Salesforce — Institutional Ownership
Which tracked institutions hold CRM, and how they changed the position last quarter. Latest holdings as of Sep 30, 2026. Source: SEC 13-F filings.
83
Funds holding
$37815691197
Total value held
Buying
41 added/new · 39 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $11396843996 | 72748909 | -6942275 | -8.71% |
| 2 | State Street Corp | $7050474573 | 44869478 | -4083910 | -8.34% |
| 3 | Morgan Stanley | $3651951411 | 23311316 | -8364287 | -26.41% |
| 4 | Jpmorgan Chase & Co | $2585576792 | 16371661 | +8368331 | +104.56% |
| 5 | Bank Of America Corp /De/ | $1914085955 | 12218090 | +493300 | +4.21% |
| 6 | Northern Trust Corp | $1409072573 | 8994463 | -1247937 | -12.18% |
| 7 | Goldman Sachs Group Inc | $1227444076 | 7835083 | -1325042 | -14.47% |
| 8 | Ubs Group Ag | $1158115944 | 7392544 | +7392544 | NEW BUY |
| 9 | Ameriprise Financial Inc | $1081012461 | 6884189 | +6884189 | NEW BUY |
| 10 | Bank Of New York Mellon Corp | $844927855 | 5393386 | -594861 | -9.93% |
| 11 | Citigroup Inc | $753221530 | 4808001 | +2704303 | +128.55% |
| 12 | Barclays Plc | $677821764 | 4326706 | +298413 | +7.41% |
| 13 | Invesco Ltd. | $580301195 | 3704208 | +3704208 | NEW BUY |
| 14 | Raymond James Financial Inc | $512995616 | 3269201 | -326771 | -9.09% |
| 15 | Wells Fargo & Company/Mn | $487567287 | 3112264 | -1223508 | -28.22% |
| 16 | Royal Bank Of Canada | $434102000 | 2770978 | -419660 | -13.15% |
| 17 | Franklin Resources Inc | $425385405 | 2715342 | -34327 | -1.25% |
| 18 | Principal Financial Group Inc | $206012536 | 1315029 | -100494 | -7.10% |
| 19 | Toronto Dominion Bank | $163230486 | 1041941 | +348471 | +50.25% |
| 20 | Stifel Financial Corp | $151127792 | 964601 | +964601 | NEW BUY |
| 21 | Bank Of Montreal /Can/ | $145431699 | 928327 | -23516 | -2.47% |
| 22 | Prudential Financial Inc | $132469659 | 845587 | +54741 | +6.92% |
| 23 | Nomura Holdings Inc | $78080753 | 498409 | +120904 | +32.03% |
| 24 | Sei Investments Co | $77003536 | 491529 | -442454 | -47.37% |
| 25 | Ing Groep Nv | $70696898 | 451276 | +451276 | NEW BUY |
| 26 | Bank Of Nova Scotia | $58713957 | 374785 | +344898 | +1154.01% |
| 27 | Us Bancorp \De\ | $52081717 | 332448 | -32808 | -8.98% |
| 28 | Fifth Third Bancorp | $47292664 | 301881 | -56320 | -15.72% |
| 29 | Banco Bilbao Vizcaya Argentaria, S.A. | $41802762 | 267668 | +74601 | +38.64% |
| 30 | Park National Corp /Oh/ | $37905221 | 165114 | -23593 | -12.50% |
| 31 | Digitalbridge Group, Inc. | $37898561 | 241916 | +6582 | +2.80% |
| 32 | Associated Banc-Corp | $36158537 | 230809 | -3042 | -1.30% |
| 33 | Truist Financial Corp | $35871720 | 228978 | -73165 | -24.22% |
| 34 | Pnc Financial Services Group, Inc. | $34196147 | 218283 | -31724 | -12.69% |
| 35 | Marex Group Ltd | $28953274 | 184816 | +95026 | +105.83% |
| 36 | Janus Henderson Group Plc | $23845651 | 127739 | +127739 | NEW BUY |
| 37 | M&T Bank Corp | $21467045 | 137025 | -8529 | -5.86% |
| 38 | Banco Santander, S.A. | $20835310 | 132997 | +132997 | NEW BUY |
| 39 | Old National Bancorp /In/ | $18032722 | 78550 | -181 | -0.23% |
| 40 | Pinnacle Financial Partners, Inc. | $15393218 | 98258 | -2333 | -2.32% |
| 41 | Cullen/Frost Bankers, Inc. | $11050672 | 70539 | +70539 | NEW BUY |
| 42 | Univest Financial Corp | $8706602 | 55576 | -3100 | -5.28% |
| 43 | Equitable Holdings, Inc. | $8410888 | 53688 | -3132 | -5.51% |
| 44 | Allstate Corp | $6189950 | 39512 | -34087 | -46.31% |
| 45 | Federated Hermes, Inc. | $5824619 | 37180 | +37180 | NEW BUY |
| 46 | Regions Financial Corp | $5558923 | 35484 | -13479 | -27.53% |
| 47 | Nicolet Bankshares Inc | $5108575 | 32047 | +3558 | +12.49% |
| 48 | Ally Financial Inc. | $5091450 | 32500 | +32500 | NEW BUY |
| 49 | German American Bancorp, Inc. | $3700778 | 23623 | +16168 | +216.87% |
| 50 | Jefferies Financial Group Inc. | $3390646 | 21643 | +21643 | NEW BUY |
| 51 | Citizens Financial Group Inc/Ri | $3142899 | 20010 | -1944 | -8.85% |
| 52 | Arrow Financial Corp | $2834293 | 18092 | +2546 | +16.38% |
| 53 | Alti Global, Inc. | $2089506 | 13306 | -5526 | -29.34% |
| 54 | American Financial Group Inc | $1879920 | 12000 | -15000 | -55.56% |
| 55 | Atlantic Union Bankshares Corp | $1797543 | 11474 | -29430 | -71.95% |
| 56 | First Horizon Corp | $1757569 | 11219 | +11219 | NEW BUY |
| 57 | Citizens & Northern Corp | $1747699 | 11156 | +2209 | +24.69% |
| 58 | Southstate Bank Corp | $1585556 | 10121 | +10121 | NEW BUY |
| 59 | Hancock Whitney Corp | $1324874 | 8457 | -25 | -0.29% |
| 60 | Orrstown Financial Services Inc | $1270211 | 5533 | -72 | -1.28% |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.