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 |
|---|---|---|---|---|---|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
37,578
shares
|
$9.12 Million
0.13% of portfolio
|
Q2 2023
Added 126.54%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
37,337
shares
|
$9.06 Million
0.38% of portfolio
|
Q2 2025
Reduced 19.1%
|
|
|
Forbes J M & CO LLP
|
Jul 18, 2025 Q2 2025 |
37,315
shares
|
$9.06 Million
0.97% of portfolio
|
Q2 2025
Reduced 1.65%
|
|
|
Zweig Di Menna Associates LLC
|
Aug 05, 2025 Q2 2025 |
37,258
shares
|
$9.04 Million
1.23% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
37,187
shares
|
$9.03 Million
0.12% of portfolio
|
Q2 2025
Added 0.86%
|
|
|
J. Safra Sarasin Holding Ag
Basel, V8 |
Jul 21, 2025 Q2 2025 |
37,178
shares
|
$9.03 Million
0.18% of portfolio
|
Q2 2025
Reduced 58.01%
|
|
|
Regentatlantic Capital LLC
Morristown, NJ |
Nov 14, 2022 Q3 2022 |
37,032
shares
|
$8.99 Million
0.16% of portfolio
|
Q3 2022
Reduced 10.29%
|
|
|
Zeke Capital Advisors, LLC
Berwyn, PA |
Feb 14, 2023 Q4 2022 |
36,982
shares
|
$8.98 Million
0.32% of portfolio
|
Q4 2022
Reduced 29.34%
|
|
|
Adell Harriman & Carpenter Inc
|
Aug 04, 2025 Q2 2025 |
36,944
shares
|
$8.97 Million
0.67% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
36,789
shares
|
$8.93 Million
0.16% of portfolio
|
Q2 2025
Added 46.88%
|
|
|
Boston Partners
Boston, MA |
Aug 07, 2025 Q2 2025 |
36,734
shares
|
$8.92 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
36,649
shares
|
$8.9 Million
0.19% of portfolio
|
Q2 2025
Added 12.17%
|
|
|
Joel Greenblatt
Gotham Asset Management, LLC | New York, Ny
|
Aug 14, 2025 Q2 2025 |
36,440
shares
|
$8.85 Million
0.06% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Corbenic Partners LLC
|
Jul 25, 2022 Q2 2022 |
36,436
shares
|
$8.85 Million
1.58% of portfolio
|
Q2 2022
Reduced 8.34%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Aug 06, 2025 Q2 2025 |
36,198
shares
|
$8.79 Million
0.14% of portfolio
|
Q2 2025
Reduced 13.7%
|
|
|
Caisse Des Depots Et Consignations
Paris, I0 |
Jul 31, 2025 Q2 2025 |
36,157
shares
|
$8.78 Million
0.41% of portfolio
|
Q2 2025
Added 13.64%
|
|
|
Edentree Asset Management LTD
London, X0 |
Aug 14, 2025 Q2 2025 |
36,028
shares
|
$8.75 Million
2.72% of portfolio
|
Q2 2025
Added 9.92%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
35,778
shares
|
$8.69 Million
0.32% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Ag2 R La Mondiale Gestion D'Actifs
Paris, I0 |
Jul 31, 2025 Q2 2025 |
35,774
shares
|
$8.68 Million
0.51% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Hudson Valley Investment Advisors Inc
|
Jul 21, 2025 Q2 2025 |
35,558
shares
|
$8.63 Million
1.06% of portfolio
|
Q2 2025
Reduced 10.53%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
35,491
shares
|
$8.62 Million
0.41% of portfolio
|
Q1 2025
Reduced 0.95%
|
|
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
Nov 10, 2022 Q3 2022 |
35,376
shares
|
$8.59 Million
0.22% of portfolio
|
Q3 2022
Added 57.28%
|
|
|
Sabadell Asset Management, S.A S.G.I.I.C
Sant Cugat Del Valles, U3 |
Jan 23, 2024 Q2 2023 |
35,376
shares
|
$8.59 Million
1.55% of portfolio
|
Q2 2023
Reduced 2.31%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
35,193
shares
|
$8.54 Million
0.15% of portfolio
|
Q2 2025
Added 3.63%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
35,178
shares
|
$8.54 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.46%
|