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Salesforce (CRM) Institutional Ownership

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$273.77 +3.97 (+1.47%)
Closing price 07/8/2025 03:59 PM Eastern
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$273.86 +0.09 (+0.03%)
As of 07/8/2025 07:55 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 Polygon.io. 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)
2406
Total
Institutional Inflows
(last 12 months)
$35.67B
Number of
Institutional Sellers
(last 12 months)
1554
Total
Institutional Outflows
(last 12 months)
$23.36B
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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
7/8/2025Strategic Advocates LLC757$207K0.1%N/A0.000%
7/8/2025Little House Capital LLC9,486$2.59M0.6%+4.9%0.001%
7/8/2025FF Advisors LLC1,992$543K0.3%+2.2%0.000%
7/8/2025Everpar Advisors LLC1,793$489K0.2%-9.9%0.000%
7/8/2025Parisi Gray Wealth Management2,026$553K0.2%-37.5%0.000%
7/8/2025Northstar Advisory Group LLC3,578$976K0.5%-64.2%0.000%
7/8/2025Dover Advisors LLC7,899$2.15M0.9%-5.9%0.001%
7/8/2025Chemistry Wealth Management LLC4,831$1.32M0.3%-3.6%0.001%
7/8/2025Ransom Advisory Ltd1,243$339K0.2%-9.1%0.000%
7/8/2025Atlas Brown Inc.7,162$1.95M0.6%+0.7%0.001%
7/8/2025Persium Advisors LLC2,074$566K0.5%+6.2%0.000%
7/8/2025Webster Bank N. A.22,213$6.06M0.6%-4.3%0.002%
7/8/2025Richard P Slaughter Associates Inc2,573$702K0.1%+11.8%0.000%
7/8/2025Canandaigua National Trust Co of Florida3,262$890K0.6%+1.9%0.000%
7/8/2025Canandaigua National Bank & Trust Co.11,399$3.11M0.3%-2.3%0.001%
7/8/2025RMR Wealth Builders9,510$2.59M0.2%+7.7%0.001%
7/8/2025NBC Securities Inc.11,118$3.03M0.2%-11.6%0.001%
7/8/2025Apella Capital LLC5,275$1.42M0.0%-5.3%0.001%
7/8/2025Bard Financial Services Inc.6,200$1.69M0.2%-2.0%0.001%
7/8/2025Lingohr Asset Management GmbH1,043$284K0.5%-94.7%0.000%
7/8/2025Legacy Private Trust Co.2,552$696K0.0%-31.6%0.000%
7/8/2025Quintet Private Bank Europe S.A.13,032$3.55M0.2%-45.3%0.001%
7/8/2025Gradient Investments LLC44,824$12.22M0.2%+1.2%0.005%
7/8/2025E. Ohman J or Asset Management AB167,168$45.59M1.1%-1.1%0.017%
7/8/2025Mirabaud & Cie SA6,695$1.83M0.6%+608.5%0.001%
7/8/2025GK Wealth Management LLC1,111$303K0.3%N/A0.000%
7/8/2025Parallel Advisors LLC67,794$18.49M0.4%+0.8%0.007%
7/7/2025 Trust Co. of Oklahoma919$251K0.1%N/A0.000%
7/7/2025 Wealth Alliance Advisory Group LLC8,415$2.30M0.4%+60.2%0.001%
7/7/2025 Wesbanco Bank Inc.110,968$30.26M0.9%+6.8%0.012%
7/7/2025 HMS Capital Management LLC794$217K0.1%N/A0.000%
7/7/2025 Verde Capital Management9,051$2.47M0.6%+7.3%0.001%
7/7/2025 Somerset Trust Co1,182$322K0.1%+16.2%0.000%
7/7/2025 Zevenbergen Capital Investments LLC17,400$4.75M0.1%-24.7%0.002%
7/7/2025 Modus Advisors LLC15,226$4.15M1.2%+2.9%0.002%
7/7/2025 First Community Trust NA1,175$320K0.3%+58.8%0.000%
7/7/2025 Retirement Wealth Solutions LLC158$43K0.0%-20.6%0.000%
7/7/2025 M & L Capital Management Ltd11,000$3M0.7%N/A0.001%
7/7/2025 Roxbury Financial LLC3,077$839K0.8%-1.6%0.000%
7/7/2025 Greenfield Savings Bank1,967$536K0.2%+20.5%0.000%
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7/7/2025 Bangor Savings Bank7,220$1.97M0.2%-6.3%0.001%
7/7/2025 Abner Herrman & Brock LLC77,785$21.21M2.4%-0.5%0.008%
7/7/2025 Thurston Springer Miller Herd & Titak Inc.2,353$642K0.1%+13.7%0.000%
7/7/2025 Salem Investment Counselors Inc.4,328$1.18M0.0%+6.7%0.000%
7/7/2025 Aletheian Wealth Advisors LLC859$234K0.1%N/A0.000%
7/7/2025 Centurion Wealth Management LLC2,011$549K0.2%+12.2%0.000%
7/7/2025 Douglas Lane & Associates LLC201,589$54.97M0.8%+35.6%0.021%
7/7/2025 TruWealth Advisors LLC763$208K0.0%N/A0.000%
7/7/2025 RB Capital Management LLC21,282$5.80M1.3%+1.2%0.002%
7/7/2025 RDA Financial Network880$240K0.1%-83.2%0.000%
7/3/2025 Arvest Investments Inc.7,208$1.97M0.3%-5.5%0.001%
7/3/2025 Collective Family Office LLC1,044$285K0.1%+6.7%0.000%
7/3/2025 McLean Asset Management Corp1,048$282K0.1%+5.2%0.000%
7/3/2025 Fiduciary Financial Group LLC3,915$1.07M0.2%-9.3%0.000%
7/2/2025 McAlister Sweet & Associates Inc.917$250K0.3%-11.0%0.000%
7/2/2025 Norway Savings Bank10,862$2.96M1.5%+10.3%0.001%
7/2/2025 HBW Advisory Services LLC12,329$3.36M0.4%-12.7%0.001%
7/2/2025 Crumly & Associates Inc.2,189$597K0.1%-1.8%0.000%
7/2/2025 Howard Financial Services LTD.1,499$409K0.1%-2.7%0.000%
7/2/2025 Doliver Advisors LP4,186$1.14M0.3%-29.0%0.000%
7/2/2025 First Financial Bank Trust Division21,023$5.73M0.5%-10.9%0.002%
7/2/2025 Jacobs & Co. CA32,934$8.98M0.9%N/A0.003%
7/2/2025 LVM Capital Management Ltd. MI47,175$12.86M1.3%+1.1%0.005%
7/2/2025 Neville Rodie & Shaw Inc.59,970$16.35M1.2%+4.6%0.006%
7/2/2025 Central Pacific Bank Trust Division11,136$3.04M0.4%-5.8%0.001%
7/1/2025 Park National Corp OH114,532$31.23M1.0%+10.5%0.012%
7/1/2025 Harbor Investment Advisory LLC26,326$7.18M0.6%-6.9%0.003%
7/1/2025 Kera Capital Partners Inc.1,061$289K0.1%N/A0.000%
7/1/2025 Cullen Investment Group LTD.14,557$3.97M0.6%-3.3%0.002%
6/26/2025AG2R LA Mondiale Gestion D Actifs35,297$9.37M0.5%N/A0.004%
6/24/2025Rainier Family Wealth Inc.1,839$494K0.6%+3.5%0.000%
6/23/2025Swedbank AB2,954,043$792.75M1.1%-22.9%0.309%
6/20/2025Real Talk Capital LLC1,751$470K0.6%+5.7%0.000%
6/18/2025Voya Investment Management LLC3,247,404$871.47M1.0%-7.9%0.340%
6/17/2025Guinness Asset Management LTD133,235$35.76M0.7%+5.3%0.014%
6/16/2025Peterson Wealth Management7,987$2.14M1.4%+3.4%0.001%
6/10/2025Birchbrook Inc.5,112$1.37M0.8%-2.0%0.001%
6/9/20251248 Management LLC222$60K0.0%N/A0.000%
6/5/2025Osterweis Capital Management Inc.115,614$31.03M0.0%-1.0%0.012%
6/4/2025 First Hawaiian Bank14,164$3.80M0.2%+6.3%0.001%
6/4/2025Harold Davidson & Associates Inc.6,366$1.71M0.9%-0.9%0.001%
6/3/2025CBIZ Investment Advisory Services LLC112$30K0.0%+314.8%0.000%
6/3/2025Invst LLC9,150$2.46M0.3%-47.5%0.001%
6/2/2025Modern Wealth Management LLC2,750$738K0.0%+35.1%0.000%
5/29/2025 Nova Wealth Management Inc.636$171K0.1%+38.0%0.000%
5/28/2025Jones Financial Companies Lllp344,887$93.02M0.1%+31.2%0.036%
5/28/2025Silicon Valley Capital Partners28,972$7.82M1.0%-14.2%0.003%
5/28/2025Strs Ohio374,393$100.47M0.4%N/A0.039%
5/28/2025Intrua Financial LLC1,417$380K0.1%-17.3%0.000%
5/27/2025Jacobi Capital Management LLC6,241$1.68M0.1%+2.6%0.001%
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5/27/2025Advisors Capital Management LLC26,262$7.05M0.1%+155.5%0.003%
5/27/2025Iron Gate Global Advisors LLC1,709$459K0.1%-6.5%0.000%
5/23/2025Siren L.L.C.14,600$3.92M0.2%N/A0.002%
5/22/2025Mattson Financial Services LLC3,114$836K0.3%-11.0%0.000%
5/22/2025WBI Investments LLC1,125$302K0.1%-77.8%0.000%
5/21/2025MBL Wealth LLC2,880$773K0.1%+55.2%0.000%
5/21/2025McAdam LLC748$201K0.0%-18.8%0.000%
5/21/2025Acadian Asset Management LLC107,844$28.93M0.1%+31.6%0.011%
5/21/2025Geneos Wealth Management Inc.17,520$4.70M0.2%+23.9%0.002%
5/21/2025Schmidt P J Investment Management Inc.6,211$1.67M0.3%-1.3%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, 3,363 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($23.59B), 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 Salesforce's institutional investors.

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

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

Which institutional investors have been buying Salesforce's stock?

Of the 2,999 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: Bank Julius Baer & Co. Ltd Zurich ($238.65M), Norges Bank ($21.26M), Capital International Investors ($12.89M), Nuveen LLC ($7.60M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($5.62M), Capital World Investors ($4.92M), and Swedbank AB ($4.12M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 120,243,779 shares in the last 24 months. This purchase volume represents approximately $35.68B in transactions.

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

Of the 1,554 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: FMR LLC ($7.13M), T. Rowe Price Investment Management Inc. ($3.94M), Parnassus Investments LLC ($3.55M), Capital World Investors ($2.95M), Legal & General Group Plc ($2.41M), Capital International Investors ($2.32M), and FIL Ltd ($1.84M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 77,093,181 shares in the last 24 months. This volume of shares sold represents approximately $23.36B in transactions.


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This page (NYSE:CRM) was last updated on 7/9/2025 by MarketBeat.com Staff
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