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 |
|---|---|---|---|---|---|
|
Beck Capital Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
6,045
shares
|
$1.57 Million
0.55% of portfolio
|
Q1 2025
Reduced 4.83%
|
|
|
True Private Wealth Advisors
|
May 15, 2025 Q1 2025 |
6,023
shares
|
$1.57 Million
0.21% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
6,014
shares
|
$1.56 Million
0.09% of portfolio
|
Q1 2025
Added 411.39%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
6,007
shares
|
$1.56 Million
0.13% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Nvwm, LLC
|
May 07, 2025 Q1 2025 |
6,000
shares
|
$1.56 Million
0.45% of portfolio
|
Q1 2025
Added 0.94%
|
|
|
Lewis Asset Management, LLC
Lafayette, CA |
Jul 14, 2025 Q2 2025 |
5,996
shares
|
$1.56 Million
0.77% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Granite Shares Advisors LLC
|
Jul 17, 2025 Q2 2025 |
5,993
shares
|
$1.56 Million
1.1% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Delta Financial Advisors LLC
|
May 13, 2025 Q1 2025 |
5,989
shares
|
$1.56 Million
0.61% of portfolio
|
Q1 2025
Added 1.41%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
5,988
shares
|
$1.56 Million
0.29% of portfolio
|
Q1 2025
Reduced 3.09%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
5,983
shares
|
$1.55 Million
1.26% of portfolio
|
Q2 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
5,981
shares
|
$1.55 Million
0.84% of portfolio
|
Q1 2025
Added 117.18%
|
|
|
Bowman & CO S.C.
|
Jul 09, 2025 Q2 2025 |
5,935
shares
|
$1.54 Million
0.73% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
Fiduciary Group LLC
Savannah, GA |
Apr 28, 2025 Q1 2025 |
5,923
shares
|
$1.54 Million
0.16% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
Ima Wealth, Inc.
Wichita, KS |
May 06, 2025 Q1 2025 |
5,905
shares
|
$1.53 Million
0.19% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Redmond Asset Management, LLC
Henrico, VA |
May 13, 2025 Q1 2025 |
5,902
shares
|
$1.53 Million
0.42% of portfolio
|
Q1 2025
Added 0.31%
|
|
|
Ayrshire Capital Management LLC
|
Jul 09, 2025 Q2 2025 |
5,894
shares
|
$1.53 Million
0.81% of portfolio
|
Q2 2025
Added 15.12%
|
|
|
Plancorp, LLC
|
Jul 15, 2025 Q2 2025 |
5,889
shares
|
$1.53 Million
0.06% of portfolio
|
Q2 2025
Added 6.38%
|
|
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
5,863
shares
|
$1.52 Million
0.18% of portfolio
|
Q1 2025
Added 42.0%
|
|
|
Embree Financial Group
Chicago, IL |
Jul 16, 2025 Q2 2025 |
5,862
shares
|
$1.52 Million
0.24% of portfolio
|
Q2 2025
Reduced 3.0%
|
|
|
Abc Arbitrage Sa
Paris, I0 |
May 09, 2025 Q1 2025 |
5,853
shares
|
$1.52 Million
0.29% of portfolio
|
Q1 2025
Added 32.6%
|
|
|
Scott & Selber, Inc.
|
Jul 17, 2025 Q2 2025 |
5,850
shares
|
$1.52 Million
0.44% of portfolio
|
Q2 2025
Added 0.67%
|
|
|
Riverview Capital Advisers, LLC
Boston, MA |
May 13, 2025 Q1 2025 |
5,845
shares
|
$1.52 Million
0.5% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Eos Management, L.P.
|
May 01, 2025 Q1 2025 |
5,843
shares
|
$1.52 Million
0.71% of portfolio
|
Q4 2024
New holding
|
|
|
1 St Source Bank
|
May 05, 2025 Q1 2025 |
5,839
shares
|
$1.52 Million
0.09% of portfolio
|
Q1 2025
Added 6.77%
|
|
|
Trivant Custom Portfolio Group, LLC
San Diego, CA |
Apr 21, 2025 Q1 2025 |
5,829
shares
|
$1.51 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.54%
|