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Salesforce (CRM) Institutional Ownership

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$207.40 +1.31 (+0.64%)
As of 11:04 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)
1984
Total
Institutional Inflows
(last 12 months)
$58.00B
Number of
Institutional Sellers
(last 12 months)
1545
Total
Institutional Outflows
(last 12 months)
$20.47B
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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
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%
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%
8/19/2026 Nissay Asset Management Corp Japan107,323$16.81M0.1%-10.2%0.013%
8/19/2026 Navellier & Associates Inc.4,348$681K0.1%-1.7%0.001%
8/19/2026 Field & Main Bank4,630$725K0.1%N/A0.001%
8/19/2026Prosperitas Financial LLC3,044$477K0.2%N/A0.000%
8/19/2026 Wellington Management Group LLP2,197,032$344.19M0.1%-23.3%0.268%
8/19/2026 Lombard Odier Asset Management Europe Ltd46,269$7.25M0.0%N/A0.006%
8/19/2026 Archer Investment Corp246$39K0.0%N/A0.000%
8/19/2026Kingsview Wealth Management LLC24,179$3.79M0.0%N/A0.003%
8/18/2026 Beacon Pointe Advisors LLC102,138$16.00M0.1%N/A0.012%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt5,271$828K0.0%N/A0.001%
8/18/2026 Strait & Sound Wealth Management LLC1,986$311K0.1%N/A0.000%
8/18/2026 Rakuten Investment Management Inc.132,625$20.95M0.1%N/A0.016%
8/18/2026 RB Capital Management LLC10,939$1.71M0.3%N/A0.001%
8/18/2026 Orion Capital Management LLC3,447$540K0.2%N/A0.000%
8/18/2026 Glenview Trust Co22,379$3.51M0.0%N/A0.003%
8/18/2026 North 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%
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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%
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%
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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%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,539 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 3,217 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 278,626,390 shares in the last 24 months. This purchase volume represents approximately $58.00B in transactions.

Of the 1,544 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 ($4.09M), Cardano Risk Management B.V. ($3.49M), and Laurel Wealth Advisors LLC ($3.41M).

Institutional investors have sold a total of 84,939,901 shares in the last 24 months. This volume of shares sold represents approximately $20.47B 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 8/20/2026. New 13F filings are added each quarter as they're published.
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