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 |
|---|---|---|---|---|---|
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
Apr 21, 2025 Q1 2025 |
15,141
shares
|
$4.1 Million
0.16% of portfolio
|
Q1 2025
Reduced 14.44%
|
|
|
Strategic Planning Group, LLC
Bountiful, UT |
Apr 10, 2025 Q1 2025 |
15,117
shares
|
$4.1 Million
0.79% of portfolio
|
Q1 2025
Reduced 5.63%
|
|
|
Generali Investments Cee, Investicni Spolecnost, A.S.
Prague, 2N |
Apr 29, 2025 Q1 2025 |
15,106
shares
|
$4.09 Million
0.38% of portfolio
|
Q1 2025
Reduced 2.06%
|
|
|
Renaissance Investment Group LLC
|
Jul 09, 2025 Q2 2025 |
15,094
shares
|
$4.09 Million
0.96% of portfolio
|
Q2 2025
Reduced 40.76%
|
|
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
Apr 16, 2025 Q1 2025 |
15,089
shares
|
$4.09 Million
0.39% of portfolio
|
Q1 2025
Added 1.06%
|
|
|
Investment Research & Advisory Group, Inc.
|
Apr 21, 2025 Q1 2025 |
15,072
shares
|
$4.08 Million
1.71% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Vickerman Investment Advisors, Inc.
Spokane, WA |
Apr 29, 2025 Q1 2025 |
15,020
shares
|
$4.07 Million
0.99% of portfolio
|
Q1 2025
Added 10.87%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
15,000
shares
|
$4.06 Million
1.29% of portfolio
|
Q1 2025
Reduced 4.47%
|
|
|
Pko Investment Management Joint Stock CO
Warsaw, R9 |
Apr 18, 2025 Q1 2025 |
15,000
shares
|
$4.06 Million
0.46% of portfolio
|
Q1 2025
New holding
|
|
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
May 15, 2025 Q1 2025 |
14,976
shares
|
$4.06 Million
0.07% of portfolio
|
Q1 2025
Reduced 13.7%
|
|
|
Trust CO Of Toledo Na
Holland, OH |
Apr 17, 2025 Q1 2025 |
14,927
shares
|
$4.04 Million
0.54% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Sepio Capital, LP
|
May 15, 2025 Q1 2025 |
14,910
shares
|
$4.04 Million
0.4% of portfolio
|
Q1 2025
Reduced 2.52%
|
|
|
Murphy Capital Management Inc
|
Jul 13, 2022 Q2 2022 |
14,905
shares
|
$4.04 Million
0.34% of portfolio
|
Q2 2022
Reduced 18.53%
|
|
|
Progressive Investment Management Corp
|
May 13, 2025 Q1 2025 |
14,776
shares
|
$4 Million
1.12% of portfolio
|
Q1 2025
Reduced 1.66%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
14,774
shares
|
$4 Million
0.77% of portfolio
|
Q1 2025
Added 173.14%
|
|
|
Y.D. More Investments LTD
Ramat Gan, L3 |
May 12, 2025 Q1 2025 |
14,683
shares
|
$3.98 Million
0.34% of portfolio
|
Q1 2025
Reduced 22.65%
|
|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Apr 28, 2025 Q1 2025 |
14,659
shares
|
$3.97 Million
1.59% of portfolio
|
Q1 2025
Reduced 3.15%
|
|
|
De Burlo Group Inc
Boston, MA |
May 07, 2025 Q1 2025 |
14,614
shares
|
$3.96 Million
0.58% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
14,610
shares
|
$3.96 Million
0.68% of portfolio
|
Q1 2025
Added 169.31%
|
|
|
Siren, L.L.C.
New York, NY |
May 14, 2025 Q1 2025 |
14,600
shares
|
$3.96 Million
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Cullen Investment Group, Ltd.
Lafayette, LA |
Jul 01, 2025 Q2 2025 |
14,557
shares
|
$3.94 Million
0.56% of portfolio
|
Q2 2025
Reduced 3.3%
|
|
|
Nbt Bank N A
|
Apr 17, 2025 Q1 2025 |
14,362
shares
|
$3.89 Million
0.28% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Bar Harbor Wealth Management
Concord, NH |
Apr 16, 2025 Q1 2025 |
14,346
shares
|
$3.89 Million
0.26% of portfolio
|
Q1 2025
Reduced 2.18%
|
|
|
Advisor Resource Council
|
Apr 21, 2025 Q1 2025 |
14,343
shares
|
$3.89 Million
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Hillman Capital Management, Inc.
Bethesda, MD |
May 15, 2025 Q1 2025 |
14,333
shares
|
$3.88 Million
2.02% of portfolio
|
Q1 2025
Reduced 32.25%
|