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Salesforce (CRM) Institutional Ownership

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$250.48 -8.75 (-3.37%)
As of 11:30 AM Eastern
This is a fair market value price provided by Massive. Learn more.
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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)
1999
Total
Institutional Inflows
(last 12 months)
$87.46B
Number of
Institutional Sellers
(last 12 months)
1558
Total
Institutional Outflows
(last 12 months)
$20.40B
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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
9/4/2026 Parkside Financial Bank & Trust3,424$536K0.0%+23.8%0.000%
9/2/2026 MLG Wealth Management DBA Pine Grove Financial Group1,420$222K0.0%-16.0%0.000%
9/2/2026 Range Advisory LLC2,231$350K0.0%-20.4%0.000%
9/2/2026 Brown Lisle Cummings Inc.4,795$751K0.2%-2.7%0.001%
8/27/2026 Corient Private Wealth LP283,337$44.39M0.1%-32.1%0.035%
8/26/2026 Amundi3,371,997$528.26M0.1%-8.0%0.412%
8/26/2026 HighTower Advisors LLC361,825$56.68M0.1%-3.5%0.044%
8/25/2026 Advus Financial Partners LLC5,050$791K0.2%-8.5%0.001%
8/25/2026 Groupe la Francaise5,701$865K0.0%-90.7%0.001%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al307,101$48.11M0.3%N/A0.037%
8/24/2026 Carlson Financial Inc.2,956$464K0.2%-19.3%0.000%
8/24/2026 CYBER HORNET ETFs LLC2,234$350K0.1%-14.6%0.000%
8/24/2026 California State Teachers Retirement System188,085,056$29.47B0.1%+13,260.5%22.965%
8/23/2026 DMC Group LLC2,457$385K0.3%+43.5%0.000%
8/23/2026 Washington Trust Advisors Inc.585$92K0.0%-40.2%0.000%
8/23/2026 Ameritas Advisory Services LLC11,477$1.80M0.0%+154.9%0.001%
8/23/2026 Guardian Wealth Advisors LLC NC4,412$691K0.0%+7.7%0.001%
8/23/2026 Wedmont Private Capital12,110$1.98M0.1%-30.4%0.001%
8/23/2026 Kintra Wealth LLC3,896$610K0.0%+117.0%0.000%
8/23/2026 Yarger Wealth Strategies LLC1,366$223K0.1%+25.1%0.000%
8/23/2026 Beaird Harris Wealth Management LLC592$93K0.0%+38.3%0.000%
8/23/2026 Kraematon Investment Advisors Inc.3,250$509K0.4%-4.2%0.000%
8/23/2026 HB Wealth Management LLC33,897$5.31M0.0%-9.3%0.004%
8/23/2026 Saudi Central Bank55,832$8.75M0.1%+61.4%0.007%
8/23/2026 Angeles Wealth Management LLC7,510$1.18M0.0%+40.9%0.001%
8/23/2026 Riverview Capital Advisers LLC51,438$8.06M2.3%+22.3%0.006%
8/22/2026 NBH Bank2,872$450K0.2%N/A0.000%
8/22/2026 AlphaGrep UK Ltd2,731$428K0.1%N/A0.000%
8/22/2026 Timbuktu Capital Management LLC672$105K0.2%N/A0.000%
8/22/2026 Strive Financial Group LLC432$68K0.0%-18.6%0.000%
8/22/2026 Munich Reinsurance Co Stock Corp in Munich33,557$5.26M0.1%-19.0%0.004%
8/22/2026 MOR Wealth Management LLC2,844$446K0.2%+26.1%0.000%
8/22/2026 Odyssean LLC17,920$2.81M0.5%+141.0%0.002%
8/22/2026 Shum Financial Group Inc.4,431$694K0.4%+3.9%0.001%
8/22/2026 Nabity Jensen Investment Management Inc3,145$493K0.3%-4.3%0.000%
8/22/2026 NWF Advisory Services Inc.1,466$230K0.0%-10.3%0.000%
8/22/2026 Sapient Capital LLC2,217$348K0.0%-55.2%0.000%
8/22/2026 Syon Capital LLC9,373$1.47M0.1%-5.8%0.001%
8/22/2026 denkapparat Operations GmbH3,444$540K0.2%+126.3%0.000%
8/22/2026 TD Waterhouse Canada Inc.95,374$15.58M0.0%-9.1%0.012%
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8/22/2026 Kampmann Melissa S.4,240$664K0.5%-35.9%0.001%
8/22/2026 Premier Path Wealth Partners LLC6,404$1.00M0.1%-29.2%0.001%
8/22/2026 Barlow Wealth Partners LLC95,913$15.98M1.7%+44.0%0.012%
8/22/2026 United Community Bank843$132K0.0%-58.0%0.000%
8/22/2026 Kickstand Ventures LLC.1,304$204K0.0%+13.4%0.000%
8/22/2026 Concurrent Investment Advisors LLC146,754$22.99M0.2%+118.0%0.018%
8/22/2026 Prosperitas Financial LLC3,044$477K0.2%+4.7%0.000%
8/22/2026 NEOS Investment Management LLC153,886$24.11M0.1%+12.1%0.019%
8/21/2026 iSAM Funds UK Ltd4,900$768K0.5%+236.8%0.001%
8/21/2026 Paragon Private Wealth Management LLC1,953$306K0.1%-62.0%0.000%
8/21/2026 Continuum Advisory LLC2,234$350K0.0%-68.7%0.000%
8/21/2026 Safeguard Investment Advisory Group LLC1,681$263K0.1%+15.8%0.000%
8/21/2026 Orion Capital Management LLC3,447$540K0.2%-6.5%0.000%
8/21/2026 Nykredit A S332,482$52.09M0.2%N/A0.041%
8/21/2026 Hudson Portfolio Management LLC1,625$255K0.2%N/A0.000%
8/21/2026 B. Metzler seel. Sohn & Co. AG101,305$15.87M0.1%-23.3%0.012%
8/21/2026 SkyOak Wealth LLC1,345$211K0.0%+8.0%0.000%
8/21/2026 XML Financial LLC3,159$495K0.0%-15.0%0.000%
8/21/2026 Beacon Financial Advisory LLC2,194$344K0.1%-25.0%0.000%
8/21/2026 Tsfg LLC5,427$850K0.1%-6.0%0.001%
8/21/2026 Symphony Financial Ltd. Co.5,256$828K0.1%+11.5%0.001%
8/21/2026 Chesapeake Wealth Management2,258$354K0.1%+31.0%0.000%
8/21/2026 Lone Peak Global Investors LLC113,078$17.72M2.4%N/A0.014%
8/21/2026 Independence Bank of Kentucky7,956$1.25M0.1%-31.1%0.001%
8/21/2026 Midwest Professional Planners LTD.2,950$462K0.1%-68.4%0.000%
8/21/2026 Investors Research Corp1,835$287K0.1%-4.4%0.000%
8/21/2026 Keeler Thomas Management LLC8,392$1.32M0.5%+8.7%0.001%
8/21/2026 Triumph Capital Management2,229$349K0.1%+12.4%0.000%
8/21/2026 Legacy Financial Advisors Inc.13,125$2.06M0.3%+15.3%0.002%
8/20/2026 Proficio Capital Partners LLC2,788$437K0.0%N/A0.000%
8/20/2026 Nwam LLC3,491$547K0.0%+5.6%0.000%
8/20/2026 Rehmann Capital Advisory Group3,683$559K0.0%-16.7%0.000%
8/20/2026 CMH Wealth Management LLC29,857$4.69M0.7%-3.4%0.004%
8/20/2026 Railway Pension Investments Ltd223,000$34.94M0.4%+16.8%0.027%
8/20/2026 JNBA Financial Advisors2,593$406K0.0%-36.8%0.000%
8/20/2026 Strategic Advisors LLC3,819$598K0.1%-3.9%0.000%
8/20/2026 F&V Capital Management LLC84,843$13.29M2.5%N/A0.010%
8/20/2026 CTC Alternative Strategies Ltd.4,500$705K1.0%N/A0.001%
8/20/2026 Ancora Advisors LLC90,219$14.13M0.3%+2.5%0.011%
8/20/2026 Sigma Planning Corp18,891$2.96M0.1%+8.7%0.002%
8/20/2026 Benjamin Edwards Inc.67,700$10.61M0.1%-27.1%0.008%
8/20/2026 GTS Securities LLC14,081$2.21M0.0%+279.1%0.002%
8/20/2026 Alyeska Investment Group L.P.4,662,005$730.35M1.9%N/A0.569%
8/20/2026 Jasper Ridge Partners L.P.50,574$7.92M0.2%-2.5%0.006%
8/20/2026 Flputnam Investment Management Co.36,217$5.67M0.1%+145.9%0.004%
8/20/2026 Nichols & Pratt Advisers LLP MA1,657$260K0.0%-29.4%0.000%
8/20/2026 Northwestern Mutual Wealth Management Co.421,279$66.00M0.0%-0.8%0.051%
8/20/2026 Wedbush Securities Inc.18,805$2.95M0.1%-11.7%0.002%
8/20/2026 Meiji Yasuda Life Insurance Co3,221$505K0.0%-36.8%0.000%
8/20/2026 Okabena Investment Services Inc.7,018$1.10M0.2%-1.0%0.001%
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8/20/2026 Greenleaf Trust102,678$16.09M0.2%-0.5%0.013%
8/19/2026 Capital Advisors Inc. OK4,344$680K0.0%+85.2%0.001%
8/19/2026 Delta Asset Management LLC TN358$56K0.0%+27.0%0.000%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC7,953,999$1.25B0.2%-10.3%0.971%
8/19/2026 New Mexico Educational Retirement Board46,686$7.31M0.2%+5.9%0.006%
8/19/2026 Royal London Asset Management Ltd.207,381$32.49M0.1%-14.3%0.025%
8/19/2026 Mufg Securities Americas Inc.24,639$3.86M0.2%-5.0%0.003%
8/19/2026 Van ECK Associates Corp103,414$16.20M0.0%-85.5%0.013%
8/19/2026 Northstar Asset Management Inc.9,955$1.56M0.5%-50.1%0.001%
8/19/2026 Ferguson Wellman Capital Management Inc.2,268$355K0.0%-5.9%0.000%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,550 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were California State Teachers Retirement System ($29.47B), Vanguard Group Inc. ($23.80B), State Street Corp ($13.29B), J. Stern & Co. LLP ($12.55B), BlackRock Inc. ($11.40B), FMR LLC ($7.76B), and Capital International Investors ($6.02B).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 3,225 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: California State Teachers Retirement System ($186.69M), 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), and Arrowstreet Capital Limited Partnership ($11.29M).

Institutional investors have bought a total of 466,313,094 shares in the last 24 months. This purchase volume represents approximately $87.46B in transactions.

Of the 1,558 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 ($5.95M), Franklin Resources Inc. ($4.68M), Rockefeller Capital Management L.P. ($4.62M), Amundi ($4.38M), Cardano Risk Management B.V. ($3.49M), and Laurel Wealth Advisors LLC ($3.41M).

Institutional investors have sold a total of 84,946,387 shares in the last 24 months. This volume of shares sold represents approximately $20.40B in transactions.


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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 9/4/2026. New 13F filings are added each quarter as they're published.
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