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 |
|---|---|---|---|---|---|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
30,487
shares
|
$7.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Sompo Asset Management Co., Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
30,473
shares
|
$7.4 Million
1.46% of portfolio
|
Q2 2025
Added 6.69%
|
|
|
Magnetar Financial LLC
Evanston, IL |
May 15, 2025 Q1 2025 |
30,310
shares
|
$7.36 Million
0.3% of portfolio
|
Q1 2025
Added 1492.75%
|
|
|
Masterinvest Kapitalanlage Gmb H
Vienna, |
Aug 26, 2025 Q2 2025 |
30,231
shares
|
$7.34 Million
0.87% of portfolio
|
Q2 2025
New holding
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
30,160
shares
|
$7.32 Million
0.31% of portfolio
|
Q2 2025
Added 1.55%
|
|
|
Sp Asset Management
|
Nov 08, 2022 Q3 2022 |
30,044
shares
|
$7.29 Million
0.59% of portfolio
|
Q2 2022
Reduced 0.15%
|
|
|
Wormser Freres Gestion
Paris, I0 |
Jul 23, 2025 Q2 2025 |
29,936
shares
|
$7.27 Million
4.86% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Bank Of The West
|
Jan 31, 2023 Q4 2022 |
29,734
shares
|
$7.22 Million
0.46% of portfolio
|
Q4 2022
Reduced 4.97%
|
|
|
Spider Rock Advisors, LLC
|
Nov 01, 2024 Q3 2024 |
29,726
shares
|
$7.22 Million
0.13% of portfolio
|
Q3 2024
Reduced 5.91%
|
|
|
Fundamentun, LLC
Beachwood, OH |
Jul 29, 2025 Q2 2025 |
29,642
shares
|
$7.2 Million
0.41% of portfolio
|
Q2 2025
Reduced 13.81%
|
|
|
First Trust Investment Solutions L.P.
Naples, FL |
Nov 13, 2024 Q3 2024 |
29,557
shares
|
$7.18 Million
0.91% of portfolio
|
Q3 2024
Added 901.59%
|
|
|
Diversify Wealth Management, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
29,524
shares
|
$7.17 Million
0.42% of portfolio
|
Q2 2025
Added 11.5%
|
|
|
Anchor Capital Advisors LLC
|
Aug 06, 2025 Q2 2025 |
29,397
shares
|
$7.14 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.84%
|
|
|
Financial Partners Capital Management LLC
New York, NY |
Feb 13, 2023 Q4 2022 |
29,359
shares
|
$7.13 Million
0.87% of portfolio
|
Q3 2022
Added 0.92%
|
|
|
Autus Asset Management, LLC
|
Jan 23, 2023 Q4 2022 |
29,250
shares
|
$7.1 Million
0.7% of portfolio
|
Q4 2022
Reduced 9.7%
|
|
|
Louisbourg Investments Inc.
Dieppe, A3 |
Jul 24, 2025 Q2 2025 |
29,157
shares
|
$7.08 Million
1.5% of portfolio
|
Q2 2025
Added 10.62%
|
|
|
Dowling & Yahnke LLC
San Diego, CA |
Nov 02, 2022 Q3 2022 |
28,944
shares
|
$7.03 Million
1.94% of portfolio
|
Q3 2022
Added 1.15%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
28,881
shares
|
$7.01 Million
0.16% of portfolio
|
Q2 2025
Reduced 16.45%
|
|
|
Wetherby Asset Management Inc
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
28,846
shares
|
$7 Million
0.36% of portfolio
|
Q2 2025
Added 4.08%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
28,620
shares
|
$6.95 Million
0.82% of portfolio
|
Q4 2023
Reduced 7.89%
|
|
|
Castle Knight Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,600
shares
|
$6.94 Million
0.24% of portfolio
|
Q2 2025
Added 472.0%
|
|
|
Advisors Capital Management, LLC
Ridgewood, NJ |
Aug 08, 2025 Q2 2025 |
28,521
shares
|
$6.92 Million
0.11% of portfolio
|
Q2 2025
Added 8.6%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
28,190
shares
|
$6.84 Million
0.18% of portfolio
|
Q2 2025
Added 3.44%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
28,128
shares
|
$6.83 Million
0.77% of portfolio
|
Q2 2024
Reduced 1.09%
|
|
|
Diversified Trust CO
|
Jul 11, 2025 Q2 2025 |
27,786
shares
|
$6.75 Million
0.21% of portfolio
|
Q2 2025
Added 30.11%
|