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 |
|---|---|---|---|---|---|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,889
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Patriot Financial Group Insurance Agency, LLC
|
Jul 21, 2025 Q2 2025 |
5,876
shares
|
$1.43 Million
0.2% of portfolio
|
Q2 2025
Added 11.44%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
5,876
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.1%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,862
shares
|
$1.42 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
5,853
shares
|
$1.42 Million
0.47% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
5,850
shares
|
$1.42 Million
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
Aug 11, 2025 Q2 2025 |
5,850
shares
|
$1.42 Million
0.71% of portfolio
|
Q2 2025
Added 408.7%
|
|
|
Guerra Pan Advisors, LLC
Montclair, NJ |
Aug 12, 2025 Q2 2025 |
5,849
shares
|
$1.42 Million
1.05% of portfolio
|
Q2 2025
Added 7.34%
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
5,847
shares
|
$1.42 Million
0.22% of portfolio
|
Q2 2025
Added 2.26%
|
|
|
Burney CO
Reston, VA |
Aug 05, 2025 Q2 2025 |
5,842
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2025
Reduced 20.35%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
5,816
shares
|
$1.41 Million
0.76% of portfolio
|
Q2 2025
Reduced 2.76%
|
|
|
Gilder Gagnon Howe & CO LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
5,814
shares
|
$1.41 Million
0.02% of portfolio
|
Q2 2025
Reduced 97.54%
|
|
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
Aug 12, 2025 Q2 2025 |
5,809
shares
|
$1.41 Million
0.11% of portfolio
|
Q2 2025
Added 31.01%
|
|
|
Global Assets Advisory, LLC
Orlando, FL |
Jul 22, 2025 Q2 2025 |
5,800
shares
|
$1.41 Million
0.62% of portfolio
|
Q2 2025
New holding
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Aug 12, 2025 Q2 2025 |
5,787
shares
|
$1.4 Million
0.87% of portfolio
|
Q2 2025
Reduced 0.72%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
5,738
shares
|
$1.39 Million
1.11% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
Jul 24, 2025 Q2 2025 |
5,724
shares
|
$1.39 Million
0.24% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Flc Capital Advisors
|
Jul 29, 2025 Q2 2025 |
5,723
shares
|
$1.39 Million
0.33% of portfolio
|
Q2 2025
Added 54.68%
|
|
|
Choate Investment Advisors
Boston, MA |
Aug 12, 2025 Q2 2025 |
5,707
shares
|
$1.39 Million
0.04% of portfolio
|
Q2 2025
Added 5.41%
|
|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
5,704
shares
|
$1.38 Million
0.12% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
5,692
shares
|
$1.38 Million
0.13% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,658
shares
|
$1.37 Million
0.95% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Princeton Capital Management LLC
Red Bank, NJ |
Aug 06, 2025 Q2 2025 |
5,643
shares
|
$1.37 Million
0.47% of portfolio
|
Q2 2025
Added 4.13%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
5,637
shares
|
$1.37 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Gam Holding Ag
|
Aug 04, 2025 Q2 2025 |
5,621
shares
|
$1.36 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.76%
|