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 |
|---|---|---|---|---|---|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
4,697
shares
|
$1.14 Million
0.35% of portfolio
|
Q2 2025
Added 317.51%
|
|
|
Vela Investment Management, LLC
New Albany, OH |
Jul 29, 2025 Q2 2025 |
4,692
shares
|
$1.14 Million
0.36% of portfolio
|
Q1 2025
Reduced 0.76%
|
|
|
Meridian Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
4,683
shares
|
$1.14 Million
0.6% of portfolio
|
Q2 2025
Added 4.25%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jul 24, 2025 Q2 2025 |
4,669
shares
|
$1.13 Million
0.89% of portfolio
|
Q2 2025
Added 4.24%
|
|
|
Fire Capital Management LLC
San Francisco, CA |
Aug 01, 2025 Q2 2025 |
4,669
shares
|
$1.13 Million
0.81% of portfolio
|
Q2 2025
Added 7.8%
|
|
|
First United Bank & Trust
|
Jul 18, 2025 Q2 2025 |
4,650
shares
|
$1.13 Million
0.46% of portfolio
|
Q2 2025
Added 3.91%
|
|
|
Generali Investments Towarzystwo Funduszy Inwestycyjnych
Warsaw, R9 |
Jul 31, 2025 Q2 2025 |
4,650
shares
|
$1.13 Million
0.66% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
Moody Lynn & Lieberson, LLC
|
Jul 17, 2025 Q2 2025 |
4,628
shares
|
$1.12 Million
0.08% of portfolio
|
Q2 2025
Reduced 7.37%
|
|
|
Fairscale Capital, LLC
Nashua, NH |
Aug 12, 2025 Q2 2025 |
4,625
shares
|
$1.12 Million
0.87% of portfolio
|
Q2 2025
Added 5.02%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
4,622
shares
|
$1.12 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.47%
|
|
|
Allred Capital Management, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
4,622
shares
|
$1.12 Million
0.48% of portfolio
|
Q2 2025
Reduced 1.26%
|
|
|
Evelyn Partners Investment Management Services LTD
London, |
Aug 12, 2025 Q2 2025 |
4,621
shares
|
$1.12 Million
0.13% of portfolio
|
Q2 2025
Added 20.09%
|
|
|
Interchange Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
4,603
shares
|
$1.12 Million
0.3% of portfolio
|
Q2 2025
Added 1352.05%
|
|
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
4,597
shares
|
$1.12 Million
0.09% of portfolio
|
Q2 2025
Reduced 2.96%
|
|
|
Key F Inancial Inc
|
Aug 05, 2025 Q2 2025 |
4,592
shares
|
$1.11 Million
0.26% of portfolio
|
Q2 2025
Added 76.48%
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
4,578
shares
|
$1.11 Million
0.09% of portfolio
|
Q2 2025
Reduced 19.82%
|
|
|
Gardner Lewis Asset Management L P
Chadds Ford, PA |
Aug 12, 2025 Q2 2025 |
4,575
shares
|
$1.11 Million
0.31% of portfolio
|
Q1 2025
Reduced 38.22%
|
|
|
Eqis Capital Management, Inc.
San Rafael, CA |
Jul 30, 2025 Q2 2025 |
4,568
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 9.26%
|
|
|
Malaga Cove Capital, LLC
|
Aug 06, 2025 Q2 2025 |
4,566
shares
|
$1.11 Million
0.52% of portfolio
|
Q2 2025
Reduced 11.61%
|
|
|
Bridgewater Advisors Inc.
|
Aug 05, 2025 Q2 2025 |
4,554
shares
|
$1.11 Million
0.1% of portfolio
|
Q2 2025
Added 7.84%
|
|
|
Financial Architects, Inc
Marlton, NJ |
Aug 09, 2023 Q2 2023 |
4,540
shares
|
$1.1 Million
0.15% of portfolio
|
Q2 2023
Added 1.0%
|
|
|
First American Bank
Dundee, IL |
Jul 16, 2025 Q2 2025 |
4,537
shares
|
$1.1 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Gen Wealth Partners Inc
Zeeland, MI |
Aug 14, 2025 Q2 2025 |
4,525
shares
|
$1.1 Million
0.48% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
4,524
shares
|
$1.1 Million
0.12% of portfolio
|
Q1 2025
Added 11.05%
|
|
|
Capital Performance Advisors LLP
|
Aug 04, 2025 Q2 2025 |
4,516
shares
|
$1.1 Million
0.24% of portfolio
|
Q2 2025
Reduced 5.4%
|