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 |
|---|---|---|---|---|---|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
20,182
shares
|
$5.47 Million
1.38% of portfolio
|
Q1 2025
Added 29.2%
|
|
|
Bridge Creek Capital Management LLC
|
Jul 11, 2025 Q2 2025 |
20,162
shares
|
$5.46 Million
1.65% of portfolio
|
Q2 2025
Added 1.89%
|
|
|
Smithbridge Asset Management Inc
|
Apr 16, 2025 Q1 2025 |
20,148
shares
|
$5.46 Million
1.01% of portfolio
|
Q1 2025
Reduced 1.5%
|
|
|
Petredis Investment Advisors LLC
Warrendale, PA |
Jul 11, 2025 Q2 2025 |
20,137
shares
|
$5.46 Million
0.48% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
May 14, 2025 Q1 2025 |
20,131
shares
|
$5.45 Million
0.04% of portfolio
|
Q1 2025
Added 5.24%
|
|
|
Private Wealth Partners, LLC
|
Apr 21, 2025 Q1 2025 |
20,010
shares
|
$5.42 Million
0.45% of portfolio
|
Q1 2025
Added 25.53%
|
|
|
Lmr Partners LLP
London, X0 |
May 15, 2025 Q1 2025 |
20,003
shares
|
$5.42 Million
0.06% of portfolio
|
Q1 2025
Reduced 63.06%
|
|
|
Vise Technologies, Inc.
New York, NY |
Feb 18, 2025 Q4 2024 |
19,974
shares
|
$5.41 Million
0.57% of portfolio
|
Q4 2024
Added 29.57%
|
|
|
Essex Investment Management CO LLC
Boston, MA |
May 07, 2025 Q1 2025 |
19,940
shares
|
$5.4 Million
1.21% of portfolio
|
Q1 2025
Reduced 9.36%
|
|
|
Meridian Management CO
|
May 07, 2025 Q1 2025 |
19,933
shares
|
$5.4 Million
1.7% of portfolio
|
Q1 2025
Reduced 5.18%
|
|
|
Genus Capital Management Inc.
Vancouver, A1 |
Apr 30, 2025 Q1 2025 |
19,872
shares
|
$5.38 Million
0.77% of portfolio
|
Q1 2025
New holding
|
|
|
Meridian Wealth Advisors, LLC
|
May 05, 2025 Q1 2025 |
19,849
shares
|
$5.38 Million
0.99% of portfolio
|
Q1 2025
Added 1.07%
|
|
|
Dynamic Advisor Solutions LLC
|
Jul 09, 2025 Q2 2025 |
19,819
shares
|
$5.37 Million
0.17% of portfolio
|
Q2 2025
Reduced 2.22%
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
May 02, 2025 Q1 2025 |
19,778
shares
|
$5.36 Million
1.12% of portfolio
|
Q1 2025
Added 6.95%
|
|
|
Bailard, Inc.
|
May 02, 2025 Q1 2025 |
19,744
shares
|
$5.35 Million
0.14% of portfolio
|
Q1 2025
Reduced 1.89%
|
|
|
Bouvel Investment Partners, LLC
|
Jul 11, 2025 Q2 2025 |
19,696
shares
|
$5.34 Million
2.01% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
Guinness Atkinson Asset Management Inc
Pasadena, CA |
May 12, 2025 Q1 2025 |
19,666
shares
|
$5.33 Million
3.05% of portfolio
|
Q1 2025
Reduced 4.62%
|
|
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
May 15, 2025 Q1 2025 |
19,485
shares
|
$5.28 Million
0.32% of portfolio
|
Q1 2025
Added 1671.36%
|
|
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
May 15, 2025 Q1 2025 |
19,403
shares
|
$5.26 Million
0.25% of portfolio
|
Q1 2025
Added 52.42%
|
|
|
Sawyer & Company, Inc
|
Jul 09, 2025 Q2 2025 |
19,397
shares
|
$5.26 Million
2.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Consolidated Investment Group LLC
|
Apr 22, 2025 Q1 2025 |
19,325
shares
|
$5.24 Million
0.8% of portfolio
|
Q1 2025
Reduced 3.86%
|
|
|
Ossiam
Paris, I0 |
May 14, 2025 Q1 2025 |
19,283
shares
|
$5.22 Million
0.07% of portfolio
|
Q1 2025
Added 9.61%
|
|
|
Ea Series Trust
Havertown, PA |
Jul 27, 2023 Q2 2023 |
19,222
shares
|
$5.21 Million
0.14% of portfolio
|
Q2 2023
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
19,184
shares
|
$5.2 Million
0.11% of portfolio
|
Q1 2025
Reduced 0.82%
|
|
|
Exchange Traded Concepts, LLC
|
Jul 10, 2025 Q2 2025 |
19,142
shares
|
$5.19 Million
0.07% of portfolio
|
Q2 2025
Added 85.54%
|