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Salesforce (CRM) Institutional Ownership

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$267.87 +3.17 (+1.20%)
Closing price 04/25/2025 03:59 PM Eastern
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$269.03 +1.16 (+0.43%)
As of 04/25/2025 07:59 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)
2282
Total
Institutional Inflows
(last 12 months)
$31.89B
Number of
Institutional Sellers
(last 12 months)
1452
Total
Institutional Outflows
(last 12 months)
$22.99B
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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
4/25/2025JNBA Financial Advisors4,327$1.16M0.1%+145.4%0.000%
4/25/2025Kampmann Melissa S.8,609$2.31M1.8%+1.8%0.001%
4/25/2025Mather Group LLC.10,235$2.75M0.0%+198.7%0.001%
4/25/2025Alta Advisers Ltd4,970$1.33M0.6%+56.8%0.001%
4/25/2025Hixon Zuercher LLC14,291$3.84M1.4%+1.7%0.001%
4/25/2025Sage Advisors LLC1,336$359K0.3%N/A0.000%
4/25/2025Unified Investment Management3,819$1.03M1.2%-5.7%0.000%
4/25/2025Cypress Capital LLC1,156$310K0.1%N/A0.000%
4/25/2025Benchmark Financial Wealth Advisors LLC947$254K0.1%N/A0.000%
4/25/2025Smallwood Wealth Investment Management LLC367$99K0.1%N/A0.000%
4/25/2025Smith Salley Wealth Management8,466$2.27M0.1%+55.6%0.001%
4/25/2025Saxon Interests Inc.1,181$317K0.1%+66.1%0.000%
4/25/2025Libra Wealth LLC1,223$328K0.1%N/A0.000%
4/25/2025DSG Capital Advisors LLC9,089$2.44M0.5%-6.1%0.001%
4/25/2025Beaton Management Co. Inc.1,385$372K0.2%-12.1%0.000%
4/25/2025Koshinski Asset Management Inc.7,182$1.93M0.2%+1.3%0.001%
4/25/2025Essex LLC2,452$658K0.1%+33.2%0.000%
4/25/2025Altus Wealth Group LLC803$216K0.1%+12.6%0.000%
4/25/2025Red Door Wealth Management LLC22,306$5.99M0.9%+7.9%0.002%
4/25/2025Spinnaker Trust24,488$6.57M0.4%-0.9%0.003%
4/25/2025Westside Investment Management Inc.4,697$1.26M0.3%-2.1%0.000%
4/25/2025WASHINGTON TRUST Co69,823$18.74M0.7%+0.8%0.007%
4/25/2025Argent Advisors Inc.5,069$1.36M0.5%+6.2%0.001%
4/25/2025Canandaigua National Bank & Trust Co.11,671$3.13M0.3%+3.0%0.001%
4/25/2025Valley National Advisers Inc.9,644$2.59M0.5%+3.4%0.001%
4/25/2025Canandaigua National Trust Co of Florida3,200$859K0.8%+1.9%0.000%
4/25/2025Washington Trust Advisors Inc.960$258K0.0%+13.7%0.000%
4/25/2025Jacobsen Capital Management1,698$456K0.2%+3.2%0.000%
4/25/2025Ameritas Advisory Services LLC7,178$2.05M0.1%-5.4%0.001%
4/25/2025New Wave Wealth Advisors LLC1,260$338K0.2%+24.1%0.000%
4/25/2025Eads & Heald Wealth Management3,110$835K0.4%+8.7%0.000%
4/25/2025New York State Teachers Retirement System845,460$226.89M0.5%-4.4%0.088%
4/25/2025Albion Financial Group UT24,305$6.52M0.5%+308.3%0.003%
4/25/2025Amalgamated Bank208,791$56.03M0.5%+1.3%0.022%
4/25/2025Crown Wealth Group LLC2,697$724K0.4%+2.9%0.000%
4/25/2025Wealthstar Advisors LLC757$203K0.1%-59.5%0.000%
4/25/2025 Hobbs Wealth Management LLC981$263K0.3%+12.6%0.000%
4/25/2025Mmbg Investment Advisors CO.73,020$19.60M2.2%+0.3%0.008%
4/25/2025Avidian Wealth Enterprises LLC2,288$614K0.0%-9.6%0.000%
4/25/2025Naviter Wealth LLC9,231$2.49M0.3%+0.5%0.001%
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4/25/2025Essex Financial Services Inc.3,130$840K0.1%-6.8%0.000%
4/25/2025Hills Bank & Trust Co17,861$4.79M0.3%+0.8%0.002%
4/25/2025KBC Group NV1,196,114$320.99M1.0%-14.9%0.124%
4/25/2025Financial Insights Inc.1,100$295K0.1%+9.9%0.000%
4/25/2025Root Financial Partners LLC2,589$695K0.1%+10.9%0.000%
4/25/2025Goodman Advisory Group LLC19,362$5.20M2.4%N/A0.002%
4/25/2025Sovran Advisors LLC3,526$872K0.1%+19.7%0.000%
4/25/2025WestEnd Advisors LLC141,542$37.98M1.0%-5.3%0.015%
4/25/2025Cohen Investment Advisors LLC262,462$70.43M1.8%+2,238.8%0.027%
4/25/2025RBA Wealth Management LLC16,730$4.49M1.8%+1.7%0.002%
4/25/2025Joel Isaacson & Co. LLC2,888$775K0.0%+18.7%0.000%
4/25/2025TBH Global Asset Management LLC3,313$889K0.1%+1.6%0.000%
4/25/2025Aljian Capital Management LLC16,571$4.45M1.1%+0.4%0.002%
4/25/2025Convergence Financial LLC6,148$1.65M0.3%+6.2%0.001%
4/25/2025Guardian Asset Advisors LLC1,799$483K0.3%+12.2%0.000%
4/25/2025Capital Advisors Wealth Management LLC4,467$1.20M0.2%-17.8%0.000%
4/25/2025CFM Wealth Partners LLC42,487$11.40M2.0%+1.6%0.004%
4/25/2025Colonial River Investments LLC1,520$408K0.2%-39.5%0.000%
4/25/2025Uniting Wealth Partners LLC1,933$519K0.3%+2.4%0.000%
4/25/2025Little House Capital LLC9,045$2.43M0.7%+4.8%0.001%
4/25/2025Sumitomo Mitsui Trust Group Inc.2,550,977$684.58M0.5%+4.8%0.265%
4/24/2025 J. L. Bainbridge & Co. Inc.65,873$17.68M1.8%+8,012.4%0.007%
4/24/2025 Golden State Wealth Management LLC1,931$518K0.1%+23.7%0.000%
4/24/2025 Patron Partners LLC2,195$589K0.3%+13.2%0.000%
4/24/2025 Westwind Capital42,551$11.42M2.8%+4.3%0.004%
4/24/2025 Confluence Wealth Services Inc.5,373$1.35M0.1%+150.4%0.001%
4/24/2025 Bordeaux Wealth Advisors LLC4,518$1.21M0.2%-3.1%0.000%
4/24/2025 Crescent Grove Advisors LLC801$215K0.0%-23.7%0.000%
4/24/2025 Allspring Global Investments Holdings LLC490,794$132.61M0.2%-60.2%0.051%
4/24/2025 Highland Capital Management LLC10,292$2.76M0.2%-20.4%0.001%
4/24/2025 Mcdaniel Terry & Co.2,420$649K0.1%+32.7%0.000%
4/24/2025 BSW Wealth Partners3,908$1.05M0.2%-2.3%0.000%
4/24/2025 Jag Capital Management LLC29,496$7.92M1.1%+24.4%0.003%
4/24/2025 Elevated Capital Advisors LLC2,334$626K0.2%-5.6%0.000%
4/24/2025 Copeland Capital Management LLC55,229$14.82M0.3%-1.6%0.006%
4/24/2025 3Chopt Investment Partners LLC2,270$609K0.2%N/A0.000%
4/24/2025 Kessler Investment Group LLC400$107K0.1%-17.4%0.000%
4/24/2025 Mirae Asset Global Investments Co. Ltd.291,883$78.33M0.2%+40.8%0.030%
4/24/2025 Money Concepts Capital Corp952$255K0.0%+8.8%0.000%
4/24/2025 Achmea Investment Management B.V.135,710$36.42M0.5%+30.4%0.014%
4/24/2025 Philip James Wealth Mangement LLC873$234K0.0%N/A0.000%
4/24/2025 Quilter Plc200,407$53.78M1.1%+42.8%0.021%
4/24/2025 Jaffetilchin Investment Partners LLC4,434$1.19M0.1%+1.0%0.000%
4/24/2025 Artemis Investment Management LLP62,663$16.82M0.3%+38.6%0.007%
4/24/2025 Canvas Wealth Advisors LLC1,243$334K0.1%+44.7%0.000%
4/24/2025 Bartlett & CO. Wealth Management LLC251,151$67.40M1.0%+0.1%0.026%
4/24/2025 Old North State Wealth Management LLC847$228K0.1%+20.0%0.000%
4/24/2025 Transcend Capital Advisors LLC5,439$1.46M0.1%-12.3%0.001%
4/24/2025 Trust Co. of Vermont46,655$12.52M0.6%+6.0%0.005%
4/24/2025 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA318,284$79.72M0.8%-0.3%0.033%
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I predict this single breakthrough could make Elon the world’s first trillionaire — and mint more new millionaires than any tech advance in history. And for a limited time, you have the chance to claim a stake in this project, even though it’s housed inside Elon’s private company, xAI.

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4/24/2025 Park Place Capital Corp6,435$1.73M0.5%-2.2%0.001%
4/24/2025 Diversified Trust Co21,356$5.73M0.1%+34.3%0.002%
4/24/2025 Beacon Financial Advisory LLC2,182$585K0.2%+3.9%0.000%
4/24/2025 Tanager Wealth Management LLP749$201K0.0%+8.6%0.000%
4/24/2025 TFC Financial Management Inc.1,390$373K0.1%+10.1%0.000%
4/24/2025 CNB Bank4,808$1.29M0.7%+2.3%0.001%
4/24/2025 Graphene Investments SAS10,100$2.71M2.0%+14.8%0.001%
4/24/2025 Perpetual Ltd10,022$2.69M0.0%+26.5%0.001%
4/24/2025 Holistic Planning LLC985$264K0.1%+10.2%0.000%
4/24/2025 PDS Planning Inc5,103$1.37M0.1%+8.3%0.001%
(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, 3,292 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 2,969 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 443,312,141 shares in the last 24 months. This purchase volume represents approximately $105.32B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,954 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 181,970,699 shares in the last 24 months. This volume of shares sold represents approximately $46.15B in transactions.


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This page (NYSE:CRM) was last updated on 4/26/2025 by MarketBeat.com Staff
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