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 |
|---|---|---|---|---|---|
|
Ocean Capital Management, LLC
|
Aug 04, 2025 Q2 2025 |
16,511
shares
|
$4.01 Million
1.0% of portfolio
|
Q2 2025
Reduced 0.36%
|
|
|
Linscomb & Williams, Inc.
Houston, TX |
Aug 04, 2025 Q2 2025 |
16,492
shares
|
$4 Million
0.21% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Roberts Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
16,475
shares
|
$4 Million
1.38% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
16,459
shares
|
$4 Million
0.12% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
Checchi Capital Advisers, LLC
Beverly Hills, CA |
Jul 21, 2025 Q2 2025 |
16,358
shares
|
$3.97 Million
0.25% of portfolio
|
Q2 2025
Reduced 5.61%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
16,357
shares
|
$3.97 Million
0.31% of portfolio
|
Q2 2025
Reduced 26.72%
|
|
|
Employees Retirement System Of Texas
|
Aug 12, 2025 Q2 2025 |
16,315
shares
|
$3.96 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Jul 14, 2025 Q2 2025 |
16,273
shares
|
$3.95 Million
0.72% of portfolio
|
Q2 2025
Added 7.65%
|
|
|
Parsons Capital Management Inc
|
Jul 18, 2025 Q2 2025 |
16,249
shares
|
$3.94 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.46%
|
|
|
Centiva Capital, LP
New York, NY |
Aug 13, 2025 Q2 2025 |
16,233
shares
|
$3.94 Million
0.08% of portfolio
|
Q2 2025
Added 84.51%
|
|
|
Frg Family Wealth Advisors LLC
|
Aug 04, 2025 Q2 2025 |
16,186
shares
|
$3.93 Million
0.8% of portfolio
|
Q2 2025
Reduced 1.79%
|
|
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
Aug 14, 2025 Q2 2025 |
16,142
shares
|
$3.92 Million
0.03% of portfolio
|
Q2 2025
Added 18.96%
|
|
|
Laurion Capital Management LP
New York, NY |
Aug 14, 2025 Q2 2025 |
16,129
shares
|
$3.92 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
16,122
shares
|
$3.91 Million
0.18% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Chiron Investment Management, LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
16,104
shares
|
$3.91 Million
1.87% of portfolio
|
Q4 2024
New holding
|
|
|
Canandaigua National Corp
|
Feb 07, 2023 Q4 2022 |
16,100
shares
|
$3.91 Million
0.36% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Comerica Securities,Inc.
|
Oct 26, 2023 Q3 2023 |
16,042
shares
|
$3.89 Million
0.27% of portfolio
|
Q3 2023
Reduced 2.65%
|
|
|
Condor Capital Management
Martinsville, NJ |
Aug 08, 2025 Q2 2025 |
16,036
shares
|
$3.89 Million
0.39% of portfolio
|
Q2 2025
Added 0.17%
|
|
|
Nebula Research & Development LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
15,998
shares
|
$3.88 Million
0.37% of portfolio
|
Q2 2025
Reduced 11.65%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Jul 18, 2025 Q2 2025 |
15,925
shares
|
$3.87 Million
0.36% of portfolio
|
Q2 2025
Added 5.42%
|
|
|
Fragasso Group Inc.
Pittsburgh, PA |
Jul 09, 2025 Q2 2025 |
15,924
shares
|
$3.87 Million
0.36% of portfolio
|
Q2 2025
Added 32.53%
|
|
|
Hennion & Walsh Asset Management, Inc.
|
Aug 07, 2025 Q2 2025 |
15,854
shares
|
$3.85 Million
0.18% of portfolio
|
Q2 2025
Reduced 13.41%
|
|
|
Impax Asset Management Group PLC
|
Aug 08, 2025 Q2 2025 |
15,850
shares
|
$3.85 Million
0.03% of portfolio
|
Q2 2025
Reduced 36.54%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
15,826
shares
|
$3.84 Million
0.47% of portfolio
|
Q2 2025
Reduced 2.49%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
15,807
shares
|
$3.84 Million
0.04% of portfolio
|
Q2 2025
Reduced 67.62%
|