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 |
|---|---|---|---|---|---|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$5.35 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
22,000
shares
|
$5.34 Million
0.64% of portfolio
|
Q2 2025
Added 46.67%
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
21,989
shares
|
$5.34 Million
1.04% of portfolio
|
Q2 2025
Added 8.95%
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
21,909
shares
|
$5.32 Million
0.48% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
Aug 14, 2025 Q2 2025 |
21,781
shares
|
$5.29 Million
0.28% of portfolio
|
Q2 2025
Reduced 11.25%
|
|
|
Meridian Management CO
|
Aug 05, 2025 Q2 2025 |
21,651
shares
|
$5.26 Million
1.66% of portfolio
|
Q2 2025
Added 8.62%
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
21,565
shares
|
$5.24 Million
1.98% of portfolio
|
Q4 2024
Reduced 2.71%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Aug 12, 2025 Q2 2025 |
21,541
shares
|
$5.23 Million
0.22% of portfolio
|
Q2 2025
Added 21.44%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
21,513
shares
|
$5.22 Million
0.04% of portfolio
|
Q2 2025
Added 6.87%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
21,506
shares
|
$5.22 Million
0.29% of portfolio
|
Q2 2025
Added 93.09%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$5.19 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
21,337
shares
|
$5.18 Million
0.11% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
21,282
shares
|
$5.17 Million
1.39% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Mufg Securities Americas Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
21,265
shares
|
$5.16 Million
0.5% of portfolio
|
Q2 2025
Added 25.53%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
21,265
shares
|
$5.16 Million
0.23% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Wolverine Asset Management LLC
|
Aug 04, 2025 Q2 2025 |
21,050
shares
|
$5.11 Million
0.11% of portfolio
|
Q2 2025
Reduced 15.57%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
21,023
shares
|
$5.1 Million
0.51% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
Sea Bridge Investment Advisors LLC
|
Jul 16, 2025 Q2 2025 |
21,008
shares
|
$5.1 Million
1.1% of portfolio
|
Q2 2025
Added 2.58%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Jul 31, 2025 Q2 2025 |
20,996
shares
|
$5.1 Million
0.63% of portfolio
|
Q2 2025
Added 0.65%
|
|
|
Meridian Wealth Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
20,855
shares
|
$5.06 Million
0.96% of portfolio
|
Q2 2025
Added 5.07%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$5.05 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
20,770
shares
|
$5.04 Million
0.14% of portfolio
|
Q2 2025
Reduced 54.69%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
20,722
shares
|
$5.03 Million
0.1% of portfolio
|
Q4 2024
Reduced 57.45%
|
|
|
Means Investment Co., Inc.
|
Jul 25, 2025 Q2 2025 |
20,705
shares
|
$5.03 Million
0.54% of portfolio
|
Q2 2025
Reduced 3.41%
|
|
|
Iowa State Bank
|
Jul 22, 2025 Q2 2025 |
20,686
shares
|
$5.02 Million
1.15% of portfolio
|
Q2 2025
Added 0.14%
|