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 |
|---|---|---|---|---|---|
|
Highland Capital Management, LLC
|
Jul 22, 2025 Q2 2025 |
7,760
shares
|
$1.88 Million
0.12% of portfolio
|
Q2 2025
Reduced 24.6%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
7,753
shares
|
$1.88 Million
0.37% of portfolio
|
Q3 2024
Reduced 1.34%
|
|
|
Exane Derivatives
|
Jul 12, 2022 Q2 2022 |
7,751
shares
|
$1.88 Million
0.82% of portfolio
|
Q2 2022
Reduced 16.0%
|
|
|
Harfst & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
7,746
shares
|
$1.88 Million
0.45% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Point72 Asia (Singapore) Pte. Ltd.
Singapore, U0 |
Aug 14, 2025 Q2 2025 |
7,735
shares
|
$1.88 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
7,727
shares
|
$1.88 Million
1.17% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Field & Main Bank
|
Aug 04, 2025 Q2 2025 |
7,717
shares
|
$1.87 Million
0.7% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Weaver Capital Management LLC
Suwanee, GA |
Jul 24, 2025 Q2 2025 |
7,705
shares
|
$1.87 Million
0.51% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Arista Wealth Management, LLC
Las Vegas, NV |
Jul 29, 2025 Q2 2025 |
7,696
shares
|
$1.87 Million
0.29% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Management Partners, LLC
|
Jul 11, 2025 Q2 2025 |
7,682
shares
|
$1.86 Million
0.83% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
First County Bank /Ct/
Stamford, CT |
Jul 17, 2025 Q2 2025 |
7,682
shares
|
$1.86 Million
1.13% of portfolio
|
Q2 2025
Reduced 12.16%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
7,676
shares
|
$1.86 Million
0.16% of portfolio
|
Q2 2025
Added 6.88%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Aug 14, 2025 Q2 2025 |
7,668
shares
|
$1.86 Million
0.18% of portfolio
|
Q2 2025
Reduced 15.72%
|
|
|
Nicolet Bankshares Inc
Green Bay, WI |
Aug 13, 2025 Q2 2025 |
7,664
shares
|
$1.86 Million
0.37% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Mission Creek Capital Partners, Inc.
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
7,627
shares
|
$1.85 Million
0.42% of portfolio
|
Q2 2025
Reduced 5.25%
|
|
|
Quest Partners LLC
New York, NY |
Jul 31, 2025 Q2 2025 |
7,604
shares
|
$1.85 Million
0.2% of portfolio
|
Q2 2025
Reduced 7.86%
|
|
|
Charles Carroll Financial Partners, LLC
|
Feb 06, 2024 Q4 2023 |
7,600
shares
|
$1.84 Million
2.15% of portfolio
|
Q4 2023
Added 102.67%
|
|
|
Jamison Private Wealth Management, Inc.
Milton, GA |
Jul 22, 2025 Q2 2025 |
7,583
shares
|
$1.84 Million
0.3% of portfolio
|
Q2 2025
Reduced 2.34%
|
|
|
Icapital Wealth LLC
Walnut Creek, CA |
Aug 13, 2025 Q2 2025 |
7,551
shares
|
$1.83 Million
1.24% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Buckingham Strategic Partners
Saint Louis, MO |
Jul 31, 2025 Q2 2025 |
7,551
shares
|
$1.83 Million
0.03% of portfolio
|
Q2 2025
Reduced 35.42%
|
|
|
Iron Oak Wealth Llc.
Cedar Park, TX |
Jul 14, 2025 Q2 2025 |
7,543
shares
|
$1.83 Million
2.0% of portfolio
|
Q2 2025
Added 98.66%
|
|
|
Group One Trading, L.P.
Chicago, IL |
Aug 13, 2025 Q2 2025 |
7,527
shares
|
$1.83 Million
0.08% of portfolio
|
Q2 2025
Reduced 75.68%
|
|
|
M&G Investments (Usa) Inc.
Chicago, IL |
May 08, 2024 Q4 2023 |
7,523
shares
|
$1.83 Million
1.95% of portfolio
|
Q4 2023
New holding
|
|
|
Intrust Bank Na
Wichita, KS |
Aug 11, 2025 Q2 2025 |
7,519
shares
|
$1.83 Million
0.18% of portfolio
|
Q2 2025
Reduced 1.88%
|
|
|
Stonnington Group, LLC
|
Apr 14, 2023 Q1 2023 |
7,500
shares
|
$1.82 Million
0.39% of portfolio
|
Q1 2023
Added 138.1%
|