, LLC
|
Aug 08, 2024 Q2 2024 |
41,400
shares
|
$10.1 Million
1.41% of portfolio
|
Q2 2024
Reduced 10.6%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
41,394
shares
|
$10 Million
0.19% of portfolio
|
Q2 2025
Added 28.6%
|