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 |
|---|---|---|---|---|---|
|
Sg Americas Securities, LLC
|
Aug 08, 2025 Q2 2025 |
25,889
shares
|
$6.28 Million
0.03% of portfolio
|
Q2 2025
Reduced 96.07%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
25,876
shares
|
$6.28 Million
0.08% of portfolio
|
Q2 2025
Added 12.82%
|
|
|
Asio Capital, LLC
|
Jul 17, 2025 Q2 2025 |
25,805
shares
|
$6.26 Million
1.27% of portfolio
|
Q2 2025
Added 3.15%
|
|
|
Kadensa Capital LTD
Central, K3 |
Aug 14, 2025 Q2 2025 |
25,769
shares
|
$6.26 Million
1.29% of portfolio
|
Q2 2025
Reduced 72.9%
|
|
|
Davenport & CO LLC
|
Jul 22, 2025 Q2 2025 |
25,539
shares
|
$6.2 Million
0.04% of portfolio
|
Q2 2025
Added 35.85%
|
|
|
Kornitzer Capital Management Inc
|
Jul 31, 2025 Q2 2025 |
25,483
shares
|
$6.19 Million
0.15% of portfolio
|
Q2 2025
Added 18.87%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
Aug 13, 2025 Q2 2025 |
25,428
shares
|
$6.17 Million
0.88% of portfolio
|
Q2 2025
Reduced 45.5%
|
|
|
Wahed Invest LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
25,382
shares
|
$6.16 Million
1.1% of portfolio
|
Q2 2025
Added 5.87%
|
|
|
E Fund Management Co., Ltd.
Guangzhou, F4 |
Aug 14, 2025 Q2 2025 |
25,340
shares
|
$6.15 Million
0.34% of portfolio
|
Q2 2025
Reduced 15.48%
|
|
|
Vision Capital Management, Inc.
Portland, OR |
Jul 16, 2025 Q2 2025 |
25,292
shares
|
$6.14 Million
0.92% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Aug 14, 2025 Q2 2025 |
25,271
shares
|
$6.13 Million
0.42% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
25,230
shares
|
$6.12 Million
2.4% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Kentucky Retirement Systems Insurance Trust Fund
Frankfort, KY |
Aug 20, 2025 Q2 2025 |
25,141
shares
|
$6.1 Million
0.48% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Quattro Financial Advisors LLC
|
Jul 21, 2025 Q2 2025 |
25,000
shares
|
$6.07 Million
2.52% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Four Thought Financial, LLC
Venice, FL |
Nov 21, 2022 Q3 2022 |
24,909
shares
|
$6.05 Million
0.53% of portfolio
|
Q3 2022
Reduced 7.7%
|
|
|
Sp Asset Management LLC
Cupertino, CA |
Aug 05, 2025 Q2 2025 |
24,875
shares
|
$6.04 Million
0.57% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Sheaff Brock Investment Advisors, LLC
|
May 07, 2025 Q1 2025 |
24,866
shares
|
$6.04 Million
0.62% of portfolio
|
Q1 2025
Added 5.91%
|
|
|
Cohen Capital Management, Inc.
|
Jul 23, 2025 Q2 2025 |
24,853
shares
|
$6.03 Million
1.12% of portfolio
|
Q1 2025
Reduced 6.08%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
24,828
shares
|
$6.03 Million
0.37% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Red Door Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
24,727
shares
|
$6 Million
0.85% of portfolio
|
Q2 2025
Added 10.85%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
24,679
shares
|
$5.99 Million
0.17% of portfolio
|
Q2 2025
Reduced 23.31%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
24,656
shares
|
$5.99 Million
0.41% of portfolio
|
Q2 2025
Added 0.69%
|
|
|
Johnson Investment Counsel Inc
Cincinnati, OH |
Jul 25, 2025 Q2 2025 |
24,550
shares
|
$5.96 Million
0.06% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Boyer & Corporon Wealth Management, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
24,543
shares
|
$5.96 Million
2.12% of portfolio
|
Q2 2025
Reduced 9.21%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
24,533
shares
|
$5.96 Million
0.15% of portfolio
|
Q2 2025
Added 104.14%
|