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 |
|---|---|---|---|---|---|
|
Jacobs & CO
|
Jul 02, 2025 Q2 2025 |
32,934
shares
|
$8 Million
0.89% of portfolio
|
Q2 2025
New holding
|
|
|
Northstar Asset Management Inc
Boston, MA |
Jul 31, 2025 Q2 2025 |
32,741
shares
|
$7.95 Million
2.66% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Philadelphia Trust CO
Philadelphia, PA |
Aug 13, 2025 Q2 2025 |
32,700
shares
|
$7.94 Million
0.68% of portfolio
|
Q2 2025
Added 0.97%
|
|
|
Thames Capital Management LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
32,695
shares
|
$7.94 Million
2.46% of portfolio
|
Q2 2025
Reduced 36.94%
|
|
|
Point72 Hong Kong LTD
Hong Kong, K3 |
Aug 14, 2025 Q2 2025 |
32,678
shares
|
$7.93 Million
0.67% of portfolio
|
Q2 2025
Added 219.62%
|
|
|
Plato Investment Management LTD
Sydney, C3 |
Aug 04, 2025 Q2 2025 |
32,416
shares
|
$7.87 Million
0.66% of portfolio
|
Q2 2025
Added 20.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
32,371
shares
|
$7.86 Million
0.12% of portfolio
|
Q2 2025
Added 0.26%
|
|
|
Maxi Investments Cy LTD
Limassol, G4 |
Aug 12, 2025 Q2 2025 |
32,310
shares
|
$7.84 Million
1.46% of portfolio
|
Q2 2025
Reduced 5.45%
|
|
|
Brighton Jones LLC
|
Jul 31, 2025 Q2 2025 |
32,209
shares
|
$7.82 Million
0.25% of portfolio
|
Q2 2025
Added 16.28%
|
|
|
Crossvault Capital Management LLC
|
Aug 08, 2022 Q2 2022 |
32,132
shares
|
$7.8 Million
2.09% of portfolio
|
Q2 2022
Reduced 11.48%
|
|
|
Bdf Gestion
Paris, I0 |
Jul 11, 2025 Q2 2025 |
32,120
shares
|
$7.8 Million
0.98% of portfolio
|
Q2 2025
Added 27.78%
|
|
|
Advisor Partners LLC
Walnut Creek, CA |
Aug 11, 2022 Q2 2022 |
31,935
shares
|
$7.75 Million
0.37% of portfolio
|
Q2 2022
Added 26.21%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
31,589
shares
|
$7.67 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.56%
|
|
|
Investment Management Corp Of Ontario
Toronto, Z4 |
Aug 14, 2025 Q2 2025 |
31,563
shares
|
$7.66 Million
0.16% of portfolio
|
Q2 2025
Reduced 6.89%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,534
shares
|
$7.66 Million
0.26% of portfolio
|
Q2 2025
Reduced 7.83%
|
|
|
Keybank National Association
|
Aug 04, 2025 Q2 2025 |
31,286
shares
|
$7.59 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Point72 Europe (London) LLP
London, X0 |
Aug 14, 2025 Q2 2025 |
31,200
shares
|
$7.57 Million
0.34% of portfolio
|
Q2 2025
Reduced 24.87%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
30,998
shares
|
$7.53 Million
0.07% of portfolio
|
Q2 2025
Added 16.79%
|
|
|
Dixon Hubard Feinour & Brown Inc
|
Jul 22, 2022 Q2 2022 |
30,875
shares
|
$7.5 Million
0.61% of portfolio
|
Q2 2022
Reduced 4.39%
|
|
|
Dillon & Associates Inc
|
Aug 05, 2025 Q2 2025 |
30,764
shares
|
$7.47 Million
1.14% of portfolio
|
Q2 2025
Added 4.53%
|
|
|
Meyer Handelman CO
|
Jul 16, 2025 Q2 2025 |
30,761
shares
|
$7.47 Million
0.28% of portfolio
|
Q2 2025
Reduced 2.93%
|
|
|
Lockheed Martin Investment Management CO
Bethesda, MD |
Aug 04, 2025 Q2 2025 |
30,730
shares
|
$7.46 Million
0.31% of portfolio
|
Q2 2025
Reduced 6.43%
|
|
|
Northwestern Mutual Investment Management Company, LLC
|
Aug 12, 2025 Q2 2025 |
30,608
shares
|
$7.43 Million
0.13% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
30,527
shares
|
$7.41 Million
0.18% of portfolio
|
Q2 2025
Added 321.64%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
30,513
shares
|
$7.41 Million
0.28% of portfolio
|
Q2 2025
Added 28.77%
|