Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,367 institutions that hold shares in the stock, with a total of 768 Million shares, which have been reported (via 13F filing form) to have a value of $208 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
48,821
shares
|
$13.2 Million
0.15% of portfolio
|
Q1 2025
Added 267.3%
|
|
|
Verition Fund Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
48,701
shares
|
$13.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 55.9%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
48,566
shares
|
$13.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 21.72%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
48,178
shares
|
$13.1 Million
0.59% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Blb&B Advisors, LLC
|
Apr 25, 2025 Q1 2025 |
48,164
shares
|
$13 Million
0.67% of portfolio
|
Q1 2025
Added 3.61%
|
|
|
Nishkama Capital, LLC
Dorado, PR |
May 14, 2025 Q1 2025 |
48,092
shares
|
$13 Million
1.52% of portfolio
|
Q1 2025
Reduced 80.34%
|
|
|
Walleye Capital LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
48,083
shares
|
$13 Million
0.06% of portfolio
|
Q1 2025
Reduced 69.89%
|
|
|
Prana Capital Management, LP
Greenwich, CT |
May 15, 2025 Q1 2025 |
47,754
shares
|
$12.9 Million
0.57% of portfolio
|
Q1 2025
Added 57.5%
|
|
|
Perigon Wealth Management, LLC
San Francisco, CA |
Apr 23, 2025 Q1 2025 |
47,723
shares
|
$12.9 Million
0.34% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Choreo, LLC
Minneapolis, MN |
May 06, 2025 Q1 2025 |
47,513
shares
|
$12.9 Million
0.19% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Rothschild Investment Corp
|
Oct 16, 2023 Q3 2023 |
47,480
shares
|
$12.9 Million
0.81% of portfolio
|
Q3 2023
Added 0.06%
|
|
|
Lvm Capital Management LTD
|
Jul 02, 2025 Q2 2025 |
47,175
shares
|
$12.8 Million
1.34% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Quest Investment Management LLC
Lake Oswego, OR |
May 14, 2025 Q1 2025 |
46,656
shares
|
$12.6 Million
1.78% of portfolio
|
Q1 2025
Added 9.48%
|
|
|
Trust CO Of Vermont
|
Apr 24, 2025 Q1 2025 |
46,655
shares
|
$12.6 Million
0.64% of portfolio
|
Q1 2025
Added 6.01%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
46,604
shares
|
$12.6 Million
1.22% of portfolio
|
Q1 2025
Added 334.86%
|
|
|
Livforsakringsbolaget Skandia, Omsesidigt
Stockholm, V7 |
Jul 11, 2025 Q2 2025 |
46,600
shares
|
$12.6 Million
0.6% of portfolio
|
Q2 2025
Added 489.87%
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
46,500
shares
|
$12.6 Million
0.59% of portfolio
|
Q1 2025
Added 10.54%
|
|
|
Eisler Capital (Us) LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
46,307
shares
|
$12.5 Million
0.27% of portfolio
|
Q3 2024
New holding
|
|
|
Profund Advisors LLC
|
May 08, 2025 Q1 2025 |
46,153
shares
|
$12.5 Million
0.55% of portfolio
|
Q1 2025
Added 12.11%
|
|
|
Mcrae Capital Management Inc
|
May 13, 2025 Q1 2025 |
46,067
shares
|
$12.5 Million
2.79% of portfolio
|
Q1 2025
Reduced 0.35%
|
|
|
Buckingham Capital Management, Inc.
|
Jan 31, 2025 Q4 2024 |
45,968
shares
|
$12.5 Million
1.82% of portfolio
|
Q4 2024
Reduced 2.74%
|
|
|
River Wealth Advisors LLC
Camp Hill, PA |
May 14, 2025 Q1 2025 |
45,968
shares
|
$12.5 Million
1.77% of portfolio
|
Q1 2025
Added 25.25%
|
|
|
Point72 (Difc) LTD
Dubai, C0 |
May 15, 2025 Q1 2025 |
45,961
shares
|
$12.5 Million
0.51% of portfolio
|
Q1 2025
Reduced 55.84%
|
|
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
May 09, 2025 Q1 2025 |
45,954
shares
|
$12.4 Million
0.47% of portfolio
|
Q1 2025
Added 46.39%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
45,840
shares
|
$12.4 Million
0.16% of portfolio
|
Q1 2025
Added 0.23%
|