Salesforce — Institutional Ownership
Which tracked institutions hold CRM, and how they changed the position last quarter. Latest holdings as of Mar 31, 2026. Source: SEC 13-F filings.
60
Funds holding
$45585462646
Total value held
Buying
32 added/new · 28 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $14875953438 | 79691184 | -994580 | -1.23% |
| 2 | State Street Corp | $9138128938 | 48953388 | -1126842 | -2.25% |
| 3 | Morgan Stanley | $5912885243 | 31675603 | +12666457 | +66.63% |
| 4 | Bank Of America Corp /De/ | $2188666445 | 11724790 | +2561923 | +27.96% |
| 5 | Northern Trust Corp | $1911948809 | 10242400 | -259227 | -2.47% |
| 6 | Goldman Sachs Group Inc | $1709920613 | 9160125 | +1121725 | +13.95% |
| 7 | Ameriprise Financial Inc | $1492534160 | 7993915 | -874736 | -9.86% |
| 8 | Invesco Ltd. | $1387823257 | 5238848 | -1916664 | -26.79% |
| 9 | Wells Fargo & Company/Mn | $1184941764 | 4472998 | -751157 | -14.38% |
| 10 | Bank Of New York Mellon Corp | $1117826062 | 5988247 | -198621 | -3.21% |
| 11 | Barclays Plc | $751961455 | 4028293 | — | NEW BUY |
| 12 | Raymond James Financial Inc | $671658008 | 3595972 | -134852 | -3.61% |
| 13 | Royal Bank Of Canada | $595596000 | 3190638 | — | NEW BUY |
| 14 | Citigroup Inc | $557290700 | 2103698 | +24792 | +1.19% |
| 15 | Franklin Resources Inc | $513280702 | 2749669 | +404152 | +17.23% |
| 16 | Principal Financial Group Inc | $264235850 | 1415523 | -2944 | -0.21% |
| 17 | Bank Of Montreal /Can/ | $177680558 | 951843 | — | NEW BUY |
| 18 | Sei Investments Co | $174345538 | 933983 | — | NEW BUY |
| 19 | Prudential Financial Inc | $147627223 | 790846 | -153192 | -16.23% |
| 20 | Toronto Dominion Bank | $129450029 | 693470 | — | NEW BUY |
| 21 | Nomura Holdings Inc | $70468858 | 377505 | — | NEW BUY |
| 22 | Us Bancorp \De\ | $68182813 | 365256 | -19880 | -5.16% |
| 23 | Fifth Third Bancorp | $66865391 | 358201 | +128713 | +56.09% |
| 24 | Truist Financial Corp | $56401118 | 302143 | -63440 | -17.35% |
| 25 | Pnc Financial Services Group, Inc. | $46668721 | 250007 | -8114 | -3.14% |
| 26 | Digitalbridge Group, Inc. | $43929798 | 235334 | +77180 | +48.80% |
| 27 | Associated Banc-Corp | $43652966 | 233851 | +21540 | +10.15% |
| 28 | M&T Bank Corp | $38394310 | 144934 | -1149 | -0.79% |
| 29 | Banco Bilbao Vizcaya Argentaria, S.A. | $35911453 | 193067 | — | NEW BUY |
| 30 | Park National Corp /Oh/ | $29092520 | 155850 | +12732 | +8.90% |
| 31 | Janus Henderson Group Plc | $23845651 | 127739 | — | NEW BUY |
| 32 | Allstate Corp | $19497111 | 73599 | +38212 | +107.98% |
| 33 | Pinnacle Financial Partners, Inc. | $18778062 | 100591 | — | NEW BUY |
| 34 | Marex Group Plc | $16761099 | 89790 | +26752 | +42.44% |
| 35 | Old National Bancorp /In/ | $16292369 | 87279 | +3414 | +4.07% |
| 36 | Equitable Holdings, Inc. | $14100458 | 56820 | — | NEW BUY |
| 37 | Univest Financial Corp | $10953007 | 58676 | +13200 | +29.03% |
| 38 | Atlantic Union Bankshares Corp | $10835922 | 40904 | -3648 | -8.19% |
| 39 | Regions Financial Corp | $9139924 | 48963 | -101189 | -67.39% |
| 40 | Bank Of Nova Scotia | $5579108 | 29887 | — | NEW BUY |
| 41 | Nicolet Bankshares Inc | $5314639 | 28489 | +23077 | +426.40% |
| 42 | American Financial Group Inc | $5040090 | 27000 | — | NEW BUY |
| 43 | Arrow Financial Corp | $4118291 | 15546 | -155 | -0.99% |
| 44 | Citizens Financial Group Inc/Ri | $4098168 | 21954 | -3439 | -13.54% |
| 45 | Alti Global, Inc. | $3515322 | 18832 | -205 | -1.08% |
| 46 | Westwood Holdings Group Inc | $2728741 | 14618 | -195264 | -93.04% |
| 47 | Citizens & Northern Corp | $1670136 | 8947 | +480 | +5.67% |
| 48 | Hancock Whitney Corp | $1509283 | 8482 | -7009 | -45.25% |
| 49 | German American Bancorp, Inc. | $1391624 | 7455 | — | NEW BUY |
| 50 | Hilltop Holdings Inc. | $1140678 | 6111 | -2507 | -29.09% |
| 51 | Orrstown Financial Services Inc | $1069059 | 5727 | -153 | -2.60% |
| 52 | First Business Financial Services, Inc. | $991031 | 5309 | +1014 | +23.61% |
| 53 | South Plains Financial, Inc. | $904764 | 4847 | +1217 | +33.53% |
| 54 | Stonex Group Inc. | $685899 | 3678 | -3680 | -50.01% |
| 55 | Bank Ozk | $655211 | 3510 | — | NEW BUY |
| 56 | First Bancorp, Inc /Me/ | $565050 | 3027 | -234 | -7.18% |
| 57 | First Financial Bankshares Inc | $406107 | 1533 | -7768 | -83.52% |
| 58 | First Merchants Corp | $215417 | 1154 | -400 | -25.74% |
| 59 | First Financial Corp /In/ | $212990 | 1141 | -172 | -13.10% |
| 60 | Itau Unibanco Holding S.A. | $124695 | 668 | — | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.