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Salesforce (CRM) Institutional Ownership

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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)
1872
Total
Institutional Inflows
(last 12 months)
$73.43B
Number of
Institutional Sellers
(last 12 months)
1292
Total
Institutional Outflows
(last 12 months)
$23.12B
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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
4/27/2024 Riverwater Partners LLC780$235K0.2%-32.8%0.000%
4/27/2024Dougherty Wealth Advisers LLC1,549$467K0.4%-12.0%0.000%
4/27/2024Vigilare Wealth Management695$209K0.1%-67.6%0.000%
4/27/2024Nadler Financial Group Inc.1,098$331K0.0%N/A0.000%
4/27/2024Conning Inc.5,929$1.79M0.1%-1.0%0.001%
4/27/2024Finer Wealth Management Inc.12,193$3.67M2.4%+6.8%0.001%
4/27/2024Foster Victor Wealth Advisors LLC43,698$13.07M1.2%-6.9%0.005%
4/26/2024Pinnacle Associates Ltd.31,864$9.60M0.2%+0.6%0.003%
4/26/2024Trueblood Wealth Management LLC2,233$673K0.4%+25.2%0.000%
4/26/2024Sterling Investment Counsel LLC3,560$1.07M0.5%+5.1%0.000%
4/26/2024Securian Asset Management Inc.57,015$17.17M0.5%-7.4%0.006%
4/26/2024Aspen Investment Management Inc1,603$483K0.2%N/A0.000%
4/26/2024BLB&B Advisors LLC2,101$633K0.0%N/A0.000%
4/26/2024UMB Bank n.a.89,361$26.91M0.4%-0.1%0.009%
4/26/2024LifeSteps Financial Inc.253$76K0.1%N/A0.000%
4/26/2024Riverbridge Partners LLC323,937$97.56M1.2%-4.1%0.033%
4/26/2024Northwest Bancshares Inc.819$247K0.0%N/A0.000%
4/26/2024Renaissance Group LLC113,719$34.25M1.3%-21.1%0.012%
4/26/2024JNBA Financial Advisors1,597$481K0.1%-12.8%0.000%
4/26/2024Yousif Capital Management LLC132,237$39.83M0.4%-3.1%0.014%
4/26/2024Schmidt P J Investment Management Inc.6,896$2.08M0.4%+0.8%0.001%
4/26/2024Augustine Asset Management Inc.3,797$1.14M0.5%-1.0%0.000%
4/26/2024YHB Investment Advisors Inc.17,290$5.21M0.5%+6.9%0.002%
4/26/2024SlateStone Wealth LLC1,518$457K0.0%-7.1%0.000%
4/26/2024ZWJ Investment Counsel Inc.1,005$303K0.0%-6.5%0.000%
4/26/2024Sage Rhino Capital LLC4,042$1.22M0.3%-1.9%0.000%
4/26/2024Legacy Bridge LLC4,923$1.48M0.9%-1.0%0.001%
4/26/2024CloudAlpha Capital Management Limited Hong Kong1,000$301K0.0%-97.4%0.000%
4/26/2024First Personal Financial Services122$37K0.0%-47.0%0.000%
4/26/2024Sumitomo Life Insurance Co.12,005$3.62M0.1%-3.7%0.001%
4/26/2024Pioneer Trust Bank N A OR20,905$6.30M1.8%+6.7%0.002%
4/26/2024 Mesirow Financial Investment Management Inc.91,499$27.56M0.6%N/A0.009%
4/26/2024Patrick M Sweeney & Associates Inc.982$296K0.2%+11.5%0.000%
4/26/2024Carr Financial Group Corp5,970$1.80M0.6%+7.1%0.001%
4/26/2024MONECO Advisors LLC2,659$801K0.1%+10.6%0.000%
4/26/2024KG&L Capital Management LLC1,516$457K0.2%-3.2%0.000%
4/26/2024Petredis Investment Advisors LLC20,109$6.06M0.7%+0.7%0.002%
4/26/2024Pine Haven Investment Counsel Inc2,279$686K0.6%+1.8%0.000%
4/26/2024Caliber Wealth Management LLC11,857$3.57M1.9%-2.5%0.001%
4/26/2024Checchi Capital Advisers LLC21,830$6.58M0.5%+1.7%0.002%
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4/26/2024Latitude Advisors LLC669$201K0.1%N/A0.000%
4/26/2024Tritonpoint Wealth LLC1,521$458K0.0%-88.8%0.000%
4/26/2024Bogart Wealth LLC37,114$11.18M0.6%-9.7%0.004%
4/25/2024Shaker Investments LLC OH8,115$2.44M1.0%+100.6%0.001%
4/25/2024Lindbrook Capital LLC6,008$1.81M0.2%-1.3%0.001%
4/25/2024New York State Teachers Retirement System973,458$293.19M0.6%-2.6%0.100%
4/25/2024Center for Financial Planning Inc.7,677$2.31M0.3%+4.4%0.001%
4/25/2024TRUE Private Wealth Advisors5,860$1.77M0.2%-0.8%0.001%
4/25/2024Adell Harriman & Carpenter Inc.45,789$13.79M1.1%+2.4%0.005%
4/25/2024Ulland Investment Advisors LLC662$199K0.2%+10,933.3%0.000%
4/25/2024Bank of New York Mellon Corp7,047,142$2.12B0.4%-5.9%0.727%
4/25/2024Strategy Asset Managers LLC5,668$1.71M0.4%+85.5%0.001%
4/25/2024Kinneret Advisory LLC37,869$11.42M1.1%-0.3%0.004%
4/25/2024Bridges Investment Management Inc.1,296$390K0.0%-57.3%0.000%
4/25/2024Osborne Partners Capital Management LLC40,989$12.35M0.8%+4.1%0.004%
4/25/2024Equitable Trust Co.32,545$9.80M0.7%-31.9%0.003%
4/25/2024Schnieders Capital Management LLC1,438$433K0.1%+16.4%0.000%
4/25/2024Regis Management CO LLC716$216K0.1%N/A0.000%
4/25/2024Capital Investment Advisory Services LLC2,198$662K0.1%-9.5%0.000%
4/25/2024HTLF Bank1,208$364K0.0%-4.0%0.000%
4/25/2024Zurcher Kantonalbank Zurich Cantonalbank 490,959$147.87M0.5%+2.1%0.051%
4/25/2024L.M. Kohn & Company8,726$2.63M0.7%+1.1%0.001%
4/25/2024Fjarde AP Fonden Fourth Swedish National Pension Fund152,455$45.92M0.5%+2.6%0.016%
4/25/2024Aaron Wealth Advisors LLC6,299$1.90M0.3%+23.8%0.001%
4/25/2024 Valeo Financial Advisors LLC72,094$21.71M0.7%+0.5%0.007%
4/25/2024Olistico Wealth LLC1,070$322K0.2%-67.6%0.000%
4/25/2024Peterson Financial Group Inc.9,294$2.80M1.6%+61.6%0.001%
4/25/2024Telos Capital Management Inc.2,240$675K0.1%-9.2%0.000%
4/25/2024Argus Investors Counsel Inc.3,777$1.14M0.7%+1.2%0.000%
4/25/2024 IMA Wealth Inc.6,279$1.89M0.9%-1.4%0.001%
4/25/2024 Summit Financial LLC8,575$2.59M0.2%-8.1%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.137,928$41.54M0.2%+3.1%0.014%
4/24/2024 Private Trust Co. NA10,591$3.19M0.3%+11.3%0.001%
4/24/2024 Elite Wealth Management Inc.19,702$5.93M0.2%-8.1%0.002%
4/24/2024 Leavell Investment Management Inc.910$274K0.0%N/A0.000%
4/24/2024 PSI Advisors LLC1,081$326K0.1%-73.7%0.000%
4/24/2024 Zhang Financial LLC3,213$968K0.1%+128.5%0.000%
4/24/2024 CENTRAL TRUST Co24,973$7.52M0.2%+0.9%0.003%
4/24/2024 V Square Quantitative Management LLC20,405$6.15M1.0%+23.8%0.002%
4/24/2024 1900 Wealth Management LLC853$257K0.0%-12.0%0.000%
4/24/2024 Oxler Private Wealth LLC5,457$1.64M0.6%+84.5%0.001%
4/24/2024 Berkshire Bank7,783$2.34M0.6%-1.1%0.001%
4/24/2024 Newbridge Financial Services Group Inc.5,081$1.53M0.7%+37.3%0.001%
4/24/2024 Pegasus Partners Ltd.1,334$402K0.0%+32.5%0.000%
4/24/2024 Premier Path Wealth Partners LLC8,746$2.64M0.5%-3.0%0.001%
4/24/2024 Zullo Investment Group Inc.2,148$647K0.3%+6.6%0.000%
4/24/2024 Round Rock Advisors LLC837$252K0.1%N/A0.000%
4/24/2024 Marino Stram & Associates LLC1,849$557K0.1%+21.5%0.000%
4/24/2024 Dakota Wealth Management27,076$8.16M0.2%+27.6%0.003%
4/24/2024 Eastover Investment Advisors LLC20,011$6.03M3.0%+237.2%0.002%
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4/24/2024 Waypoint Wealth Partners Inc.1,941$585K0.2%+3.7%0.000%
4/24/2024 Simplicity Wealth LLC27,447$8.27M0.2%+1,753.3%0.003%
4/24/2024 GDS Wealth Management51,438$15.49M1.8%+4.3%0.005%
4/24/2024 Childress Capital Advisors LLC2,352$708K0.2%+4.0%0.000%
4/24/2024 Avitas Wealth Management LLC3,008$906K0.1%-1.3%0.000%
4/24/2024 Spire Wealth Management40,415$12.17M0.5%-0.7%0.004%
4/24/2024 First Pacific Financial6,380$1.92M0.5%-14.5%0.001%
4/24/2024 Gemmer Asset Management LLC1,619$488K0.1%-2.5%0.000%
4/24/2024 Essex Financial Services Inc.2,848$858K0.1%+27.0%0.000%
4/24/2024 H&H Retirement Design & Management INC1,064$291K0.2%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, 2,784 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($16.71B), 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 2,520 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 ($238.66M), 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 427,731,884 shares in the last 24 months. This purchase volume represents approximately $87.70B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,807 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 ($7.29M), 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 206,907,340 shares in the last 24 months. This volume of shares sold represents approximately $38.56B in transactions.


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This page (NYSE:CRM) was last updated on 4/28/2024 by MarketBeat.com Staff

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