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Broadcom falls into a buy-the-dip opportunity 
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
10 e-commerce stocks to consider for long-term buys
How does the Consumer Price Index affect the stock market?
3 reasons to buy AMD before 2024
3 biotech powerhouses poised to thrive amid sector rebound
Generative AI boosts UiPath; analysts see triple-digit EPS growth
3 must-own China stocks for the Year of the Dragon
Broadcom falls into a buy-the-dip opportunity 
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
10 e-commerce stocks to consider for long-term buys
How does the Consumer Price Index affect the stock market?
3 reasons to buy AMD before 2024
3 biotech powerhouses poised to thrive amid sector rebound
Generative AI boosts UiPath; analysts see triple-digit EPS growth
3 must-own China stocks for the Year of the Dragon
Broadcom falls into a buy-the-dip opportunity 
S&P 500   4,604.37
DOW   36,247.87
QQQ   392.17
10 e-commerce stocks to consider for long-term buys
How does the Consumer Price Index affect the stock market?
3 reasons to buy AMD before 2024
3 biotech powerhouses poised to thrive amid sector rebound
Generative AI boosts UiPath; analysts see triple-digit EPS growth
3 must-own China stocks for the Year of the Dragon
Broadcom falls into a buy-the-dip opportunity 
Most-Upgraded StocksMost-Upgraded

Salesforce (CRM) Institutional Ownership

$250.81
+1.96 (+0.79%)
(As of 12/8/2023 ET)
Compare
Today's Range
$248.00
▼
$252.09
50-Day Range
$196.38
▼
$259.99
52-Week Range
$126.34
▼
$263.43
Volume
4.58 million shs
Average Volume
6.53 million shs
Market Capitalization
$242.78 billion
P/E Ratio
95.37
Dividend Yield
N/A
Price Target
$256.31
Stock AnalysisAnalyst ForecastsChartCompetitorsEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
77.52%
Number of
Institutional Buyers
(last 12 months)
1733
Total
Institutional Inflows
(last 12 months)
$71.08 B
Number of
Institutional Sellers
(last 12 months)
1364
Total
Institutional Outflows
(last 12 months)
$24.49 B
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CRM Institutional Buying and Selling by Quarter


Salesforce Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/8/2023CCM Investment Advisers LLC75,577$15.33M2.1%-1.4%0.008%
12/7/2023Hudson Bay Capital Management LP185,353$37.59M0.3%+258.0%0.019%
12/7/2023Financial Insights Inc.4,108$0.83M0.3%N/A0.000%
12/6/2023VisionPoint Advisory Group LLC1,711$0.35M0.1%+4.1%0.000%
12/6/2023Fragasso Group Inc.25,599$5.19M0.5%-2.7%0.003%
12/4/2023Phoenix Holdings Ltd.19,273$3.91M0.1%+48.9%0.002%
12/1/2023B. Riley Wealth Advisors Inc.26,343$5.34M0.1%-17.0%0.003%
12/1/2023Wellington Management Group LLP12,322,767$2.50B0.5%-1.0%1.266%
11/30/2023American Century Companies Inc.3,198,494$648.59M0.5%+16.1%0.329%
11/30/2023Modera Wealth Management LLC8,949$1.82M0.0%+35.0%0.001%
11/29/2023Carmignac Gestion282,877$57.36M1.1%+11.6%0.029%
11/28/2023IMA Wealth Inc.6,728$1.36M0.4%-1.7%0.001%
11/28/2023Bar Harbor Wealth Management12,532$2.54M0.2%+49.0%0.001%
11/27/2023Okabena Investment Services Inc.4,846$0.98M0.8%-6.0%0.000%
11/27/2023AllSquare Wealth Management LLC1,219$0.25M0.2%-5.9%0.000%
11/27/2023Trust Co. of Vermont35,915$7.28M0.5%+1.1%0.004%
11/27/2023Banque Pictet & Cie SA426,939$86.58M1.0%-1.5%0.044%
11/24/2023Deutsche Bank AG2,901,180$588.30M0.4%-21.3%0.298%
11/24/2023EP Wealth Advisors LLC19,968$4.05M0.1%-98.1%0.002%
11/22/2023Public Sector Pension Investment Board527,265$106.92M0.8%+35.6%0.054%
11/22/2023Graham Capital Management L.P.72,373$14.68M0.3%+57.3%0.007%
11/21/2023Invst LLC16,519$3.35M0.5%+1.1%0.002%
11/21/2023Comerica Bank231,236$46.89M0.2%+12,854.4%0.024%
11/21/2023Braun Stacey Associates Inc.94,490$19.16M0.9%-1.2%0.010%
11/21/2023Carlson Capital Management1,485$0.30M0.0%N/A0.000%
11/20/2023Silver Oak Securities Incorporated662$0.13M0.0%-69.7%0.000%
11/20/2023Kampmann Melissa S.10,855$2.20M2.1%N/A0.001%
11/20/2023Savoie Capital LLC12,950$2.63M0.7%N/A0.001%
11/17/2023Diversified Trust Co13,297$2.70M0.1%+13.2%0.001%
11/17/2023OLD National Bancorp IN77,067$15.63M0.5%+1.8%0.008%
11/17/2023Garde Capital Inc.20,646$4.19M0.4%-2.2%0.002%
11/17/2023Spartan Planning & Wealth Management942$0.19M0.2%N/A0.000%
11/17/2023SkyView Investment Advisors LLC148$30K0.0%-92.1%0.000%
11/16/2023Resources Management Corp CT ADV8,088$1.64M0.3%+1.2%0.001%
11/16/2023Integrated Advisors Network LLC14,374$2.92M0.2%+19.0%0.001%
11/16/2023Financial Gravity Asset Management Inc.107,299$21.76M0.3%+2,059.8%0.011%
11/16/2023Strait & Sound Wealth Management LLC2,803$0.57M0.5%-2.8%0.000%
11/16/2023RB Capital Management LLC21,105$4.28M1.3%+0.2%0.002%
11/16/2023Camarda Financial Advisors LLC7,242$1.47M0.9%+10.3%0.001%
11/16/2023Blueprint Investment Partners LLC2,383$0.48M0.2%-24.5%0.000%
11/16/2023BRYN MAWR TRUST Co41,486$8.41M0.4%+0.3%0.004%
11/16/2023McIlrath & Eck LLC188$38K0.0%-25.1%0.000%
11/16/2023Harbour Investments Inc.1,927$0.39M0.0%+38.4%0.000%
11/16/2023Belpointe Asset Management LLC5,578$1.13M0.1%+8.0%0.001%
11/16/2023First Foundation Advisors2,888$0.59M0.0%+9.3%0.000%
11/16/2023Public Employees Retirement System of Ohio479,215$97.18M0.4%-7.2%0.049%
11/16/2023Moneta Group Investment Advisors LLC8,032$1.63M0.0%+6.8%0.001%
11/16/2023Studio Investment Management LLC2,624$0.53M0.1%-16.1%0.000%
11/16/2023FineMark National Bank & Trust2,883$0.59M0.0%-2.7%0.000%
11/16/2023Advisors Capital Management LLC3,602$0.73M0.0%+233.2%0.000%
11/16/2023Morgan Stanley17,702,009$3.59B0.4%-9.5%1.819%
11/16/2023Penserra Capital Management LLC14,990$3.04M0.1%-13.7%0.002%
11/15/2023Stonebridge Capital Advisors LLC40,017$8.12M0.9%+0.7%0.004%
11/15/2023Integrated Wealth Concepts LLC20,792$4.22M0.1%+0.3%0.002%
11/15/2023Holderness Investments Co.1,292$0.26M0.1%+15.7%0.000%
11/15/2023Roanoke Asset Management Corp NY21,760$4.41M1.8%-0.3%0.002%
11/15/2023Townsquare Capital LLC197,364$40.02M0.7%-1.8%0.020%
11/15/2023Ramirez Asset Management Inc.6,236$1.27M0.3%N/A0.001%
11/15/2023Jag Capital Management LLC23,209$4.71M0.6%-73.5%0.002%
11/15/2023Mercer Global Advisors Inc. ADV61,523$12.48M0.0%-9.9%0.006%
11/15/2023Toroso Investments LLC91,733$18.60M0.6%+30.6%0.009%
11/15/2023iA Global Asset Management Inc.370,970$75.23M1.2%+3,999.6%0.038%
11/15/2023The Manufacturers Life Insurance Company 4,678,330$948.68M0.6%+7.1%0.481%
11/15/2023V Wealth Advisors LLC6,580$1.33M1.1%-43.1%0.001%
11/15/2023Dana Investment Advisors Inc.93,979$19.06M1.0%+13.2%0.010%
11/15/2023Crestwood Advisors Group LLC236,788$48.02M1.3%+39.4%0.024%
11/15/2023GSA Capital Partners LLP1,269$0.26M0.0%N/A0.000%
11/15/2023Baker Avenue Asset Management LP56,589$11.48M0.5%+155.5%0.006%
11/15/2023Industrial Alliance Investment Management Inc.5,648$1.15M0.6%+217.5%0.001%
11/15/2023Royal London Asset Management Ltd.387,207$78.51M0.3%+4.7%0.040%
11/15/2023Route One Investment Company L.P.776,700$157.50M5.4%-8.4%0.080%
11/15/2023Sandler Capital Management36,300$7.36M0.8%N/A0.004%
11/15/2023Schroder Investment Management Group1,578,842$320.16M0.5%+4.6%0.162%
11/15/2023Scotia Capital Inc.188,506$38.23M0.3%+7.8%0.019%
11/15/2023Sei Investments Co.1,112,424$225.58M0.4%+2.2%0.114%
11/15/2023JT Stratford LLC1,481$0.30M0.1%-63.7%0.000%
11/15/2023Jericho Capital Asset Management L.P.339,000$68.74M2.3%N/A0.035%
11/15/2023Kelly Lawrence W & Associates Inc. CA10,475$2.12M0.6%-2.8%0.001%
11/15/2023Kensico Capital Management Corp619,700$125.66M5.3%-1.5%0.064%
11/15/2023KPP Advisory Services LLC5,517$1.12M0.4%N/A0.001%
11/15/2023Kemnay Advisory Services Inc.46,188$9.37M2.8%+11.1%0.005%
11/15/2023Kerrisdale Advisers LLC18,943$3.84M1.2%N/A0.002%
11/15/2023Kinetic Partners Management LP291,900$59.19M5.8%+41.0%0.030%
11/15/2023Kiwi Wealth Investments Limited Partnership210,805$42.75M4.7%+307.7%0.022%
11/15/2023Lake Street Advisors Group LLC11,065$2.24M0.1%+4.2%0.001%
11/15/2023Lone Pine Capital LLC2,499,630$506.88M4.9%+47.5%0.257%
11/15/2023LaSalle St. Investment Advisors LLC1,576$0.32M0.2%+7.4%0.000%
11/15/2023Laurel Wealth Advisors LLC13,003$2.64M0.6%-4.4%0.001%
11/15/2023Legacy Advisors LLC3,024$0.61M0.1%+5.4%0.000%
11/15/2023Legal & General Group Plc6,327,528$1.28B0.4%-4.0%0.650%
11/15/2023Eminence Capital LP537,312$108.96M2.2%-6.3%0.055%
11/15/2023EULAV Asset Management116,409$23.61M0.9%-42.8%0.012%
11/15/2023Evergreen Capital Management LLC27,706$5.62M0.2%-10.1%0.003%
11/15/2023Adage Capital Partners GP L.L.C.904,339$183.38M0.4%-0.1%0.093%
11/15/2023Alps Advisors Inc.12,140$2.46M0.0%-1.2%0.001%
11/15/2023Ameriprise Financial Inc.3,090,165$626.52M0.2%+15.0%0.318%
11/15/2023Ardsley Advisory Partners LP10,900$2.21M0.5%N/A0.001%
11/15/2023AXQ Capital LP4,100$0.83M0.3%N/A0.000%
11/15/2023Axxcess Wealth Management LLC10,746$2.18M0.1%+82.0%0.001%
11/15/2023Absoluto Partners Gestao de Recursos Ltda8,177$1.66M0.6%+14.8%0.001%
(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, 2,678 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($11.57B), State Street Corp ($9.64B), FMR LLC ($7.31B), Capital World Investors ($4.07B), Scissortail Wealth Management LLC ($3.83B), Price T Rowe Associates Inc. MD ($3.82B), and Geode Capital Management LLC ($3.75B).Learn more on CRM's institutional investors.

What percentage of Salesforce stock is owned by institutional investors?

77.52% 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 2,451 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 ($238.74M), Norges Bank ($21.29M), Price T Rowe Associates Inc. MD ($13.48M), Moneta Group Investment Advisors LLC ($10.26M), Capital International Investors ($6.55M), Jennison Associates LLC ($6.18M), and Parnassus Investments LLC ($6.07M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 453,555,999 shares in the last 24 months. This purchase volume represents approximately $90.13B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,832 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 ($27.57M), FMR LLC ($13.55M), Jennison Associates LLC ($7.06M), DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main ($3.80M), Clearbridge Investments LLC ($3.45M), and Point72 Asset Management L.P. ($3.10M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 214,929,976 shares in the last 24 months. This volume of shares sold represents approximately $39.48B in transactions.


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This page (NYSE:CRM) was last updated on 12/9/2023 by MarketBeat.com Staff

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