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 |
|---|---|---|---|---|---|
|
Greater Midwest Financial Group, LLC
St. Paul, MN |
Apr 30, 2025 Q1 2025 |
21,458
shares
|
$5.81 Million
4.01% of portfolio
|
Q1 2025
Added 4.48%
|
|
|
Kornitzer Capital Management Inc
|
May 02, 2025 Q1 2025 |
21,438
shares
|
$5.81 Million
0.12% of portfolio
|
Q1 2025
Reduced 5.3%
|
|
|
Means Investment Co., Inc.
|
Apr 21, 2025 Q1 2025 |
21,437
shares
|
$5.81 Million
0.63% of portfolio
|
Q1 2025
Reduced 48.66%
|
|
|
Hyman Charles D
|
Jul 25, 2024 Q2 2024 |
21,379
shares
|
$5.79 Million
0.31% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Venture Visionary Partners LLC
|
May 14, 2025 Q1 2025 |
21,376
shares
|
$5.79 Million
0.25% of portfolio
|
Q1 2025
Reduced 15.85%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
May 13, 2025 Q1 2025 |
21,299
shares
|
$5.77 Million
0.26% of portfolio
|
Q1 2025
New holding
|
|
|
Rb Capital Management, LLC
|
Jul 03, 2025 Q2 2025 |
21,282
shares
|
$5.77 Million
1.39% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Dnca Finance
Paris, I0 |
May 14, 2025 Q1 2025 |
21,100
shares
|
$5.72 Million
0.47% of portfolio
|
Q1 2025
Reduced 38.12%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
21,058
shares
|
$5.71 Million
3.01% of portfolio
|
Q1 2025
Reduced 1.34%
|
|
|
First Financial Bank Trust Division
Hamilton, OH |
Jul 02, 2025 Q2 2025 |
21,023
shares
|
$5.7 Million
0.51% of portfolio
|
Q2 2025
Reduced 10.95%
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
21,000
shares
|
$5.69 Million
0.19% of portfolio
|
Q1 2025
Added 1.68%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
20,941
shares
|
$5.67 Million
0.11% of portfolio
|
Q1 2025
Added 5.65%
|
|
|
Linden Thomas Advisory Services, LLC
Charlotte, NC |
Apr 30, 2025 Q1 2025 |
20,860
shares
|
$5.65 Million
0.72% of portfolio
|
Q1 2025
Added 4.06%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
20,860
shares
|
$5.65 Million
1.14% of portfolio
|
Q1 2025
Added 0.38%
|
|
|
Pendal Group LTD
|
Jan 19, 2023 Q4 2022 |
20,788
shares
|
$5.63 Million
0.02% of portfolio
|
Q4 2022
Added 18.5%
|
|
|
Mondrian Investment Partners LTD
London, X0 |
May 13, 2025 Q1 2025 |
20,722
shares
|
$5.61 Million
0.1% of portfolio
|
Q4 2024
Reduced 57.45%
|
|
|
Iowa State Bank
|
Apr 09, 2025 Q1 2025 |
20,658
shares
|
$5.6 Million
1.2% of portfolio
|
Q1 2025
Reduced 1.95%
|
|
|
Icon Wealth Partners, LLC
|
Nov 14, 2023 Q3 2023 |
20,651
shares
|
$5.59 Million
0.48% of portfolio
|
Q3 2023
Reduced 0.9%
|
|
|
Harbor Capital Advisors, Inc.
|
Jul 09, 2025 Q2 2025 |
20,614
shares
|
$5.58 Million
0.24% of portfolio
|
Q2 2025
Reduced 0.51%
|
|
|
Ballentine Partners, LLC
Waltham, MA |
May 01, 2025 Q1 2025 |
20,611
shares
|
$5.58 Million
0.1% of portfolio
|
Q1 2025
Added 4.31%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
20,561
shares
|
$5.57 Million
0.42% of portfolio
|
Q4 2023
Added 0.15%
|
|
|
Sea Bridge Investment Advisors LLC
|
May 02, 2025 Q1 2025 |
20,479
shares
|
$5.55 Million
1.22% of portfolio
|
Q1 2025
Added 1.99%
|
|
|
Hartline Investment Corp
Winnetka, IL |
Apr 28, 2025 Q1 2025 |
20,425
shares
|
$5.53 Million
0.73% of portfolio
|
Q1 2025
Reduced 38.24%
|
|
|
Trivest Advisors LTD
Hong Kong, K3 |
May 08, 2025 Q1 2025 |
20,292
shares
|
$5.5 Million
0.5% of portfolio
|
Q1 2025
Reduced 93.4%
|
|
|
China Universal Asset Management Co., Ltd.
Shanghai, F4 |
Apr 29, 2025 Q1 2025 |
20,269
shares
|
$5.49 Million
0.52% of portfolio
|
Q1 2025
Reduced 13.69%
|