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 |
|---|---|---|---|---|---|
|
Highlander Capital Management, LLC
Short Hills, NJ |
May 20, 2024 Q1 2024 |
4,020
shares
|
$975,895
0.49% of portfolio
|
Q1 2024
Reduced 16.98%
|
|
|
Trust Point Inc.
La Crosse, WI |
Jul 10, 2025 Q2 2025 |
4,001
shares
|
$971,282
0.1% of portfolio
|
Q2 2025
Reduced 5.5%
|
|
|
Curbstone Financial Management Corp
|
Jul 29, 2025 Q2 2025 |
3,976
shares
|
$965,213
0.23% of portfolio
|
Q2 2025
Added 9.65%
|
|
|
Community Bank & Trust, Waco, Texas
Waco, TX |
Jul 18, 2025 Q2 2025 |
3,973
shares
|
$964,485
0.25% of portfolio
|
Q1 2025
Reduced 0.2%
|
|
|
Urban Wealth Management, LLC
|
Jul 22, 2022 Q2 2022 |
3,966
shares
|
$962,786
2.2% of portfolio
|
Q2 2022
New holding
|
|
|
Drw Securities, L.L.C.
Chicago, IL |
Nov 14, 2022 Q3 2022 |
3,964
shares
|
$962,300
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Trillium Asset Management, LLC
Boston, MA |
Aug 05, 2025 Q2 2025 |
3,962
shares
|
$961,815
0.03% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Fcg Investment CO
Germantown, TN |
Jul 16, 2025 Q2 2025 |
3,961
shares
|
$961,572
0.56% of portfolio
|
Q2 2025
Reduced 48.25%
|
|
|
Lebenthal Global Advisors, LLC
|
Aug 14, 2025 Q2 2025 |
3,948
shares
|
$958,416
0.21% of portfolio
|
Q2 2025
Reduced 6.13%
|
|
|
Minot De Blois Advisors LLC
Boston, MA |
Aug 12, 2025 Q2 2025 |
3,945
shares
|
$957,688
1.02% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Magnolia Capital Advisors LLC
Jackson, MS |
Aug 05, 2025 Q2 2025 |
3,939
shares
|
$956,231
0.28% of portfolio
|
Q2 2025
Reduced 3.57%
|
|
|
Wincap Financial LLC
Boston, MA |
Aug 01, 2025 Q2 2025 |
3,936
shares
|
$955,503
0.86% of portfolio
|
Q2 2025
Added 3.12%
|
|
|
Motiv8 Investments LLC
Port St. Lucie, FL |
Jul 22, 2025 Q2 2025 |
3,928
shares
|
$953,561
0.66% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Tilt Investment Management Holdings, Pbc
New York, NY |
Jan 31, 2024 Q4 2023 |
3,919
shares
|
$951,376
1.11% of portfolio
|
Q4 2023
Reduced 26.27%
|
|
|
Sargent Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
3,917
shares
|
$950,890
0.15% of portfolio
|
Q2 2025
Reduced 6.78%
|
|
|
Fukoku Mutual Life Insurance CO
|
May 01, 2025 Q1 2025 |
3,916
shares
|
$950,648
0.08% of portfolio
|
Q4 2024
Reduced 27.7%
|
|
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
Jul 24, 2024 Q2 2024 |
3,915
shares
|
$950,405
0.55% of portfolio
|
Q1 2024
Added 12.86%
|
|
|
Fiduciary Financial Group, LLC
San Rafael, CA |
Jul 02, 2025 Q2 2025 |
3,915
shares
|
$950,405
0.19% of portfolio
|
Q2 2025
Reduced 9.27%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
3,912
shares
|
$949,677
0.31% of portfolio
|
Q1 2025
Reduced 10.01%
|
|
|
Fox Run Management, L.L.C.
Greenwich, CT |
Aug 06, 2025 Q2 2025 |
3,907
shares
|
$948,463
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Aug 13, 2025 Q2 2025 |
3,906
shares
|
$948,220
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Rothschild Investment LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
3,896
shares
|
$945,792
0.07% of portfolio
|
Q2 2025
Added 12.31%
|
|
|
Bradyco, Inc.
Cambridge, MA |
Aug 13, 2025 Q2 2025 |
3,894
shares
|
$945,307
0.78% of portfolio
|
Q4 2024
New holding
|
|
|
Carnegie Lake Advisors LLC
Princeton, NJ |
Aug 06, 2025 Q2 2025 |
3,886
shares
|
$943,365
0.42% of portfolio
|
Q1 2025
Reduced 3.33%
|
|
|
West Family Investments, Inc.
Carlsbad, CA |
Aug 13, 2025 Q2 2025 |
3,876
shares
|
$940,937
0.27% of portfolio
|
Q2 2025
Added 37.64%
|