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 |
|---|---|---|---|---|---|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Aug 12, 2025 Q2 2025 |
15,798
shares
|
$3.84 Million
1.01% of portfolio
|
Q2 2025
Added 5.18%
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
Aug 12, 2025 Q2 2025 |
15,772
shares
|
$3.83 Million
0.07% of portfolio
|
Q2 2025
Added 5.32%
|
|
|
Dana Investment Advisors, Inc.
Brookfield, WI |
Aug 13, 2025 Q2 2025 |
15,769
shares
|
$3.83 Million
0.15% of portfolio
|
Q2 2025
Reduced 80.98%
|
|
|
First Interstate Bank
Billings, MT |
Jul 29, 2025 Q2 2025 |
15,692
shares
|
$3.81 Million
0.26% of portfolio
|
Q2 2025
Reduced 0.92%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
15,685
shares
|
$3.81 Million
0.1% of portfolio
|
Q2 2020
Added 4.68%
|
|
|
Wealth Advisors Of Tampa Bay, LLC
|
Aug 13, 2025 Q2 2025 |
15,651
shares
|
$3.8 Million
1.65% of portfolio
|
Q2 2025
Added 1.29%
|
|
|
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
Warsaw, |
Aug 14, 2025 Q2 2025 |
15,638
shares
|
$3.8 Million
1.71% of portfolio
|
Q1 2020
Added 499.02%
|
|
|
D L Carlson Investment Group Inc
Concord, NH |
Aug 13, 2025 Q2 2025 |
15,633
shares
|
$3.8 Million
0.81% of portfolio
|
Q2 2025
Reduced 2.29%
|
|
|
Systematic Alpha Investments, LLC
Princeton, NJ |
Aug 14, 2025 Q2 2025 |
15,624
shares
|
$3.79 Million
0.15% of portfolio
|
Q2 2021
Added 31.29%
|
|
|
Twin Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
15,611
shares
|
$3.79 Million
0.46% of portfolio
|
Q2 2025
Added 0.99%
|
|
|
Rfg Advisory, LLC
Birmingham, AL |
Jul 28, 2025 Q2 2025 |
15,602
shares
|
$3.79 Million
0.16% of portfolio
|
Q2 2025
Added 18.18%
|
|
|
Bray Capital Advisors
|
Feb 03, 2025 Q4 2024 |
15,596
shares
|
$3.79 Million
1.48% of portfolio
|
Q4 2024
Reduced 13.82%
|
|
|
Arlington Financial Advisors, LLC
|
Jul 28, 2025 Q2 2025 |
15,558
shares
|
$3.78 Million
0.88% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
15,544
shares
|
$3.77 Million
0.41% of portfolio
|
Q2 2025
New holding
|
|
|
Azzad Asset Management Inc /Adv
Falls Church, VA |
Jul 31, 2025 Q2 2025 |
15,530
shares
|
$3.77 Million
0.45% of portfolio
|
Q2 2025
Reduced 15.75%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
15,457
shares
|
$3.75 Million
0.27% of portfolio
|
Q2 2025
Added 9.11%
|
|
|
Paloma Partners Management CO
Greenwich, CT |
Aug 14, 2025 Q2 2025 |
15,436
shares
|
$3.75 Million
1.03% of portfolio
|
Q2 2025
Reduced 65.78%
|
|
|
Nicollet Investment Management, Inc.
Minneapolis, MN |
Aug 07, 2025 Q2 2025 |
15,338
shares
|
$3.72 Million
1.4% of portfolio
|
Q2 2025
Reduced 4.84%
|
|
|
Eisler Capital Management Ltd.
London, X0 |
Aug 12, 2025 Q2 2025 |
15,333
shares
|
$3.72 Million
0.03% of portfolio
|
Q2 2025
Reduced 63.04%
|
|
|
Moreno Evelyn V
Boston, MA |
Feb 09, 2024 Q4 2023 |
15,283
shares
|
$3.71 Million
1.93% of portfolio
|
Q4 2023
Reduced 65.51%
|
|
|
Investment Research & Advisory Group, Inc.
|
Jul 17, 2025 Q2 2025 |
15,260
shares
|
$3.7 Million
1.56% of portfolio
|
Q2 2025
Added 1.25%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
15,247
shares
|
$3.7 Million
0.79% of portfolio
|
Q2 2025
Added 8.91%
|
|
|
Legacy Cg, LLC
Plano, TX |
Jul 22, 2025 Q2 2025 |
15,243
shares
|
$3.7 Million
1.76% of portfolio
|
Q2 2025
New holding
|
|
|
Modus Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,226
shares
|
$3.7 Million
1.31% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
15,208
shares
|
$3.69 Million
0.26% of portfolio
|
Q2 2025
Reduced 11.97%
|