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 |
|---|---|---|---|---|---|
|
Great Lakes Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
41,355
shares
|
$10 Million
0.1% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Ashfield Capital Partners, LLC
|
Nov 10, 2022 Q3 2022 |
41,244
shares
|
$10 Million
0.5% of portfolio
|
Q3 2022
Reduced 7.63%
|
|
|
Pallas Capital Advisors LLC
Braintree, MA |
Jul 09, 2025 Q2 2025 |
41,159
shares
|
$9.99 Million
0.46% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jul 30, 2025 Q2 2025 |
41,153
shares
|
$9.99 Million
0.28% of portfolio
|
Q2 2025
Added 0.88%
|
|
|
Lazard Freres Gestion S.A.S.
|
Jul 31, 2025 Q2 2025 |
40,910
shares
|
$9.93 Million
0.23% of portfolio
|
Q2 2025
Reduced 8.1%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
40,828
shares
|
$9.91 Million
1.35% of portfolio
|
Q2 2025
Added 83.16%
|
|
|
Azimuth Capital Investment Management LLC
Bloomfield Hills, MI |
Aug 13, 2025 Q2 2025 |
40,686
shares
|
$9.88 Million
0.42% of portfolio
|
Q2 2025
Reduced 1.93%
|
|
|
Lombard Odier Asset Management (Europe) LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
40,603
shares
|
$9.86 Million
1.04% of portfolio
|
Q2 2025
New holding
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
40,485
shares
|
$9.83 Million
2.44% of portfolio
|
Q2 2025
Added 20.58%
|
|
|
Channing Capital Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
40,417
shares
|
$9.81 Million
0.32% of portfolio
|
Q2 2025
Added 11.96%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Aug 13, 2025 Q2 2025 |
40,084
shares
|
$9.73 Million
0.02% of portfolio
|
Q2 2025
Reduced 93.27%
|
|
|
Nemes Rush Group LLC
Novi, MI |
Aug 12, 2025 Q2 2025 |
39,884
shares
|
$9.68 Million
1.18% of portfolio
|
Q2 2025
Added 7.73%
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
39,617
shares
|
$9.62 Million
1.06% of portfolio
|
Q2 2025
Added 5.21%
|
|
|
Aia Group LTD
Hong Kong, K3 |
Aug 06, 2025 Q2 2025 |
39,553
shares
|
$9.6 Million
0.26% of portfolio
|
Q2 2025
Added 20.28%
|
|
|
Sonora Investment Management Group, LLC
Tucson, AZ |
Jul 17, 2025 Q2 2025 |
39,354
shares
|
$9.55 Million
0.84% of portfolio
|
Q2 2025
Added 28.21%
|
|
|
Moors & Cabot, Inc.
Boston, MA |
Aug 05, 2025 Q2 2025 |
39,288
shares
|
$9.54 Million
0.52% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Whittier Trust CO
|
Jul 30, 2025 Q2 2025 |
39,269
shares
|
$9.53 Million
0.13% of portfolio
|
Q2 2025
Reduced 67.68%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
39,104
shares
|
$9.49 Million
1.79% of portfolio
|
Q2 2025
Reduced 2.0%
|
|
|
Marks Group Wealth Management, Inc
Minnetonka, MN |
Jul 22, 2025 Q2 2025 |
38,421
shares
|
$9.33 Million
1.02% of portfolio
|
Q2 2025
Added 1.12%
|
|
|
Synovus Financial Corp
Columbus, GA |
Aug 14, 2025 Q2 2025 |
38,326
shares
|
$9.3 Million
0.13% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Amica Mutual Insurance CO
|
Aug 07, 2025 Q2 2025 |
38,152
shares
|
$9.26 Million
1.0% of portfolio
|
Q4 2024
Reduced 4.75%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
38,060
shares
|
$9.24 Million
0.51% of portfolio
|
Q2 2025
Added 17.8%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
38,007
shares
|
$9.23 Million
0.19% of portfolio
|
Q2 2025
Reduced 5.7%
|
|
|
Iconiq Capital, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
37,928
shares
|
$9.21 Million
0.26% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Girard Partners Ltd.
|
Aug 12, 2024 Q2 2024 |
37,597
shares
|
$9.13 Million
0.92% of portfolio
|
Q2 2024
Added 1.92%
|