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Salesforce (CRM) Institutional Ownership

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(As of 05/31/2024 ET)
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Institutional Ownership Changes (13F Filings) for Salesforce (NYSE:CRM)

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
1795
Total
Institutional Inflows
(last 12 months)
$74.58B
Number of
Institutional Sellers
(last 12 months)
1265
Total
Institutional Outflows
(last 12 months)
$21.70B
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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/31/2024 Maxwell Wealth Strategies Inc.9,448$2.85M1.4%+569.1%0.001%
5/30/2024 Cambridge Trust Co.80,740$24.32M0.9%-5.8%0.008%
5/30/2024 Motiv8 Investments LLC2,448$737K0.6%+20.1%0.000%
5/30/2024 EULAV Asset Management107,405$32.35M0.9%-4.0%0.011%
5/29/2024 Soltis Investment Advisors LLC23,440$7.06M0.8%-3.3%0.002%
5/29/2024 Garde Capital Inc.19,200$5.78M0.4%-2.3%0.002%
5/28/2024 Teachers Retirement System of The State of Kentucky222,310$66.96M0.6%-9.4%0.023%
5/24/2024 Cetera Advisor Networks LLC132,020$39.76M0.2%+7.1%0.014%
5/24/2024 Cetera Advisors LLC131,076$39.48M0.3%+27.1%0.014%
5/24/2024 Cetera Investment Advisers297,453$89.59M0.2%+476.5%0.031%
5/24/2024 Farallon Capital Management LLC1,952,168$587.95M2.6%+1.4%0.202%
5/24/2024 Invst LLC14,863$4.49M0.5%-7.1%0.002%
5/24/2024 PGGM Investments42,373$12.76M0.2%+71.3%0.004%
5/24/2024 Northwest Bank & Trust Co5,818$1.75M1.6%-2.4%0.001%
5/23/2024 Community Trust & Investment Co.80,033$24.10M1.7%-2.3%0.008%
5/23/2024 Raelipskie Partnership3,984$1.20M0.7%-3.9%0.000%
5/22/2024 Burney Co.29,823$8.98M0.3%+1.3%0.003%
5/22/2024 Beck Bode LLC6,329$1.91M0.4%-14.5%0.001%
5/22/2024 BigSur Wealth Management LLC9,280$2.80M0.9%+130.3%0.001%
5/21/2024 Atria Investments Inc104,966$31.61M0.4%+10.3%0.011%
5/21/2024 Swedbank AB2,904,401$874.75M1.2%N/A0.300%
5/21/2024Sanibel Captiva Trust Company Inc.120,725$36.36M1.2%+0.0%0.012%
5/21/2024 LRI Investments LLC1,991$552K0.1%N/A0.000%
5/21/2024 Arrow Financial Corp24,712$7.44M0.7%-7.0%0.003%
5/20/2024 Virtu Financial LLC2,853$859K0.1%N/A0.000%
5/20/2024Strategic Wealth Partners Ltd.20,851$6.28M0.7%+274.1%0.002%
5/20/2024 Pacific Center for Financial Services230$69K0.0%+25.0%0.000%
5/20/2024 Highlander Capital Management LLC4,020$1.21M0.4%-17.0%0.000%
5/17/2024 Wahed Invest LLC18,640$5.61M1.3%+15.8%0.002%
5/17/2024 Citizens Financial Group Inc. RI21,970$6.62M0.2%+386.8%0.002%
5/17/2024 Rokos Capital Management LLP90,667$27.29M0.1%+71.9%0.009%
5/17/2024 CCM Investment Advisers LLC64,598$19.46M2.3%-10.0%0.007%
5/17/2024 Heartland Bank & Trust Co6,032$1.82M1.1%N/A0.001%
5/17/2024 National Wealth Management Group LLC1,088$328K0.3%-54.8%0.000%
5/17/2024 New Covenant Trust Company N.A.689$208K0.2%N/A0.000%
5/17/2024 Plato Investment Management Ltd27,135$8.17M0.8%+677.5%0.003%
5/17/2024 Western Pacific Wealth Management LP4,774$1.44M1.0%+3.9%0.000%
5/17/2024 XN LP373,873$112.60M4.5%-5.7%0.039%
5/17/2024 iA Global Asset Management Inc.451,802$136.07M1.6%+10.4%0.047%
5/17/2024 LBP AM SA76,064$22.91M0.9%-65.7%0.008%
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5/17/2024 Jaffetilchin Investment Partners LLC3,609$1.09M0.1%+53.5%0.000%
5/17/2024 Beacon Capital Management LLC939$283K0.1%+18.6%0.000%
5/17/2024 Semmax Financial Advisors Inc.2,848$790K0.3%+11.9%0.000%
5/17/2024 Hancock Whitney Corp10,990$3.31M0.1%+1.3%0.001%
5/17/2024 Comerica Bank234,382$70.59M0.3%+0.6%0.024%
5/17/2024 Coppell Advisory Solutions Corp.3,215$968K0.2%N/A0.000%
5/17/2024 Castleark Management LLC21,929$6.61M0.3%N/A0.002%
5/17/2024 Tidal Investments LLC102,886$30.99M0.5%+11.0%0.011%
5/17/2024 DCM Advisors LLC1,305$393K0.2%+36.4%0.000%
5/17/2024 Creekmur Asset Management LLC255$77K0.0%+90.3%0.000%
5/17/2024 Motley Fool Asset Management LLC71,182$21.44M1.4%+0.1%0.007%
5/16/2024 Redwood Investment Management LLC6,768$2.04M0.2%N/A0.001%
5/16/2024 California State Teachers Retirement System1,555,634$468.53M0.6%+0.1%0.161%
5/16/2024 Meiji Yasuda Life Insurance Co39,543$11.91M0.3%+55.8%0.004%
5/16/2024 B. Riley Wealth Advisors Inc.26,343$7.93M0.2%+1.6%0.003%
5/16/2024 Vancity Investment Management Ltd108,702$32.74M3.9%+25.8%0.011%
5/16/2024 Dynasty Wealth Management LLC11,409$3.44M0.1%N/A0.001%
5/16/2024 Virtus Investment Advisers Inc.376$113K0.1%-9.6%0.000%
5/16/2024 Oxford Wealth Group LLC2,714$817K0.7%N/A0.000%
5/16/2024 Whalerock Point Partners LLC16,189$4.88M1.3%+2.4%0.002%
5/16/2024 Icon Wealth Advisors LLC21,591$6.50M0.6%-2.5%0.002%
5/16/2024 Industrial Alliance Investment Management Inc.5,791$1.74M0.7%+3.9%0.001%
5/16/2024 Interval Partners LP36,000$10.84M0.3%+157.1%0.004%
5/16/2024 Iron Gate Global Advisors LLC1,927$581K0.1%-4.7%0.000%
5/16/2024 Janus Henderson Group PLC648,753$195.19M0.1%+3.4%0.067%
5/16/2024 Jericho Capital Asset Management L.P.352,000$106.02M2.8%+47.3%0.036%
5/16/2024 Kensico Capital Management Corp681,800$205.35M6.8%+15.6%0.070%
5/16/2024 Kingdon Capital Management L.L.C.40,000$12.05M1.3%N/A0.004%
5/16/2024 Kinetic Partners Management LP340,060$102.42M7.1%+16.5%0.035%
5/16/2024 Kodai Capital Management LP441,808$133.06M3.1%+32.6%0.046%
5/16/2024 BTG Pactual Global Asset Management Ltd4,097$1.23M0.2%N/A0.000%
5/16/2024 Bwcp LP58,670$17.67M4.6%+14.7%0.006%
5/16/2024Benchmark Investment Advisors LLC1,125$339K0.3%+31.7%0.000%
5/16/2024 Blackstone Inc.160,000$48.19M0.2%N/A0.017%
5/16/2024 BlueSpruce Investments LP1,856,353$559.10M10.0%-13.8%0.192%
5/16/2024 Waverly Advisors LLC9,663$2.91M0.1%+134.0%0.001%
5/16/2024 Silvercrest Asset Management Group LLC1,518$457K0.0%-18.2%0.000%
5/16/2024 Zurich Insurance Group Ltd FI483,651$145.67M1.3%+1.9%0.050%
5/16/2024 Caxton Associates LP152,652$45.98M2.6%-30.6%0.016%
5/15/2024 Ascent Group LLC16,975$5.11M0.5%+80.0%0.002%
5/15/2024 Whale Rock Capital Management LLC950,736$286.34M4.3%N/A0.098%
5/15/2024 SVB Wealth LLC20,515$6.18M0.1%-6.2%0.002%
5/15/2024 Transcendent Capital Group LLC683$206K0.1%-73.9%0.000%
5/15/2024 Mount Yale Investment Advisors LLC1,258$379K0.0%+59.2%0.000%
5/15/2024 Talisman Wealth Advisors LLC702$211K0.3%N/A0.000%
5/15/2024 Public Employees Retirement System of Ohio444,665$133.92M0.5%-7.6%0.046%
5/15/2024 Public Employees Retirement Association of Colorado1,183,953$356.58M1.5%-1.3%0.122%
5/15/2024 Morse Asset Management Inc7,834$2.36M0.6%+22.4%0.001%
5/15/2024 Ceeto Capital Group LLC7,750$2.34M1.0%+2.6%0.001%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund31,945$9.62M0.7%-7.8%0.003%
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5/15/2024 Kentucky Retirement Systems73,513$22.14M0.7%-5.6%0.008%
5/15/2024 Fairview Capital Investment Management LLC879$265K0.0%N/A0.000%
5/15/2024 Price T Rowe Associates Inc. MD13,692,637$4.12B0.5%+0.0%1.415%
5/15/2024 BOKF NA24,543$7.42M0.1%+37.5%0.003%
5/15/2024 Kestra Advisory Services LLC96,649$29.11M0.2%+0.6%0.010%
5/15/2024 Steel Grove Capital Advisors LLC1,286$387K0.0%N/A0.000%
5/15/2024 Lazard Asset Management LLC1,287,164$387.67M0.5%-25.5%0.133%
5/15/2024 Bank of Nova Scotia Trust Co.24,828$7.48M0.8%+20.6%0.003%
5/15/2024 Epoch Investment Partners Inc.553,999$166.85M0.7%-6.3%0.057%
5/15/2024 LRI Investments LLC1,991$552K0.1%N/A0.000%
(Data available from 1/1/2016 forward)

CRM Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of CRM shares?

During the previous two years, 2,793 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($25.49B), State Street Corp ($9.64B), FMR LLC ($7.31B), Capital World Investors ($4.58B), Capital Research Global Investors ($4.33B), Capital International Investors ($4.25B), and Price T Rowe Associates Inc. MD ($4.12B).Learn more on CRM's institutional investors.

What percentage of Salesforce stock is owned by institutional investors?

80.43% of Salesforce stock is owned by institutional investors. Learn more on CRM's institutional investor holdings.

Which institutional investors have been buying Salesforce stock?

Of the 2,525 institutional investors that purchased Salesforce stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Bank Julius Baer & Co. Ltd Zurich ($238.65M), Price T Rowe Associates Inc. MD ($13.49M), Capital International Investors ($12.89M), Norges Bank ($10.50M), Parnassus Investments LLC ($6.09M), Capital World Investors ($4.92M), and Capital Research Global Investors ($3.91M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 429,747,338 shares in the last 24 months. This purchase volume represents approximately $89.54B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,785 institutional investors that sold Salesforce stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: OFI Invest Asset Management ($37.09M), Price T Rowe Associates Inc. MD ($29.28M), FMR LLC ($13.55M), Jennison Associates LLC ($7.50M), Capital World Investors ($4.35M), Clearbridge Investments LLC ($3.90M), and Fisher Asset Management LLC ($3.08M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 207,322,068 shares in the last 24 months. This volume of shares sold represents approximately $39.63B in transactions.


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This page (NYSE:CRM) was last updated on 6/2/2024 by MarketBeat.com Staff

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