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Salesforce (CRM) Institutional Ownership

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$234.36 -0.33 (-0.14%)
Closing price 10/2/2026 03:59 PM Eastern
Extended Trading
$234.18 -0.18 (-0.08%)
As of 10/2/2026 08:00 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)
2005
Total
Institutional Inflows
(last 12 months)
$58.27B
Number of
Institutional Sellers
(last 12 months)
1560
Total
Institutional Outflows
(last 12 months)
$20.77B
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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
10/2/2026 Polaris Financial Partners176$40K0.0%N/A0.000%
10/2/2026 Boltwood Capital Management9,499$2.18M0.5%-2.1%0.001%
10/2/2026 CX Institutional52,240$11.99M0.3%+0.9%0.006%
10/2/2026 Versant Capital Management Inc2,746$630K0.1%+2.8%0.000%
10/1/2026 First Financial Bank Trust Division17,872$4.10M0.3%+3.2%0.002%
10/1/2026 Burkett Financial Services LLC944$217K0.1%+17.1%0.000%
10/1/2026 Hickory Point Bank & Trust250$57K0.0%-28.6%0.000%
10/1/2026 Montecito Bank & Trust1,028$236K0.0%-41.5%0.000%
10/1/2026 Cacti Asset Management LLC64,070$14.44M0.8%N/A0.008%
10/1/2026 Coastline Trust Co200$46K0.0%-41.7%0.000%
9/29/2026Cim Investment Management Inc.2,060$323K0.1%-8.5%0.000%
9/29/2026Greenwich Wealth Management LLC2,203$345K0.0%-4.8%0.000%
9/23/2026QRG Capital Management Inc.130,194$20.40M0.1%-9.2%0.016%
9/23/2026Envestnet Portfolio Solutions Inc.43,398$6.79M0.0%+11.9%0.005%
9/22/2026Andra AP fonden168,472$26.39M0.3%+4,855.1%0.020%
9/21/2026Silicon Valley Capital Partners6,169$966K0.1%-10.8%0.001%
9/18/2026Security National Bank of Sioux City Iowa IA335$52K0.0%N/A0.000%
9/17/2026Wellington Altus USA Inc.315$49K0.0%+117.2%0.000%
9/16/2026IKE Capital LLC2,969$465K0.2%-33.5%0.000%
9/15/2026Anchor Investment Management LLC17,983$2.82M0.2%+184.5%0.002%
9/15/2026Reynders McVeigh Capital Management LLC67,163$10.52M0.4%-3.9%0.008%
9/11/2026Talon Private Wealth LLC1,912$300K0.0%-55.1%0.000%
9/11/2026Marathon Wealth Advisors LLC21,267$3.33M1.1%+1.2%0.003%
9/10/2026ABS Direct Equity Fund LLC157$25K0.0%N/A0.000%
9/9/2026Van Hulzen Asset Management LLC2,136$335K0.0%+73.0%0.000%
9/9/2026IPG Investment Advisors LLC13,059$2.05M0.3%-13.4%0.002%
9/9/2026MCF Advisors LLC3,486$547K0.0%+35.4%0.000%
9/9/2026Archford Capital Strategies LLC1,464$229K0.0%-46.8%0.000%
9/9/2026National Pension Service2,057,099$322.27M0.2%-4.9%0.250%
9/9/2026WINTON GROUP Ltd26,644$4.17M0.1%+190.4%0.003%
9/9/2026Engineers Gate Manager LP232,378$36.40M0.5%+12,313.4%0.028%
9/9/2026Cidel Asset Management Inc.4,318$676K0.0%+23.8%0.001%
9/9/2026Plimoth Trust Co. LLC26,902$4.21M0.8%+3.6%0.003%
9/9/2026Capital Analysts LLC5,611$879K0.0%-1.4%0.001%
9/9/2026SVB Wealth LLC4,295$673K0.0%-1.4%0.001%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,840$288K0.0%-17.1%0.000%
9/9/2026NorthRock Partners LLC17,677$2.77M0.0%+26.9%0.002%
9/9/2026Integrated Wealth Concepts LLC28,899$4.53M0.0%-25.4%0.004%
9/9/2026Community Bank N.A.16,468$2.58M0.3%+20.8%0.002%
9/9/2026RFG Advisory LLC8,306$1.30M0.0%-37.0%0.001%
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9/9/2026NewEdge Advisors LLC90,082$14.11M0.0%+6.6%0.011%
9/9/2026IFP Advisors Inc34,622$5.42M0.1%+9.8%0.004%
9/9/2026Baird Financial Group Inc.273,547$42.85M0.1%-13.0%0.033%
9/9/2026Beacon Investment Advisory Services Inc.17,694$2.77M0.1%-10.7%0.002%
9/8/2026Veritas Asset Management LLP51,741$8.11M0.2%-97.7%0.006%
9/8/2026Hudock Inc.2,299$360K0.0%-10.7%0.000%
9/8/2026Allworth Financial LP39,089$6.12M0.0%-24.4%0.005%
9/8/2026Vulcan Value Partners LLC164,013$25.69M0.8%-16.7%0.020%
9/8/2026Arizona State Retirement System221,319$34.67M0.2%-13.8%0.027%
9/8/2026West Family Investments Inc.1,397$219K0.1%-50.7%0.000%
9/8/2026Waverly Advisors LLC134,727$21.11M0.1%-4.2%0.016%
9/8/2026Bank OZK3,754$588K0.2%+7.0%0.000%
9/8/2026Empirical Finance LLC33,277$5.21M0.2%+3.2%0.004%
9/8/2026Nykredit A S311,731$48.84M0.2%N/A0.038%
9/4/2026Parkside Financial Bank & Trust3,424$536K0.0%+23.8%0.000%
9/2/2026MLG Wealth Management DBA Pine Grove Financial Group1,420$222K0.0%-16.0%0.000%
9/2/2026Range Advisory LLC2,231$350K0.0%-20.4%0.000%
9/2/2026Brown Lisle Cummings Inc.4,795$751K0.2%-2.7%0.001%
8/27/2026Corient Private Wealth LP283,337$44.39M0.1%-32.1%0.035%
8/26/2026Amundi3,371,997$528.26M0.1%-8.0%0.412%
8/26/2026HighTower Advisors LLC361,825$56.68M0.1%-3.5%0.044%
8/25/2026Advus Financial Partners LLC5,050$791K0.2%-8.5%0.001%
8/25/2026Groupe la Francaise5,701$865K0.0%-90.7%0.001%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al307,101$48.11M0.3%N/A0.037%
8/24/2026Carlson Financial Inc.2,956$464K0.2%-19.3%0.000%
8/24/2026CYBER HORNET ETFs LLC2,234$350K0.1%-14.6%0.000%
8/23/2026DMC Group LLC2,457$385K0.3%+43.5%0.000%
8/23/2026Washington Trust Advisors Inc.585$92K0.0%-40.2%0.000%
8/23/2026Ameritas Advisory Services LLC11,477$1.80M0.0%+154.9%0.001%
8/23/2026Guardian Wealth Advisors LLC NC4,412$691K0.0%+7.7%0.001%
8/23/2026Wedmont Private Capital12,110$1.98M0.1%-30.4%0.001%
8/23/2026Kintra Wealth LLC3,896$610K0.0%+117.0%0.000%
8/23/2026Yarger Wealth Strategies LLC1,366$223K0.1%+25.1%0.000%
8/23/2026Beaird Harris Wealth Management LLC592$93K0.0%+38.3%0.000%
8/23/2026Kraematon Investment Advisors Inc.3,250$509K0.4%-4.2%0.000%
8/23/2026HB Wealth Management LLC33,897$5.31M0.0%-9.3%0.004%
8/23/2026Saudi Central Bank55,832$8.75M0.1%+61.4%0.007%
8/23/2026Angeles Wealth Management LLC7,510$1.18M0.0%+40.9%0.001%
8/23/2026Riverview Capital Advisers LLC51,438$8.06M2.3%+22.3%0.006%
8/22/2026NBH Bank2,872$450K0.2%N/A0.000%
8/22/2026AlphaGrep UK Ltd2,731$428K0.1%N/A0.000%
8/22/2026Timbuktu Capital Management LLC672$105K0.2%N/A0.000%
8/22/2026Strive Financial Group LLC432$68K0.0%-18.6%0.000%
8/22/2026Munich Reinsurance Co Stock Corp in Munich33,557$5.26M0.1%-19.0%0.004%
8/22/2026MOR Wealth Management LLC2,844$446K0.2%+26.1%0.000%
8/22/2026Odyssean LLC17,920$2.81M0.5%+141.0%0.002%
8/22/2026Shum Financial Group Inc.4,431$694K0.4%+3.9%0.001%
8/22/2026Nabity Jensen Investment Management Inc3,145$493K0.3%-4.3%0.000%
8/22/2026NWF Advisory Services Inc.1,466$230K0.0%-10.3%0.000%
8/22/2026Sapient Capital LLC2,217$348K0.0%-55.2%0.000%
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8/22/2026Syon Capital LLC9,373$1.47M0.1%-5.8%0.001%
8/22/2026denkapparat Operations GmbH3,444$540K0.2%+126.3%0.000%
8/22/2026TD Waterhouse Canada Inc.95,374$15.58M0.0%-9.1%0.012%
8/22/2026Kampmann Melissa S.4,240$664K0.5%-35.9%0.001%
8/22/2026Premier Path Wealth Partners LLC6,404$1.00M0.1%-29.2%0.001%
8/22/2026Barlow Wealth Partners LLC95,913$15.98M1.7%+44.0%0.012%
8/22/2026United Community Bank843$132K0.0%-58.0%0.000%
8/22/2026Kickstand Ventures LLC.1,304$204K0.0%+13.4%0.000%
8/22/2026Concurrent Investment Advisors LLC146,754$22.99M0.2%+118.0%0.018%
8/22/2026Prosperitas Financial LLC3,044$477K0.2%+4.7%0.000%


CRM Institutional Ownership - Frequently Asked Questions

During the previous two years, 3,555 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 3,230 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 280,377,857 shares in the last 24 months. This purchase volume represents approximately $58.27B in transactions.

Of the 1,560 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 87,347,833 shares in the last 24 months. This volume of shares sold represents approximately $20.77B in transactions.


Related Companies

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 10/2/2026. New 13F filings are added each quarter as they're published.
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