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Salesforce (CRM) Institutional Ownership

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$196.28 +5.31 (+2.78%)
Closing price 08/18/2026 03:59 PM Eastern
Extended Trading
$193.88 -2.40 (-1.22%)
As of 04:55 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)
1982
Total
Institutional Inflows
(last 12 months)
$57.25B
Number of
Institutional Sellers
(last 12 months)
1540
Total
Institutional Outflows
(last 12 months)
$20.11B
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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
8/18/2026Beacon Pointe Advisors LLC102,138$16.00M0.1%N/A0.012%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt5,271$828K0.0%N/A0.001%
8/18/2026Strait & Sound Wealth Management LLC1,986$311K0.1%N/A0.000%
8/18/2026Rakuten Investment Management Inc.132,625$20.95M0.1%N/A0.016%
8/18/2026RB Capital Management LLC10,939$1.71M0.3%N/A0.001%
8/18/2026Orion Capital Management LLC3,447$540K0.2%N/A0.000%
8/18/2026 Glenview Trust Co22,379$3.51M0.0%N/A0.003%
8/18/2026North Star Asset Management Inc.72,375$11.34M0.4%N/A0.009%
8/18/2026 Empowered Funds LLC170,123$26.65M0.1%N/A0.021%
8/18/2026 United Capital Financial Advisors LLC79,316$12.43M0.1%N/A0.010%
8/18/2026 Balanced Rock Investment Advisors LLC1,306$205K0.1%N/A0.000%
8/18/2026 Dearborn Partners LLC3,845$602K0.0%N/A0.000%
8/18/2026 Bank OZK3,754$588K0.2%N/A0.000%
8/18/2026 Equitable Holdings Inc.53,688$8.41M0.1%N/A0.007%
8/18/2026 Centaurus Financial Inc.9,631$1.51M0.1%N/A0.001%
8/18/2026 Harvey Capital Management Inc.26,657$4.18M0.9%N/A0.003%
8/18/2026 Coastal Bridge Advisors LLC13,476$2.11M0.1%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio313,053$49.04M0.1%N/A0.038%
8/18/2026 MASTERINVEST Kapitalanlage GmbH30,866$4.84M0.4%N/A0.004%
8/17/2026 Triton Financial Group Inc6,383$1M0.6%N/A0.001%
8/17/2026 Proficio Capital Partners LLC2,788$437K0.0%N/A0.000%
8/17/2026 Pure Financial Advisors LLC4,585$718K0.0%N/A0.001%
8/17/2026 Transamerica Financial Advisors LLC817$128K0.0%N/A0.000%
8/17/2026 Corient Private Wealth LP1,108,019$49.05M0.0%N/A0.135%
8/17/2026 Punch & Associates Investment Management Inc.74,875$11.73M0.6%N/A0.009%
8/17/2026 Panoramic Capital LLC25,000$3.92M1.7%N/A0.003%
8/17/2026 Perennial Investment Advisors LLC7,702$1.21M0.1%N/A0.001%
8/17/2026 Ausdal Financial Partners Inc.4,170$653K0.0%N/A0.001%
8/17/2026 Bank of America Corp DE12,218,090$1.91B0.1%N/A1.492%
8/17/2026 Blodgett Wealth Advisors LLC3,030$475K0.3%N/A0.000%
8/15/2026 Magnolia Capital Advisors LLC5,098$799K0.1%N/A0.001%
8/15/2026 Caisse de depot et placement du Quebec446,200$69.90M0.1%N/A0.054%
8/15/2026 Pointe Capital Management LLC3,125$490K0.2%N/A0.000%
8/15/2026 Odyssean LLC17,920$2.81M0.5%N/A0.002%
8/15/2026 Invst LLC5,287$828K0.1%N/A0.001%
8/15/2026 First Bancorp Inc ME 2,887$452K0.2%N/A0.000%
8/15/2026 Roberts Glore & Co. Inc. IL4,764$746K0.2%N/A0.001%
8/15/2026 Jupiter Topco LLC121,461$19.04M0.0%N/A0.015%
8/15/2026 Wedbush Fund Advisers LLC201,145$31.51M2.8%+30.1%0.025%
8/15/2026 ABS Investment Management LLC157$610.97M0.4%N/A0.000%
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8/14/2026 EFG International AG40,021$6.27M0.1%N/A0.005%
8/14/2026 Ancora Advisors LLC90,219$14.13M0.3%N/A0.011%
8/14/2026 Primecap Management Co. CA259,450$40.65M0.0%N/A0.032%
8/14/2026 Palisade Capital Management LP2,029$318K0.0%N/A0.000%
8/14/2026 Canada Pension Plan Investment Board366,320$57.39M0.0%N/A0.045%
8/14/2026 Osterweis Capital Management Inc.236$37K0.0%N/A0.000%
8/14/2026 AFT Forsyth & Company Inc.9,274$1.45M0.7%N/A0.001%
8/14/2026 Legal & General Group Plc5,919,390$927.33M0.2%N/A0.723%
8/14/2026 The Manufacturers Life Insurance Company 3,140,986$492.07M0.4%N/A0.384%
8/14/2026 Kelly Lawrence W & Associates Inc. CA11,593$1.82M0.4%N/A0.001%
8/14/2026 Trajan Wealth LLC92,844$14.55M0.5%N/A0.011%
8/14/2026 Van Hulzen Asset Management LLC2,136$335K0.0%N/A0.000%
8/14/2026 Womack Financial LLC1,466$230K0.2%N/A0.000%
8/14/2026 Peak Asset Management LLC36,928$5.79M0.9%N/A0.005%
8/14/2026 Fiduciary Financial Advisors724$135K0.0%N/A0.000%
8/14/2026 Manning & Napier Advisors LLC166$26K0.0%N/A0.000%
8/14/2026 Brandywine Managers LLC6,913$1.08M0.5%N/A0.001%
8/14/2026 L2 Asset Management LLC4,524$709K0.1%N/A0.001%
8/14/2026 Vega Investment Solutions1,061$166K0.0%N/A0.000%
8/14/2026 Cetera Trust Company N.A8,801$1.38M0.7%N/A0.001%
8/14/2026 Partners Capital Investment Group LLP12,931$2.03M0.1%N/A0.002%
8/14/2026 Visionary Wealth Advisors3,377$529K0.0%N/A0.000%
8/14/2026 Dearborn Partners LLC4,110$767K0.0%N/A0.001%
8/13/2026 Asset One Wealth Management LLC5,653$944K0.1%N/A0.001%
8/13/2026 Safeguard Investment Advisory Group LLC1,681$263K0.1%N/A0.000%
8/13/2026 Ally Financial Inc.32,500$5.09M0.7%N/A0.004%
8/13/2026 Maxi Investments CY Ltd35,000$5.48M1.1%N/A0.004%
8/13/2026 Portland Investment Counsel Inc.3,875$607K0.2%N/A0.000%
8/13/2026 Cibc World Market Inc.241,415$37.82M0.1%N/A0.029%
8/13/2026 Castlefield Investment Partners LLP1,861$292K0.2%N/A0.000%
8/13/2026 Osbon Capital Management LLC526$82K0.1%N/A0.000%
8/13/2026 OMERS ADMINISTRATION Corp103,464$16.21M0.1%N/A0.013%
8/13/2026 Osmosis Investment Management UK Ltd10,398$1.63M0.1%N/A0.001%
8/13/2026 Sanctuary Advisors LLC88,075$13.80M0.1%N/A0.011%
8/13/2026 Solstein Capital LLC1,104$173K0.1%N/A0.000%
8/13/2026 Jericho Financial LLP25,444$3.99M2.1%N/A0.003%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.83,575$13.09M0.0%N/A0.010%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.7,199$1.13M0.1%N/A0.001%
8/13/2026 Burk Holdings LLC783$123K0.0%N/A0.000%
8/13/2026 Pinnacle Holdings LLC9,357$1.47M0.5%N/A0.001%
8/13/2026 Globeflex Capital L P600$94K0.0%N/A0.000%
8/13/2026 Benchmark Investment Advisors LLC3,426$537K0.2%N/A0.000%
8/13/2026 True Freedom Investing LLC17,292$3.23M0.3%N/A0.002%
8/13/2026 LM Advisors LLC17,101$2.69M0.3%N/A0.002%
8/13/2026 Matters Capital LLC1,936$303K0.2%N/A0.000%
8/13/2026 Haverford Trust Co6,309$988K0.0%N/A0.001%
8/13/2026 Clear Harbor Asset Management LLC26,654$4.18M0.3%N/A0.003%
8/13/2026 First Nebraska Trust Co31,008$4.86M0.4%N/A0.004%
8/13/2026 Bank of Nova Scotia374,785$58.71M0.1%N/A0.046%
8/12/2026 Hudson Portfolio Management LLC1,625$255K0.2%N/A0.000%
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8/12/2026 Elevation Point Wealth Partners LLC29,278$4.59M0.1%N/A0.004%
8/12/2026 Alta Advisers Ltd3,670$575K0.1%N/A0.000%
8/12/2026 Daiichi Life Insurance Co. Ltd.32,765$5.13M0.1%N/A0.004%
8/12/2026 Foyston Gordon & Payne Inc66,250$10.47M2.2%N/A0.008%
8/12/2026 Commerce Bank63,062$9.88M0.0%N/A0.008%
8/12/2026 Weitz Investment Management Inc.49,300$7.72M0.5%N/A0.006%
8/12/2026 Northwestern Mutual Wealth Management Co.421,279$66.00M0.0%N/A0.051%
8/12/2026 Quantbot Technologies LP14,184$2.22M0.1%N/A0.002%
8/12/2026 Evolve Private Wealth LLC18,335$2.88M0.2%N/A0.002%
8/12/2026 WealthShield Partners LLC13,630$2.14M0.3%N/A0.002%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,538 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), BlackRock Inc. ($11.40B), FMR LLC ($7.76B), Capital International Investors ($6.02B), and Geode Capital Management LLC ($5.75B).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 3,215 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: BlackRock Inc. ($72.75M), J. Stern & Co. LLP ($47.23M), Norges Bank ($33.15M), Bank of America Corp DE ($14.78M), Capital World Investors ($12.98M), Arrowstreet Capital Limited Partnership ($11.29M), and Nuveen LLC ($7.60M).

Institutional investors have bought a total of 273,846,763 shares in the last 24 months. This purchase volume represents approximately $57.25B in transactions.

Of the 1,540 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: Lombard Odier Asset Management Europe Ltd ($6.09M), Wellington Management Group LLP ($5.28M), Franklin Resources Inc. ($4.68M), Rockefeller Capital Management L.P. ($4.62M), Amundi ($4.09M), Cardano Risk Management B.V. ($3.49M), and Laurel Wealth Advisors LLC ($3.41M).

Institutional investors have sold a total of 82,660,020 shares in the last 24 months. This volume of shares sold represents approximately $20.11B in transactions.



Institutional ownership data for NYSE:CRM is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 8/18/2026. New 13F filings are added each quarter as they're published.
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