Institutional shares held 766 Million
24.6M calls
22.1M puts
Total value of holdings $181B
$5.84B calls
$5.23B puts
Market Cap $237B
1,000,000,000 Shares Out.
Institutional ownership 76.55%
# of Institutions 3,310


Latest Institutional Activity in CRM

Top Purchases

Q3 2025
Capital World Investors Shares Held: 17.3M ($4.11B)
Q3 2025
Lombard Odier Asset Management (Europe) LTD Shares Held: 6.13M ($1.45B)
Q3 2025
Rockefeller Capital Management L.P. Shares Held: 5.49M ($1.3B)
Q3 2025
Harris Associates L P Shares Held: 7.05M ($1.67B)
Q3 2025
Hotchkis & Wiley Capital Management LLC Shares Held: 2.05M ($485M)

Top Sells

Q3 2025
Jpmorgan Chase & CO Shares Held: 13.1M ($3.09B)
Q3 2025
Wellington Management Group LLP Shares Held: 915K ($217M)
Q3 2025
Franklin Resources Inc Shares Held: 3.22M ($762M)
Q3 2025
Laurel Wealth Advisors LLC Shares Held: 14.7K ($3.49M)
Q3 2025
Capital Research Global Investors Shares Held: 9.24M ($2.19B)

About CRM

Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Its Customer 360 platform empowers its customers to work together to deliver connected experiences for their customers. The company's service offerings include Sales to store data, monitor leads and progress, forecast opportunities, gain insights through analytics and relationship intelligence, and deliver quotes, contracts, and invoices; and Service that enables companies to deliver trusted and highly personalized customer service and support at scale. Its service offerings also comprise flexible platform that enables companies of various sizes, locations, and industries to build business apps to bring them closer to their customers with drag-and-drop tools; online learning platform that allows anyone to learn in-demand Salesforce skills; and Slack, a system of engagement. In addition, the company's service offerings include Marketing offering that enables companies to plan, personalize, and optimize one-to-one customer marketing journeys; and Commerce offering, which empowers brands to unify the customer experience across mobile, web, social, and store commerce points. Further, its service offerings comprise Tableau, an end-to-end analytics solution serving various enterprise use cases; and MuleSoft, an integration offering that allows its customers to unlock data across their enterprise. The company provides its service offering for customers in financial services, healthcare and life sciences, manufacturing, and other industries. It also offers professional services; and in-person and online courses to certify its customers and partners on architecting, administering, deploying, and developing its service offerings. The company provides its services through direct sales; and consulting firms, systems integrators, and other partners. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California.


Insider Transactions at CRM

Insider Transaction List

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Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
1.06M Shares
From 29 Insiders
Grant, award, or other acquisition 161K shares
Exercise of conversion of derivative security 891K shares
Open market or private purchase 8.98K shares
Bona fide gift 4.49K shares
Sell / Disposition
2.76M Shares
From 21 Insiders
Payment of exercise price or tax liability 53.8K shares
Bona fide gift 833K shares
Open market or private sale 1.87M shares

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