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CRM Institutional Ownership & 13F Holders | SmartMoneyDB

CRMSALESFORCE INC

COM · CUSIP 79466L302

Smart Money Ownership

Of the 21 tracked institutions holding CRM, 14 have a 3-year clone track record — 9 of them beat the S&P. Average holder's clone alpha: +0.7pt. It's a gauge of who owns the name, not just how many.

$97.3M · 0.2% of book

$364.3M · 0.3% of book

$726.5M · 0.2% of book

CRM (SALESFORCE INC) Institutional Ownership Summary

Among the 21 tracked institutional investors we monitor, CRM (SALESFORCE INC) is held with a combined value of $60.75B across 287,783,457 shares. The largest holder is VANGUARD GROUP INC with a position worth $23.80B (0.35% of their portfolio). AKRE CAPITAL MANAGEMENT LLC opened a new position in the most recent quarter. 10 funds increased their holdings. 9 funds reduced their position.

Total Institutional Value

$60.75B

Total Shares Held

287,783,457

Institutional Holders

21

% of Shares Outstanding

35.1%

of 819.00M shares · SEC 2026-05-21

Days to Cover

2.4-14.3%

50.64M shares short · FINRA 2026-06-30

Tracked 13F institutions hold 35.1% of CRM's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-21), not a live float.

This Quarter's Biggest Movers

Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.

Biggest Buyers

HARRIS ASSOCIATES L P+52% shares~$957.5M Capital Research Global Investors+45% shares~$791.5M WELLINGTON MANAGEMENT GROUP LLP+113% shares~$283.5M AQR CAPITAL MANAGEMENT LLC+84% shares~$225.2M AKRE CAPITAL MANAGEMENT LLCNew position~$152.7M

Insider Trading Activity

Insider Buys

9

$200.63M

Insider Sells

1

$929.28K

Total Transactions

10

Last 12 months

Director

Sale

Jan 14, 2026 · 3,893 sh @ $238.704$929.28K

David Blair Kirk

Director

Purchase

Dec 17, 2025 · 1,936 sh @ $258.638$500.72K

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Holdings, L.P.

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Capital Master Fund, L.P.

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

VA Partners I, LLC

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Capital Management, L.P.

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Capital Management, LLC

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Holdings II, L.P.

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

ValueAct Holdings GP, LLC

Director

Purchase

Dec 5, 2025 · 96,000 sh @ $260.58$25.02M

Date	Insider	Position	Code	Type	Shares	Price	Value
Jan 14, 2026	NEELIE KROES	Director	S	Sale	3,893	$238.704	$929.28K
Dec 17, 2025	David Blair Kirk	Director	P	Purchase	1,936	$258.638	$500.72K
Dec 5, 2025	G Mason Morfit	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Holdings, L.P.	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Capital Master Fund, L.P.	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	VA Partners I, LLC	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Capital Management, L.P.	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Capital Management, LLC	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Holdings II, L.P.	Director	P	Purchase	96,000	$260.58	$25.02M
Dec 5, 2025	ValueAct Holdings GP, LLC	Director	P	Purchase	96,000	$260.58	$25.02M

13F Institutional Holders

Sort

VANGUARD GROUP INC

0.35% of book+0.3%

BlackRock, Inc.

0.26% of book-1.2%

STATE STREET CORP

0.32% of book-2.3%

HARRIS ASSOCIATES L P

3.72% of book+52.4%

Capital Research Global Investors

0.40% of book+44.8%

0.10% of book-3.6%

PRICE T ROWE ASSOCIATES INC /MD/

0.14% of book-15.5%

Grantham, Mayo, Van Otterloo & Co. LLC

2.11% of book+7.8%

Fisher Asset Management, LLC

0.25% of book-9.0%

ValueAct Holdings, L.P.

#	Fund	Value↓	Shares	Portfolio %	Change
1	VANGUARD GROUP INC	$23.80B	89,843,166	0.35%	+0.3%
2	BlackRock, Inc.	$14.88B	79,691,184	0.26%	-1.2%
3	STATE STREET CORP	$9.14B	48,953,388	0.32%	-2.3%
4	HARRIS ASSOCIATES L P	$2.78B	14,917,993	3.72%	+52.4%
5	Capital Research Global Investors	$2.56B	13,705,564	0.40%	+44.8%
6	FMR LLC	$1.85B	9,886,565	0.10%	-3.6%
7	PRICE T ROWE ASSOCIATES INC /MD/	$1.24B	6,623,348	0.14%	-15.5%
8	Grantham, Mayo, Van Otterloo & Co. LLC	$826.12M	4,425,552	2.11%	+7.8%
9	Fisher Asset Management, LLC	$726.46M	3,891,702	0.25%	-9.0%
10	ValueAct Holdings, L.P.	$558.98M	2,994,509	9.79%	-

Congress Trading

21 members · 70 disclosed trades in CRM

Member	Type	Amount	Date
Maria Elvira Salazar	Buy	$15,001 - $50,000	Jun 2, 2026
Maria Elvira Salazar	Buy	$15,001 - $50,000	Apr 6, 2026
Alan Armstrong	Buy	$1,001 - $15,000	Mar 27, 2026
David J. Taylor	Sell	$15,001 - $50,000

Frequently Asked Questions

Which institutional investors own the most CRM stock?

As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of CRM with a position worth $23.80B, representing 0.35% of their portfolio. In total, 21 institutional investors hold CRM with a combined value of $60.75B.

Are hedge funds buying or selling CRM?

In the most recent quarter, 1 fund opened a new position in CRM. Additionally, 10 increased their holdings and 9 reduced their positions.

What percentage of CRM is owned by institutional investors?

Institutional investors hold $60.75B worth of CRM stock across 21 positions. The largest institutional holder is VANGUARD GROUP INC with $23.80B in holdings.

What is a 13F filing and why does it matter for CRM?

A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For CRM, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.

Track CRM institutional moves

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