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Salesforce (CRM) Institutional Ownership

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$164.57 +7.91 (+5.05%)
As of 12:58 PM 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)
2294
Total
Institutional Inflows
(last 12 months)
$50.05B
Number of
Institutional Sellers
(last 12 months)
1771
Total
Institutional Outflows
(last 12 months)
$27.12B
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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
6/22/2026Sapient Capital LLC4,945$923K0.0%-13.4%0.001%
6/18/2026Pacer Advisors Inc.1,991,616$371.78M0.6%+32.3%0.243%
6/18/2026Southern Financial Group LLC1,820$340K0.1%+31.0%0.000%
6/15/2026Carmignac Gestion974,129$181.83M2.8%-3.4%0.119%
6/15/2026Lombard Odier Asset Management Europe Ltd40,959$7.65M0.0%+18.1%0.005%
6/10/2026FAS Wealth Partners Inc.3,312$618K0.0%+35.0%0.000%
6/9/2026Rathbones Group PLC196,806$36.74M0.1%-67.4%0.024%
6/8/2026Positano Wealth Management Ltd42,146$7.87M5.8%+234.5%0.005%
6/8/2026Farmers National Bank4,060$758K0.2%+69.2%0.000%
6/3/2026Wealthquest Corp1,190$222K0.0%+32.2%0.000%
6/3/2026Parallel Advisors LLC60,147$11.23M0.2%-8.1%0.007%
6/3/2026NewEdge Advisors LLC84,498$15.77M0.1%+0.2%0.010%
6/1/2026Caerus Investment Advisors LLC3,253$607K0.3%+150.6%0.000%
6/1/2026First Nebraska Trust Co29,531$5.51M0.5%N/A0.004%
6/1/2026Integrated Investment Consultants LLC1,889$353K0.1%-46.9%0.000%
6/1/2026Keel Point LLC5,065$946K0.1%-22.8%0.001%
5/29/2026Ramiah Investment Group3,140$586K0.5%+66.3%0.000%
5/29/2026Asset Dedication LLC6,236$1.16M0.1%+5.2%0.001%
5/28/2026Cozad Asset Management Inc.8,120$1.52M0.1%-43.0%0.001%
5/28/2026Lavelle Capital LP5,431$1.01M0.6%N/A0.001%
5/27/2026Allen Capital Group LLC1,241$232K0.0%+58.7%0.000%
5/26/2026Glenmede Trust Co. NA210,717$39.34M0.2%-11.4%0.026%
5/26/2026Axiom Investment Management LLC1,031$192K0.1%N/A0.000%
5/22/2026Summitry LLC223,478$41.72M1.5%+4.1%0.027%
5/22/2026Groupama Asset Managment37,872$7.07M0.1%-3.9%0.005%
5/22/2026Segall Bryant & Hamill LLC9,822$1.91M0.0%N/A0.001%
5/22/2026Verus Capital Partners LLC2,154$402K0.0%+45.4%0.000%
5/21/2026Raab & Moskowitz Asset Management LLC5,130$958K0.2%-22.8%0.001%
5/21/2026GKV Capital Management Co. Inc.13,174$2.46M0.9%+9.6%0.002%
5/21/2026Essential Partners LLC1,606$300K0.1%+222.5%0.000%
5/21/2026Vestor Capital LLC524$98K0.0%-12.7%0.000%
5/21/2026Groupe la Francaise61,465$11.37M0.2%-82.5%0.008%
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%
5/19/2026Western Wealth Management LLC14,663$2.74M0.1%+48.7%0.002%
5/19/2026Orographic Financial Advisors LLC1,845$344K0.2%N/A0.000%
5/19/2026Silicon Valley Capital Partners6,913$1.29M0.1%-91.8%0.001%
5/19/2026Paragon Private Wealth Management LLC5,135$959K0.3%-9.0%0.001%
5/19/2026Bank of America Corp DE11,724,790$2.19B0.2%+28.0%1.433%
5/19/2026Strait & Sound Wealth Management LLC2,725$509K0.2%-24.3%0.000%
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5/19/2026Edgestream Partners L.P.1,794$335K0.0%-33.2%0.000%
5/19/2026Kensington Investment Counsel LLC1,686$315K0.2%-12.1%0.000%
5/19/2026Kentucky Retirement Systems45,802$8.55M0.3%-21.9%0.006%
5/19/2026Chesapeake Wealth Management1,724$322K0.1%N/A0.000%
5/19/2026Janus Henderson Group PLC127,739$23.85M0.0%+2.5%0.016%
5/19/2026Centaurus Financial Inc.12,405$2.32M0.1%-22.4%0.002%
5/19/2026Bull Harbor Capital LLC4,361$814K0.2%N/A0.001%
5/19/2026Strategic Investment Advisors MI595$111K0.0%N/A0.000%
5/19/2026Ashton Thomas Securities LLC6,972$1.30M0.2%+34.8%0.001%
5/19/2026South Dakota Investment Council14,769$2.76M0.1%+93.6%0.002%
5/19/2026Encore Global Management LP21,620$4.04M2.8%N/A0.003%
5/18/2026Sunbelt Securities Inc.4,385$819K0.1%+2.4%0.001%
5/18/2026Amundi3,666,193$684.37M0.2%-18.4%0.448%
5/18/2026TAM Capital Management Inc.219,345$40.95M20.0%N/A0.027%
5/18/2026EverSource Wealth Advisors LLC11,249$2.10M0.1%+22.4%0.001%
5/18/2026Empire Financial Management Company LLC23,825$4.45M1.0%N/A0.003%
5/18/2026Talon Private Wealth LLC4,260$795K0.1%N/A0.001%
5/18/2026California State Teachers Retirement System1,407,766$262.79M0.3%-3.8%0.172%
5/18/2026Core Wealth Advisors Inc.2,938$548K0.1%-31.5%0.000%
5/18/2026Resources Management Corp CT ADV13,904$2.60M0.3%+13.4%0.002%
5/18/2026Regal Partners Ltd27,995$5.23M0.3%+2.5%0.003%
5/18/2026Rule One Partners LLC87,000$16.24M16.1%N/A0.011%
5/18/2026Empowered Funds LLC168,850$31.52M0.2%+19.9%0.021%
5/18/2026Evelyn Partners Investment Management Europe Ltd1,930$360K0.1%-61.2%0.000%
5/18/2026Evelyn Partners Investment Management LLP24,115$4.50M0.1%-4.2%0.003%
5/18/2026Evelyn Partners Investment Management Services Ltd1,758$328K0.0%-13.1%0.000%
5/18/2026Evercore Wealth Management LLC24,703$4.61M0.1%-0.8%0.003%
5/16/2026The Manufacturers Life Insurance Company 3,397,084$634.13M0.5%+31.3%0.415%
5/16/2026KCM Investment Advisors LLC7,202$1.34M0.0%-4.5%0.001%
5/16/2026Glen Eagle Advisors LLC7,815$1.46M0.2%-29.6%0.001%
5/16/2026Quantinno Capital Management LP504,355$94.15M0.2%-3.4%0.062%
5/16/2026Lazard Asset Management LLC1,172,071$218.79M0.4%-12.7%0.143%
5/15/2026Cardiff Park Advisors LLC1,124$210K0.0%-15.7%0.000%
5/15/2026Gateway Wealth Partners LLC3,681$687K0.0%+350.6%0.000%
5/15/2026Quadcap Wealth Management LLC2,135$399K0.0%-48.6%0.000%
5/15/2026Weiss Asset Management LP1,260$235K0.0%N/A0.000%
5/15/2026Delta Global Management LP25,115$4.69M0.4%N/A0.003%
5/15/2026Cypress Capital Group4,596$858K0.1%-23.9%0.001%
5/15/2026Everest Financial Group LLC34,532$6.44M1.1%+3.9%0.004%
5/15/2026OMERS ADMINISTRATION Corp105,170$19.63M0.1%+16.1%0.013%
5/15/2026Van Diest Capital LLC4,369$815K0.6%+70.7%0.001%
5/15/2026Bradley Foster & Sargent Inc. CT16,592$3.10M0.0%-58.1%0.002%
5/15/2026Lombard Odier Asset Management Switzerland SA42,744$7.98M0.3%-19.0%0.005%
5/15/2026Lombard Odier Asset Management Europe Ltd40,959$7.65M0.4%+18.1%0.005%
5/15/2026Waverly Advisors LLC140,659$26.26M0.2%+8.5%0.017%
5/15/2026Wealth Alliance LLC2,871$536K0.1%-48.2%0.000%
5/15/2026Cumberland Partners Ltd10,000$1.87M0.1%-55.8%0.001%
5/15/2026Epoch Investment Partners Inc.79,533$14.85M0.1%-38.2%0.010%
5/15/2026Empirical Finance LLC32,240$6.02M0.3%-0.2%0.004%
5/15/2026Bridgewater Advisors Inc.2,647$494K0.0%-13.9%0.000%
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5/14/2026Healthcare of Ontario Pension Plan Trust Fund58,853$10.99M0.0%-70.8%0.007%
5/14/2026Dai ichi Life Insurance Company Ltd39,490$7.37M0.2%-1.7%0.005%
5/14/2026Gabelli Funds LLC1,150$215K0.0%-37.8%0.000%
5/14/2026Gamco Investors INC. ET AL2,411$450K0.0%-21.9%0.000%
5/14/2026Hilltop Holdings Inc.6,111$1.14M0.1%-29.1%0.001%
5/14/2026Morningstar Investment Management LLC25,679$4.79M0.3%-4.6%0.003%
5/14/2026GC Wealth Management RIA LLC281,677$52.58M2.2%+1.1%0.034%
5/14/2026Public Employees Retirement System of Ohio371,001$69.26M0.2%-2.0%0.045%
5/14/2026Compound Planning Inc.13,855$2.59M0.1%-22.1%0.002%
5/14/2026Klingman & Associates LLC2,334$436K0.0%-38.5%0.000%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,589 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 3,256 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 Raymond James Financial Inc. ($3.89M).

Institutional investors have bought a total of 197,223,000 shares in the last 24 months. This purchase volume represents approximately $50.05B in transactions.

Of the 1,771 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 108,239,817 shares in the last 24 months. This volume of shares sold represents approximately $27.12B in transactions.


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This page (NYSE:CRM) was last updated on 7/1/2026 by MarketBeat.com Staff.
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