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 |
|---|---|---|---|---|---|
|
Cordatus Wealth Management LLC
Newtown, PA |
Aug 11, 2025 Q2 2025 |
20,686
shares
|
$5.02 Million
1.39% of portfolio
|
Q2 2025
New holding
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$5.01 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Bey Douglas LLC
Marietta, GA |
Jul 24, 2025 Q2 2025 |
20,616
shares
|
$5 Million
3.42% of portfolio
|
Q2 2025
Added 33.65%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
20,614
shares
|
$5 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$4.99 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
20,486
shares
|
$4.97 Million
0.14% of portfolio
|
Q2 2025
Added 16.93%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
Jul 29, 2025 Q2 2025 |
20,376
shares
|
$4.95 Million
0.82% of portfolio
|
Q2 2025
Reduced 7.23%
|
|
|
Moran Wealth Management, LLC
Naples, FL |
Jul 28, 2025 Q2 2025 |
20,346
shares
|
$4.94 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.06%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Aug 13, 2025 Q2 2025 |
20,181
shares
|
$4.9 Million
0.71% of portfolio
|
Q2 2025
Added 423.64%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
20,162
shares
|
$4.89 Million
1.65% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
20,137
shares
|
$4.89 Million
0.48% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Conning Inc.
|
Jul 24, 2025 Q2 2025 |
20,051
shares
|
$4.87 Million
0.2% of portfolio
|
Q2 2025
Added 9.89%
|
|
|
Peregrine Investment Management Inc
Toronto, A6 |
Jul 15, 2025 Q2 2025 |
20,000
shares
|
$4.86 Million
3.49% of portfolio
|
Q2 2025
New holding
|
|
|
One Madison Group LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
20,000
shares
|
$4.86 Million
0.57% of portfolio
|
Q2 2025
Added 300.0%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,819
shares
|
$4.81 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
111 Capital
Paris, I0 |
Jul 21, 2025 Q2 2025 |
19,781
shares
|
$4.8 Million
0.93% of portfolio
|
Q2 2025
Added 33.89%
|
|
|
Sendero Wealth Management, LLC
San Antonio, TX |
Jul 31, 2025 Q2 2025 |
19,762
shares
|
$4.8 Million
0.77% of portfolio
|
Q2 2025
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
19,760
shares
|
$4.8 Million
0.16% of portfolio
|
Q2 2025
Added 6.93%
|
|
|
Lee Danner & Bass Inc
|
Jul 31, 2025 Q2 2025 |
19,720
shares
|
$4.79 Million
0.42% of portfolio
|
Q2 2025
New holding
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
19,696
shares
|
$4.78 Million
2.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Bailard, Inc.
|
Aug 08, 2025 Q2 2025 |
19,566
shares
|
$4.75 Million
0.13% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Private Wealth Partners, LLC
|
Aug 01, 2025 Q2 2025 |
19,535
shares
|
$4.74 Million
0.42% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
19,510
shares
|
$4.74 Million
0.16% of portfolio
|
Q2 2025
Added 76.93%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
19,500
shares
|
$4.73 Million
0.1% of portfolio
|
Q2 2025
Added 57.28%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
19,497
shares
|
$4.73 Million
1.09% of portfolio
|
Q2 2025
Reduced 2.22%
|