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Salesforce (CRM) Institutional Ownership

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$180.23 +0.81 (+0.45%)
Closing price 03:59 PM Eastern
Extended Trading
$176.55 -3.68 (-2.04%)
As of 07:59 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours 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)
2290
Total
Institutional Inflows
(last 12 months)
$50.10B
Number of
Institutional Sellers
(last 12 months)
1773
Total
Institutional Outflows
(last 12 months)
$27.29B
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Skip Chart & View Institutional Buying and Selling Data

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
5/20/2026CCM Investment Advisers LLC14,038$2.62M0.3%-16.0%0.002%
5/20/2026FinArc Investments Inc.4,140$773K0.7%N/A0.001%
5/19/2026 Western Wealth Management LLC14,663$2.74M0.1%+48.7%0.002%
5/19/2026 Orographic Financial Advisors LLC1,845$344K0.2%N/A0.000%
5/19/2026 Silicon Valley Capital Partners6,913$1.29M0.1%-91.8%0.001%
5/19/2026 Paragon Private Wealth Management LLC5,135$959K0.3%-9.0%0.001%
5/19/2026 Bank of America Corp DE11,724,790$2.19B0.2%+28.0%1.433%
5/19/2026 Strait & Sound Wealth Management LLC2,725$509K0.2%-24.3%0.000%
5/19/2026 Edgestream Partners L.P.1,794$335K0.0%-33.2%0.000%
5/19/2026 Kensington Investment Counsel LLC1,686$315K0.2%-12.1%0.000%
5/19/2026 Kentucky Retirement Systems45,802$8.55M0.3%-21.9%0.006%
5/19/2026 Chesapeake Wealth Management1,724$322K0.1%N/A0.000%
5/19/2026 Janus Henderson Group PLC127,739$23.85M0.0%+2.5%0.016%
5/19/2026 Centaurus Financial Inc.12,405$2.32M0.1%-22.4%0.002%
5/19/2026 Bull Harbor Capital LLC4,361$814K0.2%N/A0.001%
5/19/2026 Strategic Investment Advisors MI595$111K0.0%N/A0.000%
5/19/2026 Ashton Thomas Securities LLC6,972$1.30M0.2%+34.8%0.001%
5/19/2026 South Dakota Investment Council14,769$2.76M0.1%+93.6%0.002%
5/19/2026 Encore Global Management LP21,620$4.04M2.8%N/A0.003%
5/18/2026 Sunbelt Securities Inc.4,385$819K0.1%+2.4%0.001%
5/18/2026 Amundi3,666,193$684.37M0.2%-18.4%0.448%
5/18/2026 TAM Capital Management Inc.219,345$40.95M20.0%N/A0.027%
5/18/2026 EverSource Wealth Advisors LLC11,249$2.10M0.1%+22.4%0.001%
5/18/2026 Empire Financial Management Company LLC23,825$4.45M1.0%N/A0.003%
5/18/2026 Talon Private Wealth LLC4,260$795K0.1%N/A0.001%
5/18/2026 California State Teachers Retirement System1,407,766$262.79M0.3%-3.8%0.172%
5/18/2026 Core Wealth Advisors Inc.2,938$548K0.1%-31.5%0.000%
5/18/2026 Resources Management Corp CT ADV13,904$2.60M0.3%+13.4%0.002%
5/18/2026 Regal Partners Ltd27,995$5.23M0.3%+2.5%0.003%
5/18/2026 Rule One Partners LLC87,000$16.24M16.1%N/A0.011%
5/18/2026 Empowered Funds LLC168,850$31.52M0.2%+19.9%0.021%
5/18/2026 Evelyn Partners Investment Management Europe Ltd1,930$360K0.1%-61.2%0.000%
5/18/2026 Evelyn Partners Investment Management LLP24,115$4.50M0.1%-4.2%0.003%
5/18/2026 Evelyn Partners Investment Management Services Ltd1,758$328K0.0%-13.1%0.000%
5/18/2026 Evercore Wealth Management LLC24,703$4.61M0.1%-0.8%0.003%
5/16/2026 The Manufacturers Life Insurance Company 3,397,084$634.13M0.5%+31.3%0.415%
5/16/2026 KCM Investment Advisors LLC7,202$1.34M0.0%-4.5%0.001%
5/16/2026 Glen Eagle Advisors LLC7,815$1.46M0.2%-29.6%0.001%
5/16/2026 Quantinno Capital Management LP504,355$94.15M0.2%-3.4%0.062%
5/16/2026 Lazard Asset Management LLC1,172,071$218.79M0.4%-12.7%0.143%
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5/15/2026 Cardiff Park Advisors LLC1,124$210K0.0%-15.7%0.000%
5/15/2026 Gateway Wealth Partners LLC3,681$687K0.0%+350.6%0.000%
5/15/2026 Quadcap Wealth Management LLC2,135$399K0.0%-48.6%0.000%
5/15/2026 Weiss Asset Management LP1,260$235K0.0%N/A0.000%
5/15/2026 Delta Global Management LP25,115$4.69M0.4%N/A0.003%
5/15/2026 Cypress Capital Group4,596$858K0.1%-23.9%0.001%
5/15/2026 Everest Financial Group LLC34,532$6.44M1.1%+3.9%0.004%
5/15/2026 OMERS ADMINISTRATION Corp105,170$19.63M0.1%+16.1%0.013%
5/15/2026 Van Diest Capital LLC4,369$815K0.6%+70.7%0.001%
5/15/2026 Bradley Foster & Sargent Inc. CT16,592$3.10M0.0%-58.1%0.002%
5/15/2026 Lombard Odier Asset Management Switzerland SA42,744$7.98M0.3%-19.0%0.005%
5/15/2026 Lombard Odier Asset Management Europe Ltd40,959$7.65M0.4%+18.1%0.005%
5/15/2026 Waverly Advisors LLC140,659$26.26M0.2%+8.5%0.017%
5/15/2026 Wealth Alliance LLC2,871$536K0.1%-48.2%0.000%
5/15/2026 Cumberland Partners Ltd10,000$1.87M0.1%-55.8%0.001%
5/15/2026 Epoch Investment Partners Inc.79,533$14.85M0.1%-38.2%0.010%
5/15/2026 Empirical Finance LLC32,240$6.02M0.3%-0.2%0.004%
5/15/2026 Bridgewater Advisors Inc.2,647$494K0.0%-13.9%0.000%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund58,853$10.99M0.0%-70.8%0.007%
5/14/2026 Dai ichi Life Insurance Company Ltd39,490$7.37M0.2%-1.7%0.005%
5/14/2026 Gabelli Funds LLC1,150$215K0.0%-37.8%0.000%
5/14/2026 Gamco Investors INC. ET AL2,411$450K0.0%-21.9%0.000%
5/14/2026 Hilltop Holdings Inc.6,111$1.14M0.1%-29.1%0.001%
5/14/2026 Morningstar Investment Management LLC25,679$4.79M0.3%-4.6%0.003%
5/14/2026 GC Wealth Management RIA LLC281,677$52.58M2.2%+1.1%0.034%
5/14/2026 Public Employees Retirement System of Ohio371,001$69.26M0.2%-2.0%0.045%
5/14/2026 Compound Planning Inc.13,855$2.59M0.1%-22.1%0.002%
5/14/2026 Klingman & Associates LLC2,334$436K0.0%-38.5%0.000%
5/14/2026 Modern Wealth Management LLC5,331$993K0.0%+83.4%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership12,659,217$2.36B1.3%+130.2%1.547%
5/14/2026 Oak Associates Ltd. OH49,284$9.20M0.6%-29.1%0.006%
5/14/2026 Caxton Associates LLP1,484$277K0.0%-92.6%0.000%
5/14/2026 Clarkston Capital Partners LLC10,640$1.99M0.2%N/A0.001%
5/14/2026 Pincus Capital Management LP6,059$1.13M0.8%+1.6%0.001%
5/14/2026 Inceptionr LLC2,375$443K0.1%+11.9%0.000%
5/14/2026 Liberty One Investment Management LLC3,964$740K0.1%+71.3%0.000%
5/14/2026 RMG Wealth Management LLC326$58K0.0%+63.0%0.000%
5/14/2026 Bank of Nova Scotia29,887$5.58M0.0%-96.5%0.004%
5/14/2026 Gibbs Wealth Management19,112$3.57M0.5%+249.0%0.002%
5/14/2026 Sei Investments Co.933,983$174.35M0.2%+29.0%0.114%
5/14/2026 MWA Asset Management549$102K0.1%N/A0.000%
5/14/2026 Davis R M Inc.2,191$409K0.0%-19.1%0.000%
5/14/2026 B&D White Capital Company LLC1,600$299K0.0%N/A0.000%
5/14/2026 Monograph Wealth Advisors LLC1,394$260K0.0%N/A0.000%
5/14/2026 State of Wyoming3,355$626K0.1%+479.4%0.000%
5/13/2026 Cetera Investment Advisers369,205$68.92M0.1%-5.3%0.045%
5/13/2026 Mizuho Markets Cayman LP1,236$231K0.0%N/A0.000%
5/13/2026 Dynamic Wealth Strategies LLC1,330$248K0.1%-23.1%0.000%
5/13/2026 Signature Equity Partners LLC5,200$971K0.5%+145.5%0.001%
5/13/2026 NewEdge Wealth LLC222,098$41.46M0.5%-7.5%0.027%
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5/13/2026 Wiregrass Investment Management LLC7,682$1.43M1.2%+68.7%0.001%
5/13/2026 Daner Wealth Management LLC1,265$217K0.1%+11.8%0.000%
5/13/2026 First Citizens Bank & Trust Co.16,145$3.01M0.1%+355.0%0.002%
5/13/2026 Acumen Wealth Advisors LLC20,230$3.78M1.0%-9.1%0.002%
5/13/2026 CI Investments Inc.342,543$63.94M0.3%+3.1%0.042%
5/13/2026 First Trust Advisors LP3,712,868$693.08M0.5%+10.7%0.454%
5/12/2026 Magellan Asset Management Ltd369$69K0.0%-17.4%0.000%
5/12/2026 Westpac Banking Corp6,574$1.23M0.1%-12.3%0.001%
5/12/2026 Saturna Capital Corp5,043$941K0.0%-11.3%0.001%
5/12/2026 Fortis Capital Management LLC30,675$5.73M0.6%+10.9%0.004%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,588 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 3,254 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 Swedbank AB ($4.19M).

Institutional investors have bought a total of 197,209,531 shares in the last 24 months. This purchase volume represents approximately $50.10B in transactions.

Of the 1,773 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 108,637,755 shares in the last 24 months. This volume of shares sold represents approximately $27.29B in transactions.


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This page (NYSE:CRM) was last updated on 5/20/2026 by MarketBeat.com Staff.
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