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 |
|---|---|---|---|---|---|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
13,032
shares
|
$3.16 Million
0.21% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Marion Wealth Management
|
Aug 05, 2025 Q2 2025 |
12,979
shares
|
$3.15 Million
0.9% of portfolio
|
Q2 2025
Added 7.62%
|
|
|
Axs Investments LLC
Port Chester, NY |
Aug 11, 2025 Q2 2025 |
12,967
shares
|
$3.15 Million
1.55% of portfolio
|
Q2 2025
Reduced 22.8%
|
|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
Aug 11, 2025 Q2 2025 |
12,930
shares
|
$3.14 Million
0.26% of portfolio
|
Q2 2025
Added 88.26%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,928
shares
|
$3.14 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
Aug 07, 2025 Q2 2025 |
12,901
shares
|
$3.13 Million
0.91% of portfolio
|
Q2 2025
Reduced 1.28%
|
|
|
Savoie Capital LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
12,900
shares
|
$3.13 Million
0.44% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$3.13 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
|
Glassy Mountain Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
12,897
shares
|
$3.13 Million
1.17% of portfolio
|
Q2 2025
Added 953.68%
|
|
|
National Asset Management, Inc.
Boca Raton, FL |
Aug 19, 2025 Q2 2025 |
12,861
shares
|
$3.12 Million
0.17% of portfolio
|
Q2 2025
Reduced 47.37%
|
|
|
Fort Point Capital Partners LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,861
shares
|
$3.12 Million
0.3% of portfolio
|
Q2 2025
Added 673.36%
|
|
|
Joseph Group Capital Management
Columbus, OH |
Aug 07, 2025 Q2 2025 |
12,831
shares
|
$3.11 Million
1.27% of portfolio
|
Q2 2025
Added 27.38%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$3.11 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|
|
|
Harrell Investment Partners, LLC
Austin, TX |
Jul 15, 2025 Q2 2025 |
12,746
shares
|
$3.09 Million
0.88% of portfolio
|
Q2 2025
Added 4.55%
|
|
|
Rd Finance LTD
Limassol, G4 |
Aug 06, 2025 Q2 2025 |
12,645
shares
|
$3.07 Million
4.51% of portfolio
|
Q1 2025
New holding
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
12,604
shares
|
$3.06 Million
0.34% of portfolio
|
Q2 2025
Added 10.22%
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
12,600
shares
|
$3.06 Million
0.29% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Northeast Financial Consultants Inc
Westport, CT |
Aug 15, 2025 Q2 2025 |
12,590
shares
|
$3.06 Million
0.14% of portfolio
|
Q2 2025
Reduced 9.94%
|
|
|
Evolution Wealth Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
12,587
shares
|
$3.06 Million
0.52% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
12,572
shares
|
$3.05 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Cache Advisors, LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
12,552
shares
|
$3.05 Million
0.93% of portfolio
|
Q2 2025
Added 15.33%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
12,551
shares
|
$3.05 Million
0.1% of portfolio
|
Q2 2025
Added 10.18%
|
|
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
Aug 05, 2025 Q2 2025 |
12,533
shares
|
$3.04 Million
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Mathes Company, Inc.
|
Aug 05, 2025 Q2 2025 |
12,513
shares
|
$3.04 Million
1.27% of portfolio
|
Q2 2025
Added 1.75%
|
|
|
Hudson Bay Capital Management LP
Greenwich, CT |
Aug 18, 2025 Q2 2025 |
12,504
shares
|
$3.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 81.7%
|