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 |
|---|---|---|---|---|---|
|
Wp Advisors, LLC
|
Aug 08, 2025 Q2 2025 |
7,495
shares
|
$1.82 Million
0.56% of portfolio
|
Q2 2025
Added 14.64%
|
|
|
Perfromance Wealth Partners, LLC
|
Jul 28, 2025 Q2 2025 |
7,469
shares
|
$1.81 Million
0.07% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Voya Financial Advisors, Inc.
Windsor, CT |
Aug 14, 2025 Q2 2025 |
7,466
shares
|
$1.81 Million
0.21% of portfolio
|
Q2 2025
Reduced 19.56%
|
|
|
Schechter Investment Advisors, LLC
Birmingham, MI |
May 01, 2025 Q1 2025 |
7,453
shares
|
$1.81 Million
0.23% of portfolio
|
Q1 2025
Reduced 13.49%
|
|
|
Meiji Yasuda Asset Management CO Ltd.
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
7,451
shares
|
$1.81 Million
0.1% of portfolio
|
Q2 2025
Reduced 58.86%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
7,437
shares
|
$1.81 Million
0.05% of portfolio
|
Q2 2025
Added 3.81%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
Aug 15, 2025 Q2 2025 |
7,436
shares
|
$1.81 Million
0.56% of portfolio
|
Q2 2025
Added 12.7%
|
|
|
Cardiff Park Advisors, LLC
San Marcos, CA |
Aug 14, 2025 Q2 2025 |
7,424
shares
|
$1.8 Million
0.18% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Kayak Investment Partners LLC
San Francisco, CA |
Aug 15, 2022 Q2 2022 |
7,400
shares
|
$1.8 Million
2.33% of portfolio
|
Q2 2022
Reduced 66.9%
|
|
|
Navalign, LLC
|
Aug 04, 2025 Q2 2025 |
7,397
shares
|
$1.8 Million
0.56% of portfolio
|
Q2 2025
Reduced 4.08%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
7,392
shares
|
$1.79 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Aug 28, 2025 Q2 2025 |
7,380
shares
|
$1.79 Million
0.19% of portfolio
|
Q2 2025
Reduced 63.59%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
7,367
shares
|
$1.79 Million
0.94% of portfolio
|
Q4 2024
New holding
|
|
|
Center For Financial Planning, Inc.
Southfied, MI |
Aug 04, 2025 Q2 2025 |
7,362
shares
|
$1.79 Million
0.23% of portfolio
|
Q1 2025
Added 0.16%
|
|
|
Goelzer Investment Management, Inc.
|
Jul 09, 2025 Q2 2025 |
7,361
shares
|
$1.79 Million
0.11% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Jt Stratford LLC
Gainesville, GA |
Aug 13, 2025 Q2 2025 |
7,346
shares
|
$1.78 Million
0.32% of portfolio
|
Q2 2025
Added 231.65%
|
|
|
M&R Capital Management Inc
|
Oct 02, 2024 Q3 2024 |
7,342
shares
|
$1.78 Million
0.45% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Kentucky Trust CO
Danville, KY |
Jul 15, 2025 Q2 2025 |
7,335
shares
|
$1.78 Million
1.15% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Aug 04, 2025 Q2 2025 |
7,326
shares
|
$1.78 Million
0.14% of portfolio
|
Q2 2025
Added 25.7%
|
|
|
Farmers & Merchants Trust CO Of Long Beach
|
Jul 17, 2025 Q2 2025 |
7,317
shares
|
$1.78 Million
0.46% of portfolio
|
Q2 2025
Added 5.63%
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
7,316
shares
|
$1.78 Million
0.06% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Natixis Investment Managers International
Paris, I0 |
Feb 13, 2025 Q4 2024 |
7,299
shares
|
$1.77 Million
0.19% of portfolio
|
Q4 2024
Added 41.62%
|
|
|
Orrstown Financial Services Inc
Shippensburg, PA |
Jul 11, 2025 Q2 2025 |
7,295
shares
|
$1.77 Million
0.42% of portfolio
|
Q2 2025
Added 76.21%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
7,287
shares
|
$1.77 Million
0.08% of portfolio
|
Q2 2025
Added 16.55%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
7,260
shares
|
$1.76 Million
0.15% of portfolio
|
Q2 2025
Added 781.07%
|