Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,369 institutions that hold shares in the stock, with a total of 769 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 |
|---|---|---|---|---|---|
|
Private Asset Management Inc
|
Oct 20, 2023 Q3 2023 |
23,042
shares
|
$6.24 Million
1.11% of portfolio
|
Q3 2023
Reduced 27.04%
|
|
|
Campbell & CO Investment Adviser LLC
Baltimore, MD |
May 14, 2025 Q1 2025 |
23,024
shares
|
$6.24 Million
0.49% of portfolio
|
Q1 2025
Added 158.38%
|
|
|
Sfmg, LLC
|
May 09, 2025 Q1 2025 |
22,969
shares
|
$6.22 Million
0.5% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Van Strum & Towne Inc.
San Francisco, CA |
May 05, 2025 Q1 2025 |
22,950
shares
|
$6.22 Million
2.07% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
22,935
shares
|
$6.21 Million
0.08% of portfolio
|
Q1 2025
Added 8.39%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
22,873
shares
|
$6.2 Million
0.2% of portfolio
|
Q1 2025
Reduced 10.72%
|
|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
22,801
shares
|
$6.18 Million
0.32% of portfolio
|
Q1 2025
Added 27.62%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
22,585
shares
|
$6.12 Million
0.19% of portfolio
|
Q4 2024
Reduced 0.42%
|
|
|
Burleson & Company, LLC
|
Jan 30, 2023 Q4 2022 |
22,564
shares
|
$6.11 Million
0.78% of portfolio
|
Q4 2022
Added 20.33%
|
|
|
Selective Wealth Management, Inc.
|
Jul 10, 2025 Q2 2025 |
22,551
shares
|
$6.11 Million
2.26% of portfolio
|
Q2 2025
Reduced 3.06%
|
|
|
Ardsley Advisory Partners LP
Stamford, CT |
May 15, 2025 Q1 2025 |
22,500
shares
|
$6.1 Million
1.36% of portfolio
|
Q1 2025
Reduced 75.54%
|
|
|
Atom Investors LP
Austin, TX |
May 15, 2025 Q1 2025 |
22,461
shares
|
$6.09 Million
0.78% of portfolio
|
Q1 2025
Added 1397.4%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
22,416
shares
|
$6.07 Million
0.05% of portfolio
|
Q1 2025
Added 46.25%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
22,321
shares
|
$6.05 Million
0.37% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Red Door Wealth Management, LLC
|
Apr 25, 2025 Q1 2025 |
22,306
shares
|
$6.04 Million
0.93% of portfolio
|
Q1 2025
Added 7.86%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
22,291
shares
|
$6.04 Million
0.66% of portfolio
|
Q1 2025
New holding
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
22,213
shares
|
$6.02 Million
0.64% of portfolio
|
Q2 2025
Reduced 4.3%
|
|
|
Redpoint Investment Management Pty LTD
|
Oct 14, 2022 Q3 2022 |
22,166
shares
|
$6.01 Million
0.47% of portfolio
|
Q3 2022
Reduced 9.52%
|
|
|
Sawtooth Solutions, LLC
|
Jan 29, 2024 Q4 2023 |
22,052
shares
|
$5.97 Million
0.16% of portfolio
|
Q4 2023
Reduced 26.66%
|
|
|
St Germain D J CO Inc
Springfield, MA |
Apr 09, 2025 Q1 2025 |
22,046
shares
|
$5.97 Million
0.29% of portfolio
|
Q1 2025
Reduced 2.78%
|
|
|
S Bank Fund Management LTD
Helsinki, H9 |
May 13, 2025 Q1 2025 |
21,965
shares
|
$5.95 Million
1.11% of portfolio
|
Q1 2025
New holding
|
|
|
Yhb Investment Advisors, Inc.
|
Jul 10, 2025 Q2 2025 |
21,909
shares
|
$5.94 Million
0.48% of portfolio
|
Q2 2025
Added 2.5%
|
|
|
Steel Peak Wealth Management LLC
|
Apr 30, 2025 Q1 2025 |
21,662
shares
|
$5.87 Million
0.25% of portfolio
|
Q1 2025
Added 27.6%
|
|
|
Wells Trecaso Financial Group, LLC
|
Apr 18, 2025 Q1 2025 |
21,645
shares
|
$5.86 Million
1.94% of portfolio
|
Q1 2025
New holding
|
|
|
Roanoke Asset Management Corp
Jersey City, NJ |
May 13, 2025 Q1 2025 |
21,565
shares
|
$5.84 Million
1.98% of portfolio
|
Q4 2024
Reduced 2.71%
|