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 |
|---|---|---|---|---|---|
|
Baker Chad R
Perrysburg, OH |
Jul 11, 2025 Q2 2025 |
17,525
shares
|
$4.25 Million
0.93% of portfolio
|
Q1 2025
Added 99.37%
|
|
|
Proem Advisors LLC
|
Aug 12, 2025 Q2 2025 |
17,500
shares
|
$4.25 Million
0.71% of portfolio
|
Q2 2025
New holding
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
17,459
shares
|
$4.24 Million
0.86% of portfolio
|
Q3 2024
Added 1.94%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
17,456
shares
|
$4.24 Million
0.26% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.
Warszawa, R9 |
Jul 25, 2025 Q2 2025 |
17,407
shares
|
$4.23 Million
0.56% of portfolio
|
Q2 2025
Reduced 8.68%
|
|
|
Zevenbergen Capital Investments LLC
Seattle, WA |
Jul 07, 2025 Q2 2025 |
17,400
shares
|
$4.22 Million
0.1% of portfolio
|
Q2 2025
Reduced 24.68%
|
|
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
Jul 29, 2025 Q2 2025 |
17,325
shares
|
$4.21 Million
3.65% of portfolio
|
Q2 2025
Added 47.76%
|
|
|
Hudson Capital Management LLC
|
Jul 28, 2025 Q2 2025 |
17,209
shares
|
$4.18 Million
1.38% of portfolio
|
Q2 2025
Added 3.38%
|
|
|
South State Corp
|
Aug 06, 2025 Q2 2025 |
17,181
shares
|
$4.17 Million
0.21% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Brady Family Wealth, LLC
Saint Louis, MO |
Jul 10, 2025 Q2 2025 |
17,168
shares
|
$4.17 Million
1.45% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
Four Thought Financial Partners, LLC
Venice, FL |
Aug 12, 2025 Q2 2025 |
17,139
shares
|
$4.16 Million
0.46% of portfolio
|
Q2 2025
Added 2.0%
|
|
|
Meeder Advisory Services, Inc.
Dublin, OH |
Aug 07, 2025 Q2 2025 |
17,125
shares
|
$4.16 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.9%
|
|
|
Alpha Paradigm Partners, LLC
Chicago, IL |
Feb 13, 2023 Q4 2022 |
17,103
shares
|
$4.15 Million
0.95% of portfolio
|
Q4 2022
Added 136.65%
|
|
|
Sagespring Wealth Partners, LLC
Franklin, TN |
Jul 28, 2025 Q2 2025 |
17,092
shares
|
$4.15 Million
0.1% of portfolio
|
Q2 2025
Reduced 30.25%
|
|
|
Rba Wealth Management, LLC
|
Jul 16, 2025 Q2 2025 |
16,890
shares
|
$4.1 Million
1.72% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
16,856
shares
|
$4.09 Million
0.12% of portfolio
|
Q2 2025
Reduced 5.77%
|
|
|
Qsemble Capital Management, LP
New York, NY |
Aug 11, 2025 Q2 2025 |
16,817
shares
|
$4.08 Million
0.44% of portfolio
|
Q2 2025
Reduced 58.55%
|
|
|
Sandhill Capital Partners LLC
Buffalo, NY |
May 14, 2025 Q1 2025 |
16,731
shares
|
$4.06 Million
0.39% of portfolio
|
Q1 2025
New holding
|
|
|
Pegasus Asset Management, Inc.
|
Jul 25, 2025 Q2 2025 |
16,697
shares
|
$4.05 Million
1.6% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
16,644
shares
|
$4.04 Million
0.2% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Optas, LLC
|
Jul 23, 2025 Q2 2025 |
16,627
shares
|
$4.04 Million
0.88% of portfolio
|
Q2 2025
Reduced 1.4%
|
|
|
Frank, Rimerman Advisors LLC
Palo Alto, CA |
Aug 11, 2025 Q2 2025 |
16,554
shares
|
$4.02 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.08%
|
|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Jul 16, 2025 Q2 2025 |
16,543
shares
|
$4.02 Million
0.16% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
16,535
shares
|
$4.01 Million
0.24% of portfolio
|
Q2 2025
Reduced 8.8%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Aug 13, 2025 Q2 2025 |
16,532
shares
|
$4.01 Million
0.1% of portfolio
|
Q2 2025
Reduced 48.1%
|