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 |
|---|---|---|---|---|---|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
15,162
shares
|
$3.68 Million
1.12% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
15,118
shares
|
$3.67 Million
0.12% of portfolio
|
Q2 2025
Added 8.9%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
15,094
shares
|
$3.66 Million
0.96% of portfolio
|
Q2 2025
Reduced 40.76%
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
15,016
shares
|
$3.65 Million
0.29% of portfolio
|
Q2 2025
Added 7.92%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Jul 24, 2025 Q2 2025 |
14,997
shares
|
$3.64 Million
0.46% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$3.62 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
|
Fred Alger Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
14,898
shares
|
$3.62 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sepio Capital, LP
|
Aug 13, 2025 Q2 2025 |
14,860
shares
|
$3.61 Million
0.4% of portfolio
|
Q2 2025
Reduced 0.34%
|
|
|
Ascent Group, LLC
|
Jul 21, 2025 Q2 2025 |
14,662
shares
|
$3.56 Million
0.16% of portfolio
|
Q2 2025
Reduced 8.59%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Jul 17, 2025 Q2 2025 |
14,660
shares
|
$3.56 Million
0.37% of portfolio
|
Q2 2025
Reduced 2.84%
|
|
|
Progressive Investment Management Corp
|
Jul 29, 2025 Q2 2025 |
14,654
shares
|
$3.56 Million
1.03% of portfolio
|
Q2 2025
Reduced 0.83%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
14,610
shares
|
$3.55 Million
0.68% of portfolio
|
Q1 2025
Added 169.31%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Jul 23, 2025 Q2 2025 |
14,586
shares
|
$3.54 Million
0.26% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
14,574
shares
|
$3.54 Million
0.09% of portfolio
|
Q2 2025
Added 3.11%
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
14,557
shares
|
$3.53 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Jul 18, 2025 Q2 2025 |
14,501
shares
|
$3.52 Million
0.35% of portfolio
|
Q2 2025
Added 10.53%
|
|
|
Nbt Bank N A
|
Jul 23, 2025 Q2 2025 |
14,397
shares
|
$3.5 Million
0.27% of portfolio
|
Q2 2025
Added 0.24%
|
|
|
Hixon Zuercher, LLC
|
Jul 31, 2025 Q2 2025 |
14,369
shares
|
$3.49 Million
1.28% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Redwood Investments, LLC
|
May 15, 2025 Q1 2025 |
14,295
shares
|
$3.47 Million
1.58% of portfolio
|
Q1 2025
Added 3.09%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
14,246
shares
|
$3.46 Million
0.54% of portfolio
|
Q2 2025
Added 20.21%
|
|
|
Stamos Capital Partners, L.P.
Menlo Park, CA |
Aug 14, 2025 Q2 2025 |
14,198
shares
|
$3.45 Million
0.73% of portfolio
|
Q2 2025
Added 91.5%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
Aug 07, 2025 Q2 2025 |
14,086
shares
|
$3.42 Million
0.25% of portfolio
|
Q2 2025
Reduced 38.82%
|
|
|
Aster Capital Management (Difc) LTD
Dubai, C0 |
Aug 14, 2025 Q2 2025 |
14,080
shares
|
$3.42 Million
0.87% of portfolio
|
Q2 2025
Added 311.09%
|
|
|
Oak Thistle LLC
|
Aug 08, 2025 Q2 2025 |
14,033
shares
|
$3.41 Million
0.59% of portfolio
|
Q2 2025
Added 111.69%
|
|
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
Aug 14, 2025 Q2 2025 |
14,027
shares
|
$3.41 Million
0.86% of portfolio
|
Q2 2025
New holding
|