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Salesforce (CRM) Institutional Ownership

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$240.26 -14.97 (-5.87%)
Closing price 04/4/2025 03:59 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)
2265
Total
Institutional Inflows
(last 12 months)
$30.65B
Number of
Institutional Sellers
(last 12 months)
1428
Total
Institutional Outflows
(last 12 months)
$23.00B
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CRM Institutional Buying and Selling by Quarter

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Salesforce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/4/2025Webster Bank N. A.23,212$6.23M0.7%+0.3%0.002%
4/4/2025Agate Pass Investment Management LLC8,585$2.30M1.0%+18.9%0.001%
4/4/2025Legacy Private Trust Co.3,730$1.00M0.1%-24.1%0.000%
4/3/2025 Versant Capital Management Inc1,927$517K0.1%+29.9%0.000%
4/3/2025 Central Pacific Bank Trust Division11,822$3.17M0.4%-24.5%0.001%
4/3/2025 First Hawaiian Bank14,164$3.80M0.2%+6.3%0.001%
4/3/2025 Boston Common Asset Management LLC80,259$21.54M0.7%+17.5%0.008%
4/3/2025 Collective Family Office LLC978$262K0.1%-7.6%0.000%
4/3/2025 Legacy Wealth Management LLC MS850$228K0.1%N/A0.000%
4/2/2025 Park National Corp OH103,631$27.81M1.0%+2.6%0.011%
4/2/2025 Marcum Wealth LLC4,369$1.17M0.1%+30.9%0.000%
4/1/2025 Cullen Investment Group LTD.15,054$4.04M0.6%-11.5%0.002%
4/1/2025 Modus Advisors LLC14,796$3.97M1.3%+2.7%0.002%
4/1/2025 Neville Rodie & Shaw Inc.57,326$15.38M1.2%+7.5%0.006%
4/1/2025 MassMutual Private Wealth & Trust FSB32,807$8.80M0.3%+6.1%0.003%
4/1/2025 First Financial Bank Trust Division23,608$6.34M0.6%N/A0.002%
3/24/2025Fire Capital Management LLC3,966$1.33M1.0%N/A0.000%
3/21/2025Fairtree Asset Management Pty Ltd1,288$431K0.4%N/A0.000%
3/19/2025M1 Capital Management LLC1,037$347K0.2%N/A0.000%
3/19/2025DSG Capital Advisors LLC9,682$3.24M0.6%N/A0.001%
3/18/2025111 Capital5,409$1.81M0.4%N/A0.001%
3/17/2025NorthCrest Asset Manangement LLC99,770$33.36M1.0%+0.6%0.010%
3/14/2025Lansforsakringar Fondforvaltning AB publ 353,283$118.11M1.4%N/A0.037%
3/12/2025Centaurus Financial Inc.11,576$3.87M0.2%-10.7%0.001%
3/10/2025Capstone Triton Financial Group LLC5,736$1.92M1.2%+0.8%0.001%
3/10/2025Mattson Financial Services LLC3,498$1.17M0.4%+43,625.0%0.000%
3/7/2025Alpha Wealth Funds LLC2,600$869K0.8%N/A0.000%
3/6/2025IronOak Wealth LLC.3,797$1.27M1.4%N/A0.000%
3/6/2025Wood Tarver Financial Group LLC107$35K0.0%N/A0.000%
3/5/2025Castle Rock Wealth Management LLC5,265$1.72M0.4%+114.2%0.001%
3/5/2025Financial Insights Inc.1,001$335K0.1%-46.3%0.000%
3/5/2025Probity Advisors Inc.3,249$1.09M0.2%+2.7%0.000%
3/5/2025Copley Financial Group Inc.1,442$482K0.4%-14.8%0.000%
3/4/2025Dogwood Wealth Management LLC2,248$752K0.4%N/A0.000%
3/4/2025Siemens Fonds Invest GmbH23,012$7.73M0.3%+4.0%0.002%
2/28/2025Park Square Financial Group LLC569$190K0.1%N/A0.000%
2/28/2025Total Wealth Planning & Management Inc.850$284K0.3%N/A0.000%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH1,174,436$392.65M0.8%N/A0.123%
2/28/2025Brooklyn FI LLC9,152$2.92M0.5%N/A0.001%
2/27/2025Brucke Financial Inc.4,242$1.45M1.3%N/A0.000%
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2/27/2025Azzad Asset Management Inc. ADV17,904$5.99M1.1%+0.6%0.002%
2/27/2025REAP Financial Group LLC136$45K0.0%-32.3%0.000%
2/27/2025Bernard Wealth Management Corp.75$25K0.0%N/A0.000%
2/27/2025HWG Holdings LP5,665$1.89M0.6%N/A0.001%
2/27/2025Pinnacle Wealth Planning Services Inc.2,238$748K0.1%-51.3%0.000%
2/26/2025Yoffe Investment Management LLC937$313K0.4%N/A0.000%
2/26/2025LifeWealth Investments LLC917$307K0.2%N/A0.000%
2/26/2025LM Advisors LLC17,378$5.82M1.0%+13.0%0.002%
2/26/2025Virtue Capital Management LLC2,276$761K0.2%-7.3%0.000%
2/26/2025Sculati Wealth Management LLC10,143$3.39M1.3%-0.7%0.001%
2/25/2025SWAN Capital LLC200$67K0.0%-39.2%0.000%
2/25/2025Heck Capital Advisors LLC400$134K0.0%N/A0.000%
2/25/2025Leigh Baldwin & CO. LLC1,270$425K0.2%N/A0.000%
2/25/2025B. Riley Wealth Advisors Inc.24,437$8.18M0.3%-11.5%0.003%
2/25/2025Shufro Rose & Co. LLC52,764$17.64M1.4%+0.1%0.006%
2/25/2025Integrated Advisors Network LLC11,511$3.85M0.2%+0.5%0.001%
2/25/2025Garde Capital Inc.16,975$5.68M0.4%-4.1%0.002%
2/24/2025H&H Retirement Design & Management INC1,838$569K0.3%-9.7%0.000%
2/24/2025Great Valley Advisor Group Inc.65,503$21.90M0.5%-3.6%0.007%
2/24/2025Ameriflex Group Inc.1,059$362K0.2%N/A0.000%
2/24/2025United Advisor Group LLC1,911$639K0.1%+11.4%0.000%
2/24/2025Challenger Wealth Management848$284K0.2%N/A0.000%
2/21/2025Ascent Group LLC16,187$5.41M0.4%+1.2%0.002%
2/21/2025Putney Financial Group LLC4,171$1.39M1.0%N/A0.000%
2/21/2025AlphaCore Capital LLC3,938$1.32M0.3%-38.4%0.000%
2/20/2025Mackenzie Financial Corp585,861$195.87M0.3%+100.2%0.061%
2/20/2025Forum Financial Management LP10,543$3.53M0.1%+24.5%0.001%
2/20/2025Castlekeep Investment Advisors LLC23,737$7.94M1.3%N/A0.002%
2/20/2025Drucker Wealth 3.0 LLC3,961$1.32M0.3%+5.5%0.000%
2/20/2025Wormser Freres Gestion28,181$9.51M5.7%-3.1%0.003%
2/19/2025Warm Springs Advisors Inc.2,975$995K0.9%N/A0.000%
2/19/2025Formidable Asset Management LLC3,229$1.08M0.2%-3.1%0.000%
2/19/2025North Star Asset Management Inc.38,117$12.74M0.6%+23.3%0.004%
2/19/2025Invst LLC17,418$5.82M0.7%+2.4%0.002%
2/19/2025Cache Advisors LLC9,504$3.18M1.2%N/A0.001%
2/19/2025GF Fund Management CO. LTD.36,379$12.16M0.3%N/A0.004%
2/19/2025Parr Mcknight Wealth Management Group LLC5,847$1.96M0.3%N/A0.001%
2/19/2025WCG Wealth Advisors LLC15,948$5.33M0.4%+4.0%0.002%
2/19/2025Public Employees Retirement System of Ohio399,503$133.57M0.5%-5.4%0.042%
2/18/2025Neo Ivy Capital Management1,074$359K0.1%N/A0.000%
2/18/2025Western Wealth Management LLC2,817$942K0.3%-78.2%0.000%
2/18/2025Vega Investment Solutions13,880$4.64M3.8%N/A0.001%
2/18/2025Strait & Sound Wealth Management LLC3,119$1.04M0.5%+1.9%0.000%
2/18/2025Helium Advisors LLC1,082$362K0.3%N/A0.000%
2/18/2025US Asset Management LLC645$216K0.2%-5.3%0.000%
2/18/2025Sunbelt Securities Inc.3,861$1.30M0.1%-15.4%0.000%
2/18/2025GTS Securities LLC7,450$2.49M0.1%-129.7%0.001%
2/18/2025Fourth Dimension Wealth LLC485$162K0.1%N/A0.000%
2/18/2025Stonebridge Financial Planning Group LLC1,509$505K0.2%+6.3%0.000%
2/18/2025Breed s Hill Capital LLC1,692$566K0.3%+62.7%0.000%
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2/18/2025Vise Technologies Inc.19,974$6.68M0.6%+29.6%0.002%
2/18/2025Retirement Planning Group LLC602$201K0.0%N/A0.000%
2/18/2025Navalign LLC7,805$2.61M0.8%-2.6%0.001%
2/18/2025Connecticut Wealth Management LLC3,615$1.21M0.1%+83.4%0.000%
2/18/2025Headinvest LLC2,096$701K0.1%-4.5%0.000%
2/18/2025Gordian Capital Singapore Pte Ltd1,114$373K0.2%-17.1%0.000%
2/18/2025JT Stratford LLC2,515$841K0.1%-11.5%0.000%
2/18/2025Cornerstone Advisory LLC1,028$336K0.0%+32.3%0.000%
2/18/2025Inspire Trust Co. N.A.5,500$1.84M0.5%+83.3%0.001%
2/18/2025Legacy Financial Group Inc.602$201K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

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CRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRM shares?

During the previous two years, 3,288 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 2,957 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 439,391,697 shares in the last 24 months. This purchase volume represents approximately $104.11B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,918 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 181,079,603 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 4/5/2025 by MarketBeat.com Staff
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