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 |
|---|---|---|---|---|---|
|
Pointe Capital Management LLC
|
Aug 05, 2025 Q2 2025 |
3,027
shares
|
$734,834
0.44% of portfolio
|
Q2 2025
Added 2.13%
|
|
|
Krane Funds Advisors LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
3,025
shares
|
$734,349
0.04% of portfolio
|
Q2 2025
Added 5.62%
|
|
|
Concentrum Wealth Management
|
May 07, 2025 Q1 2025 |
3,024
shares
|
$734,106
0.3% of portfolio
|
Q1 2025
Added 0.7%
|
|
|
Balasa Dinverno & Foltz LLC
Itasca, IL |
Oct 25, 2022 Q3 2022 |
3,012
shares
|
$731,193
0.03% of portfolio
|
Q3 2022
Reduced 10.41%
|
|
|
Joel Isaacson & Co., LLC
|
Jul 23, 2025 Q2 2025 |
3,011
shares
|
$730,950
0.03% of portfolio
|
Q2 2025
Added 4.26%
|
|
|
Iq Eq Fund Management (Ireland) LTD
|
Aug 01, 2025 Q2 2025 |
3,006
shares
|
$729,736
0.08% of portfolio
|
Q2 2025
Added 57.71%
|
|
|
Warm Springs Advisors Inc.
Larkspur, CA |
Aug 06, 2025 Q2 2025 |
3,004
shares
|
$729,251
0.7% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Trade Link Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
3,000
shares
|
$728,280
2.9% of portfolio
|
Q2 2025
New holding
|
|
|
North Fourth Asset Management, LP
New York, NY |
Nov 14, 2023 Q3 2023 |
3,000
shares
|
$728,280
0.37% of portfolio
|
Q3 2023
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
2,998
shares
|
$727,794
0.51% of portfolio
|
Q1 2025
Added 2.22%
|
|
|
Cypress Wealth Services, LLC
|
Jul 28, 2025 Q2 2025 |
2,969
shares
|
$720,754
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Donald L. Hagan, LLC
|
Jul 18, 2025 Q2 2025 |
2,968
shares
|
$720,511
0.46% of portfolio
|
Q2 2025
New holding
|
|
|
B&L Asset Management LLC
Boston, MA |
Aug 04, 2025 Q2 2025 |
2,965
shares
|
$719,783
0.46% of portfolio
|
Q2 2025
Added 6.08%
|
|
|
Argyle Capital Partners, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,964
shares
|
$719,540
0.67% of portfolio
|
Q2 2025
Reduced 6.82%
|
|
|
Sivia Capital Partners, LLC
Mill Valley, CA |
Jul 09, 2025 Q2 2025 |
2,958
shares
|
$718,084
0.24% of portfolio
|
Q2 2025
Added 3.72%
|
|
|
Proficio Capital Partners LLC
Newton, MA |
Aug 07, 2025 Q2 2025 |
2,957
shares
|
$717,841
0.0% of portfolio
|
Q2 2025
Added 7.33%
|
|
|
Hilltop National Bank
Casper, WY |
Jul 21, 2025 Q2 2025 |
2,954
shares
|
$717,113
0.21% of portfolio
|
Q2 2025
Added 54.82%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
2,950
shares
|
$716,142
0.12% of portfolio
|
Q2 2025
Reduced 3.37%
|
|
|
Alpha Family Trust
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
2,935
shares
|
$712,500
0.4% of portfolio
|
Q4 2022
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
2,926
shares
|
$710,315
0.64% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Bienville Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
2,924
shares
|
$709,830
0.18% of portfolio
|
Q4 2022
Reduced 51.27%
|
|
|
Baron Wealth Management LLC
Troy, MI |
Jul 09, 2025 Q2 2025 |
2,912
shares
|
$706,917
0.28% of portfolio
|
Q2 2025
Reduced 22.41%
|
|
|
Knuff & CO LLC
Foster City, CA |
Aug 13, 2025 Q2 2025 |
2,910
shares
|
$706,431
0.25% of portfolio
|
Q2 2025
Reduced 0.85%
|
|
|
Yahav Achim Ve Achayot Provident Funds Management CO Ltd.
Tel Aviv, L3 |
May 12, 2025 Q1 2025 |
2,907
shares
|
$705,703
3.38% of portfolio
|
Q1 2025
New holding
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,906
shares
|
$705,460
0.09% of portfolio
|
Q2 2025
Added 4.72%
|