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Salesforce (CRM) Institutional Ownership

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-0.72 (-0.26%)
(As of 05/14/2024 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)
1793
Total
Institutional Inflows
(last 12 months)
$73.01B
Number of
Institutional Sellers
(last 12 months)
1265
Total
Institutional Outflows
(last 12 months)
$22.19B
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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
5/14/2024Wellington Wealth Strategies LLC.2,043$615K0.3%-39.5%0.000%
5/14/2024Element Pointe Advisors LLC763$230K0.1%-14.4%0.000%
5/14/2024Freestone Capital Holdings LLC66,132$19.92M0.7%+1.5%0.007%
5/14/2024CreativeOne Wealth LLC7,520$2.27M0.1%+180.6%0.001%
5/14/2024Delap Wealth Advisory LLC2,637$794K0.3%+145.5%0.000%
5/14/2024Vident Advisory LLC71,287$21.47M0.4%+298.4%0.007%
5/14/2024Fayez Sarofim & Co2,917$879K0.0%-2.8%0.000%
5/14/2024MayTech Global Investments LLC101,098$30.45M5.0%+1.3%0.010%
5/14/2024LGT Group Foundation12,188$3.67M0.1%-53.2%0.001%
5/14/2024Shell Asset Management Co.42,058$12.67M0.6%+11.5%0.004%
5/14/2024Sax Wealth Advisors LLC775$233K0.0%N/A0.000%
5/14/2024Payden & Rygel Investment Group58,500$17.62M0.8%N/A0.006%
5/14/2024Crewe Advisors LLC1,991$600K0.1%N/A0.000%
5/14/2024Leelyn Smith LLC6,181$1.86M0.4%-0.7%0.001%
5/14/2024Evermay Wealth Management LLC1,879$566K0.1%+5.1%0.000%
5/14/2024 Ossiam22,246$6.70M0.1%-95.2%0.002%
5/14/2024 Natixis Investment Managers International104,650$31.52M2.1%-37.4%0.011%
5/14/2024 Meritage Group LP87,337$26.30M0.6%-91.6%0.009%
5/14/2024 Natixis299,151$90.10M0.5%+14.1%0.031%
5/14/2024 Platinum Investment Management Ltd.3,862$1.16M0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC4,062$1.22M0.0%+18.0%0.000%
5/14/2024 GQG Partners LLC3,022,178$910.22M1.5%N/A0.312%
5/14/2024 Pitcairn Co.15,985$4.81M0.3%-1.7%0.002%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund81,100$24.43M0.1%+31.0%0.008%
5/14/2024 Saturna Capital Corp6,350$1.91M0.0%+4.0%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co846,079$254.83M0.5%+0.2%0.087%
5/14/2024 Oxford Financial Group LTD. LLC1,245$375K0.0%+9.0%0.000%
5/14/2024 American International Group Inc.292,608$88.13M0.3%+0.3%0.030%
5/14/2024 Vaughan David Investments LLC IL1,076$324K0.0%N/A0.000%
5/14/2024 Twin Capital Management Inc.22,662$6.83M0.8%-6.0%0.002%
5/14/2024 RB Capital Management LLC21,237$6.40M1.7%+1.0%0.002%
5/14/2024 Lake Street Advisors Group LLC11,189$3.37M0.2%+88.6%0.001%
5/13/2024 Financial Gravity Asset Management Inc.7,965$2.40M0.6%-92.6%0.001%
5/13/2024 Bessemer Group Inc.54,761$16.49M0.0%+103.5%0.006%
5/13/2024 Atlanta Consulting Group Advisors LLC3,216$969K0.3%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC457,900$137.91M2.2%+186.2%0.047%
5/13/2024 Safeguard Investment Advisory Group LLC709$214K0.1%N/A0.000%
5/13/2024 Mirova15,084$4.54M0.8%+12.0%0.002%
5/13/2024 UniSuper Management Pty Ltd377,364$113.65M1.1%+32.7%0.039%
5/13/2024 Clearbridge Investments LLC3,136,022$944.51M0.7%+0.5%0.324%
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5/13/2024 Texas Capital Bank Wealth Management Services Inc840$253K0.0%-26.5%0.000%
5/13/2024 Balanced Rock Investment Advisors LLC1,886$568K0.5%-22.0%0.000%
5/13/2024 O Shaughnessy Asset Management LLC92,573$27.88M0.3%+35.3%0.010%
5/13/2024 Ameritas Investment Partners Inc.10,525$3.17M0.1%-2.7%0.001%
5/13/2024 Rockport Wealth LLC1,985$598K0.2%N/A0.000%
5/13/2024 Signature Estate & Investment Advisors LLC177,939$53.59M1.5%-8.3%0.018%
5/11/2024 Gifford Fong Associates18,009$5.42M1.5%-37.0%0.002%
5/11/2024 Covestor Ltd950$286K0.2%+16.0%0.000%
5/11/2024 Beaumont Financial Advisors LLC2,470$744K0.1%-2.0%0.000%
5/11/2024 Hillsdale Investment Management Inc.3,515$1.06M0.1%-19.5%0.000%
5/11/2024 Orion Capital Management LLC4,815$1.45M0.8%+3.1%0.000%
5/11/2024 Ironwood Investment Counsel LLC3,425$1.03M0.2%-5.1%0.000%
5/11/2024 Catalytic Wealth RIA LLC263,669$79.41M15.9%+2,981.7%0.027%
5/11/2024 Jacobi Capital Management LLC6,418$1.93M0.2%-5.0%0.001%
5/11/2024 Edgestream Partners L.P.9,367$2.82M0.1%+1,126.0%0.001%
5/11/2024 Hirtle Callaghan & Co LLC735$221K0.0%N/A0.000%
5/11/2024 Strait & Sound Wealth Management LLC2,883$863K0.5%+3.3%0.000%
5/10/2024 Ontario Teachers Pension Plan Board1,373,493$413.67M3.6%-7.0%0.142%
5/10/2024 Blue Barn Wealth LLC2,207$665K0.4%+1.8%0.000%
5/10/2024 Connors Investor Services Inc.47,869$14.42M1.5%-9.5%0.005%
5/10/2024 Acadian Asset Management LLC31,779$9.57M0.0%-18.5%0.003%
5/10/2024 Fiducient Advisors LLC1,008$304K0.1%N/A0.000%
5/10/2024 TIAA Trust National Association93,233$28.08M0.1%+1.4%0.010%
5/10/2024 Vanguard Group Inc.84,635,254$25.49B0.5%+1.2%8.743%
5/10/2024 Alera Investment Advisors LLC870$262K0.0%+12.8%0.000%
5/10/2024 Cornerstone Advisors LLC49,300$14.85M0.6%-1.6%0.005%
5/10/2024 Spirepoint Private Client LLC1,144$345K0.1%N/A0.000%
5/10/2024 Westfield Capital Management Co. LP590,564$177.87M0.9%-2.9%0.061%
5/10/2024 Intech Investment Management LLC49,513$14.91M0.2%+80.9%0.005%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp577,975$174.16M0.4%-2.0%0.060%
5/10/2024 Pinnacle Wealth Planning Services Inc.4,946$1.49M0.2%+0.8%0.001%
5/10/2024 First Foundation Advisors828$249K0.0%+38.0%0.000%
5/10/2024 M&G Plc7,235$2.18M0.0%N/A0.001%
5/10/2024 Banco Santander S.A.191,226$57.59M0.7%-11.2%0.020%
5/10/2024 Tocqueville Asset Management L.P.114,783$34.57M0.6%-1.5%0.012%
5/10/2024 Sentry Investment Management LLC5,454$1.64M0.6%+6.8%0.001%
5/10/2024 Motco39,122$11.78M0.7%-6.4%0.004%
5/10/2024 TCTC Holdings LLC102,807$30.96M1.0%+0.3%0.011%
5/10/2024 Wintrust Investments LLC10,073$3.03M0.3%+8.7%0.001%
5/10/2024 Nwam LLC20,011$5.55M0.4%+895.1%0.002%
5/9/2024 Forum Financial Management LP8,221$2.48M0.0%+1.7%0.001%
5/9/2024 RFP Financial Group LLC387$117K0.0%+18.7%0.000%
5/9/2024 Great Lakes Retirement Inc.8,340$2.51M0.4%+1.4%0.001%
5/9/2024 Dorsey & Whitney Trust CO LLC19,533$5.88M0.4%-2.9%0.002%
5/9/2024 Brighton Jones LLC27,329$8.23M0.3%-5.3%0.003%
5/9/2024 Trillium Asset Management LLC5,158$1.55M0.0%-10.8%0.001%
5/9/2024 ProVise Management Group LLC5,462$1.65M0.1%-10.1%0.001%
5/9/2024 Leo Wealth LLC3,604$1.09M0.1%+27.6%0.000%
5/9/2024 Element Capital Management LLC4,416$1.33M0.9%N/A0.000%
5/9/2024 Orion Portfolio Solutions LLC97,797$29.46M0.3%-0.1%0.010%
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5/9/2024 Blair William & Co. IL807,203$243.11M0.8%0.0%0.083%
5/9/2024 Renasant Bank7,749$2.33M1.7%-1.5%0.001%
5/9/2024 HBK Sorce Advisory LLC5,251$1.58M0.1%+41.3%0.001%
5/9/2024 Midwest Professional Planners LTD.13,413$4.04M1.4%+17.7%0.001%
5/9/2024 First Eagle Investment Management LLC1,932,172$581.93M1.3%-0.1%0.200%
5/9/2024 Kingsview Wealth Management LLC93,204$28.07M0.7%+10.0%0.010%
5/9/2024 Condor Capital Management16,608$5.00M0.5%-2.1%0.002%
5/9/2024 Beacon Investment Advisory Services Inc.32,785$9.87M0.4%-2.0%0.003%
5/9/2024 Delta Investment Management LLC9,918$2.99M0.7%-1.0%0.001%
5/9/2024 TBH Global Asset Management LLC2,156$649K0.1%+25.7%0.000%
(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, 2,785 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 Fisher Asset Management LLC ($3.92B).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 2,516 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 ($13.48M), 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 428,560,920 shares in the last 24 months. This purchase volume represents approximately $88.82B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,777 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), Wellington Management Group LLP ($4.39M), Capital World Investors ($4.35M), and Clearbridge Investments LLC ($3.90M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 209,711,377 shares in the last 24 months. This volume of shares sold represents approximately $40.01B in transactions.


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This page (NYSE:CRM) was last updated on 5/15/2024 by MarketBeat.com Staff

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