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Salesforce (CRM) Institutional Ownership

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$162.65 -3.93 (-2.36%)
Closing price 03:59 PM Eastern
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$161.98 -0.68 (-0.42%)
As of 07:59 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)
2291
Total
Institutional Inflows
(last 12 months)
$50.07B
Number of
Institutional Sellers
(last 12 months)
1771
Total
Institutional Outflows
(last 12 months)
$27.08B
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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
7/9/2026Financial Management Professionals Inc.491$77K0.0%+25.9%0.000%
7/9/2026Harrell Investment Partners LLC10,910$1.71M0.4%-5.1%0.001%
7/9/2026Revolve Wealth Partners LLC2,254$353K0.0%+42.8%0.000%
7/9/2026Sapient Capital LLC2,217$348K0.0%-55.2%0.000%
7/9/2026Atlas Brown Inc.7,949$1.25M0.3%+5.8%0.001%
7/9/2026Next Level Private LLC2,619$410K0.1%-3.7%0.000%
7/9/2026Focus Financial Network Inc.2,901$456K0.0%+43.1%0.000%
7/9/2026Fluent Financial LLC14,458$2.27M0.8%N/A0.002%
7/9/2026Alliance Wealth Advisors LLC6,408$1.00M0.3%-4.2%0.001%
7/9/2026Allied Private Wealth LLC645$107K0.1%N/A0.000%
7/9/2026TOWER TRUST & INVESTMENT Co5,573$873K0.5%+1.8%0.001%
7/9/2026Deane Retirement Strategies Inc.30,620$4.80M2.0%+17.4%0.004%
7/9/2026Wealth Science Advisors LLC2,368$371K0.2%+1,478.7%0.000%
7/9/2026Birchbrook Inc.5,170$810K0.4%-11.8%0.001%
7/9/2026HF Advisory Group LLC10,647$1.67M0.5%+13.2%0.001%
7/9/2026Arista Wealth Management LLC4,096$642K0.1%-17.1%0.001%
7/9/2026Everhart Financial Group Inc.4,379$686K0.0%-32.1%0.001%
7/9/2026Jacobs & Co. CA45,212$7.08M0.6%+3.0%0.006%
7/9/2026Sax Wealth Advisors LLC4,201$658K0.0%-24.0%0.001%
7/9/2026Cardano Risk Management B.V.432,871$67.81M0.5%+9.3%0.053%
7/9/2026Everpar Advisors LLC2,221$348K0.1%-35.5%0.000%
7/9/2026Chemistry Wealth Management LLC13,155$2.06M0.3%+62.6%0.002%
7/9/2026 Hennion & Walsh Asset Management Inc.7,812$1.22M0.0%-3.4%0.001%
7/9/2026 Agate Pass Investment Management LLC2,171$340K0.1%-61.9%0.000%
7/9/2026 Valeo Financial Advisors LLC19,443$3.05M0.1%-5.0%0.002%
7/9/2026 Norway Savings Bank11,330$1.78M0.7%-5.5%0.001%
7/8/2026 Beaird Harris Wealth Management LLC592$93K0.0%+38.3%0.000%
7/8/2026 Rockland Trust Co.5,600$877K0.0%-43.3%0.001%
7/8/2026 Beacon Bank & Trust3,988$625K0.1%-6.8%0.000%
7/8/2026 Thurston Springer Miller Herd & Titak Inc.195$31K0.0%-59.6%0.000%
7/8/2026 Beacon Investment Advisory Services Inc.17,694$2.77M0.1%-10.7%0.002%
7/8/2026 Chesley Taft & Associates LLC85,183$13.35M0.5%+96.6%0.010%
7/8/2026 Trust Point Inc.3,093$485K0.0%+7.0%0.000%
7/8/2026 AAFMAA Wealth Management & Trust LLC1,497$235K0.1%-71.2%0.000%
7/8/2026 Teamwork Financial Advisors LLC12,912$2.02M0.2%+17.2%0.002%
7/8/2026 Green Ridge Wealth Planning LLC2,656$416K0.2%-19.4%0.000%
7/8/2026 Community Trust & Investment Co.129,253$20.25M1.0%+11.2%0.016%
7/8/2026 Wynn Capital LLC1,623$254K0.1%+50.1%0.000%
7/8/2026 FNY Investment Advisers LLC2,687$420K0.2%+3.3%0.000%
7/8/2026 Cooper Financial Group6,197$971K0.1%-9.7%0.001%
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7/8/2026 ACT Wealth Management LLC3,803$596K0.2%+42.2%0.000%
7/8/2026 Elmwood Wealth Management Inc.7,169$1.12M0.3%-3.8%0.001%
7/8/2026 PKO BP BANKOWY Universal Pension Society JSC36,000$5.64M1.6%+20.0%0.004%
7/8/2026 Elevation Wealth Partners LLC327$51K0.0%+43.4%0.000%
7/8/2026 Cohen Capital Management Inc.23,445$3.67M0.5%-6.1%0.003%
7/8/2026 Czech National Bank232,850$36.48M0.2%-8.8%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab189,033$29.61M0.2%+3.3%0.023%
7/8/2026 Assenagon Asset Management S.A.1,212,968$190.02M0.2%+18.5%0.148%
7/8/2026 St. Louis Financial Planners Asset Management LLC21,429$3.56M1.8%+55.5%0.003%
7/8/2026 55 North Private Wealth LLC1,538$241K0.0%N/A0.000%
7/8/2026 Byrne Asset Management LLC594$93K0.1%-11.1%0.000%
7/8/2026 Emprise Bank3,958$620K0.2%-2.8%0.000%
7/8/2026 Thrive Wealth Management LLC6,101$956K0.1%-9.6%0.001%
7/8/2026 Sanders Morris Harris LLC2,047$321K0.2%-78.6%0.000%
7/7/2026 180 Wealth Advisors LLC15,692$2.46M0.2%+13.4%0.002%
7/7/2026 Bill Few Associates Inc.1,456$228K0.0%-5.1%0.000%
7/7/2026 Trust Asset Management LLC10,390$1.63M0.1%-2.3%0.001%
7/7/2026 Mirador Capital Partners LP2,130$334K0.0%-18.5%0.000%
7/7/2026 Integral Investment Advisors Inc.1,831$287K0.1%+19.4%0.000%
7/7/2026 Balefire LLC1,817$285K0.0%+7.6%0.000%
7/7/2026 Dynamic Advisor Solutions LLC21,591$3.38M0.1%+11.3%0.003%
7/7/2026 Tlwm8,755$1.37M0.2%-8.9%0.001%
7/7/2026 Inspirion Wealth Advisors LLC1,248$204K0.0%+5.9%0.000%
7/7/2026 GK Wealth Management LLC2,932$459K0.2%N/A0.000%
7/7/2026 Grant Private Wealth Management Inc6,457$1.01M0.4%-9.2%0.001%
7/7/2026 Avior Wealth Management LLC18,465$2.89M0.1%+1.3%0.002%
7/7/2026 Crescent Sterling Ltd.3,830$600K0.5%-12.6%0.000%
7/7/2026 Arlington Partners LLC1,588$249K0.4%+24.7%0.000%
7/7/2026 Greenfield Savings Bank1,419$222K0.1%-45.6%0.000%
7/7/2026 Prota Financial LLC3,312$541K0.4%+8.3%0.000%
7/7/2026 Wisconsin Wealth Advisors LLC2,937$460K0.4%+50.1%0.000%
7/7/2026 Canandaigua National Bank & Trust Co.14,900$2.33M0.2%N/A0.002%
7/7/2026 Sandy Cove Advisors LLC1,344$210K0.1%-7.6%0.000%
7/7/2026 Epiq Partners LLC2,061$323K0.1%+30.1%0.000%
7/7/2026 Moody National Bank Trust Division9,362$1.47M0.1%-2.2%0.001%
7/7/2026 Grove Bank & Trust6,173$967K0.1%-3.0%0.001%
7/7/2026 CGN Advisors LLC14,431$2.26M0.2%-3.3%0.002%
7/7/2026 CoreCap Advisors LLC2,076$325K0.0%-21.4%0.000%
7/7/2026 Howard Financial Services LTD.2,390$374K0.0%+19.6%0.000%
7/6/2026 Neville Rodie & Shaw Inc.6,240$978K0.1%-14.1%0.001%
7/6/2026 Bangor Savings Bank9,795$1.53M0.1%-4.4%0.001%
7/6/2026 Boltwood Capital Management9,706$1.52M0.3%+5.3%0.001%
7/6/2026 Trilogy Capital Inc.1,719$269K0.0%-77.6%0.000%
7/2/2026 MassMutual Private Wealth & Trust FSB36,222$5.68M0.1%-3.4%0.004%
7/2/2026 Versant Capital Management Inc2,670$418K0.0%-24.0%0.000%
7/2/2026 Hilltop National Bank1,792$281K0.1%-16.2%0.000%
7/2/2026 CX Institutional51,782$8.11M0.2%-4.4%0.006%
7/2/2026 First County Bank CT 9,931$1.56M0.7%-2.2%0.001%
7/1/2026 Miller Global Investments LLC3,436$538K0.4%+167.4%0.000%
7/1/2026 First Financial Bank Trust Division17,315$2.71M0.2%-15.7%0.002%
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7/1/2026 Eastern Bank5,889$923K0.0%+20.0%0.001%
7/1/2026 Roxbury Financial LLC3,949$619K0.5%+17.6%0.000%
6/22/2026Sapient Capital LLC4,945$923K0.0%-13.4%0.001%
6/18/2026Pacer Advisors Inc.1,991,616$371.78M0.6%+32.3%0.243%
6/18/2026Southern Financial Group LLC1,820$340K0.1%+31.0%0.000%
6/15/2026Carmignac Gestion974,129$181.83M2.8%-3.4%0.119%
6/15/2026Lombard Odier Asset Management Europe Ltd40,959$7.65M0.0%+18.1%0.005%
6/10/2026FAS Wealth Partners Inc.3,312$618K0.0%+35.0%0.000%
6/9/2026Rathbones Group PLC196,806$36.74M0.1%-67.4%0.024%
6/8/2026Positano Wealth Management Ltd42,146$7.87M5.8%+234.5%0.005%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,595 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($23.80B), State Street Corp ($13.29B), J. Stern & Co. LLP ($12.55B), FMR LLC ($7.76B), Capital International Investors ($6.02B), Geode Capital Management LLC ($5.75B), and Capital World Investors ($5.21B).Learn more on Salesforce's institutional investors.

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

Of the 3,263 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: J. Stern & Co. LLP ($47.23M), Norges Bank ($33.15M), Capital World Investors ($12.98M), Arrowstreet Capital Limited Partnership ($11.29M), Nuveen LLC ($7.60M), Capital International Investors ($4.40M), and Cardano Risk Management B.V. ($3.92M).

Institutional investors have bought a total of 197,418,997 shares in the last 24 months. This purchase volume represents approximately $50.07B in transactions.

Of the 1,765 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: Rockefeller Capital Management L.P. ($9.57M), Lombard Odier Asset Management Europe Ltd ($6.09M), Wellington Management Group LLP ($5.28M), Franklin Resources Inc. ($4.68M), Amundi ($4.09M), Fisher Asset Management LLC ($3.87M), and Massachusetts Financial Services Co. MA ($3.59M).

Institutional investors have sold a total of 108,135,771 shares in the last 24 months. This volume of shares sold represents approximately $27.08B in transactions.


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This page (NYSE:CRM) was last updated on 7/9/2026 by MarketBeat.com Staff.
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