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 |
|---|---|---|---|---|---|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
7,025
shares
|
$1.71 Million
0.24% of portfolio
|
Q2 2023
Reduced 8.52%
|
|
|
Tiedemann Advisors, LLC
|
Nov 14, 2023 Q3 2023 |
7,018
shares
|
$1.7 Million
0.06% of portfolio
|
Q3 2023
Reduced 2.08%
|
|
|
Allen Investment Management LLC
|
Aug 07, 2025 Q2 2025 |
7,009
shares
|
$1.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 94.24%
|
|
|
University Of Texas
|
Jul 31, 2025 Q2 2025 |
7,008
shares
|
$1.7 Million
0.31% of portfolio
|
Q2 2025
Added 480.13%
|
|
|
Supplemental Annuity Collective Trust Of Nj
|
Aug 05, 2025 Q2 2025 |
7,000
shares
|
$1.7 Million
0.55% of portfolio
|
Q1 2025
Reduced 12.5%
|
|
|
Mitsubishi Ufj Asset Management (Uk) Ltd.
|
Jul 18, 2025 Q2 2025 |
7,000
shares
|
$1.7 Million
1.01% of portfolio
|
Q2 2025
Added 233.33%
|
|
|
Syon Capital LLC
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
6,999
shares
|
$1.7 Million
0.13% of portfolio
|
Q2 2025
Added 5.3%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
6,977
shares
|
$1.69 Million
0.64% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Lloyd Park, LLC
Wilmette, IL |
Nov 14, 2022 Q3 2022 |
6,977
shares
|
$1.69 Million
1.24% of portfolio
|
Q3 2022
Reduced 22.95%
|
|
|
First Pacific Financial
|
Jul 18, 2025 Q2 2025 |
6,951
shares
|
$1.69 Million
0.37% of portfolio
|
Q2 2025
Added 16.78%
|
|
|
Saturna Capital Corp
Bellingham, WA |
May 02, 2025 Q1 2025 |
6,941
shares
|
$1.68 Million
0.03% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
St. Johns Investment Management Company, LLC
|
Jul 30, 2025 Q2 2025 |
6,923
shares
|
$1.68 Million
0.87% of portfolio
|
Q2 2025
Added 8.27%
|
|
|
Brandywine Managers, LLC
Hockessin, DE |
Aug 13, 2025 Q2 2025 |
6,913
shares
|
$1.68 Million
1.89% of portfolio
|
Q4 2021
Reduced 17.34%
|
|
|
Arbor Trust Wealth Advisors, LLC
|
Aug 07, 2025 Q2 2025 |
6,904
shares
|
$1.68 Million
0.94% of portfolio
|
Q2 2025
Reduced 3.02%
|
|
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
Feb 12, 2024 Q4 2023 |
6,899
shares
|
$1.67 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
6,896
shares
|
$1.67 Million
0.36% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
9258 Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
6,890
shares
|
$1.67 Million
0.28% of portfolio
|
Q3 2024
Reduced 5.56%
|
|
|
Nautilus Advisors LLC
La Jolla, CA |
Aug 25, 2025 Q2 2025 |
6,872
shares
|
$1.67 Million
1.37% of portfolio
|
Q2 2025
Reduced 2.66%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
6,836
shares
|
$1.66 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
6,802
shares
|
$1.65 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Sphera Funds Management Ltd.
Tel Aviv, L3 |
Aug 14, 2025 Q2 2025 |
6,800
shares
|
$1.65 Million
0.51% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
6,798
shares
|
$1.65 Million
0.1% of portfolio
|
Q2 2025
Reduced 5.29%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,789
shares
|
$1.65 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
6,778
shares
|
$1.65 Million
0.61% of portfolio
|
Q2 2025
Added 9.08%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
6,774
shares
|
$1.64 Million
0.23% of portfolio
|
Q2 2025
Reduced 20.24%
|