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Salesforce (CRM) Institutional Ownership

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$288.12 +0.79 (+0.27%)
As of 01:14 PM 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)
2260
Total
Institutional Inflows
(last 12 months)
$30.76B
Number of
Institutional Sellers
(last 12 months)
1428
Total
Institutional Outflows
(last 12 months)
$23.48B
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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
3/4/2025Dogwood Wealth Management LLC2,248$752K0.4%N/A0.000%
3/4/2025 Siemens Fonds Invest GmbH23,012$7.73M0.3%+4.0%0.002%
2/28/2025 Park Square Financial Group LLC569$190K0.1%N/A0.000%
2/28/2025 Total Wealth Planning & Management Inc.850$284K0.3%N/A0.000%
2/28/2025 Universal Beteiligungs und Servicegesellschaft mbH1,174,436$392.65M0.8%N/A0.123%
2/28/2025 Brooklyn FI LLC9,152$2.92M0.5%N/A0.001%
2/27/2025 Brucke Financial Inc.4,242$1.45M1.3%N/A0.000%
2/27/2025 Azzad Asset Management Inc. ADV17,904$5.99M1.1%+0.6%0.002%
2/27/2025 REAP Financial Group LLC136$45K0.0%-32.3%0.000%
2/27/2025 Bernard Wealth Management Corp.75$25K0.0%N/A0.000%
2/27/2025 HWG Holdings LP5,665$1.89M0.6%N/A0.001%
2/27/2025 Pinnacle Wealth Planning Services Inc.2,238$748K0.1%-51.3%0.000%
2/26/2025 Yoffe Investment Management LLC937$313K0.4%N/A0.000%
2/26/2025 LifeWealth Investments LLC917$307K0.2%N/A0.000%
2/26/2025 LM Advisors LLC17,378$5.82M1.0%+13.0%0.002%
2/26/2025 Virtue Capital Management LLC2,276$761K0.2%-7.3%0.000%
2/26/2025 Sculati Wealth Management LLC10,143$3.39M1.3%-0.7%0.001%
2/25/2025 SWAN Capital LLC200$67K0.0%-39.2%0.000%
2/25/2025 Heck Capital Advisors LLC400$134K0.0%N/A0.000%
2/25/2025 Leigh Baldwin & CO. LLC1,270$425K0.2%N/A0.000%
2/25/2025 B. Riley Wealth Advisors Inc.24,437$8.18M0.3%-11.5%0.003%
2/25/2025 Shufro Rose & Co. LLC52,764$17.64M1.4%+0.1%0.006%
2/25/2025 Integrated Advisors Network LLC11,511$3.85M0.2%+0.5%0.001%
2/25/2025 Garde Capital Inc.16,975$5.68M0.4%-4.1%0.002%
2/24/2025 H&H Retirement Design & Management INC1,838$569K0.3%-9.7%0.000%
2/24/2025 Great Valley Advisor Group Inc.65,503$21.90M0.5%-3.6%0.007%
2/24/2025 Ameriflex Group Inc.1,059$362K0.2%N/A0.000%
2/24/2025 United Advisor Group LLC1,911$639K0.1%+11.4%0.000%
2/24/2025 Challenger Wealth Management848$284K0.2%N/A0.000%
2/21/2025 Ascent Group LLC16,187$5.41M0.4%+1.2%0.002%
2/21/2025 Putney Financial Group LLC4,171$1.39M1.0%N/A0.000%
2/21/2025 AlphaCore Capital LLC3,938$1.32M0.3%-38.4%0.000%
2/20/2025 Mackenzie Financial Corp585,861$195.87M0.3%+100.2%0.061%
2/20/2025 Forum Financial Management LP10,543$3.53M0.1%+24.5%0.001%
2/20/2025 Castlekeep Investment Advisors LLC23,737$7.94M1.3%N/A0.002%
2/20/2025 Drucker Wealth 3.0 LLC3,961$1.32M0.3%+5.5%0.000%
2/20/2025 Wormser Freres Gestion28,181$9.51M5.7%-3.1%0.003%
2/19/2025 Warm Springs Advisors Inc.2,975$995K0.9%N/A0.000%
2/19/2025 Formidable Asset Management LLC3,229$1.08M0.2%-3.1%0.000%
2/19/2025 North Star Asset Management Inc.38,117$12.74M0.6%+23.3%0.004%
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2/19/2025 Invst LLC17,418$5.82M0.7%+2.4%0.002%
2/19/2025 Cache Advisors LLC9,504$3.18M1.2%N/A0.001%
2/19/2025 GF Fund Management CO. LTD.36,379$12.16M0.3%N/A0.004%
2/19/2025 Parr Mcknight Wealth Management Group LLC5,847$1.96M0.3%N/A0.001%
2/19/2025 WCG Wealth Advisors LLC15,948$5.33M0.4%+4.0%0.002%
2/19/2025 Public Employees Retirement System of Ohio399,503$133.57M0.5%-5.4%0.042%
2/18/2025 Neo Ivy Capital Management1,074$359K0.1%N/A0.000%
2/18/2025 Western Wealth Management LLC2,817$942K0.3%-78.2%0.000%
2/18/2025 Vega Investment Solutions13,880$4.64M3.8%N/A0.001%
2/18/2025 Strait & Sound Wealth Management LLC3,119$1.04M0.5%+1.9%0.000%
2/18/2025 Helium Advisors LLC1,082$362K0.3%N/A0.000%
2/18/2025 US Asset Management LLC645$216K0.2%-5.3%0.000%
2/18/2025 Sunbelt Securities Inc.3,861$1.30M0.1%-15.4%0.000%
2/18/2025 GTS Securities LLC7,450$2.49M0.1%-129.7%0.001%
2/18/2025 Fourth Dimension Wealth LLC485$162K0.1%N/A0.000%
2/18/2025 Stonebridge Financial Planning Group LLC1,509$505K0.2%+6.3%0.000%
2/18/2025 Breed s Hill Capital LLC1,692$566K0.3%+62.7%0.000%
2/18/2025 Vise Technologies Inc.19,974$6.68M0.6%+29.6%0.002%
2/18/2025 Retirement Planning Group LLC602$201K0.0%N/A0.000%
2/18/2025 Navalign LLC7,805$2.61M0.8%-2.6%0.001%
2/18/2025 Connecticut Wealth Management LLC3,615$1.21M0.1%+83.4%0.000%
2/18/2025 Headinvest LLC2,096$701K0.1%-4.5%0.000%
2/18/2025 Gordian Capital Singapore Pte Ltd1,114$373K0.2%-17.1%0.000%
2/18/2025 JT Stratford LLC2,515$841K0.1%-11.5%0.000%
2/18/2025 Cornerstone Advisory LLC1,028$336K0.0%+32.3%0.000%
2/18/2025 Inspire Trust Co. N.A.5,500$1.84M0.5%+83.3%0.001%
2/18/2025 Legacy Financial Group Inc.602$201K0.1%N/A0.000%
2/18/2025 Mosaic Family Wealth Partners LLC1,176$393K0.1%+9.5%0.000%
2/18/2025 RB Capital Management LLC21,210$7.09M1.6%-0.2%0.002%
2/18/2025 EDENTREE ASSET MANAGEMENT Ltd33,835$11.32M3.3%-16.0%0.004%
2/18/2025 Poehling Capital Management INC.1,914$640K0.2%-33.3%0.000%
2/18/2025 49 Wealth Management LLC610$204K0.0%N/A0.000%
2/18/2025 Orion Capital Management LLC4,813$1.61M0.7%-1.7%0.001%
2/18/2025 McIlrath & Eck LLC443$148K0.0%+62.9%0.000%
2/18/2025 Castleark Management LLC38,880$13.00M0.5%N/A0.004%
2/18/2025 MidWestOne Financial Group Inc.6,849$2.29M0.3%-5.5%0.001%
2/18/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp229,478$76.72M0.5%+1.8%0.024%
2/18/2025 Focus Partners Advisor Solutions LLC11,189$3.74M0.1%+137.4%0.001%
2/18/2025 First Heartland Consultants Inc.1,126$377K0.0%-39.2%0.000%
2/18/2025 Kolinsky Wealth Management LLC1,546$517K0.3%+13.7%0.000%
2/18/2025 Continuum Advisory LLC3,871$1.29M0.2%+5.3%0.000%
2/18/2025 NCM Capital Management LLC641$214K0.1%N/A0.000%
2/18/2025 Royal Capital Wealth Management LLC600$201K0.1%N/A0.000%
2/18/2025 Glen Eagle Advisors LLC5,159$1.73M0.3%+10.2%0.001%
2/18/2025 White Knight Strategic Wealth Advisors LLC2,702$903K0.4%+95.5%0.000%
2/18/2025 Nationale Nederlanden Powszechne Towarzystwo Emerytalne S.A.70,395$23.54M2.8%N/A0.007%
2/18/2025 Delta Investment Management LLC2,263$756K0.1%-77.9%0.000%
2/17/2025 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC8,658,132$2.89B0.7%+7.5%0.905%
2/17/2025 USS Investment Management Ltd148,477$49.67M0.4%-2.0%0.016%
2/17/2025 Vista Investment Management2,549$852K0.3%+2.5%0.000%
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2/17/2025 Voloridge Investment Management LLC2,608$872K0.0%N/A0.000%
2/17/2025 Worldquant Millennium Advisors LLC82,793$27.68M0.2%-22.2%0.009%
2/17/2025 Waverly Advisors LLC16,314$5.45M0.1%+62.2%0.002%
2/17/2025 Wellington Wealth Strategies LLC.915$302K0.3%-60.6%0.000%
2/17/2025 Whale Rock Capital Management LLC826,614$276.36M3.3%+264.5%0.086%
2/17/2025 Whelan Financial883$295K0.1%N/A0.000%
2/17/2025 Williams Jones Wealth Management LLC.2,507$838K0.0%+4.9%0.000%
2/17/2025 Willis Johnson & Associates Inc.678$227K0.0%-48.9%0.000%
2/17/2025 Woodline Partners LP169,780$56.76M0.4%+19,437.4%0.018%
2/17/2025 XN LP448,389$149.91M5.9%-13.4%0.047%
(Data available from 1/1/2016 forward)

CRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRM shares?

During the previous two years, 3,280 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($28.93B), State Street Corp ($13.43B), Capital Research Global Investors ($8.06B), FMR LLC ($7.76B), Geode Capital Management LLC ($6.66B), Capital International Investors ($5.56B), and Fisher Asset Management LLC ($4.16B).Learn more on CRM's institutional investors.

What percentage of Salesforce stock is owned by institutional investors?

80.43% of Salesforce stock is owned by institutional investors. Learn more on CRM's institutional investor holdings.

Which institutional investors have been buying Salesforce stock?

Of the 2,946 institutional investors that purchased Salesforce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($238.65M), Norges Bank ($21.26M), Capital International Investors ($12.89M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($5.62M), Capital World Investors ($4.92M), Swedbank AB ($4.12M), and Capital Research Global Investors ($3.91M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 438,972,047 shares in the last 24 months. This purchase volume represents approximately $103.97B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,921 institutional investors that sold Salesforce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($37.12M), FMR LLC ($8.93M), Price T Rowe Associates Inc. MD ($8.87M), Capital World Investors ($7.30M), Sustainable Growth Advisers LP ($3.95M), T. Rowe Price Investment Management Inc. ($3.94M), and FIL Ltd ($3.47M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 181,112,188 shares in the last 24 months. This volume of shares sold represents approximately $45.86B in transactions.


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This page (NYSE:CRM) was last updated on 3/5/2025 by MarketBeat.com Staff
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