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Salesforce (CRM) Institutional Ownership

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$250.85 -7.48 (-2.90%)
Closing price 08/1/2025 03:59 PM Eastern
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$250.46 -0.39 (-0.16%)
As of 08/1/2025 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)
2433
Total
Institutional Inflows
(last 12 months)
$36.12B
Number of
Institutional Sellers
(last 12 months)
1607
Total
Institutional Outflows
(last 12 months)
$24.00B
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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Oarsman Capital Inc.1,192$325K0.1%+16.5%0.000%
8/1/2025Motco39,617$10.23M1.0%+5.2%0.004%
8/1/2025Fire Capital Management LLC4,669$1.27M0.8%+7.8%0.000%
8/1/2025Jennison Associates LLC1,999,019$545.11M0.3%-44.0%0.209%
8/1/2025Bull Oak Capital LLC1,366$372K0.2%-14.4%0.000%
8/1/2025Mendel Money Management1,279$349K0.2%+15.0%0.000%
8/1/2025Austin Private Wealth LLC2,562$699K0.1%-15.5%0.000%
8/1/2025Pettee Investors Inc.1,734$473K0.3%+45.7%0.000%
8/1/2025Redmond Asset Management LLC5,500$1.50M0.4%-6.8%0.001%
8/1/2025General American Investors Co. Inc.60,000$16.36M1.0%N/A0.006%
8/1/2025Zhang Financial LLC9,938$2.71M0.1%+5.5%0.001%
8/1/2025New York Life Investment Management LLC143,816$39.22M0.4%+1.6%0.015%
8/1/2025Private Wealth Partners LLC19,535$5.33M0.4%-2.4%0.002%
8/1/2025Boyd Watterson Asset Management LLC OH7,166$1.95M0.6%+5.8%0.001%
8/1/2025Integral Investment Advisors Inc.857$234K0.1%N/A0.000%
8/1/2025Howard Capital Management Inc.11,243$3.07M0.0%+25.3%0.001%
8/1/2025Wincap Financial LLC3,936$1.07M0.9%+3.1%0.000%
8/1/2025First National Trust Co26,655$7.27M0.3%-1.3%0.003%
8/1/2025Redwood Park Advisors LLC407$111K0.1%-19.6%0.000%
8/1/2025Motley Fool Wealth Management LLC138,930$37.89M2.3%-11.9%0.015%
8/1/2025Motley Fool Asset Management LLC83,932$22.89M1.1%+1.9%0.009%
8/1/2025GPM Growth Investors Inc.12,016$3.28M1.3%+14.0%0.001%
8/1/2025GWN Securities Inc.2,470$674K0.1%-87.3%0.000%
8/1/2025IQ EQ FUND MANAGEMENT IRELAND Ltd3,006$820K0.1%+57.7%0.000%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund153,655$41.90M0.4%+19.3%0.016%
8/1/2025Advisory Alpha LLC3,571$974K0.0%+30.9%0.000%
8/1/2025Rossby Financial LCC1,567$427K0.2%+156.9%0.000%
8/1/2025SYM FINANCIAL Corp3,591$979K0.1%-22.8%0.000%
8/1/2025Facet Wealth Inc.1,282$331K0.0%-7.4%0.000%
8/1/2025Jericho Financial LLP17,904$4.88M3.2%-0.5%0.002%
8/1/2025Guinness Atkinson Asset Management Inc18,224$4.97M2.6%-7.3%0.002%
8/1/2025Liberty Wealth Management LLC2,076$566K0.1%-99.3%0.000%
8/1/2025Guinness Asset Management LTD130,558$35.60M0.6%-2.0%0.014%
8/1/2025AustralianSuper Pty Ltd3,752$1.02M0.0%-98.0%0.000%
8/1/2025Teacher Retirement System of Texas386,952$105.52M0.4%+10.6%0.040%
8/1/2025Y Intercept Hong Kong Ltd52,419$14.29M0.3%+96.5%0.005%
8/1/2025Transcend Capital Advisors LLC5,704$1.56M0.1%+4.9%0.001%
8/1/2025Cobblestone Capital Advisors LLC NY1,471$401K0.0%-4.7%0.000%
8/1/2025Convergence Investment Partners LLC1,223$334K0.1%-5.3%0.000%
8/1/2025Bessemer Group Inc.30,487$8.31M0.0%-2.7%0.003%
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8/1/2025Schmidt P J Investment Management Inc.5,526$1.51M0.3%-11.0%0.001%
8/1/2025Brookwood Investment Group LLC3,077$839K0.1%+53.7%0.000%
8/1/2025GoalVest Advisory LLC749$204K0.1%+12.3%0.000%
8/1/2025First Command Advisory Services Inc.657$179K0.0%+14.9%0.000%
8/1/2025Banco Santander S.A.219,830$59.95M0.6%+36.3%0.023%
8/1/2025Ashton Thomas Private Wealth LLC18,334$5.01M0.2%+30.7%0.002%
8/1/2025OVERSEA CHINESE BANKING Corp Ltd152,759$41.61M1.1%+3.9%0.016%
8/1/2025Solstein Capital LLC2,615$713K0.4%+5.1%0.000%
8/1/2025Delta Investment Management LLC1,925$525K0.1%-8.4%0.000%
8/1/2025Envestnet Asset Management Inc.1,505,306$410.48M0.1%-5.3%0.157%
8/1/2025Chilton Capital Management LLC107,898$29.42M1.1%+0.4%0.011%
7/31/2025 Nisa Investment Advisors LLC201,450$55.02M0.2%-11.8%0.021%
7/31/2025 Resonant Capital Advisors LLC9,498$2.59M0.2%+11.4%0.001%
7/31/2025 Hixon Zuercher LLC14,369$3.92M1.3%+0.5%0.002%
7/31/2025 Wealthfront Advisers LLC100,049$27.28M0.1%-5.8%0.010%
7/31/2025 New Hampshire Trust12,094$3.30M0.7%+0.9%0.001%
7/31/2025 Oppenheimer Asset Management Inc.77,195$21.05M0.2%-37.5%0.008%
7/31/2025 Atlatl Advisers LLC2,110$575K0.3%-4.4%0.000%
7/31/2025 Prudent Man Advisors LLC4,846$1.32M0.4%+32.6%0.001%
7/31/2025 Topsail Wealth Management LLC895$244K0.0%N/A0.000%
7/31/2025 Orion Capital Management LLC4,814$1.31M0.5%-5.1%0.001%
7/31/2025 University of Texas Texas AM Investment Management Co.7,008$1.91M0.3%+480.1%0.001%
7/31/2025 Ingalls & Snyder LLC6,498$1.77M0.1%-9.4%0.001%
7/31/2025 Strait & Sound Wealth Management LLC4,153$1.13M0.5%+11.4%0.000%
7/31/2025 Whipplewood Advisors LLC210$57K0.0%-78.0%0.000%
7/31/2025 Cabot Wealth Management Inc.11,103$3.03M0.4%+1.1%0.001%
7/31/2025 Brighton Jones LLC32,209$8.78M0.2%+16.3%0.003%
7/31/2025 Waldron Private Wealth LLC3,381$923K0.0%-1.9%0.000%
7/31/2025 Stegent Equity Advisors Inc.1,562$426K0.4%+28.3%0.000%
7/31/2025 Linden Thomas Advisory Services LLC20,996$5.73M0.6%+0.7%0.002%
7/31/2025 Kornitzer Capital Management Inc. KS25,483$6.95M0.1%+18.9%0.003%
7/31/2025 Leavell Investment Management Inc.2,287$625K0.0%-21.0%0.000%
7/31/2025 Shaker Investments LLC OH10,774$2.94M1.2%-23.7%0.001%
7/31/2025 CVA Family Office LLC1,764$481K0.1%-6.4%0.000%
7/31/2025 Brian Low Financial Group LLC4,378$1.19M1.1%N/A0.000%
7/31/2025 AG2R LA Mondiale Gestion D Actifs35,774$9.76M0.5%+1.4%0.004%
7/31/2025 Mcdaniel Terry & Co.1,258$343K0.0%-48.0%0.000%
7/31/2025 City State Bank2,563$699K0.2%+2.0%0.000%
7/31/2025 Focus Partners Advisor Solutions LLC7,551$2.06M0.0%-35.4%0.001%
7/31/2025 Fielder Capital Group LLC1,267$345K0.1%-9.0%0.000%
7/31/2025 Northstar Asset Management Inc.32,741$8.93M2.5%-5.9%0.003%
7/31/2025 Leelyn Smith LLC7,868$2.15M0.4%+8.6%0.001%
7/31/2025 Richards Merrill & Peterson Inc.4,167$1.14M0.5%-4.3%0.000%
7/31/2025 CNB Bank4,701$1.28M0.6%-2.2%0.000%
7/31/2025 Carrera Capital Advisors2,182$596K0.1%+167.1%0.000%
7/31/2025 PKO Investment Management Joint Stock Co22,000$6.00M0.6%+46.7%0.002%
7/31/2025 Sage Mountain Advisors LLC4,805$1.31M0.1%+9.5%0.001%
7/31/2025 Washington Trust Advisors Inc.885$241K0.0%-7.8%0.000%
7/31/2025 Lee Danner & Bass Inc.19,720$5.38M0.4%N/A0.002%
7/31/2025 AlphaQuest LLC7,604$2.07M0.2%-7.9%0.001%
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7/31/2025 Sumitomo Mitsui Trust Group Inc.2,724,424$742.92M0.5%+6.8%0.285%
7/31/2025 West Michigan Advisors LLC13,419$3.66M1.0%+551.1%0.001%
7/31/2025 First Business Financial Services Inc.4,276$1.17M0.1%N/A0.000%
7/31/2025 Moloney Securities Asset Management LLC1,065$290K0.0%+18.9%0.000%
7/31/2025 Jackson Hole Capital Partners LLC15,247$4.16M0.8%+8.9%0.002%
7/31/2025 Catalyst Capital Advisors LLC907$247K0.0%-13.9%0.000%
7/31/2025 Asset Management One Co. Ltd.524,679$143.08M0.4%+1.0%0.055%
7/31/2025 Lazard Freres Gestion S.A.S.40,910$11.16M0.3%-8.1%0.004%
7/31/2025 Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD24,187$6.61M1.5%+70.9%0.003%
7/31/2025 Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD70,213$19.18M1.4%+72.3%0.007%
(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, 3,375 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 3,030 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: 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), Swedbank AB ($4.19M), and Capital Research Global Investors ($3.91M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 121,641,991 shares in the last 24 months. This purchase volume represents approximately $36.11B in transactions.

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

Of the 1,595 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), Jennison Associates LLC ($3.09M), Capital World Investors ($2.95M), Legal & General Group Plc ($2.41M), and Capital International Investors ($2.32M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 79,174,600 shares in the last 24 months. This volume of shares sold represents approximately $23.98B in transactions.



This page (NYSE:CRM) was last updated on 8/2/2025 by MarketBeat.com Staff
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