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Salesforce (CRM) Institutional Ownership

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$274.80 +1.38 (+0.51%)
As of 10:12 AM 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)
2402
Total
Institutional Inflows
(last 12 months)
$35.78B
Number of
Institutional Sellers
(last 12 months)
1545
Total
Institutional Outflows
(last 12 months)
$23.35B
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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
6/26/2025AG2R LA Mondiale Gestion D Actifs35,297$9.37M0.5%N/A0.004%
6/24/2025Rainier Family Wealth Inc.1,839$494K0.6%+3.5%0.000%
6/23/2025Swedbank AB2,954,043$792.75M1.1%-22.9%0.309%
6/20/2025Real Talk Capital LLC1,751$470K0.6%+5.7%0.000%
6/18/2025Voya Investment Management LLC3,247,404$871.47M1.0%-7.9%0.340%
6/17/2025Guinness Asset Management LTD133,235$35.76M0.7%+5.3%0.014%
6/16/2025Peterson Wealth Management7,987$2.14M1.4%+3.4%0.001%
6/10/2025Birchbrook Inc.5,112$1.37M0.8%-2.0%0.001%
6/9/20251248 Management LLC222$60K0.0%N/A0.000%
6/5/2025Osterweis Capital Management Inc.115,614$31.03M0.0%-1.0%0.012%
6/4/2025First Hawaiian Bank14,164$3.80M0.2%+6.3%0.001%
6/4/2025Harold Davidson & Associates Inc.6,366$1.71M0.9%-0.9%0.001%
6/3/2025CBIZ Investment Advisory Services LLC112$30K0.0%+314.8%0.000%
6/3/2025Invst LLC9,150$2.46M0.3%-47.5%0.001%
6/2/2025Modern Wealth Management LLC2,750$738K0.0%+35.1%0.000%
5/29/2025Nova Wealth Management Inc.636$171K0.1%+38.0%0.000%
5/28/2025Jones Financial Companies Lllp344,887$93.02M0.1%+31.2%0.036%
5/28/2025Silicon Valley Capital Partners28,972$7.82M1.0%-14.2%0.003%
5/28/2025Strs Ohio374,393$100.47M0.4%N/A0.039%
5/28/2025Intrua Financial LLC1,417$380K0.1%-17.3%0.000%
5/27/2025Jacobi Capital Management LLC6,241$1.68M0.1%+2.6%0.001%
5/27/2025Advisors Capital Management LLC26,262$7.05M0.1%+155.5%0.003%
5/27/2025Iron Gate Global Advisors LLC1,709$459K0.1%-6.5%0.000%
5/23/2025Siren L.L.C.14,600$3.92M0.2%N/A0.002%
5/22/2025Mattson Financial Services LLC3,114$836K0.3%-11.0%0.000%
5/22/2025WBI Investments LLC1,125$302K0.1%-77.8%0.000%
5/21/2025MBL Wealth LLC2,880$773K0.1%+55.2%0.000%
5/21/2025McAdam LLC748$201K0.0%-18.8%0.000%
5/21/2025Acadian Asset Management LLC107,844$28.93M0.1%+31.6%0.011%
5/21/2025Geneos Wealth Management Inc.17,520$4.70M0.2%+23.9%0.002%
5/21/2025Schmidt P J Investment Management Inc.6,211$1.67M0.3%-1.3%0.001%
5/21/2025IFM Investors Pty Ltd182,862$49.07M0.5%-0.1%0.019%
5/20/2025Acorns Advisers LLC869$233K0.0%+27.8%0.000%
5/20/2025Belpointe Asset Management LLC7,735$2.08M0.1%+91.4%0.001%
5/20/2025Intech Investment Management LLC305,317$81.94M0.8%+6.1%0.032%
5/20/2025Focus Partners Wealth231,301$62.07M0.2%+4.9%0.024%
5/20/2025Capital Impact Advisors LLC39,924$10.71M4.1%N/A0.004%
5/20/2025Strive Asset Management LLC3,230$867K0.6%-13.2%0.000%
5/20/2025Integrity Alliance LLC.7,737$2.08M0.1%+567.6%0.001%
5/20/2025Ransom Advisory Ltd1,368$367K0.2%N/A0.000%
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5/20/2025Anchor Investment Management LLC3,887$1.04M0.1%+2.2%0.000%
5/20/2025Glenview Trust co91,772$24.63M0.5%+67.3%0.010%
5/20/2025Ilmarinen Mutual Pension Insurance Co156,000$41.86M0.4%+4.0%0.016%
5/20/2025Plato Investment Management Ltd26,833$7.28M0.6%-12.7%0.003%
5/19/2025SageView Advisory Group LLC9,459$2.54M0.1%-6.3%0.001%
5/19/2025Advisory Alpha LLC2,728$732K0.0%+11.0%0.000%
5/19/2025SCS Capital Management LLC11,228$3.01M0.0%N/A0.001%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC9,258,518$2.48B0.6%+6.9%0.963%
5/19/2025Optimize Financial Inc6,523$1.75M0.7%-6.7%0.001%
5/16/2025Woodline Partners LP68,807$18.47M0.1%-59.5%0.007%
5/16/2025Zurich Insurance Group Ltd FI217,930$58.48M0.5%-61.2%0.023%
5/16/2025Prostatis Group LLC4,437$1.19M0.4%+7.0%0.000%
5/16/2025McIlrath & Eck LLC212$57K0.0%-52.1%0.000%
5/16/2025Semmax Financial Advisors Inc.6,598$1.82M0.5%+4.7%0.001%
5/16/2025Empowered Funds LLC33,558$9.01M0.1%+22.6%0.003%
5/16/2025Northeast Financial Consultants Inc13,980$3.75M0.2%-13.7%0.001%
5/16/2025Peloton Wealth Strategists23,465$6.30M2.6%-5.8%0.002%
5/16/2025MBB Public Markets I LLC1,126$302K0.0%N/A0.000%
5/16/2025Vancity Investment Management Ltd1,243$334K0.0%N/A0.000%
5/16/2025Ascent Group LLC16,039$4.30M0.2%-0.9%0.002%
5/16/2025Meiji Yasuda Life Insurance Co7,109$1.91M0.0%-2.0%0.001%
5/16/2025RNC Capital Management LLC15,649$4.20M0.2%+2,225.3%0.002%
5/16/2025Coppell Advisory Solutions LLC1,273$341K0.0%-62.2%0.000%
5/16/2025Meiji Yasuda Asset Management Co Ltd.18,111$4.86M0.2%+0.3%0.002%
5/16/2025Arete Wealth Advisors LLC11,302$3.01M0.2%+113.4%0.001%
5/16/2025Great Lakes Advisors LLC41,768$11.21M0.1%+1.8%0.004%
5/16/2025Strait & Sound Wealth Management LLC3,729$1.00M0.5%+19.6%0.000%
5/16/2025Caxton Associates LLP3,479$934K0.0%N/A0.000%
5/16/2025Signature Estate & Investment Advisors LLC257,925$69.22M1.8%+25.6%0.027%
5/16/2025Sciencast Management LP3,648$979K0.2%+365.9%0.000%
5/16/2025Voleon Capital Management LP 14,073$3.78M0.3%+321.7%0.001%
5/16/2025Everstar Asset Management LLC13,056$3.50M0.7%N/A0.001%
5/16/2025Challenger Wealth Management752$202K0.2%-11.3%0.000%
5/16/2025Ashton Thomas Private Wealth LLC14,030$3.77M0.1%-8.8%0.001%
5/16/2025Redwood Investments LLC14,295$3.84M1.4%+3.1%0.001%
5/16/2025Sender Co & Partners Inc.8,688$2.33M1.2%N/A0.001%
5/16/2025Laidlaw Wealth Management LLC781$210K0.6%-82.3%0.000%
5/16/2025Kestra Investment Management LLC10,323$2.77M0.1%+179.7%0.001%
5/16/2025Resources Management Corp CT ADV7,296$1.96M0.3%+30.1%0.001%
5/16/2025Cape Investment Advisory Inc.3,690$990K0.4%-3.3%0.000%
5/16/2025Jones Financial Companies Lllp59,473$15.59M0.0%-77.4%0.006%
5/16/2025Dynamic Technology Lab Private Ltd1,770$475K0.1%+15.7%0.000%
5/16/2025Coordinated Financial Services Inc. CO1,001$269K0.2%N/A0.000%
5/16/2025Talon Private Wealth LLC3,324$892K0.1%+15.7%0.000%
5/16/2025TenCore Partners LP50,693$13.60M7.2%+4.5%0.005%
5/16/2025Triavera Capital LLC24,073$6.46M3.7%+6.6%0.003%
5/16/2025Trybe Capital Management LP101,776$27.31M7.2%-23.8%0.011%
5/16/2025UniSuper Management Pty Ltd640,300$171.83M1.3%-1.7%0.067%
5/16/2025Select Equity Group L.P.377,686$101.36M0.4%-21.3%0.039%
5/16/2025Sepio Capital LP14,910$4.00M0.3%-2.5%0.002%
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5/16/2025Raab & Moskowitz Asset Management LLC6,622$1.78M0.4%+12.8%0.001%
5/16/2025Redwood Financial Network Corp2,085$560K0.4%+7.1%0.000%
5/16/2025Rise Advisors LLC846$227K0.1%+6.5%0.000%
5/16/2025Route One Investment Company L.P.338,650$90.88M3.8%-36.9%0.035%
5/16/2025Samlyn Capital LLC188,397$50.56M0.7%N/A0.020%
5/16/2025Palestra Capital Management LLC499,781$134.12M5.3%-11.5%0.052%
5/16/2025Petrus Trust Company LTA179,772$48.24M4.5%+17.9%0.019%
5/16/2025Plancorp LLC5,536$1.49M0.1%-1.6%0.001%
5/16/2025NFJ Investment Group LLC54,674$14.67M0.5%+9.5%0.006%
5/16/2025Nissay Asset Management Corp Japan ADV116,426$31.24M0.2%+1.4%0.012%
(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, 3,357 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($23.59B), State Street Corp ($13.43B), Capital Research Global Investors ($8.06B), FMR LLC ($7.76B), Geode Capital Management LLC ($6.66B), Capital International Investors ($5.56B), and Fisher Asset Management LLC ($4.16B).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 2,995 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: Bank Julius Baer & Co. Ltd Zurich ($238.65M), Norges Bank ($21.26M), Capital International Investors ($12.89M), Nuveen LLC ($7.60M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($5.62M), Capital World Investors ($4.92M), and Swedbank AB ($4.12M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 120,656,947 shares in the last 24 months. This purchase volume represents approximately $35.78B in transactions.

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

Of the 1,545 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), T. Rowe Price Investment Management Inc. ($3.94M), Parnassus Investments LLC ($3.55M), Capital World Investors ($2.95M), Legal & General Group Plc ($2.41M), Capital International Investors ($2.32M), and FIL Ltd ($1.84M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 77,036,279 shares in the last 24 months. This volume of shares sold represents approximately $23.35B in transactions.


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This page (NYSE:CRM) was last updated on 6/30/2025 by MarketBeat.com Staff
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