Institutional shares held 764 Million
23.7M calls
21.5M puts
Total value of holdings $181B
$5.62B calls
$5.1B puts
Market Cap $237B
1,000,000,000 Shares Out.
Institutional ownership 76.43%
# of Institutions 3,318


Latest Institutional Activity in CRM

Top Purchases

Q4 2025
Sg Americas Securities, LLC Shares Held: 1.48M ($352M)
Q4 2025
Nordea Investment Management Ab Shares Held: 2.36M ($558M)
Q4 2025
Union Bancaire Privee, Ubp Sa Shares Held: 54.9K ($13M)
Q4 2025
Value Partners Investments Inc. Shares Held: 222K ($52.5M)
Q4 2025
Park National Corp Shares Held: 143K ($33.9M)

Top Sells

Q4 2025
Assenagon Asset Management S.A. Shares Held: 560K ($133M)
Q4 2025
Neville Rodie & Shaw Inc Shares Held: 26.1K ($6.17M)
Q4 2025
Cyndeo Wealth Partners, LLC Shares Held: 2.62K ($621K)
Q4 2025
Coastline Trust CO Shares Held: 1.4K ($332K)
Q4 2025
Diversified Trust CO Shares Held: 16.9K ($4M)

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

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

Last 12 Months Summary

Buy / Acquisition
762K Shares
From 30 Insiders
Grant, award, or other acquisition 161K shares
Exercise of conversion of derivative security 490K shares
Open market or private purchase 107K shares
Bona fide gift 4.49K shares
Sell / Disposition
1.03M Shares
From 19 Insiders
Payment of exercise price or tax liability 59K shares
Bona fide gift 525K shares
Open market or private sale 450K shares

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