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 |
|---|---|---|---|---|---|
|
Thomas White International LTD
Chicago, IL |
Aug 14, 2023 Q2 2023 |
5,001
shares
|
$1.21 Million
0.23% of portfolio
|
Q1 2023
Added 54.93%
|
|
|
Alta Wealth Advisors LLC
|
Jul 22, 2025 Q2 2025 |
4,999
shares
|
$1.21 Million
0.64% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Geneva Capital Management LLC
|
Aug 04, 2025 Q2 2025 |
4,997
shares
|
$1.21 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.23%
|
|
|
Ironwood Investment Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,997
shares
|
$1.21 Million
0.71% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Polen Capital
Polen Capital Management LLC | Boca Raton, Fl
|
Aug 13, 2025 Q2 2025 |
4,989
shares
|
$1.21 Million
0.0% of portfolio
|
Q2 2025
Reduced 39.58%
|
|
|
Sovran Advisors, LLC
San Diego, CA |
Jul 09, 2025 Q2 2025 |
4,987
shares
|
$1.21 Million
0.14% of portfolio
|
Q2 2025
Added 41.44%
|
|
|
Stance Capital LLC
Boston, MA |
Aug 22, 2025 Q2 2025 |
4,987
shares
|
$1.21 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Semanteon Capital Management, LP
Newton, MA |
Aug 11, 2025 Q2 2025 |
4,985
shares
|
$1.21 Million
2.05% of portfolio
|
Q2 2025
New holding
|
|
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
Aug 05, 2025 Q2 2025 |
4,971
shares
|
$1.21 Million
0.07% of portfolio
|
Q2 2025
Added 5.77%
|
|
|
Alta Advisers LTD
|
Jul 25, 2025 Q2 2025 |
4,970
shares
|
$1.21 Million
0.49% of portfolio
|
Q1 2025
Added 56.78%
|
|
|
Valley Brook Capital Group, Inc.
Venetia, PA |
Jul 25, 2025 Q2 2025 |
4,969
shares
|
$1.21 Million
1.02% of portfolio
|
Q2 2025
Added 5.52%
|
|
|
Cic Wealth, LLC
Rockville, MD |
Nov 08, 2024 Q3 2024 |
4,943
shares
|
$1.2 Million
0.35% of portfolio
|
Q3 2024
Reduced 2.77%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
4,933
shares
|
$1.2 Million
0.1% of portfolio
|
Q2 2023
Added 8.25%
|
|
|
Pictet Bank & Trust LTD
|
Jul 15, 2025 Q2 2025 |
4,932
shares
|
$1.2 Million
1.58% of portfolio
|
Q1 2025
Reduced 3.52%
|
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
4,931
shares
|
$1.2 Million
0.01% of portfolio
|
Q2 2025
Reduced 55.92%
|
|
|
Invera Wealth Advisors, LLC
Bend, OR |
May 02, 2025 Q1 2025 |
4,921
shares
|
$1.19 Million
1.64% of portfolio
|
Q1 2025
Reduced 12.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
4,913
shares
|
$1.19 Million
0.16% of portfolio
|
Q2 2025
Added 3.96%
|
|
|
Founders Financial Securities LLC
|
Aug 06, 2025 Q2 2025 |
4,913
shares
|
$1.19 Million
0.11% of portfolio
|
Q2 2025
Reduced 5.99%
|
|
|
Etesian Wealth Advisors, Inc.
West Linn, OR |
Jul 24, 2025 Q2 2025 |
4,907
shares
|
$1.19 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
B Long Financial, LLC
Memphis, TN |
Aug 13, 2025 Q2 2025 |
4,904
shares
|
$1.19 Million
1.03% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Raelipskie Partnership
Waterloo, A6 |
Aug 06, 2025 Q2 2025 |
4,902
shares
|
$1.19 Million
0.61% of portfolio
|
Q2 2025
Added 11.36%
|
|
|
Westside Investment Management, Inc.
|
Aug 05, 2025 Q2 2025 |
4,890
shares
|
$1.19 Million
0.25% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Aviso Financial Inc.
Toronto, A6 |
Aug 12, 2025 Q2 2025 |
4,889
shares
|
$1.19 Million
0.06% of portfolio
|
Q2 2025
Added 15.77%
|
|
|
Lodestar Private Asset Management LLC
Alamo, CA |
Jul 25, 2025 Q2 2025 |
4,887
shares
|
$1.19 Million
0.15% of portfolio
|
Q2 2025
Reduced 25.85%
|
|
|
Evelyn Partners Investment Management (Europe) LTD
Dublin, |
Aug 12, 2025 Q2 2025 |
4,850
shares
|
$1.18 Million
1.11% of portfolio
|
Q2 2025
Reduced 16.12%
|