Salesforce (CRM) Institutional Ownership

$277.58
+0.91 (+0.33%)
(As of 05/13/2024 ET)

Institutional Ownership Changes (13F Filings) for Salesforce (NYSE:CRM)

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
1777
Total
Institutional Inflows
(last 12 months)
$71.90B
Number of
Institutional Sellers
(last 12 months)
1259
Total
Institutional Outflows
(last 12 months)
$21.71B
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CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/13/2024 Rockport Wealth LLC1,985$598K0.2%N/A0.000%
5/13/2024Signature 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%
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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%
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%
5/9/2024 SageView Advisory Group LLC3,063$923K0.0%-67.8%0.000%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,267,480$381.74M0.5%+18.5%0.131%
5/9/2024 Tradewinds LLC.3,378$1.02M0.9%N/A0.000%
5/9/2024 Souders Financial Advisors751$226K0.0%N/A0.000%
5/9/2024 Angeles Wealth Management LLC4,238$1.28M0.1%+14.3%0.000%
5/9/2024 Interchange Capital Partners LLC2,584$785K0.5%-9.0%0.000%
5/9/2024 State Board of Administration of Florida Retirement System1,050,700$316.45M0.6%+5.4%0.109%
5/9/2024 Eagle Bay Advisors LLC1,021$308K0.2%+136.3%0.000%
5/9/2024 TD Asset Management Inc807,993$243.35M0.2%+2.3%0.083%
5/9/2024 Dearborn Partners LLC5,488$1.65M0.1%-2.7%0.001%
5/9/2024 Patton Fund Management Inc.19,731$5.94M1.1%-12.0%0.002%
5/9/2024 WP Advisors LLC7,530$2.27M0.7%-1.5%0.001%
5/9/2024 New Insight Wealth Advisors8,617$2.60M1.6%-0.7%0.001%
5/9/2024 Koshinski Asset Management Inc.7,846$2.36M0.2%-2.7%0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.598,732$180.33M0.5%-45.2%0.062%
5/8/2024 Barings LLC8,800$2.65M0.1%+1.5%0.001%
5/8/2024 Camarda Financial Advisors LLC7,350$2.21M0.9%-3.3%0.001%
5/8/2024 Taurus Asset Management LLC54,930$16.54M1.7%N/A0.006%
5/8/2024 Edmond DE Rothschild Holding S.A.14,336$4.32M0.1%-12.6%0.001%
5/8/2024 Cozad Asset Management Inc.13,963$4.21M0.4%-0.6%0.001%
5/8/2024 Baltimore Washington Financial Advisors Inc.27,785$8.37M0.5%+3.4%0.003%
5/8/2024 William Blair Investment Management LLC1,394,959$420.13M1.1%+11.6%0.144%
5/8/2024 Motley Fool Asset Management LLC71,182$21.44M0.7%+0.1%0.007%
5/8/2024 Sheets Smith Wealth Management3,351$1.01M0.1%+35.1%0.000%
5/8/2024 Motley Fool Wealth Management LLC205,987$62.04M3.2%-2.8%0.021%
5/8/2024 Bleakley Financial Group LLC23,855$7.19M0.2%+15.4%0.002%
5/8/2024 Baron Wealth Management LLC3,307$996K0.5%+11.0%0.000%
5/8/2024 Locust Wood Capital Advisers LLC236,919$71.36M2.6%+7.2%0.024%
5/8/2024 Focused Wealth Management Inc977$294K0.0%+14.0%0.000%
5/8/2024 ProShare Advisors LLC272,581$82.10M0.2%-14.3%0.028%
5/8/2024 Commonwealth of Pennsylvania Public School Empls Retrmt SYS212,504$64.00M0.4%-0.3%0.022%
5/8/2024 Milestone Resources Group Ltd324,479$97.73M3.4%0.0%0.034%
5/8/2024 Avantax Advisory Services Inc.35,470$10.68M0.1%+7.5%0.004%
5/8/2024 US Bancorp DE496,307$149.48M0.2%+2.0%0.051%
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5/8/2024 Value Star Asset Management Hong Kong Ltd4,000$1.20M0.4%N/A0.000%
5/8/2024 United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund196,906$59.30M2.7%+3.1%0.020%
5/8/2024 SP Asset Management LLC25,467$7.67M0.7%+0.2%0.003%
5/8/2024 Russell Investments Group Ltd.760,970$229.21M0.4%+0.4%0.079%
5/8/2024 Washington Trust Advisors Inc.1,759$530K0.0%-9.2%0.000%
5/8/2024 Roffman Miller Associates Inc. PA34,508$10.39M0.7%-4.7%0.004%
5/8/2024 Qsemble Capital Management LP4,570$1.38M0.3%-65.0%0.000%
5/8/2024 QRG Capital Management Inc.182,849$55.07M0.7%+118.5%0.019%
5/8/2024 Sustainable Growth Advisers LP2,453,085$738.82M3.1%-0.3%0.253%
5/8/2024 New Republic Capital LLC2,119$639K0.4%+3.1%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, 2,778 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 ($5.15B), Fisher Asset Management LLC ($3.92B), Geode Capital Management LLC ($3.75B), and Capital International Investors ($3.61B).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 2,508 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 ($12.48M), Norges Bank ($10.50M), Parnassus Investments LLC ($6.09M), Capital World Investors ($4.92M), and DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.86M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 423,623,061 shares in the last 24 months. This purchase volume represents approximately $87.13B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,774 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), 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 204,974,853 shares in the last 24 months. This volume of shares sold represents approximately $38.46B in transactions.


This page (NYSE:CRM) was last updated on 5/13/2024 by MarketBeat.com Staff

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