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 |
|---|---|---|---|---|---|
|
Acorn Financial Advisory Services Inc
|
Jul 28, 2025 Q2 2025 |
5,151
shares
|
$1.25 Million
0.28% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Bank Pictet & Cie (Asia) LTD
|
Jul 16, 2024 Q2 2024 |
5,142
shares
|
$1.25 Million
0.08% of portfolio
|
Q2 2024
Reduced 41.38%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
5,129
shares
|
$1.25 Million
0.26% of portfolio
|
Q2 2025
Reduced 25.83%
|
|
|
Asset Management Corp
|
Apr 14, 2023 Q1 2023 |
5,126
shares
|
$1.24 Million
0.7% of portfolio
|
Q1 2023
Reduced 10.87%
|
|
|
Cunning Capital Partners, LP
Morrisville, NC |
Aug 18, 2025 Q2 2025 |
5,121
shares
|
$1.24 Million
0.73% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Amitell Capital Pte LTD
Singapore, U0 |
May 15, 2025 Q1 2025 |
5,118
shares
|
$1.24 Million
1.04% of portfolio
|
Q1 2025
New holding
|
|
|
Blue Path Capital Management, LLC
Atlanta, GA |
Aug 11, 2025 Q2 2025 |
5,118
shares
|
$1.24 Million
0.68% of portfolio
|
Q2 2025
Added 22.12%
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
5,113
shares
|
$1.24 Million
0.11% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
1248 Management, LLC
Kansas City, MO |
Aug 15, 2025 Q2 2025 |
5,110
shares
|
$1.24 Million
0.52% of portfolio
|
Q2 2025
Added 2201.8%
|
|
|
Renasant Bank
|
Aug 08, 2025 Q2 2025 |
5,106
shares
|
$1.24 Million
1.04% of portfolio
|
Q2 2025
Reduced 10.87%
|
|
|
Carret Asset Management, LLC
|
Aug 04, 2025 Q2 2025 |
5,099
shares
|
$1.24 Million
0.15% of portfolio
|
Q2 2025
Added 72.79%
|
|
|
Granite Investment Partners, LLC
|
Aug 13, 2025 Q2 2025 |
5,090
shares
|
$1.24 Million
0.07% of portfolio
|
Q2 2025
Reduced 3.87%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
5,090
shares
|
$1.24 Million
0.32% of portfolio
|
Q2 2025
Reduced 5.04%
|
|
|
Fjell Capital, LLC
Fargo, ND |
Jul 09, 2025 Q2 2025 |
5,087
shares
|
$1.23 Million
1.29% of portfolio
|
Q2 2025
Added 1.38%
|
|
|
Aspiriant, LLC
|
Jul 29, 2025 Q2 2025 |
5,080
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Okabena Investment Services Inc
Minneapolis, MN |
Aug 13, 2025 Q2 2025 |
5,073
shares
|
$1.23 Million
0.31% of portfolio
|
Q2 2025
Reduced 16.9%
|
|
|
Quotient Wealth Partners, LLC
Houston, TX |
Jul 29, 2025 Q2 2025 |
5,072
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
5,069
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
Added 4.54%
|
|
|
Parsec Financial Management, Inc.
|
Apr 06, 2023 Q1 2023 |
5,061
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2023
Added 11.18%
|
|
|
Hbk Sorce Advisory LLC
Erie, PA |
Aug 04, 2025 Q2 2025 |
5,050
shares
|
$1.23 Million
0.05% of portfolio
|
Q2 2025
Reduced 5.78%
|
|
|
Pro Vise Management Group, LLC
Clearwater, FL |
Aug 08, 2025 Q2 2025 |
5,037
shares
|
$1.22 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Walleye Trading LLC
Plymouth, MN |
Aug 13, 2025 Q2 2025 |
5,030
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Reduced 93.26%
|
|
|
Ironwood Investment Counsel, LLC
|
Aug 07, 2025 Q2 2025 |
5,018
shares
|
$1.22 Million
0.21% of portfolio
|
Q2 2025
Added 47.46%
|
|
|
K.J. Harrison & Partners Inc
|
Aug 05, 2025 Q2 2025 |
5,006
shares
|
$1.22 Million
0.25% of portfolio
|
Q2 2025
New holding
|
|
|
Andesa Financial Management Inc.
|
May 04, 2023 Q1 2023 |
5,003
shares
|
$1.21 Million
0.3% of portfolio
|
Q1 2023
Added 98.61%
|