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Salesforce (CRM) Institutional Ownership

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$181.67 -4.67 (-2.51%)
Closing price 05/8/2026 03:59 PM Eastern
Extended Trading
$181.28 -0.39 (-0.22%)
As of 05/8/2026 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)
2357
Total
Institutional Inflows
(last 12 months)
$53.43B
Number of
Institutional Sellers
(last 12 months)
1816
Total
Institutional Outflows
(last 12 months)
$29.16B
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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
5/8/2026 PNC Financial Services Group Inc.250,007$46.67M0.0%-3.1%0.031%
5/8/2026 Oslo Pensjonsforsikring AS5,001$934K0.1%N/A0.001%
5/8/2026 Mathes Company Inc.1,600$299K0.1%-87.2%0.000%
5/8/2026 DJE Kapital AG181,654$33.64M0.7%N/A0.022%
5/8/2026 Andra AP fonden3,400$635K0.0%-96.5%0.000%
5/8/2026 Wilkerson Advisory Group LLC439$82K0.0%-80.6%0.000%
5/8/2026 Glenview Trust Co28,956$5.41M0.1%-70.3%0.004%
5/8/2026 Cura Wealth Advisors LLC1,451$271K0.1%-7.4%0.000%
5/8/2026 Madison Asset Management LLC92,577$17.28M0.2%+98.7%0.011%
5/8/2026 Summit Global Investments6,378$1.19M0.1%-1.9%0.001%
5/8/2026 Cassaday & Co Wealth Management LLC1,162$217K0.0%-37.4%0.000%
5/8/2026 MWA Asset Management549$102K0.1%N/A0.000%
5/8/2026 Johnson Financial Group Inc.4,944$923K0.0%-7.3%0.001%
5/8/2026 Convergence Investment Partners LLC1,096$205K0.0%-88.9%0.000%
5/8/2026 JSF Financial LLC1,644$307K0.1%-12.4%0.000%
5/8/2026 Amova Asset Management Americas Inc.21,165$3.95M0.1%-59.4%0.003%
5/8/2026 Commerzbank Aktiengesellschaft FI380,625$71.05M1.5%+440.4%0.047%
5/7/2026 Florida Financial Advisors LLC3,216$600K0.1%-2.6%0.000%
5/7/2026 Leith Wheeler Investment Counsel Ltd.142,306$26.56M2.2%+1.7%0.017%
5/7/2026 AlTi Global Inc.18,832$3.52M0.1%-1.1%0.002%
5/7/2026 Earned Wealth Advisors LLC6,601$1.23M0.1%+17.2%0.001%
5/7/2026 Carson Advisory Inc.3,118$582K0.3%+10.1%0.000%
5/7/2026 Meeder Asset Management Inc.465$87K0.0%+28.5%0.000%
5/7/2026 Dimensional Fund Advisors LP3,984,154$743.71M0.2%-1.3%0.487%
5/7/2026 Balefire LLC1,688$315K0.1%+10.0%0.000%
5/7/2026 Parallel Advisors LLC60,147$11.23M0.2%-8.1%0.007%
5/7/2026 Ironwood Investment Counsel LLC22,727$4.24M0.6%+372.7%0.003%
5/7/2026 Boston Common Asset Management LLC73,976$13.81M0.9%-0.1%0.009%
5/7/2026 Planning Alternatives Ltd. ADV1,529$285K0.0%N/A0.000%
5/7/2026 Nelson Capital Management LLC8,723$1.63M0.2%+1.7%0.001%
5/7/2026 Greenwood Gearhart LLC77,622$14.49M0.8%+8,852.9%0.009%
5/7/2026 KBC Group NV1,222,004$228.11M0.6%+11.5%0.149%
5/7/2026 Next Capital Management LLC11,350$2.12M0.6%N/A0.001%
5/7/2026 True North Advisors LLC2,274$425K0.0%-8.1%0.000%
5/7/2026 SEB Asset Management AB472,483$88.20M0.4%N/A0.058%
5/7/2026 Swiss National Bank2,749,777$513.30M0.3%+5.4%0.336%
5/7/2026 Valley Wealth Managers Inc.74,704$13.95M0.9%-2.9%0.009%
5/7/2026 AIA Group Ltd143,384$26.77M0.4%-24.7%0.018%
5/7/2026 Legacy Wealth Advisors LLC1,138$212K0.1%N/A0.000%
5/7/2026 Mediolanum International Funds Ltd97,191$17.98M0.2%+65.0%0.012%
5/7/2026 Spartan Wealth Advisory Services LLC2,831$529K0.0%N/A0.000%
5/7/2026 ANB Bank5,965$1.11M0.5%+3.6%0.001%
5/7/2026 Paces Ferry Wealth Advisors LLC3,830$715K0.3%+16.7%0.000%
5/6/2026 Jennison Associates LLC43,442$8.11M0.0%+47.5%0.005%
5/6/2026 Aviance Capital Partners LLC2,405$449K0.1%+21.6%0.000%
5/6/2026 Annis Gardner Whiting Capital Advisors LLC6,462$1.21M0.2%+4.0%0.001%
5/6/2026 German American Bancorp Inc.7,455$1.39M0.1%N/A0.001%
5/6/2026 California Public Employees Retirement System2,144,702$400.35M0.2%-25.8%0.262%
5/6/2026 Ceera Investments LLC21,573$4.03M1.8%+5.2%0.003%
5/6/2026 Quadrant Private Wealth Management LLC24,840$4.64M0.7%+2.8%0.003%
5/6/2026 Bartlett & CO. Wealth Management LLC244,135$45.28M0.6%-9.9%0.030%
5/6/2026 Heartland Bank & Trust Co5,811$1.09M0.2%+343.9%0.001%
5/6/2026 Zhang Financial LLC13,449$2.51M0.1%+31.4%0.002%
5/6/2026 John G Ullman & Associates Inc.8,283$1.55M0.2%-30.1%0.001%
5/6/2026 Kera Capital Partners Inc.2,408$450K0.1%+12.8%0.000%
5/6/2026 Gryphon Financial Partners LLC3,430$640K0.1%+12.9%0.000%
5/6/2026 Copeland Capital Management LLC3,719$694K0.0%-92.6%0.000%
5/6/2026 Hamilton Point Investment Advisors LLC33,471$6.25M1.0%+0.2%0.004%
5/6/2026 Modera Wealth Management LLC23,419$4.37M0.1%-10.3%0.003%
5/6/2026 Assetmark Inc.141,158$26.35M0.1%+4.5%0.017%
5/6/2026 PeakShares LLC8,070$1.51M1.4%+45.8%0.001%
5/6/2026 Graphene Investments SAS16,500$3.08M2.1%+29.9%0.002%
5/6/2026 Angeles Wealth Management LLC5,330$995K0.1%+13.2%0.001%
5/6/2026 AXS Investments LLC11,718$2.19M0.9%-12.1%0.001%
5/6/2026 Clearstead Trust LLC2,233$417K0.1%-11.3%0.000%
5/6/2026 Financiere des Professionnels Fonds d investissement inc.13,000$2.43M0.1%-62.2%0.002%
5/6/2026 Goodman Financial Corp24,855$4.64M0.8%-53.5%0.003%
5/6/2026 Bessemer Group Inc.37,160$6.94M0.0%+6.1%0.005%
5/6/2026 Avalon Trust Co2,043$381K0.0%-21.3%0.000%
5/6/2026 SteelPeak Wealth LLC22,436$4.19M0.1%+216.2%0.003%
5/6/2026 Allspring Global Investments Holdings LLC479,992$89.39M0.1%+17.4%0.059%
5/6/2026 Oder Investment Management LLC2,893$540K0.4%-10.9%0.000%
5/6/2026 Independent Financial Group LLC13,895$2.59M0.1%N/A0.002%
5/6/2026 Prosperity Consulting Group LLC3,300$616K0.0%-38.0%0.000%
5/6/2026 Frazier Financial Advisors LLC587$110K0.1%+25.4%0.000%
5/6/2026 Aware Super Pty Ltd as trustee of Aware Super115,735$21.60M0.3%N/A0.014%
5/6/2026 W.G. Shaheen & Associates DBA Whitney & Co54,469$10.17M0.8%+7.2%0.007%
5/5/2026 Delta Financial Advisors LLC4,765$889K0.2%-11.8%0.001%
5/5/2026 Vectors Research Management LLC8,661$1.62M0.5%N/A0.001%
5/5/2026 Wealthfront Advisers LLC113,644$21.21M0.0%+5.4%0.014%
5/5/2026 D.A. Davidson & CO.39,088$7.30M0.0%-32.3%0.005%
5/5/2026 Beaumont Financial Advisors LLC32,050$5.98M0.4%+1,905.6%0.004%
5/5/2026 Twin Capital Management Inc.12,151$2.27M0.3%-2.5%0.001%
5/5/2026 Marks Group Wealth Management Inc49,280$9.20M0.9%+0.2%0.006%
5/5/2026 Midwest Professional Planners LTD.9,340$1.74M0.4%-2.2%0.001%
5/5/2026 Bank of New York Mellon Corp5,988,247$1.12B0.2%-3.2%0.732%
5/5/2026 Illinois Municipal Retirement Fund70,513$13.16M0.2%-1.0%0.009%
5/5/2026 Three Seasons Wealth LLC7,802$1.46M0.6%+625.8%0.001%
5/5/2026 Geneos Wealth Management Inc.18,958$3.54M0.1%+3.8%0.002%
5/5/2026 Harel Insurance Investments & Financial Services Ltd.11,220$2.09M0.0%-2.5%0.001%
5/5/2026 MASTERINVEST Kapitalanlage GmbH34,330$6.41M0.7%-5.5%0.004%
5/5/2026 Hudson Canyon Capital Management9,150$1.71M1.0%+16.5%0.001%
5/5/2026 NFSG Corp1,524$285K0.0%-93.3%0.000%
5/5/2026 Vienna Powszechne Towarzystwo Emerytalne S.A. Vienna Insurance Group52,000$9.71M3.7%N/A0.006%
5/5/2026 Ethos Financial Group LLC1,272$237K0.0%-11.1%0.000%
5/5/2026 Signet Financial Management LLC5,933$1.11M0.1%-23.2%0.001%
5/5/2026 SouthState Bank Corp13,822$2.58M0.1%-11.5%0.002%
5/5/2026 Mandatum Life Insurance Co Ltd16,088$3.00M0.7%N/A0.002%
5/5/2026 Meridian Management Co.23,428$4.37M1.1%-0.3%0.003%
5/5/2026 Sanctuary Advisors LLC100,537$18.77M0.1%+3.4%0.012%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,602 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 3,272 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), Nuveen LLC ($7.60M), Capital International Investors ($4.81M), Vanguard Group Inc. ($4.32M), and Swedbank AB ($4.19M).

Institutional investors have bought a total of 206,047,747 shares in the last 24 months. This purchase volume represents approximately $53.43B in transactions.

Of the 1,816 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 ($6.04M), Franklin Resources Inc. ($4.68M), Fisher Asset Management LLC ($3.87M), Massachusetts Financial Services Co. MA ($3.59M), and Cardano Risk Management B.V. ($3.49M).

Institutional investors have sold a total of 114,892,942 shares in the last 24 months. This volume of shares sold represents approximately $29.16B in transactions.



This page (NYSE:CRM) was last updated on 5/10/2026 by MarketBeat.com Staff.
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