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Salesforce (CRM) Institutional Ownership

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$228.56 -2.34 (-1.01%)
Closing price 10/30/2026 03:59 PM Eastern
Extended Trading
$228.80 +0.24 (+0.10%)
As of 10/30/2026 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)
1948
Total
Institutional Inflows
(last 12 months)
$57.88B
Number of
Institutional Sellers
(last 12 months)
1493
Total
Institutional Outflows
(last 12 months)
$20.46B
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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
10/31/2026 Bfsg LLC14,459$3.32M0.3%-11.0%0.002%
10/31/2026 Chicago Partners Investment Group LLC9,413$2.34M0.0%-0.8%0.001%
10/31/2026 Smallwood Wealth Investment Management LLC392$90K0.0%+19.1%0.000%
10/31/2026 Richardson Financial Services Inc.915$210K0.1%+43.6%0.000%
10/31/2026 Ascent Group LLC19,601$4.50M0.1%+8.4%0.002%
10/31/2026 Caldwell Trust Co10,226$2.35M0.2%-4.6%0.001%
10/31/2026 GPM Growth Investors Inc.9,970$2.29M1.0%-1.4%0.001%
10/31/2026 JCIC Asset Management Inc.280$64K0.0%-34.9%0.000%
10/31/2026 Kelleher Financial Advisors332$76K0.0%-68.6%0.000%
10/31/2026 3Chopt Investment Partners LLC4,027$926K0.2%+23.6%0.000%
10/30/2026 Compass Financial Management LLC197$45K0.0%+55.1%0.000%
10/30/2026 Focused Wealth Management Inc1,120$257K0.0%N/A0.000%
10/30/2026 Rakuten Investment Management Inc.145,670$32.82M0.1%+9.8%0.018%
10/30/2026 Parr Mcknight Wealth Management Group LLC17,907$4.11M0.5%-5.9%0.002%
10/30/2026 Investment Insight Wealth Management LLC4,596$1.06M0.9%-3.3%0.001%
10/30/2026 AIA Group Ltd47,443$10.89M0.1%-64.0%0.006%
10/30/2026 Provenance Wealth Advisors LLC1,258$289K0.0%+41,833.3%0.000%
10/30/2026 RFG Holdings Inc.1,163$267K0.0%-82.8%0.000%
10/30/2026 Hughes Financial Services LLC944$218K0.0%+6.9%0.000%
10/30/2026 Lyell Wealth Management LP8,401$1.93M0.1%-12.0%0.001%
10/30/2026 Associated Banc Corp225,197$51.70M1.2%N/A0.027%
10/30/2026 Putney Financial Group LLC1,274$292K0.2%-13.3%0.000%
10/30/2026 Integrity Alliance LLC.2,561$588K0.0%+12.7%0.000%
10/30/2026 Integrity Advisory Solutions LLC942$216K0.0%N/A0.000%
10/30/2026 Oregon Public Employees Retirement Fund100,706$23.12M0.2%+0.1%0.012%
10/30/2026 First Nebraska Trust Co30,413$6.98M0.6%N/A0.004%
10/30/2026 Stiles Financial Services Inc5,517$1.27M0.3%-3.2%0.001%
10/30/2026 Evergreen Private Wealth LLC1,200$275K0.1%+6.5%0.000%
10/30/2026 IPG Investment Advisors LLC11,262$2.59M0.4%-13.8%0.001%
10/30/2026 ARGA Investment Management LP26,973$6.19M0.2%-93.8%0.003%
10/30/2026 Factory Mutual Insurance Co.2,750$631K0.0%-5.2%0.000%
10/30/2026 Garner Asset Management Corp1,207$299K0.1%N/A0.000%
10/30/2026 CrossGen Wealth LLC685$157K0.1%-25.1%0.000%
10/30/2026 Aware Super Pty Ltd as trustee of Aware Super93,041$21.36M0.3%-18.1%0.011%
10/30/2026 Eads & Heald Wealth Management3,768$865K0.4%+143.6%0.000%
10/30/2026 GraniteShares Advisors LLC4,764$1.09M0.7%-14.4%0.001%
10/30/2026 GRIMES & Co WEALTH MANAGEMENT LLC73,211$16.81M0.4%+0.9%0.009%
10/30/2026 BOCHK Asset Management Ltd27,075$6.22M0.9%N/A0.003%
10/30/2026 Blue Bell Private Wealth Management LLC362$83K0.0%+320.9%0.000%
10/30/2026 Signature Equity Partners LLC7,858$1.80M0.6%-1.5%0.001%
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10/30/2026 Keeler Thomas Management LLC5,640$1.30M0.5%-32.8%0.001%
10/30/2026 XML Financial LLC2,239$514K0.0%-29.1%0.000%
10/30/2026 Summit Wealth Group LLC Co.3,258$748K0.0%+119.7%0.000%
10/30/2026 Kuhn & Co Investment Counsel2,551$586K0.3%-1.9%0.000%
10/29/2026 Landaas & Co. WI ADV1,363$313K0.1%N/A0.000%
10/29/2026 SilverOak Wealth Management LLC1,169$268K0.0%N/A0.000%
10/29/2026 Salomon & Ludwin LLC315$72K0.0%-47.0%0.000%
10/29/2026 Independence Wealth Advisors LLC1,239$285K0.1%N/A0.000%
10/29/2026 bLong Financial LLC4,153$953K0.6%-6.7%0.001%
10/29/2026 One Way Holdings LLC150,287$34.50M1.5%+3.2%0.018%
10/29/2026 Welch Group LLC934$214K0.0%N/A0.000%
10/29/2026 Trek Financial LLC14,873$3.41M0.2%+17.3%0.002%
10/29/2026 True Freedom Investing LLC19,350$4.44M0.7%+11.9%0.002%
10/29/2026 Woodmont Investment Counsel LLC18,196$4.18M0.2%+0.6%0.002%
10/29/2026 Traynor Capital Management Inc.1,018$234K0.0%N/A0.000%
10/29/2026 Bank Julius Baer & Co. Ltd Zurich38,979$8.95M0.0%-1.3%0.005%
10/29/2026 Pinkerton Wealth LLC19,409$4.46M0.7%+11.6%0.002%
10/29/2026 Heritage Investors Management Corp194,534$44.66M1.3%-3.0%0.024%
10/29/2026 Greenleaf Trust97,660$22.42M0.2%-4.9%0.012%
10/29/2026 Steinberg Asset Management LLC8,303$1.91M1.2%-0.6%0.001%
10/29/2026 Columbia Bank10,120$2.32M0.5%+10.2%0.001%
10/29/2026 Sumitomo Mitsui Trust Group Inc.2,054,002$471.54M0.3%+2.4%0.250%
10/29/2026 Mirae Asset Global Investments Co. Ltd.326,446$74.94M0.1%N/A0.040%
10/29/2026 SFE Investment Counsel3,606$828K0.1%-73.0%0.000%
10/29/2026 Northern Financial Advisors Inc3,120$716K0.5%N/A0.000%
10/29/2026 Profund Advisors LLC28,509$6.55M0.2%-16.7%0.003%
10/29/2026 ProShare Advisors LLC254,421$58.41M0.1%-0.6%0.031%
10/29/2026 Vise Technologies Inc.45,628$10.48M0.1%+39.1%0.006%
10/29/2026 Grandfield & Dodd LLC1,866$428K0.0%+12.0%0.000%
10/29/2026 Cidel Asset Management Inc.4,901$1.13M0.1%+13.5%0.001%
10/29/2026 Intrua Financial LLC1,088$250K0.0%N/A0.000%
10/29/2026 Moss Adams Wealth Advisors LLC2,678$616K0.0%-22.6%0.000%
10/29/2026 Global Assets Advisory LLC1,549$356K0.1%-13.8%0.000%
10/29/2026 Summit Global Investments9,907$2.27M0.1%-25.1%0.001%
10/29/2026 MGO One Seven LLC26,663$6.12M0.1%-3.7%0.003%
10/29/2026 Gilliland Jeter Wealth Management LLC14,961$3.44M0.9%-2.0%0.002%
10/29/2026 Greatmark Investment Partners Inc.875$201K0.0%N/A0.000%
10/29/2026 Americana Partners LLC6,560$1.51M0.0%+5.9%0.001%
10/29/2026 Aprio Wealth Management LLC5,294$1.22M0.1%+11.0%0.001%
10/29/2026 Avestar Capital LLC8,491$1.95M0.2%+418.7%0.001%
10/29/2026 Morling Financial Advisors LLC1,145$263K0.1%N/A0.000%
10/29/2026 LJI Wealth Management LLC1,076$247K0.0%-21.8%0.000%
10/29/2026 Modera Wealth Management LLC18,760$4.31M0.0%-13.0%0.002%
10/29/2026 Greenup Street Wealth Management LLC10,091$2.32M0.3%N/A0.001%
10/29/2026 Heritage Wealth Management Inc.4,468$1.03M0.3%-1.3%0.001%
10/29/2026 State of Wyoming793$182K0.0%-79.8%0.000%
10/28/2026 CFC Planning Co LLC14,735$3.38M1.8%+12.7%0.002%
10/28/2026 Arta Finance Wealth Management LLC7,466$1.71M0.8%-27.2%0.001%
10/28/2026 Raleigh Capital Management Inc.193$44K0.0%-27.2%0.000%
10/28/2026 International Assets Investment Management LLC425,000$97.57M0.7%+14,005.5%0.052%
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10/28/2026 Prosperitas Financial LLC3,169$727K0.2%+4.1%0.000%
10/28/2026 Kampmann Melissa S.4,180$960K0.7%-1.4%0.001%
10/28/2026 Payden & Rygel61,700$14.16M1.1%N/A0.007%
10/28/2026 Lebenthal Global Advisors LLC1,020$234K0.0%N/A0.000%
10/28/2026 Canopy Partners LLC4,381$1.01M0.3%-5.6%0.001%
10/28/2026 CHICAGO TRUST Co NA4,314$990K0.1%+109.8%0.001%
10/28/2026 Glenview Trust Co17,433$4.00M0.1%-22.1%0.002%
10/28/2026 Parcion Private Wealth LLC4,861$1.12M0.1%-13.0%0.001%
10/28/2026 Partners Wealth Management LLC4,463$1.03M0.1%N/A0.001%
10/28/2026 Soltis Investment Advisors LLC7,850$1.80M0.1%+16.0%0.001%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,587 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 3,246 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 278,819,831 shares in the last 24 months. This purchase volume represents approximately $57.88B in transactions.

Of the 1,493 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 86,138,321 shares in the last 24 months. This volume of shares sold represents approximately $20.46B 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 10/31/2026. New 13F filings are added each quarter as they're published.
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