SALESFORCE INC (CRM) Institutional Ownership Changes & 13F Activity

SALESFORCE INC (CRM). Institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC Form 13F filings (Q4 2025). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions in the latest reporting period. Notable filers include Capitalatwork S.A., Ensign Peak Advisors, Inc, Everest Financial Group Llc, Advisors Asset Management, Inc., and Journey Retirement Planning & Investment Management Llc.

InstitutionTypeChange in sharesChange Position %SharesReported stock balancePortfolio quarterFiling date
Finarc Investments, Inc.Buy+3,329—3,329$881.88KQ4 2025Oct 15, 2026
Op Asset Management LtdBuy+2,035+1.8%114,199$30.25MQ4 2025Sep 28, 2026
Cornerstone Financial Management LlcBuy+78—78$20.66KQ4 2025Aug 28, 2026
Vela Investment Management, LlcBuy+6,843—6,843$1.81MQ4 2025Aug 27, 2026
Advisors Asset Management, Inc.Sell-31,075-100.0%0$0.00Q4 2025Aug 26, 2026
Redwood Investment Management, LlcSell-5,319-100.0%0$0.00Q4 2025Aug 26, 2026
Dakota Wealth ManagementBuy+3,826+11.5%37,196$9.85MQ4 2025Aug 26, 2026
Ensign Peak Advisors, IncSell-57,617-7.0%767,234$203.25MQ4 2025Aug 18, 2026
Capitalatwork S.A.Buy+66,721+28.4%301,365$79.83MQ4 2025Aug 07, 2026
Pegasus Asset Management, Inc.Buy+499+2.9%17,510$4.64MQ4 2025Aug 06, 2026
Vawter Financial, Ltd.Buy+293+29.0%1,304$345.44KQ4 2025Aug 04, 2026
Verus Capital Partners, LlcBuy+589+66.0%1,481$392.39KQ4 2025Jul 09, 2026
Kerr Financial Planning CorpSell-30-52.6%27$5.13KQ4 2025Jul 01, 2026
Dala Group, LlcBuy+1,478—1,478$391.45KQ4 2025Jun 18, 2026
Southern Financial Group, LlcBuy+1,389—1,389$368.06KQ4 2025Jun 18, 2026
Flatrock Wealth Partners LlcBuy+1,469—1,469$274.23KQ4 2025May 26, 2026
Storebrand Asset Management AsSell-8,029-1.3%602,355$159.57MQ4 2025May 20, 2026
National Philanthropic TrustBuy+4,595—4,595$1.22MQ4 2025May 15, 2026
Jmn Financial LlcBuy+1,486—1,486$394.30KQ4 2025May 15, 2026
Hamilton Capital, LlcBuy+1,410—1,410$373.52KQ4 2025May 15, 2026
Financial Advisors Network, Inc.Buy+1,251—1,251$331.41KQ4 2025May 15, 2026
Knightsbridge Asset Management, LlcBuy+876—876$232.08KQ4 2025May 15, 2026
Independent Financial Group, LlcSell-58-0.3%19,747$5.23MQ4 2025May 15, 2026
Everest Financial Group LlcBuy+33,250—33,250$8.81MQ4 2025May 14, 2026
Strategic Wealth Partners, Ltd.Buy+13,659—13,659$3.62MQ4 2025May 12, 2026
1015 Capital Partners, LlcBuy+307—307$81.33KQ4 2025May 11, 2026
Alpha Zero LlcBuy+852—852$225.70KQ4 2025May 06, 2026
Journey Retirement Planning & Investment Management LlcBuy+16,864—16,864$4.47MQ4 2025Apr 29, 2026
Medallion Wealth Advisors, LlcBuy+6+5.4%117$30.99KQ4 2025Apr 24, 2026
Bravera WealthBuy+511—511$135.37KQ4 2025Apr 22, 2026
Showing 30 of 2,848

Frequently asked questions about CRM activity

  • Which institutional owners are buying CRM?

    Institutional owners buying CRM include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in CRM activity?

    "Buy" means an investor increased their reported position in CRM compared to the prior reporting period. This reflects growing exposure to SALESFORCE INC (CRM) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in CRM increasing?

    Institutional interest in CRM can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.