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 |
|---|---|---|---|---|---|
|
M. Kulyk & Associates, LLC
|
Aug 07, 2025 Q2 2025 |
18,479
shares
|
$4.49 Million
1.14% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,388
shares
|
$4.46 Million
0.23% of portfolio
|
Q2 2025
Reduced 19.35%
|
|
|
Flagship Harbor Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
18,375
shares
|
$4.46 Million
0.25% of portfolio
|
Q2 2025
Added 70.72%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
18,351
shares
|
$4.45 Million
0.16% of portfolio
|
Q2 2025
Added 188.95%
|
|
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
Aug 01, 2023 Q2 2023 |
18,346
shares
|
$4.45 Million
0.45% of portfolio
|
Q2 2023
Added 0.44%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
18,334
shares
|
$4.45 Million
0.18% of portfolio
|
Q2 2025
Added 30.68%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
18,311
shares
|
$4.45 Million
0.14% of portfolio
|
Q2 2025
Added 4.84%
|
|
|
Vega Investment Solutions
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,297
shares
|
$4.44 Million
1.17% of portfolio
|
Q2 2025
Reduced 35.33%
|
|
|
Ossiam
Paris, I0 |
Aug 13, 2025 Q2 2025 |
18,277
shares
|
$4.44 Million
0.06% of portfolio
|
Q2 2025
Reduced 5.22%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
Aug 01, 2025 Q2 2025 |
18,224
shares
|
$4.42 Million
2.72% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Harbour Capital Advisors, LLC
|
Jul 11, 2025 Q2 2025 |
18,181
shares
|
$4.41 Million
1.13% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Generate Investment Management LTD
Auckland, Q2 |
Jul 17, 2025 Q2 2025 |
18,178
shares
|
$4.41 Million
0.28% of portfolio
|
Q2 2025
Reduced 68.12%
|
|
|
Lm Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
18,107
shares
|
$4.4 Million
0.64% of portfolio
|
Q2 2025
Added 2.97%
|
|
|
Surevest, LLC
Los Angeles, CA |
Nov 14, 2022 Q3 2022 |
18,098
shares
|
$4.39 Million
0.71% of portfolio
|
Q3 2022
Added 8.41%
|
|
|
Tig Advisors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
18,084
shares
|
$4.39 Million
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Promethos Capital, LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
18,076
shares
|
$4.39 Million
1.66% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
18,010
shares
|
$4.37 Million
1.33% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
17,980
shares
|
$4.36 Million
0.21% of portfolio
|
Q2 2025
Added 8.14%
|
|
|
Jericho Financial, LLP
Westerville, OH |
Aug 01, 2025 Q2 2025 |
17,904
shares
|
$4.35 Million
3.22% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Oak Harvest Investment Services
|
Aug 08, 2025 Q2 2025 |
17,898
shares
|
$4.34 Million
0.63% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
F
|
Aug 13, 2025 Q2 2025 |
17,893
shares
|
$4.34 Million
0.22% of portfolio
|
Q2 2025
Added 0.49%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
17,862
shares
|
$4.34 Million
0.12% of portfolio
|
Q2 2025
Added 8.48%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
17,746
shares
|
$4.31 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Cullinan Associates Inc
|
Jul 22, 2025 Q2 2025 |
17,600
shares
|
$4.27 Million
0.32% of portfolio
|
Q2 2025
Reduced 6.61%
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
17,581
shares
|
$4.27 Million
0.14% of portfolio
|
Q2 2025
Reduced 16.28%
|