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 |
|---|---|---|---|---|---|
|
Deltec Asset Management LLC
|
Jul 18, 2025 Q2 2025 |
9,500
shares
|
$2.31 Million
0.5% of portfolio
|
Q2 2025
Added 46.15%
|
|
|
Aft, Forsyth & Sober, LLC
|
Aug 14, 2025 Q2 2025 |
9,500
shares
|
$2.31 Million
0.89% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
9,498
shares
|
$2.31 Million
0.17% of portfolio
|
Q2 2025
Added 11.37%
|
|
|
Little House Capital LLC
Braintree, MA |
Jul 08, 2025 Q2 2025 |
9,486
shares
|
$2.3 Million
0.68% of portfolio
|
Q2 2025
Added 4.88%
|
|
|
Resources Management Corp
West Hartford, CT |
Aug 15, 2025 Q2 2025 |
9,484
shares
|
$2.3 Million
0.35% of portfolio
|
Q2 2025
Added 29.99%
|
|
|
Concord Wealth Partners
|
Jul 25, 2025 Q2 2025 |
9,479
shares
|
$2.3 Million
0.38% of portfolio
|
Q2 2025
Added 27.35%
|
|
|
Concord Asset Management, Llc/Va
Abingdon, VA |
Jul 25, 2025 Q2 2025 |
9,479
shares
|
$2.3 Million
0.39% of portfolio
|
Q2 2025
Added 18.5%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,445
shares
|
$2.29 Million
0.26% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Correct Capital Wealth Management
Clayton, MO |
Aug 12, 2025 Q2 2025 |
9,433
shares
|
$2.29 Million
0.64% of portfolio
|
Q2 2025
Added 178.18%
|
|
|
Cetera Trust Company, N.A
St. Paul, MN |
Aug 06, 2025 Q2 2025 |
9,411
shares
|
$2.28 Million
1.53% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Boomfish Wealth Group, LLC
Alpharetta, GA |
Jul 24, 2025 Q2 2025 |
9,395
shares
|
$2.28 Million
1.48% of portfolio
|
Q2 2025
Added 6.68%
|
|
|
Naviter Wealth, LLC
|
Jul 28, 2025 Q2 2025 |
9,359
shares
|
$2.27 Million
0.32% of portfolio
|
Q2 2025
Added 1.39%
|
|
|
Connable Office Inc
|
Aug 05, 2025 Q2 2025 |
9,351
shares
|
$2.27 Million
0.26% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Aperture Investors, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,338
shares
|
$2.27 Million
0.41% of portfolio
|
Q1 2025
Reduced 36.11%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
9,256
shares
|
$2.25 Million
0.12% of portfolio
|
Q2 2025
Added 19.66%
|
|
|
Welch & Forbes LLC
|
Aug 04, 2025 Q2 2025 |
9,253
shares
|
$2.25 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.87%
|
|
|
Boltwood Capital Management
|
Jul 08, 2025 Q2 2025 |
9,251
shares
|
$2.25 Million
0.72% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Cigna Investments Inc
Bloomfield, CT |
Jul 15, 2025 Q2 2025 |
9,206
shares
|
$2.23 Million
0.43% of portfolio
|
Q2 2025
Reduced 1.33%
|
|
|
Pitcairn CO
Jenkintown, PA |
Aug 18, 2025 Q2 2025 |
9,202
shares
|
$2.23 Million
0.17% of portfolio
|
Q2 2025
Reduced 47.56%
|
|
|
Drw Securities, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
9,189
shares
|
$2.23 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
9,160
shares
|
$2.22 Million
0.04% of portfolio
|
Q2 2025
Reduced 12.57%
|
|
|
Invst, LLC
Indianapolis, IN |
Jun 02, 2025 Q1 2025 |
9,150
shares
|
$2.22 Million
0.34% of portfolio
|
Q1 2025
Reduced 47.47%
|
|
|
Herbst Group, LLC
Westport, CT |
Jul 15, 2025 Q2 2025 |
9,125
shares
|
$2.22 Million
1.66% of portfolio
|
Q2 2025
Added 3.58%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
9,116
shares
|
$2.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.24%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
9,087
shares
|
$2.21 Million
0.71% of portfolio
|
Q4 2022
Added 36.89%
|