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 |
|---|---|---|---|---|---|
|
Harvey Capital Management Inc
|
Aug 14, 2025 Q2 2025 |
27,716
shares
|
$6.73 Million
1.78% of portfolio
|
Q2 2025
Added 11.85%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
27,679
shares
|
$6.72 Million
0.36% of portfolio
|
Q4 2022
Added 197.72%
|
|
|
Modera Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
27,598
shares
|
$6.7 Million
0.1% of portfolio
|
Q2 2025
Added 2.48%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
27,584
shares
|
$6.7 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.74%
|
|
|
Ally Financial Inc.
Detroit, MI |
Aug 13, 2025 Q2 2025 |
27,500
shares
|
$6.68 Million
0.86% of portfolio
|
Q2 2025
Added 111.54%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
27,482
shares
|
$6.67 Million
0.72% of portfolio
|
Q1 2025
Added 0.62%
|
|
|
High Point Advisor Group LLC
Downers Grove, IL |
Aug 07, 2025 Q2 2025 |
27,448
shares
|
$6.66 Million
0.41% of portfolio
|
Q2 2025
Reduced 1.77%
|
|
|
Cmh Wealth Management LLC
|
Jul 11, 2025 Q2 2025 |
27,420
shares
|
$6.66 Million
1.91% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Cohen Klingenstein LLC
|
Jul 18, 2025 Q2 2025 |
27,300
shares
|
$6.63 Million
0.26% of portfolio
|
Q4 2024
Reduced 3.53%
|
|
|
Occudo Quantitative Strategies LP
Fort Lauderdale, FL |
Aug 14, 2025 Q2 2025 |
27,087
shares
|
$6.58 Million
0.91% of portfolio
|
Q2 2025
Reduced 5.94%
|
|
|
Rothschild & CO Asset Management Us Inc.
New York, NY |
Feb 14, 2023 Q4 2022 |
27,042
shares
|
$6.56 Million
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Aug 12, 2025 Q2 2025 |
27,003
shares
|
$6.56 Million
0.29% of portfolio
|
Q2 2025
Added 11.65%
|
|
|
Selkirk Management LLC
Chatham, NJ |
Aug 14, 2025 Q2 2025 |
27,000
shares
|
$6.55 Million
2.37% of portfolio
|
Q2 2023
Added 58.82%
|
|
|
Vise Technologies, Inc.
New York, NY |
Aug 07, 2025 Q2 2025 |
26,948
shares
|
$6.54 Million
0.32% of portfolio
|
Q2 2025
Added 34.92%
|
|
|
Ao Asset Management, LP
New York, NY |
Aug 15, 2022 Q2 2022 |
26,800
shares
|
$6.51 Million
3.05% of portfolio
|
Q2 2022
New holding
|
|
|
Blue Zone Wealth Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
26,668
shares
|
$6.47 Million
2.0% of portfolio
|
Q2 2025
Added 7.76%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
26,655
shares
|
$6.47 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.3%
|
|
|
Marietta Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
26,520
shares
|
$6.44 Million
0.99% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
26,506
shares
|
$6.43 Million
1.2% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
26,326
shares
|
$6.39 Million
0.55% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Wedbush Securities Inc
|
Aug 06, 2025 Q2 2025 |
26,234
shares
|
$6.37 Million
0.25% of portfolio
|
Q2 2025
Reduced 13.52%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Jul 16, 2025 Q2 2025 |
26,195
shares
|
$6.36 Million
0.32% of portfolio
|
Q2 2025
Added 18.82%
|
|
|
Chartwell Investment Partners, LLC
|
Nov 04, 2024 Q3 2024 |
26,100
shares
|
$6.34 Million
0.25% of portfolio
|
Q3 2024
Reduced 17.23%
|
|
|
Evercore Wealth Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
25,982
shares
|
$6.31 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.29%
|
|
|
Codex Capital, L.L.C.
New York, NY |
May 07, 2024 Q1 2024 |
25,900
shares
|
$6.29 Million
3.8% of portfolio
|
Q4 2023
Reduced 1.52%
|