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 |
|---|---|---|---|---|---|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
5,828
shares
|
$1.51 Million
0.16% of portfolio
|
Q1 2025
Added 21.49%
|
|
|
Ramirez Asset Management, Inc.
New York, NY |
May 07, 2025 Q1 2025 |
5,824
shares
|
$1.51 Million
0.33% of portfolio
|
Q1 2025
Reduced 2.71%
|
|
|
Castle Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
5,774
shares
|
$1.5 Million
0.87% of portfolio
|
Q1 2025
Added 3.4%
|
|
|
Community Bank, N.A.
|
Apr 21, 2025 Q1 2025 |
5,767
shares
|
$1.5 Million
0.21% of portfolio
|
Q1 2025
Added 4.3%
|
|
|
Tower Trust & Investment CO
Davenport, IA |
Jul 16, 2025 Q2 2025 |
5,738
shares
|
$1.49 Million
1.11% of portfolio
|
Q2 2025
Added 0.33%
|
|
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
Mar 10, 2025 Q4 2024 |
5,736
shares
|
$1.49 Million
1.22% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Royal Fund Management, LLC
|
May 14, 2025 Q1 2025 |
5,729
shares
|
$1.49 Million
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Renasant Bank
|
May 09, 2025 Q1 2025 |
5,729
shares
|
$1.49 Million
1.15% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
5,718
shares
|
$1.49 Million
0.23% of portfolio
|
Q1 2025
Reduced 0.23%
|
|
|
Gsa Capital Partners LLP
London, X0 |
May 08, 2025 Q1 2025 |
5,710
shares
|
$1.48 Million
0.14% of portfolio
|
Q1 2025
Added 230.44%
|
|
|
Delaney Dennis R
Boston, MA |
May 06, 2025 Q1 2025 |
5,694
shares
|
$1.48 Million
0.85% of portfolio
|
Q1 2025
Added 66.1%
|
|
|
Next Century Growth Investors LLC
Minneapolis, MN |
May 14, 2025 Q1 2025 |
5,690
shares
|
$1.48 Million
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Lecap Asset Management LTD
London, X0 |
Apr 23, 2025 Q1 2025 |
5,678
shares
|
$1.48 Million
0.36% of portfolio
|
Q1 2025
Reduced 33.64%
|
|
|
Gam Holding Ag
|
Apr 22, 2025 Q1 2025 |
5,664
shares
|
$1.47 Million
0.13% of portfolio
|
Q1 2025
Added 17.95%
|
|
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
May 06, 2025 Q1 2025 |
5,658
shares
|
$1.47 Million
0.95% of portfolio
|
Q1 2025
Added 9.31%
|
|
|
Keudell
|
Apr 22, 2025 Q1 2025 |
5,648
shares
|
$1.47 Million
0.36% of portfolio
|
Q1 2025
Added 5.73%
|
|
|
Bell Bank
|
Jul 11, 2025 Q2 2025 |
5,637
shares
|
$1.46 Million
0.07% of portfolio
|
Q2 2025
Reduced 29.01%
|
|
|
Evoke Wealth, LLC
|
May 13, 2025 Q1 2025 |
5,622
shares
|
$1.46 Million
0.04% of portfolio
|
Q1 2025
Added 2.8%
|
|
|
Nicolet Advisory Services, LLC
Green Bay, WI |
May 08, 2025 Q1 2025 |
5,621
shares
|
$1.46 Million
0.14% of portfolio
|
Q1 2025
Added 3.1%
|
|
|
Northwest Bank & Trust CO
Davenport, IA |
Feb 18, 2025 Q4 2024 |
5,597
shares
|
$1.45 Million
1.36% of portfolio
|
Q4 2024
Added 0.05%
|
|
|
Aa Financial Advisors, LLC
Columbus, OH |
Jul 11, 2025 Q2 2025 |
5,582
shares
|
$1.45 Million
0.33% of portfolio
|
Q2 2025
Reduced 16.37%
|
|
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
Feb 14, 2025 Q4 2024 |
5,582
shares
|
$1.45 Million
0.97% of portfolio
|
Q4 2024
Added 18.92%
|
|
|
Mainstay Capital Management LLC
|
May 05, 2025 Q1 2025 |
5,573
shares
|
$1.45 Million
0.21% of portfolio
|
Q1 2025
Reduced 1.43%
|
|
|
Simplicity Wealth,Llc
|
Apr 14, 2025 Q1 2025 |
5,563
shares
|
$1.45 Million
0.12% of portfolio
|
Q1 2025
Added 260.77%
|
|
|
Accurate Wealth Management, LLC
|
Jul 15, 2025 Q2 2025 |
5,549
shares
|
$1.44 Million
0.26% of portfolio
|
Q2 2025
Added 18.67%
|