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 |
|---|---|---|---|---|---|
|
Tsfg, LLC
|
Aug 05, 2025 Q2 2025 |
7,248
shares
|
$1.76 Million
0.36% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Wsfs Capital Management, LLC
Philadelphia, PA |
Aug 06, 2025 Q2 2025 |
7,246
shares
|
$1.76 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.11%
|
|
|
Thrive Wealth Management, LLC
|
Jul 09, 2025 Q2 2025 |
7,235
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Millington Financial Advisors, LLC
Naperville, IL |
Aug 13, 2025 Q2 2025 |
7,231
shares
|
$1.76 Million
0.98% of portfolio
|
Q2 2025
Added 15.24%
|
|
|
Chicago Trust CO Na
|
Jul 14, 2025 Q2 2025 |
7,230
shares
|
$1.76 Million
0.35% of portfolio
|
Q2 2025
Added 5.95%
|
|
|
Bangor Savings Bank
Bangor, ME |
Jul 07, 2025 Q2 2025 |
7,220
shares
|
$1.75 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.32%
|
|
|
Arvest Investments, Inc.
Rogers, AR |
Jul 03, 2025 Q2 2025 |
7,208
shares
|
$1.75 Million
0.3% of portfolio
|
Q2 2025
Reduced 5.53%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
7,191
shares
|
$1.75 Million
1.1% of portfolio
|
Q1 2024
Added 0.64%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
7,169
shares
|
$1.74 Million
0.06% of portfolio
|
Q2 2025
Reduced 0.33%
|
|
|
Hudson Canyon Capital Management
New York, NY |
Aug 11, 2025 Q2 2025 |
7,169
shares
|
$1.74 Million
1.22% of portfolio
|
Q2 2025
Reduced 2.13%
|
|
|
Boyd Watterson Asset Management LLC
|
Aug 01, 2025 Q2 2025 |
7,166
shares
|
$1.74 Million
0.63% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Passumpsic Savings Bank
St. Johnsbury, VT |
Feb 03, 2025 Q4 2024 |
7,163
shares
|
$1.74 Million
1.49% of portfolio
|
Q4 2024
Reduced 2.3%
|
|
|
Atlas Brown,Inc.
|
Jul 08, 2025 Q2 2025 |
7,162
shares
|
$1.74 Million
0.64% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Glynn Capital Management LLC
|
Aug 07, 2025 Q2 2025 |
7,143
shares
|
$1.73 Million
0.55% of portfolio
|
Q3 2024
Reduced 41.44%
|
|
|
Stevens Capital Management LP
Radnor, PA |
Aug 12, 2025 Q2 2025 |
7,128
shares
|
$1.73 Million
0.53% of portfolio
|
Q2 2025
Added 282.61%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
7,127
shares
|
$1.73 Million
0.81% of portfolio
|
Q2 2025
Added 0.34%
|
|
|
Platform Technology Partners
|
Aug 11, 2025 Q2 2025 |
7,120
shares
|
$1.73 Million
0.55% of portfolio
|
Q2 2025
Added 6.49%
|
|
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
Aug 08, 2025 Q2 2025 |
7,110
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Reduced 41.57%
|
|
|
Pfc Capital Group, Inc.
Los Angeles, CA |
Aug 12, 2025 Q2 2025 |
7,110
shares
|
$1.73 Million
0.9% of portfolio
|
Q2 2025
Reduced 8.42%
|
|
|
Jacobi Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
7,102
shares
|
$1.72 Million
0.13% of portfolio
|
Q2 2025
Added 13.8%
|
|
|
Delaney Dennis R
Boston, MA |
Jul 25, 2025 Q2 2025 |
7,102
shares
|
$1.72 Million
1.0% of portfolio
|
Q2 2025
Added 24.73%
|
|
|
Parr Mcknight Wealth Management Group, LLC
Minneapolis, MN |
Aug 11, 2025 Q2 2025 |
7,092
shares
|
$1.72 Million
0.27% of portfolio
|
Q2 2025
Added 10.21%
|
|
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
Feb 04, 2025 Q4 2024 |
7,082
shares
|
$1.72 Million
0.14% of portfolio
|
Q4 2024
Added 0.5%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
7,068
shares
|
$1.72 Million
0.57% of portfolio
|
Q2 2025
Added 2.29%
|
|
|
Keudell
|
Jul 22, 2025 Q2 2025 |
7,054
shares
|
$1.71 Million
0.46% of portfolio
|
Q2 2025
Added 24.89%
|