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Salesforce (CRM) Institutional Ownership

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$255.33 +0.28 (+0.11%)
As of 01:52 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)
$43.16B
Number of
Institutional Sellers
(last 12 months)
1705
Total
Institutional Outflows
(last 12 months)
$28.81B
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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
10/23/2025Capital Investment Advisors LLC10,538$2.50M0.0%+0.6%0.001%
10/23/2025Joseph Group Capital Management15,852$3.76M1.1%+23.5%0.002%
10/23/2025Essex LLC3,293$780K0.1%+13.6%0.000%
10/23/2025Webster Bank N. A.21,294$5.05M0.5%-4.1%0.002%
10/23/2025Nisa Investment Advisors LLC170,196$40.41M0.2%-15.5%0.018%
10/23/2025Harrell Investment Partners LLC12,324$2.92M0.7%-3.3%0.001%
10/23/2025Steigerwald Gordon & Koch Inc.617$146K0.0%N/A0.000%
10/23/2025Ferguson Wellman Capital Management Inc.2,571$609K0.0%+22.2%0.000%
10/23/2025Clear Harbor Asset Management LLC8,830$2.09M0.1%-2.4%0.001%
10/23/2025Beaumont Financial Advisors LLC1,637$388K0.0%-2.6%0.000%
10/23/2025Vision Capital Management Inc.24,852$5.89M0.7%-1.7%0.003%
10/23/2025WD Rutherford LLC13,448$3.19M1.4%-2.0%0.001%
10/23/2025Kingswood Wealth Advisors LLC10,182$2.41M0.1%-1.0%0.001%
10/23/2025Strategic Planning Group LLC26,938$6.39M0.9%+65.5%0.003%
10/23/2025Zullo Investment Group Inc.2,876$682K0.3%+1.7%0.000%
10/23/2025Citizens National Bank Trust Department2,736$648K0.1%+6.3%0.000%
10/23/2025Canton Hathaway LLC1,188$282K0.1%-25.2%0.000%
10/23/2025First Bancorp Inc ME 3,327$788K0.4%-5.1%0.000%
10/23/2025Cypress Capital LLC1,435$340K0.1%-10.0%0.000%
10/23/2025Venturi Wealth Management LLC8,183$1.94M0.1%-16.0%0.001%
10/23/2025Birch Hill Investment Advisors LLC9,232$2.19M0.1%-4.2%0.001%
10/23/2025Independent Solutions Wealth Management LLC2,065$489K0.1%+10.4%0.000%
10/23/2025Benjamin Edwards Inc.81,609$19.34M0.2%+14.9%0.009%
10/23/2025B&D White Capital Company LLC12,950$3.07M0.4%N/A0.001%
10/23/2025Lecap Asset Management Ltd.10,425$2.47M0.9%+91.3%0.001%
10/23/2025Ethos Financial Group LLC1,475$350K0.0%-23.7%0.000%
10/23/2025SG Americas Securities LLC795,225$188.47M0.6%+1,144.7%0.084%
10/23/2025Clean Yield Group25,202$5.97M1.7%+8.2%0.003%
10/23/2025Tran Capital Management L.P.79,676$18.88M2.3%-13.5%0.008%
10/23/2025HB Wealth Management LLC41,601$9.86M0.1%+18.3%0.004%
10/23/2025Caldwell Trust Co17,003$4.03M0.4%-5.8%0.002%
10/23/2025Spire Wealth Management4,026$954K0.0%-66.9%0.000%
10/23/2025Texas Bank & Trust Co4,457$1.06M0.4%+19.9%0.000%
10/23/2025Harfst & Associates Inc.7,855$1.86M0.3%+1.4%0.001%
10/23/2025Moran Wealth Management LLC39,796$9.43M0.3%+95.6%0.004%
10/23/2025CX Institutional43,186$10.24M0.3%+78.0%0.005%
10/23/2025Strategic Blueprint LLC5,566$1.32M0.1%-77.6%0.001%
10/23/2025Etesian Wealth Advisors Inc.3,861$915K0.3%-21.3%0.000%
10/23/2025WMG Financial Advisors LLC1,061$251K0.1%-6.0%0.000%
10/23/2025Childress Capital Advisors LLC3,598$853K0.2%+33.1%0.000%
10/23/2025Park Avenue Securities LLC28,990$6.87M0.1%-14.5%0.003%
10/23/2025RPG Investment Advisory LLC49,448$11.72M1.4%+2.1%0.005%
10/23/2025KLP Kapitalforvaltning AS385,343$91.46M0.4%+0.9%0.040%
10/23/2025E Fund Management Hong Kong Co. Ltd.1,189$282K0.2%N/A0.000%
10/23/2025Securian Asset Management Inc.46,169$10.94M0.3%-7.9%0.005%
10/23/2025ANB Bank5,696$1.35M0.5%+17.5%0.001%
10/22/2025 New Century Financial Group LLC5,069$1.20M2.1%N/A0.001%
10/22/2025 WP Advisors LLC7,929$1.88M0.5%+5.8%0.001%
10/22/2025 MassMutual Private Wealth & Trust FSB37,099$8.79M0.2%+8.2%0.004%
10/22/2025 Adams Diversified Equity Fund Inc.55,000$13.04M0.4%-41.5%0.006%
10/22/2025 Cerity Partners LLC643,039$152.40M0.2%-1.7%0.068%
10/22/2025 First Merchants Corp1,154$273K0.0%-69.4%0.000%
10/22/2025 Louisiana State Employees Retirement System50,200$11.90M0.2%-0.8%0.005%
10/22/2025 Mccarter Private Wealth Services LLC3,220$763K0.4%+8.6%0.000%
10/22/2025 CoreCap Advisors LLC2,217$525K0.0%+12.1%0.000%
10/22/2025 Grandview Asset Management LLC6,219$1.47M0.4%-8.4%0.001%
10/22/2025 Cordatus Wealth Management LLC20,951$4.97M1.2%+1.3%0.002%
10/22/2025 Code Waechter LLC871$209K0.1%+5.3%0.000%
10/22/2025 Kathmere Capital Management LLC1,066$253K0.0%-48.3%0.000%
10/22/2025 Spirepoint Private Client LLC898$213K0.0%-24.2%0.000%
10/22/2025 Gladstone Institutional Advisory LLC17,289$4.10M0.2%-24.8%0.002%
10/22/2025 Eads & Heald Wealth Management2,882$683K0.3%-13.8%0.000%
10/22/2025 Greenleaf Trust98,122$23.26M0.2%+0.1%0.010%
10/22/2025 Geneos Wealth Management Inc.17,348$4.11M0.1%-15.3%0.002%
10/22/2025 Yoder Wealth Management Inc.1,361$323K0.2%+4.1%0.000%
10/22/2025 Cigna Investments Inc. New9,118$2.16M0.3%-1.0%0.001%
10/22/2025 Hennion & Walsh Asset Management Inc.16,386$3.88M0.1%+3.4%0.002%
10/22/2025 Arcataur Capital Management LLC1,652$392K0.1%-4.3%0.000%
10/22/2025 Community Trust & Investment Co.114,319$27.09M1.5%+17.2%0.012%
10/22/2025 Gries Financial LLC1,830$434K0.1%+6.8%0.000%
10/22/2025 Byrne Asset Management LLC4,288$1.02M0.6%-1.0%0.000%
10/22/2025 Madrona Financial Services LLC1,056$250K0.1%+6.1%0.000%
10/22/2025 Chicago Capital LLC42,967$10.18M0.3%-77.9%0.005%
10/22/2025 Robeco Institutional Asset Management B.V.1,664,460$394.48M0.6%-8.7%0.175%
10/22/2025 Bouvel Investment Partners LLC19,578$4.64M1.4%-0.6%0.002%
10/22/2025 Cohen Capital Management Inc.25,373$6.01M0.9%+2.1%0.003%
10/22/2025 D.A. Davidson & CO.41,503$9.84M0.1%-7.9%0.004%
10/22/2025 Bigelow Investment Advisors LLC1,915$454K0.2%+8.9%0.000%
10/22/2025 CWA Asset Management Group LLC10,630$2.52M0.1%-14.3%0.001%
10/22/2025 Nabity Jensen Investment Management Inc4,357$1.03M0.7%-2.3%0.000%
10/22/2025 Powers Advisory Group LLC1,167$277K0.1%-3.7%0.000%
10/22/2025 Oregon Pacific Wealth Management LLC1,396$331K0.3%+11.1%0.000%
10/22/2025 Sage Advisors LLC1,051$249K0.2%-8.3%0.000%
10/22/2025 Foronjy Financial LLC1,022$242K0.1%+17.3%0.000%
10/22/2025 Motco41,104$9.74M0.9%+3.8%0.004%
10/22/2025 TriaGen Wealth Management LLC1,185$281K0.1%N/A0.000%
10/22/2025 Park Place Capital Corp6,039$1.43M0.3%-1.1%0.001%
10/22/2025 Investment Research & Advisory Group Inc.16,211$3.85M1.3%+6.2%0.002%
10/22/2025 Mechanics Bank Trust Department1,293$306K0.0%-3.3%0.000%
10/22/2025 Daymark Wealth Partners LLC92,372$21.89M0.7%+1.7%0.010%
10/22/2025 Crown Wealth Group LLC2,649$628K0.2%-1.5%0.000%
10/22/2025 Centennial Wealth Advisory LLC909$215K0.1%+6.7%0.000%
10/22/2025 WestEnd Advisors LLC150,555$35.68M0.8%-2.1%0.016%
10/22/2025 Railway Pension Investments Ltd19,600$4.65M0.1%+67.5%0.002%
10/22/2025 Commonwealth Equity Services LLC299,480$70.98M0.1%-8.2%0.031%
10/22/2025 Semus Wealth Partners LLC2,180$517K0.3%+15.7%0.000%
10/22/2025 Sandy Cove Advisors LLC1,378$326K0.1%-4.0%0.000%
10/22/2025 Five Oceans Advisors1,189$282K0.1%-7.0%0.000%
10/22/2025 RV Capital AG10,980$2.60M0.5%N/A0.001%
10/22/2025 Earned Wealth Advisors LLC5,169$1.23M0.2%+14.5%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, 3,426 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 3,101 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 148,335,739 shares in the last 24 months. This purchase volume represents approximately $43.45B in transactions.

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

Of the 1,704 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 96,927,997 shares in the last 24 months. This volume of shares sold represents approximately $28.81B in transactions.


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This page (NYSE:CRM) was last updated on 10/24/2025 by MarketBeat.com Staff
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