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Salesforce (CRM) Institutional Ownership

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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)
2417
Total
Institutional Inflows
(last 12 months)
$35.87B
Number of
Institutional Sellers
(last 12 months)
1564
Total
Institutional Outflows
(last 12 months)
$23.40B
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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
7/11/2025Westfuller Advisors LLC902$246K0.1%-12.4%0.000%
7/11/2025Petredis Investment Advisors LLC20,137$5.49M0.5%+1.2%0.002%
7/11/2025Annex Advisory Services LLC136,195$37.14M0.9%+13.2%0.014%
7/11/2025Wealth Management Partners LLC7,682$2.07M0.7%+1.8%0.001%
7/11/2025Arthur M. Cohen & Associates LLC11,660$3.18M0.6%-5.2%0.001%
7/11/2025Bond & Devick Financial Network Inc.4,367$1.19M0.4%+5.7%0.000%
7/11/2025Congress Park Capital LLC8,957$2.44M0.8%+10.3%0.001%
7/11/2025Coastwise Capital Group LLC5,192$1.42M1.1%+1.2%0.001%
7/11/2025Orrstown Financial Services Inc.7,295$1.99M0.4%+76.2%0.001%
7/11/2025Bouvel Investment Partners LLC19,696$5.37M1.8%+0.9%0.002%
7/11/2025First PREMIER Bank348$95K0.0%+32.3%0.000%
7/11/2025TTP Investments Inc.12,572$3.43M1.1%N/A0.001%
7/11/2025Farther Finance Advisors LLC23,134$6.31M0.1%+23.1%0.002%
7/11/2025Silver Oak Securities Incorporated3,158$861K0.1%+4.0%0.000%
7/11/2025CX Institutional24,259$6.62M0.2%+319.3%0.003%
7/11/2025 UMB Bank n.a.77,594$21.16M0.3%-18.4%0.008%
7/11/2025Westwind Capital42,386$11.56M2.4%-0.4%0.004%
7/11/2025BDF Gestion32,120$8.76M1.0%+27.8%0.003%
7/11/2025CMH Wealth Management LLC27,420$7.49M1.7%+5.8%0.003%
7/11/2025Marshall & Sullivan Inc. WA275$75K0.0%N/A0.000%
7/11/2025Wright Investors Service Inc.4,291$1.17M0.4%-71.0%0.000%
7/11/2025Global X Japan Co. Ltd.6,144$1.68M0.2%N/A0.001%
7/11/2025Bridge Creek Capital Management LLC20,162$5.50M1.6%+1.9%0.002%
7/11/2025My Legacy Advisors LLC3,199$844K0.3%+8.8%0.000%
7/11/2025AA Financial Advisors LLC5,582$1.52M0.3%-16.4%0.001%
7/11/2025Thomasville National Bank102,176$27.86M1.9%-0.1%0.011%
7/11/2025Essex Savings Bank4,749$1.30M0.3%-2.7%0.000%
7/11/2025SeaCrest Wealth Management LLC10,423$2.84M0.3%-5.2%0.001%
7/11/2025Diversified Trust Co27,786$7.58M0.2%+30.1%0.003%
7/11/2025Assenagon Asset Management S.A.1,459,237$397.92M0.6%+302.1%0.153%
7/11/2025Bell Bank5,637$1.54M0.1%-29.0%0.001%
7/11/2025Perpetual Ltd216,217$58.96M0.7%+2,057.4%0.023%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt46,600$12.72M0.6%+79.1%0.005%
7/11/2025Kingstone Capital Partners Texas LLC134,809$33.92M0.0%N/A0.014%
7/11/2025IFM Investors Pty Ltd190,797$52.03M0.5%+4.3%0.020%
7/10/2025 Canoe Financial LP210,263$57.34M0.8%N/A0.022%
7/10/2025 Sky Investment Group LLC3,595$980K0.2%+1.8%0.000%
7/10/2025 Triangle Securities Wealth Management8,998$2.45M0.6%+3.2%0.001%
7/10/2025 Clare Market Investments LLC5,449$1.49M0.3%-3.2%0.001%
7/10/2025 Legacy Financial Strategies LLC740$202K0.0%N/A0.000%
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7/10/2025 Western Pacific Wealth Management LP1,942$530K0.5%-7.3%0.000%
7/10/2025 Trust Point Inc.4,001$1.09M0.1%-5.5%0.000%
7/10/2025 Selective Wealth Management Inc.22,551$6.11M2.2%-3.1%0.002%
7/10/2025 Burns J W & Co. Inc. NY6,774$1.85M0.2%-20.2%0.001%
7/10/2025 Moody National Bank Trust Division10,650$2.90M0.3%+4.3%0.001%
7/10/2025 Brady Family Wealth LLC17,168$4.68M1.4%-0.3%0.002%
7/10/2025 YHB Investment Advisors Inc.21,909$5.97M0.5%+2.5%0.002%
7/10/2025 HF Advisory Group LLC6,386$1.74M0.7%+5.2%0.001%
7/10/2025 Rockland Trust Co.1,049$286K0.0%N/A0.000%
7/10/2025 ARS Wealth Advisors Group LLC3,362$917K0.1%+9.4%0.000%
7/10/2025 Mogy Joel R Investment Counsel Inc.197,994$53.99M3.1%+0.2%0.021%
7/10/2025 Ferguson Wellman Capital Management Inc.2,104$574K0.0%-43.0%0.000%
7/10/2025 Baker Tilly Wealth Management LLC4,466$1.22M0.4%-2.3%0.000%
7/10/2025 Exchange Traded Concepts LLC19,142$5.22M0.1%+85.5%0.002%
7/10/2025 Weinberger Asset Management Inc963$263K0.1%N/A0.000%
7/10/2025 Bigelow Investment Advisors LLC1,759$480K0.2%+6.0%0.000%
7/10/2025 Affiance Financial LLC734$200K0.0%N/A0.000%
7/10/2025 Fulton Bank N.A.10,926$2.98M0.1%+3.5%0.001%
7/10/2025 Family Legacy Financial Solutions LLC1,272$347K0.3%N/A0.000%
7/10/2025 Waypoint Wealth Partners Inc.1,745$476K0.1%-5.4%0.000%
7/10/2025 NorthCrest Asset Manangement LLC102,325$27.85M0.7%+0.1%0.011%
7/10/2025 Community Trust & Investment Co.97,510$26.59M1.5%+10.4%0.010%
7/10/2025 Atticus Wealth Management LLC779$212K0.1%+5,892.3%0.000%
7/10/2025 Mn Services Vermogensbeheer B.V.359,300$97.98M0.7%+1.0%0.038%
7/10/2025 RFG Holdings Inc.4,199$1.15M0.3%+32.6%0.000%
7/10/2025 Wedmont Private Capital16,644$4.51M0.2%-1.0%0.002%
7/10/2025 Swedbank AB3,024,858$824.85M0.9%+2.4%0.316%
7/10/2025 Compton Wealth Advisory Group LLC8,720$2.38M0.6%+5.2%0.001%
7/10/2025 Alecta Tjanstepension Omsesidigt495,000$134.94M0.6%+39.4%0.052%
7/10/2025 Secure Asset Management LLC9,692$2.64M0.5%+4.8%0.001%
7/10/2025 Sumitomo Mitsui DS Asset Management Company Ltd371,094$101.19M0.9%+6.3%0.039%
7/10/2025 Ayrshire Capital Management LLC5,894$1.61M0.8%+15.1%0.001%
7/10/2025 KMG Fiduciary Partners LLC43,230$11.79M0.9%+6.8%0.005%
7/10/2025 Signal Advisors Wealth LLC1,262$344K0.0%+38.2%0.000%
7/10/2025 Focus Financial Network Inc.3,341$911K0.0%+11.0%0.000%
7/10/2025 Sovran Advisors LLC4,987$1.37M0.1%+41.4%0.001%
7/10/2025 Financial Management Network Inc.1,234$336K0.1%N/A0.000%
7/10/2025 Chickasaw Capital Management LLC7,900$2.15M0.1%-1.0%0.001%
7/10/2025 Jackson Square Capital LLC1,841$502K0.1%+144.5%0.000%
7/9/2025 Sivia Capital Partners LLC2,958$807K0.2%+3.7%0.000%
7/9/2025 Sawyer & Company Inc19,397$5.29M2.0%+1.7%0.002%
7/9/2025 Dynamic Advisor Solutions LLC19,819$5.41M0.2%-2.2%0.002%
7/9/2025 Fjell Capital LLC5,087$1.39M1.3%+1.4%0.001%
7/9/2025 Lineweaver Wealth Advisors LLC6,438$1.76M0.3%-0.9%0.001%
7/9/2025 Central Valley Advisors LLC7,910$2.16M0.7%+13.3%0.001%
7/9/2025 Bruce G. Allen Investments LLC361$98K0.1%+71.1%0.000%
7/9/2025 DLK Investment Management LLC1,485$405K0.2%+36.0%0.000%
7/9/2025 Pines Wealth Management LLC1,793$488K0.2%-17.3%0.000%
7/9/2025 Chesley Taft & Associates LLC48,178$13.14M0.6%-1.5%0.005%
7/9/2025 Sunpointe LLC2,237$611K0.2%+47.9%0.000%
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7/9/2025 Sapient Capital LLC4,771$1.30M0.0%-4.8%0.000%
7/9/2025 Procyon Advisors LLC8,916$2.43M0.2%-74.3%0.001%
7/9/2025 Pallas Capital Advisors LLC41,159$11.22M0.4%+4.8%0.004%
7/9/2025 Affinity Capital Advisors LLC2,762$753K0.1%+230.4%0.000%
7/9/2025 GSG Advisors LLC1,284$350K0.1%+9.0%0.000%
7/9/2025 Tounjian Advisory Partners LLC11,876$3.19M0.6%-1.9%0.001%
7/9/2025 FOCUS Wealth Advisors LLC7,959$2.17M1.1%+0.9%0.001%
7/9/2025 Mirador Capital Partners LP8,637$2.36M0.4%+116.5%0.001%
7/9/2025 Gateway Investment Advisers LLC135,766$37.02M0.4%-30.2%0.014%
7/9/2025 Baron Wealth Management LLC2,912$794K0.3%-22.4%0.000%
(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, 3,370 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 3,010 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 ($4.19M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 120,887,074 shares in the last 24 months. This purchase volume represents approximately $35.87B in transactions.

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

Of the 1,563 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 77,233,404 shares in the last 24 months. This volume of shares sold represents approximately $23.40B in transactions.


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This page (NYSE:CRM) was last updated on 7/11/2025 by MarketBeat.com Staff
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