Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,417 institutions that hold shares in the stock, with a total of 777 Million shares, which have been reported (via 13F filing form) to have a value of $188 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clarity Capital Partners LLC
Newport Beach, CA |
Jul 21, 2025 Q2 2025 |
13,917
shares
|
$3.37 Million
1.36% of portfolio
|
Q2 2025
Reduced 5.06%
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
Aug 13, 2025 Q2 2025 |
13,790
shares
|
$3.34 Million
0.7% of portfolio
|
Q2 2025
Added 6.29%
|
|
|
Telemus Capital, LLC
|
Feb 01, 2024 Q4 2023 |
13,780
shares
|
$3.34 Million
0.3% of portfolio
|
Q4 2023
Added 4.97%
|
|
|
Canal Capital Management, LLC
|
Feb 14, 2025 Q4 2024 |
13,752
shares
|
$3.33 Million
0.78% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Wd Rutherford LLC
|
Jul 16, 2025 Q2 2025 |
13,718
shares
|
$3.32 Million
1.76% of portfolio
|
Q2 2025
Reduced 2.17%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
13,629
shares
|
$3.3 Million
0.1% of portfolio
|
Q2 2025
Added 14.05%
|
|
|
Kcm Investment Advisors LLC
Greenbrae, CA |
Aug 06, 2025 Q2 2025 |
13,570
shares
|
$3.29 Million
0.13% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Aug 14, 2025 Q2 2025 |
13,569
shares
|
$3.29 Million
0.25% of portfolio
|
Q2 2025
Added 14.86%
|
|
|
Cozad Asset Management Inc
Champaign, IL |
Aug 12, 2025 Q2 2025 |
13,547
shares
|
$3.28 Million
0.34% of portfolio
|
Q2 2025
Reduced 5.46%
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Aug 05, 2025 Q2 2025 |
13,503
shares
|
$3.27 Million
0.87% of portfolio
|
Q2 2025
Added 5.45%
|
|
|
Puzo Michael J
|
Jul 23, 2025 Q2 2025 |
13,446
shares
|
$3.26 Million
1.07% of portfolio
|
Q2 2025
Added 20.87%
|
|
|
West Michigan Advisors, LLC
Holland, MI |
Jul 31, 2025 Q2 2025 |
13,419
shares
|
$3.25 Million
1.12% of portfolio
|
Q2 2025
Added 551.09%
|
|
|
Sturgeon Ventures LLP
|
Oct 17, 2023 Q3 2023 |
13,292
shares
|
$3.22 Million
3.55% of portfolio
|
Q3 2023
Added 40.11%
|
|
|
John G Ullman & Associates Inc
|
Jul 29, 2025 Q2 2025 |
13,269
shares
|
$3.21 Million
0.58% of portfolio
|
Q2 2025
Reduced 3.58%
|
|
|
Ipg Investment Advisors LLC
San Diego, CA |
Aug 14, 2025 Q2 2025 |
13,231
shares
|
$3.2 Million
0.71% of portfolio
|
Q2 2025
Added 27.69%
|
|
|
De Burlo Group Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
13,219
shares
|
$3.2 Million
0.48% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Richard Bernstein Advisors LLC
|
Aug 06, 2025 Q2 2025 |
13,202
shares
|
$3.2 Million
0.09% of portfolio
|
Q1 2025
Reduced 4.04%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
13,197
shares
|
$3.2 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.78%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$3.2 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Machina Capital S.A.S.
Paris, I0 |
Aug 05, 2025 Q2 2025 |
13,183
shares
|
$3.19 Million
0.8% of portfolio
|
Q2 2025
Added 410.57%
|
|
|
Knights Of Columbus Asset Advisors LLC
New Haven, CT |
Jul 22, 2025 Q2 2025 |
13,151
shares
|
$3.19 Million
0.23% of portfolio
|
Q2 2025
Reduced 71.22%
|
|
|
Generali Investments, Management CO LLC
Ljubljana, 2A |
Aug 11, 2025 Q2 2025 |
13,115
shares
|
$3.18 Million
0.81% of portfolio
|
Q2 2025
Added 23.64%
|
|
|
Partners Capital Investment Group, LLP
Boston, MA |
Aug 14, 2025 Q2 2025 |
13,075
shares
|
$3.17 Million
0.15% of portfolio
|
Q2 2025
Reduced 56.74%
|
|
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
Jul 14, 2025 Q2 2025 |
13,063
shares
|
$3.16 Million
0.11% of portfolio
|
Q2 2025
Reduced 28.52%
|
|
|
Xtx Topco LTD
London, X0 |
Aug 12, 2025 Q2 2025 |
13,032
shares
|
$3.16 Million
0.16% of portfolio
|
Q2 2025
Added 36.7%
|