Institutional Ownership Salesforce, Inc. (CRM)
This table provides information about the institutional ownership of Salesforce, Inc. (CRM). We have compiled data on the 3,377 institutions that hold shares in the stock, with a total of 765 Million shares, which have been reported (via 13F filing form) to have a value of $199 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Nations Financial Group Inc,
Cedar Rapids, IA |
May 13, 2025 Q1 2025 |
6,868
shares
|
$1.78 Million
0.15% of portfolio
|
Q1 2025
Added 0.85%
|
|
|
Tlwm
San Antonio, TX |
May 12, 2025 Q1 2025 |
6,838
shares
|
$1.78 Million
0.37% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Berkshire Bank
|
Jul 09, 2025 Q2 2025 |
6,836
shares
|
$1.78 Million
0.44% of portfolio
|
Q2 2025
Reduced 1.74%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
6,809
shares
|
$1.77 Million
0.23% of portfolio
|
Q1 2025
Added 7.74%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
6,802
shares
|
$1.77 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Grandview Asset Management LLC
|
Jul 17, 2025 Q2 2025 |
6,789
shares
|
$1.76 Million
0.59% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Burns J W & CO Inc
|
Jul 10, 2025 Q2 2025 |
6,774
shares
|
$1.76 Million
0.23% of portfolio
|
Q2 2025
Reduced 20.24%
|
|
|
Boyd Watterson Asset Management LLC
|
May 06, 2025 Q1 2025 |
6,771
shares
|
$1.76 Million
0.59% of portfolio
|
Q1 2025
Reduced 0.15%
|
|
|
Regatta Capital Group, LLC
El Segundo, CA |
Jul 15, 2025 Q2 2025 |
6,741
shares
|
$1.75 Million
0.33% of portfolio
|
Q2 2025
Added 1.43%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,740
shares
|
$1.75 Million
0.21% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
West Branch Capital LLC
|
Jul 16, 2025 Q2 2025 |
6,732
shares
|
$1.75 Million
0.57% of portfolio
|
Q2 2025
Added 14.67%
|
|
|
Virtu Financial LLC
New York, NY |
May 12, 2025 Q1 2025 |
6,726
shares
|
$1.75 Million
0.1% of portfolio
|
Q1 2025
Reduced 67.54%
|
|
|
Main Street Research LLC
Sausalito, CA |
Apr 30, 2025 Q1 2025 |
6,718
shares
|
$1.75 Million
0.12% of portfolio
|
Q1 2025
Reduced 7.72%
|
|
|
Argent Financial Group, Inc.
Ruston, LA |
Nov 13, 2024 Q3 2024 |
6,708
shares
|
$1.74 Million
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Mirabaud & Cie Sa
Geneva, V8 |
Jul 08, 2025 Q2 2025 |
6,695
shares
|
$1.74 Million
0.57% of portfolio
|
Q2 2025
Added 608.47%
|
|
|
Platform Technology Partners
|
May 01, 2025 Q1 2025 |
6,686
shares
|
$1.74 Million
0.56% of portfolio
|
Q1 2025
Added 14.9%
|
|
|
Aaron Wealth Advisors LLC
|
Jul 09, 2025 Q2 2025 |
6,673
shares
|
$1.73 Million
0.19% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Keel Point, LLC
Huntsville, AL |
May 15, 2025 Q1 2025 |
6,656
shares
|
$1.73 Million
0.14% of portfolio
|
Q1 2025
Added 12.05%
|
|
|
Syon Capital LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
6,647
shares
|
$1.73 Million
0.15% of portfolio
|
Q1 2025
Added 33.8%
|
|
|
Doheny Asset Management /Ca
Los Angeles, CA |
May 14, 2025 Q1 2025 |
6,643
shares
|
$1.73 Million
1.4% of portfolio
|
Q1 2025
New holding
|
|
|
1776 Wealth LLC
|
May 05, 2025 Q1 2025 |
6,640
shares
|
$1.73 Million
0.85% of portfolio
|
Q1 2025
Reduced 0.39%
|
|
|
Oak Thistle LLC
|
May 06, 2025 Q1 2025 |
6,629
shares
|
$1.72 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
May 14, 2025 Q1 2025 |
6,622
shares
|
$1.72 Million
0.45% of portfolio
|
Q1 2025
Added 12.83%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
6,604
shares
|
$1.72 Million
0.37% of portfolio
|
Q1 2025
Added 4.02%
|
|
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
May 16, 2025 Q1 2025 |
6,598
shares
|
$1.71 Million
0.5% of portfolio
|
Q1 2025
Added 4.71%
|