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 |
|---|---|---|---|---|---|
|
Ballentine Partners, LLC
Waltham, MA |
Jul 15, 2025 Q2 2025 |
23,394
shares
|
$5.68 Million
0.1% of portfolio
|
Q2 2025
Added 13.5%
|
|
|
Evelyn Partners Investment Management LLP
London, |
Aug 12, 2025 Q2 2025 |
23,393
shares
|
$5.68 Million
0.28% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
Clean Yield Group
|
Jul 17, 2025 Q2 2025 |
23,291
shares
|
$5.65 Million
2.04% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Gfi Investment Counsel Ltd.
Toronto, A6 |
Aug 11, 2025 Q2 2025 |
23,273
shares
|
$5.65 Million
0.74% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Bank Hapoalim Bm
|
Jul 22, 2025 Q2 2025 |
23,262
shares
|
$5.65 Million
0.87% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Inverness Counsel LLC
|
Oct 26, 2022 Q3 2022 |
23,233
shares
|
$5.64 Million
0.19% of portfolio
|
Q3 2022
Added 95.1%
|
|
|
Sfmg, LLC
|
Aug 12, 2025 Q2 2025 |
23,160
shares
|
$5.62 Million
0.49% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
23,134
shares
|
$5.62 Million
0.13% of portfolio
|
Q2 2025
Added 23.07%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
23,100
shares
|
$5.61 Million
1.99% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$5.59 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
Ceera Investments, LLC
Bellaire, TX |
Aug 05, 2025 Q2 2025 |
22,897
shares
|
$5.56 Million
2.09% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Oak Associates LTD
Akron, OH |
Aug 12, 2025 Q2 2025 |
22,804
shares
|
$5.54 Million
0.41% of portfolio
|
Q2 2025
Added 32.72%
|
|
|
Wells Trecaso Financial Group, LLC
|
Jul 21, 2025 Q2 2025 |
22,668
shares
|
$5.5 Million
1.91% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Siren, L.L.C.
New York, NY |
Aug 13, 2025 Q2 2025 |
22,600
shares
|
$5.49 Million
0.32% of portfolio
|
Q2 2025
Added 54.79%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$5.48 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,551
shares
|
$5.47 Million
2.26% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
22,547
shares
|
$5.47 Million
0.11% of portfolio
|
Q2 2025
Added 17.53%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jul 14, 2025 Q2 2025 |
22,528
shares
|
$5.47 Million
1.18% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
22,443
shares
|
$5.45 Million
2.92% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
Taikang Asset Management (Hong Kong) CO LTD
Hong Kong, K3 |
Aug 13, 2025 Q2 2025 |
22,432
shares
|
$5.45 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Aug 08, 2025 Q2 2025 |
22,343
shares
|
$5.42 Million
1.12% of portfolio
|
Q2 2025
Added 12.97%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
22,340
shares
|
$5.42 Million
0.24% of portfolio
|
Q2 2025
Added 4.51%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
22,213
shares
|
$5.39 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$5.38 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Symphony Financial, Ltd. Co.
|
Aug 14, 2025 Q2 2025 |
22,057
shares
|
$5.35 Million
0.53% of portfolio
|
Q2 2025
Reduced 83.39%
|