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Salesforce (CRM) Institutional Ownership

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$245.85 +5.49 (+2.28%)
Closing price 10/6/2025 03:59 PM Eastern
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$246.03 +0.18 (+0.07%)
As of 10/6/2025 08:00 PM Eastern
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Institutional Ownership Changes (13F Filings) for Salesforce (NYSE:CRM)

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
2522
Total
Institutional Inflows
(last 12 months)
$43.10B
Number of
Institutional Sellers
(last 12 months)
1669
Total
Institutional Outflows
(last 12 months)
$28.50B
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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/6/2025Moody National Bank Trust Division11,148$2.64M0.2%+4.7%0.001%
10/6/2025Steph & Co.178$42K0.0%+111.9%0.000%
10/6/2025Fragasso Financial Advisors Inc15,335$3.69M0.2%-3.7%0.002%
10/6/2025Collective Family Office LLC1,003$238K0.1%-3.9%0.000%
10/6/2025Gradient Investments LLC1,099$260K0.0%-97.5%0.000%
10/6/2025HF Advisory Group LLC7,774$1.84M0.7%+21.7%0.001%
10/6/2025TruWealth Advisors LLC1,138$270K0.0%+49.1%0.000%
10/6/2025Ables Iannone Moore & Associates Inc.2,317$549K0.3%-5.0%0.000%
10/6/2025Grove Bank & Trust3,618$857K0.1%-5.7%0.000%
10/6/2025Greenfield Savings Bank2,281$541K0.2%+16.0%0.000%
10/6/2025Nilsine Partners LLC6,124$1.45M0.1%-5.7%0.001%
10/3/2025 HCR Wealth Advisors1,546$369K0.0%-8.0%0.000%
10/3/2025 Iowa State Bank19,446$4.61M0.9%-6.0%0.002%
10/3/2025 Morangie Management LLC6,621$1.57M1.4%+0.7%0.001%
10/3/2025 Aaron Wealth Advisors LLC8,047$1.91M0.1%+20.6%0.001%
10/3/2025 St. Clair Advisors LLC5,349$1.27M0.3%+1.4%0.001%
10/3/2025 West Oak Capital LLC970$230K0.1%-24.5%0.000%
10/3/2025 Shorepoint Capital Partners LLC10,523$2.49M0.5%N/A0.001%
10/2/2025 Central Pacific Bank Trust Division5,113$1.21M0.1%-54.1%0.001%
10/2/2025 GAMMA Investing LLC14,185$3.36M0.2%-8.2%0.001%
10/2/2025 Bank of New Hampshire160$38K0.0%-30.4%0.000%
10/2/2025 Capital Asset Advisory Services LLC880$209K0.0%-17.2%0.000%
10/1/2025 Park National Corp OH129,198$30.62M1.0%+12.8%0.014%
10/1/2025 Jacobs & Co. CA36,933$8.75M0.8%+12.1%0.004%
10/1/2025 Roxbury Financial LLC3,196$758K0.7%+3.9%0.000%
10/1/2025 First Financial Bank Trust Division20,569$4.88M0.4%-2.2%0.002%
10/1/2025 Neville Rodie & Shaw Inc.43,853$10.39M0.8%-26.9%0.005%
10/1/2025 Praxis Investment Management Inc.13,270$3.15M0.2%-30.4%0.001%
9/30/2025Rydar Equities Inc.839$229K0.2%N/A0.000%
9/26/2025Corient Private Wealth LLC451,280$123.06M0.2%-5.5%0.047%
9/26/2025Capital A Wealth Management LLC155$41K0.4%+40.9%0.000%
9/25/2025National Wealth Management Group LLC1,198$327K0.2%N/A0.000%
9/24/2025Texas Permanent School Fund Corp89,068$24.29M0.3%-18.8%0.009%
9/23/2025Dakota Community Bank & Trust NA639$174K0.8%+8.1%0.000%
9/22/2025Caldwell Trust Co18,047$4.92M0.5%N/A0.002%
9/19/2025Watts Gwilliam & Co. LLC3,062$835K0.1%-3.2%0.000%
9/11/2025Silicon Valley Capital Partners63,040$17.19M1.8%+117.6%0.007%
9/9/2025NWF Advisory Services Inc.2,540$693K0.1%+23.3%0.000%
9/4/2025Reynders McVeigh Capital Management LLC123,325$33.63M1.7%+18.4%0.013%
9/4/2025SevenBridge Financial Group LLC1,789$488K0.1%-7.2%0.000%
8/29/2025Evolution Wealth Management Inc.101$27K0.0%N/A0.000%
8/29/2025Total Investment Management Inc.423$115K0.0%N/A0.000%
8/29/2025Centaurus Financial Inc.15,016$4.10M0.2%+7.9%0.002%
8/28/2025China Universal Asset Management Co. Ltd.7,380$2.02M0.2%-63.6%0.001%
8/27/2025Orion Porfolio Solutions LLC87,816$23.95M0.2%+12.6%0.009%
8/26/2025Thrivent Financial for Lutherans175,655$47.90M0.1%-76.5%0.018%
8/26/2025MASTERINVEST Kapitalanlage GmbH30,231$8.24M0.9%N/A0.003%
8/26/2025Nautilus Advisors LLC6,872$1.87M1.4%-2.7%0.001%
8/22/2025Stance Capital LLC4,987$1.36M0.5%N/A0.001%
8/20/2025Thompson Davis & CO. Inc.991$270K0.1%N/A0.000%
8/20/2025Kentucky Retirement Systems59,237$16.15M0.5%-6.2%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund25,141$6.86M0.5%-6.5%0.003%
8/20/2025Forefront Wealth Partners LLC3,078$839K0.6%-4.4%0.000%
8/20/2025Coppell Advisory Solutions LLC1,027$281K0.0%-19.3%0.000%
8/19/2025B. Riley Wealth Advisors Inc.12,861$3.51M0.2%N/A0.001%
8/19/2025Newbridge Financial Services Group Inc.21,989$6.00M1.0%+9.0%0.002%
8/19/2025Cape Investment Advisory Inc.3,799$1.04M0.4%+3.0%0.000%
8/19/2025Advisory Services Network LLC55,801$14.42M0.2%+2.5%0.006%
8/19/2025Anchor Investment Management LLC4,044$1.10M0.1%+4.0%0.000%
8/19/2025State of Wyoming6,275$1.71M0.2%+71.4%0.001%
8/19/2025Asset Dedication LLC5,945$1.62M0.1%-1.0%0.001%
8/19/2025L1 Capital Pty Ltd648$177K0.0%N/A0.000%
8/19/2025Hohimer Wealth Management LLC1,204$328K0.1%+5.5%0.000%
8/19/2025Pitcairn Co.9,202$2.51M0.2%-17.8%0.001%
8/18/2025Capital Impact Advisors LLC44,517$12.14M3.7%+11.5%0.005%
8/18/2025Tactive Advisors LLC908$248K0.1%N/A0.000%
8/18/2025N.E.W. Advisory Services LLC331$90K0.0%+81.9%0.000%
8/18/2025Geneos Wealth Management Inc.20,486$5.59M0.1%+16.9%0.002%
8/18/2025Hollencrest Capital Management127,113$34.66M1.5%-0.1%0.013%
8/18/2025V2 Financial group LLC1,689$461K0.3%+3.7%0.000%
8/18/2025Westwood Holdings Group Inc.324,960$88.61M0.7%+8.3%0.034%
8/18/2025Kestra Investment Management LLC3,404$928K0.0%-67.0%0.000%
8/18/2025Caxton Associates LLP4,391$1.20M0.0%+26.2%0.000%
8/18/2025Wellington Capital Management Inc.799$218K0.3%N/A0.000%
8/18/20251248 Management LLC5,110$1.40M0.5%+2,201.8%0.001%
8/18/2025Rexford Capital Inc.2,038$556K0.5%N/A0.000%
8/18/2025National Bank of Canada FI1,422,569$387.87M0.4%-34.9%0.149%
8/18/2025Front Row Advisors LLC720$197K0.1%-10.0%0.000%
8/18/2025Goodman Advisory Group LLC886$242K0.1%-95.4%0.000%
8/16/2025Nikko Asset Management Americas Inc.94,431$25.74M0.3%-9.1%0.010%
8/16/2025Parr Mcknight Wealth Management Group LLC7,092$1.93M0.3%+10.2%0.001%
8/16/2025Public Sector Pension Investment Board637,207$173.76M0.7%-13.8%0.067%
8/16/2025FORA Capital LLC40,828$11.13M1.2%+83.2%0.004%
8/16/2025Evergreen Capital Management LLC35,778$9.77M0.3%+0.3%0.004%
8/16/2025Headlands Technologies LLC11,354$3.10M0.4%-61.6%0.001%
8/15/2025Strategic Investment Advisors MI1,538$419K0.0%-60.9%0.000%
8/15/2025MayTech Global Investments LLC138,140$37.31M3.9%+5.6%0.014%
8/15/2025CANADA LIFE ASSURANCE Co949,626$259.25M0.4%-1.8%0.099%
8/15/2025Nikulski Financial Inc.9,754$2.66M0.7%-1.9%0.001%
8/15/2025Tower Research Capital LLC TRC 45,272$12.35M0.3%+15.9%0.005%
8/15/2025MUFG Securities EMEA plc2,835$773K0.0%-98.8%0.000%
8/15/2025Synergy Financial Group LTD1,987$542K0.4%-6.5%0.000%
8/15/2025SkyView Investment Advisors LLC806$220K0.0%N/A0.000%
8/15/2025Resources Management Corp CT ADV9,484$2.59M0.4%+30.0%0.001%
8/15/2025Semmax Financial Advisors Inc.7,436$2.03M0.5%+12.7%0.001%
8/15/2025Rakuten Securities Inc.1,936$528K0.2%+65.6%0.000%
8/15/2025Corient Private Wealth LLC451,282$122.88M0.2%-5.5%0.047%
8/15/2025Equitable Holdings Inc.30,998$8.45M0.1%+16.8%0.003%
8/15/2025Florida Financial Advisors LLC1,978$539K0.2%+14.9%0.000%
8/15/2025Northeast Financial Consultants Inc12,590$3.43M0.1%-9.9%0.001%
(Data available from 1/1/2016 forward)

CRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRM shares?

During the previous two years, 3,413 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($24.22B), State Street Corp ($13.45B), Capital Research Global Investors ($8.06B), FMR LLC ($7.76B), Geode Capital Management LLC ($5.67B), Capital International Investors ($5.56B), and Morgan Stanley ($3.59B).Learn more on Salesforce's institutional investors.

What percentage of Salesforce's stock is owned by institutional investors?

80.43% of Salesforce's stock is owned by institutional investors. Learn more on CRM's institutional investor holdings.

Which institutional investors have been buying Salesforce's stock?

Of the 3,093 institutional investors that purchased Salesforce's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($31.63M), Nuveen LLC ($7.60M), Capital International Investors ($6.34M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($5.62M), Swedbank AB ($4.19M), GAMMA Investing LLC ($3.80M), and Raymond James Financial Inc. ($3.76M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 146,575,297 shares in the last 24 months. This purchase volume represents approximately $43.10B in transactions.

Which of Salesforce's major shareholders have been selling company stock?

Of the 1,669 institutional investors that sold Salesforce's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: FMR LLC ($7.13M), Rockefeller Capital Management L.P. ($4.98M), T. Rowe Price Investment Management Inc. ($3.94M), Fisher Asset Management LLC ($3.82M), Parnassus Investments LLC ($3.55M), Jennison Associates LLC ($3.09M), and Capital World Investors ($2.95M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 95,475,975 shares in the last 24 months. This volume of shares sold represents approximately $28.50B in transactions.


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This page (NYSE:CRM) was last updated on 10/7/2025 by MarketBeat.com Staff
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