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 |
|---|---|---|---|---|---|
|
Unified Investment Management
Atlanta, GA |
Jul 15, 2025 Q2 2025 |
3,875
shares
|
$940,695
1.13% of portfolio
|
Q2 2025
Added 1.47%
|
|
|
Ov Management LLC
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
3,871
shares
|
$939,723
0.88% of portfolio
|
Q2 2025
Reduced 62.5%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
3,861
shares
|
$937,296
0.1% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Birinyi Associates Inc
|
Jul 23, 2025 Q2 2025 |
3,858
shares
|
$936,568
0.31% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
Fairtree Asset Management (Pty) LTD
Bellville, Cape Town, T3 |
Aug 13, 2025 Q2 2025 |
3,857
shares
|
$936,325
0.79% of portfolio
|
Q2 2025
Added 136.34%
|
|
|
Grove Bank & Trust
|
Jul 10, 2025 Q2 2025 |
3,838
shares
|
$931,712
0.13% of portfolio
|
Q2 2025
Reduced 0.88%
|
|
|
Stansberry Asset Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
3,832
shares
|
$930,256
0.13% of portfolio
|
Q2 2025
Reduced 78.33%
|
|
|
Putney Financial Group LLC
San Rafael, CA |
Aug 04, 2025 Q2 2025 |
3,820
shares
|
$927,343
1.05% of portfolio
|
Q2 2025
Reduced 4.14%
|
|
|
Gm Advisory Group, Inc.
Melville, NY |
Aug 12, 2025 Q2 2025 |
3,811
shares
|
$925,158
0.05% of portfolio
|
Q2 2025
Added 182.51%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
3,804
shares
|
$923,459
0.01% of portfolio
|
Q2 2025
Added 1.17%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
3,799
shares
|
$922,245
0.38% of portfolio
|
Q2 2025
Added 2.95%
|
|
|
Taylor Wealth Management Partners
Boston, MA |
Aug 12, 2022 Q2 2022 |
3,798
shares
|
$922,002
0.36% of portfolio
|
Q2 2022
Reduced 2.81%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
3,787
shares
|
$919,332
0.25% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
3,779
shares
|
$917,390
0.35% of portfolio
|
Q2 2025
Added 9.44%
|
|
|
First Merchants Corp
|
Jul 23, 2025 Q2 2025 |
3,769
shares
|
$914,962
0.07% of portfolio
|
Q2 2025
Reduced 10.6%
|
|
|
Australian Super Pty LTD
|
Aug 01, 2025 Q2 2025 |
3,752
shares
|
$910,835
0.01% of portfolio
|
Q2 2025
Reduced 98.0%
|
|
|
Masso Torrence Wealth Management Inc.
|
Jul 14, 2025 Q2 2025 |
3,751
shares
|
$910,592
0.51% of portfolio
|
Q2 2025
Added 7.11%
|
|
|
First Purpose Wealth LLC
|
Apr 22, 2024 Q1 2024 |
3,746
shares
|
$909,378
0.41% of portfolio
|
Q1 2024
Reduced 0.85%
|
|
|
Ropes Wealth Advisors LLC
Boston, MA |
Oct 19, 2023 Q3 2023 |
3,739
shares
|
$907,679
0.15% of portfolio
|
Q3 2023
Reduced 3.11%
|
|
|
Burford Brothers, Inc.
Dallas, TX |
Jul 29, 2025 Q2 2025 |
3,731
shares
|
$905,737
0.47% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
3,728
shares
|
$905,009
0.05% of portfolio
|
Q2 2025
Reduced 4.09%
|
|
|
Texas Bank & Trust CO
Longview, TX |
Aug 05, 2025 Q2 2025 |
3,718
shares
|
$902,581
0.4% of portfolio
|
Q2 2025
Added 5.06%
|
|
|
Guardian Partners Inc.
Toronto, Z4 |
Aug 07, 2025 Q2 2025 |
3,705
shares
|
$899,425
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Oder Investment Management, LLC
Woodland Hills, CA |
Aug 11, 2025 Q2 2025 |
3,698
shares
|
$897,726
0.77% of portfolio
|
Q1 2025
Reduced 1.6%
|
|
|
Virtu Financial LLC
New York, NY |
Aug 12, 2025 Q2 2025 |
3,686
shares
|
$894,813
0.05% of portfolio
|
Q2 2025
Reduced 45.2%
|