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Salesforce (CRM) Institutional Ownership

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$246.26 +3.69 (+1.52%)
Closing price 09/11/2025 03:59 PM Eastern
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$246.94 +0.68 (+0.28%)
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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)
2521
Total
Institutional Inflows
(last 12 months)
$43.15B
Number of
Institutional Sellers
(last 12 months)
1668
Total
Institutional Outflows
(last 12 months)
$28.61B
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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
9/11/2025Silicon Valley Capital Partners63,040$17.19M1.8%+117.6%0.007%
9/9/2025 NWF Advisory Services Inc.2,540$693K0.1%+23.3%0.000%
9/4/2025 Reynders McVeigh Capital Management LLC123,325$33.63M1.7%+18.4%0.013%
9/4/2025 SevenBridge Financial Group LLC1,789$488K0.1%-7.2%0.000%
8/29/2025 Evolution Wealth Management Inc.101$27K0.0%N/A0.000%
8/29/2025 Total Investment Management Inc.423$115K0.0%N/A0.000%
8/29/2025 Centaurus Financial Inc.15,016$4.10M0.2%+7.9%0.002%
8/28/2025 China Universal Asset Management Co. Ltd.7,380$2.02M0.2%-63.6%0.001%
8/27/2025 Orion Porfolio Solutions LLC87,816$23.95M0.2%+12.6%0.009%
8/26/2025 Thrivent Financial for Lutherans175,655$47.90M0.1%-76.5%0.018%
8/26/2025 MASTERINVEST Kapitalanlage GmbH30,231$8.24M0.9%N/A0.003%
8/26/2025 Nautilus Advisors LLC6,872$1.87M1.4%-2.7%0.001%
8/22/2025 Stance Capital LLC4,987$1.36M0.5%N/A0.001%
8/20/2025 Thompson Davis & CO. Inc.991$270K0.1%N/A0.000%
8/20/2025 Kentucky Retirement Systems59,237$16.15M0.5%-6.2%0.006%
8/20/2025 Kentucky Retirement Systems Insurance Trust Fund25,141$6.86M0.5%-6.5%0.003%
8/20/2025 Forefront Wealth Partners LLC3,078$839K0.6%-4.4%0.000%
8/20/2025 Coppell Advisory Solutions LLC1,027$281K0.0%-19.3%0.000%
8/19/2025 B. Riley Wealth Advisors Inc.12,861$3.51M0.2%N/A0.001%
8/19/2025 Newbridge Financial Services Group Inc.21,989$6.00M1.0%+9.0%0.002%
8/19/2025 Cape Investment Advisory Inc.3,799$1.04M0.4%+3.0%0.000%
8/19/2025 Advisory Services Network LLC55,801$14.42M0.2%+2.5%0.006%
8/19/2025 Anchor Investment Management LLC4,044$1.10M0.1%+4.0%0.000%
8/19/2025 State of Wyoming6,275$1.71M0.2%+71.4%0.001%
8/19/2025 Asset Dedication LLC5,945$1.62M0.1%-1.0%0.001%
8/19/2025 L1 Capital Pty Ltd648$177K0.0%N/A0.000%
8/19/2025 Hohimer Wealth Management LLC1,204$328K0.1%+5.5%0.000%
8/19/2025 Pitcairn Co.9,202$2.51M0.2%-17.8%0.001%
8/18/2025 Capital Impact Advisors LLC44,517$12.14M3.7%+11.5%0.005%
8/18/2025 Tactive Advisors LLC908$248K0.1%N/A0.000%
8/18/2025 N.E.W. Advisory Services LLC331$90K0.0%+81.9%0.000%
8/18/2025 Geneos Wealth Management Inc.20,486$5.59M0.1%+16.9%0.002%
8/18/2025 Hollencrest Capital Management127,113$34.66M1.5%-0.1%0.013%
8/18/2025 V2 Financial group LLC1,689$461K0.3%+3.7%0.000%
8/18/2025 Westwood Holdings Group Inc.324,960$88.61M0.7%+8.3%0.034%
8/18/2025 Kestra Investment Management LLC3,404$928K0.0%-67.0%0.000%
8/18/2025 Caxton Associates LLP4,391$1.20M0.0%+26.2%0.000%
8/18/2025 Wellington Capital Management Inc.799$218K0.3%N/A0.000%
8/18/2025 1248 Management LLC5,110$1.40M0.5%+2,201.8%0.001%
8/18/2025 Rexford Capital Inc.2,038$556K0.5%N/A0.000%
8/18/2025 National Bank of Canada FI1,422,569$387.87M0.4%-34.9%0.149%
8/18/2025 Front Row Advisors LLC720$197K0.1%-10.0%0.000%
8/18/2025 Goodman Advisory Group LLC886$242K0.1%-95.4%0.000%
8/16/2025 Nikko Asset Management Americas Inc.94,431$25.74M0.3%-9.1%0.010%
8/16/2025 Parr Mcknight Wealth Management Group LLC7,092$1.93M0.3%+10.2%0.001%
8/16/2025 Public Sector Pension Investment Board637,207$173.76M0.7%-13.8%0.067%
8/16/2025 FORA Capital LLC40,828$11.13M1.2%+83.2%0.004%
8/16/2025 Evergreen Capital Management LLC35,778$9.77M0.3%+0.3%0.004%
8/16/2025 Headlands Technologies LLC11,354$3.10M0.4%-61.6%0.001%
8/15/2025 Strategic Investment Advisors MI1,538$419K0.0%-60.9%0.000%
8/15/2025 MayTech Global Investments LLC138,140$37.31M3.9%+5.6%0.014%
8/15/2025 CANADA LIFE ASSURANCE Co949,626$259.25M0.4%-1.8%0.099%
8/15/2025 Nikulski Financial Inc.9,754$2.66M0.7%-1.9%0.001%
8/15/2025 Tower Research Capital LLC TRC 45,272$12.35M0.3%+15.9%0.005%
8/15/2025 MUFG Securities EMEA plc2,835$773K0.0%-98.8%0.000%
8/15/2025 Synergy Financial Group LTD1,987$542K0.4%-6.5%0.000%
8/15/2025 SkyView Investment Advisors LLC806$220K0.0%N/A0.000%
8/15/2025 Resources Management Corp CT ADV9,484$2.59M0.4%+30.0%0.001%
8/15/2025 Semmax Financial Advisors Inc.7,436$2.03M0.5%+12.7%0.001%
8/15/2025 Rakuten Securities Inc.1,936$528K0.2%+65.6%0.000%
8/15/2025 Corient Private Wealth LLC451,282$122.88M0.2%-5.5%0.047%
8/15/2025 Equitable Holdings Inc.30,998$8.45M0.1%+16.8%0.003%
8/15/2025 Florida Financial Advisors LLC1,978$539K0.2%+14.9%0.000%
8/15/2025 Northeast Financial Consultants Inc12,590$3.43M0.1%-9.9%0.001%
8/15/2025 State of Tennessee Department of Treasury367,993$100.35M0.4%-2.2%0.038%
8/15/2025 Chapman Financial Group LLC4,721$1.29M1.1%N/A0.000%
8/15/2025 FSB Premier Wealth Management Inc.1,794$489K0.2%+11.6%0.000%
8/15/2025 E Fund Management Co. Ltd.25,340$6.91M0.3%-15.5%0.003%
8/15/2025 Stonebridge Capital Advisors LLC54,596$14.89M1.1%+0.6%0.006%
8/15/2025 Captrust Financial Advisors120,548$32.87M0.1%-60.3%0.013%
8/15/2025 Keel Point LLC6,719$1.83M0.1%+0.9%0.001%
8/15/2025 Prevail Innovative Wealth Advisors LLC14,027$3.83M0.9%N/A0.001%
8/15/2025 Vident Advisory LLC184,482$50.31M0.6%+9.7%0.019%
8/15/2025 Visionary Wealth Advisors5,342$1.46M0.1%+27.0%0.001%
8/15/2025 Voleon Capital Management LP10,500$2.86M0.2%-25.4%0.001%
8/15/2025 Voya Financial Advisors Inc.7,466$2.04M0.2%-19.6%0.001%
8/15/2025 Teza Capital Management LLC2,725$743K0.6%N/A0.000%
8/15/2025 Scott Marsh Financial LLC2,424$661K0.2%N/A0.000%
8/15/2025 Select Equity Group L.P.405,093$110.47M0.5%+7.3%0.042%
8/15/2025 Smartleaf Asset Management LLC7,668$2.10M0.2%-15.7%0.001%
8/15/2025 Snowden Capital Advisors LLC31,534$8.61M0.3%-7.8%0.003%
8/15/2025 Sompo Asset Management Co. Ltd.30,473$8.31M1.4%+6.7%0.003%
8/15/2025 Sone Capital Management LLC68,320$18.63M1.7%+263.4%0.007%
8/15/2025 Royal London Asset Management Ltd.456,807$124.57M0.3%-5.1%0.048%
8/15/2025 Rafferty Asset Management LLC332,453$90.66M0.3%+19.9%0.035%
8/15/2025 Redwood Financial Network Corp2,218$605K0.4%+6.4%0.000%
8/15/2025 OV Management LLC3,871$1.06M0.9%-62.5%0.000%
8/15/2025 Oxford Financial Group LTD. LLC1,658$452K0.0%-8.0%0.000%
8/15/2025 Orion Porfolio Solutions LLC87,788$23.94M0.2%+12.6%0.009%
8/15/2025 Paces Ferry Wealth Advisors LLC3,524$961K0.4%-17.8%0.000%
8/15/2025 MML Investors Services LLC207,727$56.65M0.2%+10.8%0.022%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.7,451$2.03M0.1%-58.9%0.001%
8/15/2025 Mission Creek Capital Partners Inc.7,627$2.08M0.4%-5.3%0.001%
8/15/2025 Modern Wealth Management LLC2,572$701K0.0%-6.5%0.000%
8/15/2025 Lazard Asset Management LLC1,316,727$359.06M0.5%+4.3%0.138%
8/15/2025 LM Advisors LLC18,107$4.94M0.6%+3.0%0.002%
8/15/2025 Lone Pine Capital LLC1,863,179$508.07M3.6%+7.6%0.195%
8/15/2025 Hillman Capital Management Inc.12,148$3.31M1.8%-15.2%0.001%
8/15/2025 Houlihan Financial Resource Group Ltd.11,582$3.08M1.3%+2.3%0.001%
8/15/2025 ICONIQ Capital LLC37,928$10.34M0.2%-1.7%0.004%
(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 3,094 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 146,773,835 shares in the last 24 months. This purchase volume represents approximately $43.15B in transactions.

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

Of the 1,668 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 95,889,897 shares in the last 24 months. This volume of shares sold represents approximately $28.61B in transactions.



This page (NYSE:CRM) was last updated on 9/12/2025 by MarketBeat.com Staff
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