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 |
|---|---|---|---|---|---|
|
Silphium Asset Management LTD
London, X0 |
Apr 30, 2025 Q1 2025 |
13,195
shares
|
$3.57 Million
2.85% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Wunderlich Capital Managemnt
Memphis, TN |
Aug 14, 2024 Q2 2024 |
13,194
shares
|
$3.57 Million
1.6% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Naples Global Advisors, LLC
Naples, FL |
Apr 10, 2025 Q1 2025 |
13,120
shares
|
$3.55 Million
0.34% of portfolio
|
Q1 2025
Added 13.96%
|
|
|
Winch Advisory Services, LLC
Appleton, WI |
May 05, 2025 Q1 2025 |
13,068
shares
|
$3.54 Million
0.98% of portfolio
|
Q1 2025
Added 0.76%
|
|
|
Everstar Asset Management, LLC
Mooresville, NC |
May 15, 2025 Q1 2025 |
13,056
shares
|
$3.54 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
Jul 08, 2025 Q2 2025 |
13,032
shares
|
$3.53 Million
0.21% of portfolio
|
Q2 2025
Reduced 45.34%
|
|
|
Ally Financial Inc.
Detroit, MI |
May 14, 2025 Q1 2025 |
13,000
shares
|
$3.52 Million
0.4% of portfolio
|
Q1 2025
New holding
|
|
|
Capital Group Investment Management Pte. Ltd.
Raffles Quay, U0 |
May 12, 2025 Q1 2025 |
12,974
shares
|
$3.51 Million
0.75% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Concord Investment Counsel Inc.
Irvine, CA |
May 06, 2024 Q1 2024 |
12,928
shares
|
$3.5 Million
1.41% of portfolio
|
Q1 2024
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
May 14, 2025 Q1 2025 |
12,924
shares
|
$3.5 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Icon Advisers Inc
Greenwood Village, CO |
May 14, 2025 Q1 2025 |
12,900
shares
|
$3.49 Million
0.84% of portfolio
|
Q2 2023
New holding
|
|
|
Savoie Capital LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
12,900
shares
|
$3.49 Million
0.51% of portfolio
|
Q1 2024
New holding
|
|
|
Mango Five Family, Inc.
Reno, NV |
May 15, 2024 Q1 2024 |
12,900
shares
|
$3.49 Million
1.29% of portfolio
|
Q4 2023
New holding
|
|
|
Rockline Wealth Management, LLC
Plainview, NY |
Apr 21, 2025 Q1 2025 |
12,805
shares
|
$3.47 Million
0.96% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Brewin Dolphin LTD
London, X0 |
Nov 14, 2022 Q2 2022 |
12,804
shares
|
$3.47 Million
0.1% of portfolio
|
Q3 2021
Reduced 66.14%
|
|
|
Stelac Advisory Services LLC
New York, NY |
May 14, 2025 Q1 2025 |
12,761
shares
|
$3.46 Million
1.45% of portfolio
|
Q1 2025
Added 0.56%
|
|
|
Paradigm Financial Partners, LLC
|
May 13, 2025 Q1 2025 |
12,701
shares
|
$3.44 Million
0.43% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
Rd Finance LTD
Limassol, G4 |
May 08, 2025 Q1 2025 |
12,645
shares
|
$3.43 Million
2.72% of portfolio
|
Q1 2025
New holding
|
|
|
Cumberland Partners LTD
Toronto, A6 |
May 08, 2025 Q1 2025 |
12,600
shares
|
$3.41 Million
0.29% of portfolio
|
Q1 2025
Added 13.51%
|
|
|
Ttp Investments, Inc.
|
Jul 11, 2025 Q2 2025 |
12,572
shares
|
$3.41 Million
1.46% of portfolio
|
Q2 2025
New holding
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
12,498
shares
|
$3.39 Million
0.0% of portfolio
|
Q1 2025
Reduced 55.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
12,469
shares
|
$3.38 Million
0.54% of portfolio
|
Q1 2025
Reduced 1.31%
|
|
|
Evolution Wealth Advisors, LLC
|
May 09, 2025 Q1 2025 |
12,410
shares
|
$3.36 Million
0.57% of portfolio
|
Q1 2025
New holding
|
|
|
Hancock Whitney Corp
|
May 15, 2025 Q1 2025 |
12,398
shares
|
$3.36 Million
0.11% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
Grey Street Capital, LLC
Chicago, IL |
Aug 09, 2024 Q1 2024 |
12,360
shares
|
$3.35 Million
0.5% of portfolio
|
Q1 2024
Added 79.31%
|