Salesforce (CRM) Institutional Ownership

$170.36 -3.43 (-1.97%)

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$169.95 -0.42 (-0.24%)

As of 07:25 PM Eastern

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Current Institutional Ownership Percentage: 80.43%
Number of Institutional Buyers (last 12 months): 2209
Total Institutional Inflows (last 12 months): $49.28B

Number of Institutional Sellers (last 12 months): 1740
Total Institutional Outflows (last 12 months): $26.85B

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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/14/2026	Trust Asset Management LLC	10,390	$1.63M	0.1%	-2.3%	0.001%
7/12/2026	First Community Trust NA	335	$52K	0.0%	-67.9%	0.000%
7/12/2026	Ballast Inc.	9,737	$1.53M	0.3%	+54.0%	0.001%
7/10/2026	Regent Peak Wealth Advisors LLC	1,383	$217K	0.0%	+12.8%	0.000%
7/10/2026	Wedge Capital Management L L P NC	1,829	$287K	0.0%	-10.4%	0.000%
7/10/2026	Abound Wealth Management	258	$40K	0.0%	-52.4%	0.000%
7/10/2026	Investors Research Corp	1,835	$287K	0.1%	-4.4%	0.000%
7/10/2026	Annex Advisory Services LLC	3,664	$574K	0.0%	-94.4%	0.000%
7/10/2026	Accel Wealth Management	1,812	$284K	0.1%	-4.5%	0.000%
7/10/2026	Butensky & Cohen Financial Security Inc.	18,776	$2.94M	0.7%	N/A	0.002%
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7/10/2026	JFS Wealth Advisors LLC	590	$93K	0.0%	-28.3%	0.000%
7/10/2026	Tema ETFs LLC	19,635	$3.08M	0.1%	+10.6%	0.002%
7/10/2026	West Branch Capital LLC	426	$67K	0.0%	+37.4%	0.000%
7/10/2026	Canvas Wealth Advisors LLC	13,416	$2.10M	0.3%	N/A	0.002%
7/10/2026	Fiduciary Financial Group LLC	4,581	$718K	0.1%	+1.6%	0.001%
7/10/2026	Kentucky Trust Co	7,332	$1.15M	0.6%	-2.0%	0.001%
7/10/2026	Doliver Advisors LP	3,484	$546K	0.1%	-23.3%	0.000%
7/10/2026	Generali Investments Management Co LLC	7,998	$1.25M	0.3%	-30.5%	0.001%
7/10/2026	E. Ohman J or Asset Management AB	189,144	$29.63M	0.7%	+8.3%	0.023%
7/10/2026	Handelsbanken Fonder AB	377,259	$59.10M	0.2%	-8.9%	0.046%
7/10/2026	Orrstown Financial Services Inc.	5,605	$878K	0.1%	-2.1%	0.001%
7/10/2026	KMG Fiduciary Partners LLC	18,239	$2.86M	0.3%	-40.1%	0.002%
7/10/2026	Marquette Asset Management LLC	218	$34K	0.0%	+707.4%	0.000%
7/10/2026	Fulton Bank N.A.	9,921	$1.55M	0.0%	-5.5%	0.001%
7/10/2026	Wealthcare Advisory Partners LLC	17,364	$2.72M	0.1%	+36.7%	0.002%
7/9/2026	Financial Management Professionals Inc.	491	$77K	0.0%	+25.9%	0.000%
7/9/2026	Harrell Investment Partners LLC	10,910	$1.71M	0.4%	-5.1%	0.001%
7/9/2026	Revolve Wealth Partners LLC	2,254	$353K	0.0%	+42.8%	0.000%
7/9/2026	Sapient Capital LLC	2,217	$348K	0.0%	-55.2%	0.000%
7/9/2026	Atlas Brown Inc.	7,949	$1.25M	0.3%	+5.8%	0.001%
7/9/2026	Next Level Private LLC	2,619	$410K	0.1%	-3.7%	0.000%
7/9/2026	Focus Financial Network Inc.	2,901	$456K	0.0%	+43.1%	0.000%
7/9/2026	Fluent Financial LLC	14,458	$2.27M	0.8%	N/A	0.002%
7/9/2026	Alliance Wealth Advisors LLC	6,408	$1.00M	0.3%	-4.2%	0.001%
7/9/2026	Allied Private Wealth LLC	645	$107K	0.1%	N/A	0.000%
7/9/2026	TOWER TRUST & INVESTMENT Co	5,573	$873K	0.5%	+1.8%	0.001%
7/9/2026	Deane Retirement Strategies Inc.	30,620	$4.80M	2.0%	+17.4%	0.004%
7/9/2026	Wealth Science Advisors LLC	2,368	$371K	0.2%	+1,478.7%	0.000%
7/9/2026	Birchbrook Inc.	5,170	$810K	0.4%	-11.8%	0.001%
7/9/2026	HF Advisory Group LLC	10,647	$1.67M	0.5%	+13.2%	0.001%
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7/9/2026	Arista Wealth Management LLC	4,096	$642K	0.1%	-17.1%	0.001%
7/9/2026	Everhart Financial Group Inc.	4,379	$686K	0.0%	-32.1%	0.001%
7/9/2026	Jacobs & Co. CA	45,212	$7.08M	0.6%	+3.0%	0.006%
7/9/2026	Sax Wealth Advisors LLC	4,201	$658K	0.0%	-24.0%	0.001%
7/9/2026	Cardano Risk Management B.V.	432,871	$67.81M	0.5%	+9.3%	0.053%
7/9/2026	Everpar Advisors LLC	2,221	$348K	0.1%	-35.5%	0.000%
7/9/2026	Chemistry Wealth Management LLC	13,155	$2.06M	0.3%	+62.6%	0.002%
7/9/2026	Hennion & Walsh Asset Management Inc.	7,812	$1.22M	0.0%	-3.4%	0.001%
7/9/2026	Agate Pass Investment Management LLC	2,171	$340K	0.1%	-61.9%	0.000%
7/9/2026	Valeo Financial Advisors LLC	19,443	$3.05M	0.1%	-5.0%	0.002%
7/9/2026	Norway Savings Bank	11,330	$1.78M	0.7%	-5.5%	0.001%
7/8/2026	Beaird Harris Wealth Management LLC	592	$93K	0.0%	+38.3%	0.000%
7/8/2026	Rockland Trust Co.	5,600	$877K	0.0%	-43.3%	0.001%
7/8/2026	Beacon Bank & Trust	3,988	$625K	0.1%	-6.8%	0.000%
7/8/2026	Thurston Springer Miller Herd & Titak Inc.	195	$31K	0.0%	-59.6%	0.000%
7/8/2026	Beacon Investment Advisory Services Inc.	17,694	$2.77M	0.1%	-10.7%	0.002%
7/8/2026	Chesley Taft & Associates LLC	85,183	$13.35M	0.5%	+96.6%	0.010%
7/8/2026	Trust Point Inc.	3,093	$485K	0.0%	+7.0%	0.000%
7/8/2026	AAFMAA Wealth Management & Trust LLC	1,497	$235K	0.1%	-71.2%	0.000%
7/8/2026	Teamwork Financial Advisors LLC	12,912	$2.02M	0.2%	+17.2%	0.002%
7/8/2026	Green Ridge Wealth Planning LLC	2,656	$416K	0.2%	-19.4%	0.000%
7/8/2026	Community Trust & Investment Co.	129,253	$20.25M	1.0%	+11.2%	0.016%
7/8/2026	Wynn Capital LLC	1,623	$254K	0.1%	+50.1%	0.000%
7/8/2026	FNY Investment Advisers LLC	2,687	$420K	0.2%	+3.3%	0.000%
7/8/2026	Cooper Financial Group	6,197	$971K	0.1%	-9.7%	0.001%
7/8/2026	ACT Wealth Management LLC	3,803	$596K	0.2%	+42.2%	0.000%
7/8/2026	Elmwood Wealth Management Inc.	7,169	$1.12M	0.3%	-3.8%	0.001%
7/8/2026	PKO BP BANKOWY Universal Pension Society JSC	36,000	$5.64M	1.6%	+20.0%	0.004%
7/8/2026	Elevation Wealth Partners LLC	327	$51K	0.0%	+43.4%	0.000%
7/8/2026	Cohen Capital Management Inc.	23,445	$3.67M	0.5%	-6.1%	0.003%
7/8/2026	Czech National Bank	232,850	$36.48M	0.2%	-8.8%	0.028%
7/8/2026	PensionDanmark Pensionsforsikringsaktieselskab	189,033	$29.61M	0.2%	+3.3%	0.023%
7/8/2026	Assenagon Asset Management S.A.	1,212,968	$190.02M	0.2%	+18.5%	0.148%
7/8/2026	St. Louis Financial Planners Asset Management LLC	21,429	$3.56M	1.8%	+55.5%	0.003%
7/8/2026	55 North Private Wealth LLC	1,538	$241K	0.0%	N/A	0.000%
7/8/2026	Byrne Asset Management LLC	594	$93K	0.1%	-11.1%	0.000%
7/8/2026	Emprise Bank	3,958	$620K	0.2%	-2.8%	0.000%
7/8/2026	Thrive Wealth Management LLC	6,101	$956K	0.1%	-9.6%	0.001%
7/8/2026	Sanders Morris Harris LLC	2,047	$321K	0.2%	-78.6%	0.000%
7/7/2026	180 Wealth Advisors LLC	15,692	$2.46M	0.2%	+13.4%	0.002%
7/7/2026	Bill Few Associates Inc.	1,456	$228K	0.0%	-5.1%	0.000%
7/7/2026	Trust Asset Management LLC	10,390	$1.63M	0.1%	-2.3%	0.001%
7/7/2026	Mirador Capital Partners LP	2,130	$334K	0.0%	-18.5%	0.000%
7/7/2026	Integral Investment Advisors Inc.	1,831	$287K	0.1%	+19.4%	0.000%
7/7/2026	Balefire LLC	1,817	$285K	0.0%	+7.6%	0.000%
7/7/2026	Dynamic Advisor Solutions LLC	21,591	$3.38M	0.1%	+11.3%	0.003%
7/7/2026	Tlwm	8,755	$1.37M	0.2%	-8.9%	0.001%
7/7/2026	Inspirion Wealth Advisors LLC	1,248	$204K	0.0%	+5.9%	0.000%
7/7/2026	GK Wealth Management LLC	2,932	$459K	0.2%	N/A	0.000%
7/7/2026	Grant Private Wealth Management Inc	6,457	$1.01M	0.4%	-9.2%	0.001%
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7/7/2026	Avior Wealth Management LLC	18,465	$2.89M	0.1%	+1.3%	0.002%
7/7/2026	Crescent Sterling Ltd.	3,830	$600K	0.5%	-12.6%	0.000%
7/7/2026	Arlington Partners LLC	1,588	$249K	0.4%	+24.7%	0.000%
7/7/2026	Greenfield Savings Bank	1,419	$222K	0.1%	-45.6%	0.000%
7/7/2026	Prota Financial LLC	3,312	$541K	0.4%	+8.3%	0.000%
7/7/2026	Wisconsin Wealth Advisors LLC	2,937	$460K	0.4%	+50.1%	0.000%
7/7/2026	Canandaigua National Bank & Trust Co.	14,900	$2.33M	0.2%	N/A	0.002%
7/7/2026	Sandy Cove Advisors LLC	1,344	$210K	0.1%	-7.6%	0.000%
7/7/2026	Epiq Partners LLC	2,061	$323K	0.1%	+30.1%	0.000%
7/7/2026	Moody National Bank Trust Division	9,362	$1.47M	0.1%	-2.2%	0.001%

CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,580 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 3,241 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 Cardano Risk Management B.V. ($3.92M).

Institutional investors have bought a total of 194,545,011 shares in the last 24 months. This purchase volume represents approximately $49.28B in transactions.

Of the 1,730 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 107,363,551 shares in the last 24 months. This volume of shares sold represents approximately $26.85B in transactions.

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This page (NYSE:CRM) was last updated on 7/21/2026 by MarketBeat.com Staff.

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Salesforce (CRM) Institutional Ownership

CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

CRM Institutional Ownership - Frequently Asked Questions

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Salesforce (CRM) Institutional Ownership

Institutional Ownership Changes (13F Filings) for Salesforce (NYSE:CRM)

CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

CRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRM shares?

What percentage of Salesforce's stock is owned by institutional investors?

Which institutional investors have been buying Salesforce's stock?

How much institutional buying is happening at Salesforce?

Which of Salesforce's major shareholders have been selling company stock?

How much institutional selling is happening at Salesforce?

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