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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
24,520
shares
|
$5.95 Million
2.76% of portfolio
|
Q2 2025
Added 4.5%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
24,426
shares
|
$5.93 Million
0.89% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Pioneer Trust Bank N A
Salem, OR |
Aug 07, 2025 Q2 2025 |
24,419
shares
|
$5.93 Million
1.75% of portfolio
|
Q2 2025
Added 0.51%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
24,413
shares
|
$5.93 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.52%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
24,403
shares
|
$5.92 Million
0.3% of portfolio
|
Q2 2022
Reduced 3.12%
|
|
|
Mission Wealth Management, LP
|
Aug 05, 2025 Q2 2025 |
24,346
shares
|
$5.91 Million
0.14% of portfolio
|
Q2 2025
Reduced 0.49%
|
|
|
Cx Institutional
|
Jul 16, 2025 Q2 2025 |
24,259
shares
|
$5.89 Million
0.23% of portfolio
|
Q2 2025
Added 319.34%
|
|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Aug 04, 2025 Q2 2025 |
24,223
shares
|
$5.88 Million
5.04% of portfolio
|
Q2 2025
Added 12.89%
|
|
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
Jul 31, 2025 Q2 2025 |
24,187
shares
|
$5.87 Million
1.52% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
24,136
shares
|
$5.86 Million
0.51% of portfolio
|
Q4 2024
Added 35.09%
|
|
|
Triavera Capital LLC
Larkspur, CA |
Aug 13, 2025 Q2 2025 |
24,073
shares
|
$5.84 Million
3.46% of portfolio
|
Q1 2025
Added 6.65%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
24,014
shares
|
$5.83 Million
0.21% of portfolio
|
Q2 2025
Added 4.99%
|
|
|
Beacon Investment Advisory Services, Inc.
|
Jul 15, 2025 Q2 2025 |
23,979
shares
|
$5.82 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Icici Prudential Asset Management CO LTD
|
Aug 11, 2025 Q2 2025 |
23,945
shares
|
$5.81 Million
0.84% of portfolio
|
Q2 2025
Added 289.67%
|
|
|
Graham Capital Management, L.P.
Rowayton, CT |
Aug 14, 2025 Q2 2025 |
23,916
shares
|
$5.81 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Intact Investment Management Inc.
Montreal, A8 |
Aug 14, 2025 Q2 2025 |
23,900
shares
|
$5.8 Million
0.24% of portfolio
|
Q2 2025
Reduced 12.77%
|
|
|
Boston Financial Mangement LLC
Boston, MA |
Feb 03, 2025 Q4 2024 |
23,821
shares
|
$5.78 Million
0.25% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Cmt Capital Markets Trading Gmb H
Chicago, IL |
Aug 13, 2025 Q2 2025 |
23,800
shares
|
$5.78 Million
0.07% of portfolio
|
Q2 2025
Added 198.43%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
23,765
shares
|
$5.77 Million
1.03% of portfolio
|
Q2 2025
Added 53.0%
|
|
|
Family Management Corp
New York, NY |
Aug 14, 2025 Q2 2025 |
23,747
shares
|
$5.76 Million
1.03% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
23,739
shares
|
$5.76 Million
0.29% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Prentiss Smith & CO Inc
Brattleboro, VT |
Jul 22, 2025 Q2 2025 |
23,729
shares
|
$5.76 Million
4.3% of portfolio
|
Q2 2025
Added 44.62%
|
|
|
Acg Wealth
|
Nov 03, 2022 Q3 2022 |
23,698
shares
|
$5.75 Million
0.78% of portfolio
|
Q3 2022
Added 7.65%
|
|
|
Eastover Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
23,565
shares
|
$5.72 Million
2.88% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Mirova
Paris, I0 |
Aug 13, 2025 Q2 2025 |
23,410
shares
|
$5.68 Million
0.92% of portfolio
|
Q2 2025
Added 24.14%
|