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 |
|---|---|---|---|---|---|
|
Smithbridge Asset Management Inc
|
Jul 29, 2025 Q2 2025 |
19,467
shares
|
$4.73 Million
0.95% of portfolio
|
Q2 2025
Reduced 3.38%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
19,451
shares
|
$4.72 Million
0.12% of portfolio
|
Q2 2025
Reduced 65.9%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,403
shares
|
$4.71 Million
0.25% of portfolio
|
Q1 2025
Added 52.42%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
19,397
shares
|
$4.71 Million
2.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Eastern Bank
|
Jul 24, 2025 Q2 2025 |
19,333
shares
|
$4.69 Million
0.1% of portfolio
|
Q2 2025
Reduced 69.01%
|
|
|
Consolidated Investment Group LLC
|
Jul 21, 2025 Q2 2025 |
19,325
shares
|
$4.69 Million
0.71% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
19,262
shares
|
$4.68 Million
0.2% of portfolio
|
Q2 2025
Added 9.82%
|
|
|
Rnc Capital Management LLC
|
Jul 30, 2025 Q2 2025 |
19,233
shares
|
$4.67 Million
0.27% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$4.67 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
19,206
shares
|
$4.66 Million
0.35% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
19,142
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2025
Added 85.54%
|
|
|
Heron Bay Capital Management
|
Aug 12, 2025 Q2 2025 |
19,082
shares
|
$4.63 Million
1.08% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
19,070
shares
|
$4.63 Million
0.33% of portfolio
|
Q2 2025
Reduced 27.32%
|
|
|
Invenomic Capital Management LP
Boston, MA |
Aug 14, 2025 Q2 2025 |
19,021
shares
|
$4.62 Million
0.3% of portfolio
|
Q2 2025
New holding
|
|
|
Frontier Wealth Management LLC
Kansas City, MO |
Aug 12, 2022 Q2 2022 |
18,898
shares
|
$4.59 Million
0.05% of portfolio
|
Q2 2022
Reduced 24.07%
|
|
|
Plimoth Trust CO LLC
|
Jul 22, 2025 Q2 2025 |
18,865
shares
|
$4.58 Million
1.26% of portfolio
|
Q2 2025
Added 3.1%
|
|
|
Somerville Kurt F
|
Jul 23, 2025 Q2 2025 |
18,824
shares
|
$4.57 Million
0.89% of portfolio
|
Q2 2025
Added 23.93%
|
|
|
Whalerock Point Partners, LLC
Providence, RI |
Aug 13, 2025 Q2 2025 |
18,810
shares
|
$4.57 Million
1.15% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
18,806
shares
|
$4.57 Million
0.06% of portfolio
|
Q3 2023
Reduced 12.13%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Jul 29, 2025 Q2 2025 |
18,799
shares
|
$4.56 Million
0.6% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Quadrant Private Wealth Management, LLC
Bethlehem, PA |
Aug 06, 2025 Q2 2025 |
18,799
shares
|
$4.56 Million
1.1% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 13, 2025 Q2 2025 |
18,664
shares
|
$4.53 Million
0.17% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
18,577
shares
|
$4.51 Million
0.03% of portfolio
|
Q2 2025
Reduced 17.13%
|
|
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
Aug 13, 2025 Q2 2025 |
18,550
shares
|
$4.5 Million
0.36% of portfolio
|
Q2 2025
Added 20.96%
|
|
|
Codex Capital Asset Management L.L.C.
Dallas, TX |
Aug 13, 2025 Q2 2025 |
18,500
shares
|
$4.49 Million
2.02% of portfolio
|
Q3 2024
Reduced 22.92%
|