Code Snippets
curl "https://financialdata.net/api/v1/institutional-holdings?identifier=CRM&key=API_KEY"import requests
url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=CRM&key=API_KEY'
response = requests.get(url)
print(response.json())
const url = 'https://financialdata.net/api/v1/institutional-holdings?identifier=CRM&key=API_KEY';
const response = await fetch(url);
const data = await response.json();
console.log(data);
Sample Response
[
{
"investor_name": "Walser Wealth Management Company, A Ltd Liability Co",
"central_index_key": "0002112280",
"period_of_report": "2026-09-30",
"issuer_name": "SALESFORCE INC",
"trading_symbol": "CRM",
"cusip_number": "79466L302",
"title_of_security": "COM",
"market_value": 485782.0,
"amount_of_securities": 2116,
"price_per_security": 229.57561436673,
"shares_or_principal": "SH",
"put_or_call": "N/A",
"investment_discretion": "SOLE",
"portfolio_weight": 0.00194508439700786
},
...
]Query Parameters
| Name | Type | Description |
|---|---|---|
| identifier | string | The trading symbol or CUSIP number of a security, or the institutional investor's central index key. The latter is assigned to the investor by the US Securities and Exchange Commission. (e.g., MSFT, 594918104, 0001067983) |
| offset | integer | (Optional) The initial position of the record subset, which indicates how many records to skip. Defaults to 0. (e.g., 100) |
| format | string | (Optional) The format of the returned data, either JSON or CSV. Defaults to JSON. (e.g., json, csv) |
Endpoint Overview
Institutional holdings are the securities in an investment portfolio owned by investment or pension funds, insurance companies, investment firms, or other large organizations that manage funds on behalf of others. The API endpoint provides data on institutional investors with holdings of at least $100 million. There is a limit of 100 records per API call.
Company Profile
Salesforce, Inc.
NYSE: CRM- Market Cap:$191.80B
- ISIN:US79466L3024
- Fiscal Year End:01/31
- CEO:Marc Benioff
- Employees:83334
Salesforce, Inc. is an American enterprise software company headquartered in San Francisco, California. It is best known for customer relationship management software and related applications, which the corporation delivers through a software as a service subscription business model. It also provides software for sales, customer service, marketing automation, e-commerce, data analytics, artificial intelligence, agentic AI, and application development.