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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)
1876
Total
Institutional Inflows
(last 12 months)
$73.44B
Number of
Institutional Sellers
(last 12 months)
1280
Total
Institutional Outflows
(last 12 months)
$23.02B
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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
4/24/2024Private Trust Co. NA10,591$3.19M0.3%+11.3%0.001%
4/24/2024Elite Wealth Management Inc.19,702$5.93M0.2%-8.1%0.002%
4/24/2024Leavell Investment Management Inc.910$274K0.0%N/A0.000%
4/24/2024PSI Advisors LLC1,081$326K0.1%-73.7%0.000%
4/24/2024Zhang Financial LLC3,213$968K0.1%+128.5%0.000%
4/24/2024CENTRAL TRUST Co24,973$7.52M0.2%+0.9%0.003%
4/24/2024V Square Quantitative Management LLC20,405$6.15M1.0%+23.8%0.002%
4/24/20241900 Wealth Management LLC853$257K0.0%-12.0%0.000%
4/24/2024Oxler Private Wealth LLC5,457$1.64M0.6%+84.5%0.001%
4/24/2024Berkshire Bank7,783$2.34M0.6%-1.1%0.001%
4/24/2024Newbridge Financial Services Group Inc.5,081$1.53M0.7%+37.3%0.001%
4/24/2024Pegasus Partners Ltd.1,334$402K0.0%+32.5%0.000%
4/24/2024Premier Path Wealth Partners LLC8,746$2.64M0.5%-3.0%0.001%
4/24/2024Zullo Investment Group Inc.2,148$647K0.3%+6.6%0.000%
4/24/2024Round Rock Advisors LLC837$252K0.1%N/A0.000%
4/24/2024Marino Stram & Associates LLC1,849$557K0.1%+21.5%0.000%
4/24/2024Dakota Wealth Management27,076$8.16M0.2%+27.6%0.003%
4/24/2024Eastover Investment Advisors LLC20,011$6.03M3.0%+237.2%0.002%
4/24/2024Waypoint Wealth Partners Inc.1,941$585K0.2%+3.7%0.000%
4/24/2024Simplicity Wealth LLC27,447$8.27M0.2%+1,753.3%0.003%
4/24/2024GDS Wealth Management51,438$15.49M1.8%+4.3%0.005%
4/24/2024Childress Capital Advisors LLC2,352$708K0.2%+4.0%0.000%
4/24/2024Avitas Wealth Management LLC3,008$906K0.1%-1.3%0.000%
4/24/2024Spire Wealth Management40,415$12.17M0.5%-0.7%0.004%
4/24/2024First Pacific Financial6,380$1.92M0.5%-14.5%0.001%
4/24/2024Gemmer Asset Management LLC1,619$488K0.1%-2.5%0.000%
4/24/2024Essex Financial Services Inc.2,848$858K0.1%+27.0%0.000%
4/24/2024H&H Retirement Design & Management INC1,064$291K0.2%N/A0.000%
4/24/2024Bar Harbor Wealth Management14,079$4.24M0.3%+5.9%0.001%
4/24/2024West Branch Capital LLC1,384$417K0.2%+94.1%0.000%
4/24/2024Assenagon Asset Management S.A.397,556$119.74M0.3%-50.0%0.041%
4/24/2024E Fund Management Hong Kong Co. Ltd.297$89K0.1%N/A0.000%
4/23/2024 Wetzel Investment Advisors Inc.1,561$470K0.3%-4.6%0.000%
4/23/2024 Dupont Capital Management Corp56,828$17.12M1.4%-11.5%0.006%
4/23/2024 Bell Bank7,700$2.32M0.2%-5.7%0.001%
4/23/2024 Charter Oak Capital Management LLC9,036$2.72M0.3%+51.3%0.001%
4/23/2024 Iowa State Bank19,616$5.91M1.3%-11.1%0.002%
4/23/2024 Canal Capital Management LLC12,679$3.82M0.6%+7.3%0.001%
4/23/2024 Triad Wealth Partners LLC753$227K0.2%N/A0.000%
4/23/2024Busey Bank1,521$458K0.0%-16.5%0.000%
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4/23/2024 BSW Wealth Partners3,210$967K0.2%+2.7%0.000%
4/23/2024 Bfsg LLC3,890$1.17M0.2%-4.3%0.000%
4/23/2024 Milestone Asset Management LLC3,369$1.02M0.3%+313.9%0.000%
4/23/2024 Eads & Heald Wealth Management2,434$733K0.3%+29.4%0.000%
4/23/2024 Global Retirement Partners LLC8,794$2.65M0.1%+14.2%0.001%
4/23/2024 Cornell Pochily Investment Advisors Inc.5,499$1.66M0.7%-2.2%0.001%
4/23/2024 Twin Peaks Wealth Advisors LLC4,983$1.50M0.8%-6.7%0.001%
4/23/2024 Cookson Peirce & Co. Inc.25,757$7.76M0.4%+1,947.5%0.003%
4/23/2024 Louisiana State Employees Retirement System56,300$16.96M0.3%-4.3%0.006%
4/23/2024 Sage Mountain Advisors LLC3,431$1.03M0.1%+19.4%0.000%
4/23/2024 Moody Lynn & Lieberson LLC19,004$5.72M0.4%+172.8%0.002%
4/23/2024 United Asset Strategies Inc.7,240$2.18M0.2%-0.8%0.001%
4/23/2024 WASHINGTON TRUST Co71,931$21.66M0.8%-1.7%0.007%
4/23/2024 Canvas Wealth Advisors LLC891$246K0.1%N/A0.000%
4/23/2024 Rational Advisors LLC11,799$3.55M0.3%N/A0.001%
4/23/2024 Community Financial Services Group LLC10,055$3.03M0.7%N/A0.001%
4/23/2024 Oak Harbor Wealth Partners LLC8,898$2.68M0.8%+0.6%0.001%
4/23/2024 Amalgamated Bank206,399$62.16M0.5%-13.7%0.021%
4/23/2024 Masso Torrence Wealth Management Inc.3,242$976K0.6%+2.9%0.000%
4/23/2024 Birinyi Associates Inc.6,065$1.83M0.6%-4.9%0.001%
4/23/2024 F M Investments LLC7,072$2.13M1.4%-0.8%0.001%
4/23/2024 Nations Financial Group Inc. IA ADV6,449$1.94M0.2%+34.7%0.001%
4/23/2024 Gradient Investments LLC44,955$13.54M0.3%+1,906.0%0.005%
4/23/2024 New Mexico Educational Retirement Board48,986$14.75M0.5%-3.9%0.005%
4/23/2024 TrueWealth Advisors LLC1,180$355K0.1%N/A0.000%
4/23/2024 Tyche Wealth Partners LLC2,470$744K0.2%-3.4%0.000%
4/23/2024 Fifth Third Bancorp250,968$75.59M0.3%+1.9%0.026%
4/23/2024 McAdam LLC747$225K0.0%N/A0.000%
4/23/2024 Wesbanco Bank Inc.96,292$29.00M1.1%+40.9%0.010%
4/23/2024 Summit Trail Advisors LLC43,184$13.02M0.3%+114.9%0.004%
4/23/2024 Regatta Capital Group LLC5,892$1.78M0.4%+2.3%0.001%
4/23/2024 Stablepoint Partners LLC6,840$2.06M0.4%+13.1%0.001%
4/23/2024 Duncker Streett & Co. Inc.173$52K0.0%+5,666.7%0.000%
4/23/2024 Principle Wealth Partners LLC8,983$2.71M0.2%-2.2%0.001%
4/23/2024 Loring Wolcott & Coolidge Fiduciary Advisors LLP MA454,853$124.54M1.2%-3.2%0.047%
4/23/2024 Arcadia Investment Management Corp MI1,328$400K0.1%+20.0%0.000%
4/23/2024 Cigna Investments Inc. New9,982$3.01M0.6%-1.7%0.001%
4/23/2024 Strategic Blueprint LLC22,355$6.73M0.5%-1.6%0.002%
4/23/2024 Bank of Stockton913$275K0.1%N/A0.000%
4/23/2024 Revisor Wealth Management LLC842$238K0.1%N/A0.000%
4/23/2024 Accurate Wealth Management LLC1,407$424K0.1%-5.8%0.000%
4/23/2024 Hanson & Doremus Investment Management606$183K0.0%+22.4%0.000%
4/23/2024 Herbst Group LLC9,810$2.96M1.8%-9.3%0.001%
4/23/2024 Raymond James Financial Services Advisors Inc.1,019,669$307.10M0.5%+1.2%0.105%
4/23/2024 Sapient Capital LLC5,631$1.70M0.0%-10.6%0.001%
4/22/2024 Bristlecone Advisors LLC7,358$2.22M0.2%+4.1%0.001%
4/22/2024 Compound Global Advisors LLC32,633$9.83M1.5%N/A0.003%
4/22/2024 Confluence Wealth Services Inc.2,104$634K0.1%+8.7%0.000%
4/22/2024 Johnson Bixby & Associates LLC694$209K0.0%N/A0.000%
4/22/2024 Byrne Asset Management LLC3,891$1.17M0.8%+5.0%0.000%
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The latest flare-up between Israel and Palestinian militants has sent gold prices surging. Why? Because savvy investors know the endgame of the elites at play… Geopolitical crises breed uncertainty — and gold thrives on uncertainty.

See why the elites are pouring billions into gold.
4/22/2024 Rovin Capital UT ADV2,539$765K0.3%+6.1%0.000%
4/22/2024 Weybosset Research & Management LLC995$300K0.1%-4.8%0.000%
4/22/2024Invera Wealth Advisors LLC6,745$2.03M1.7%+1.6%0.001%
4/22/2024 Nilsine Partners LLC7,477$2.25M0.3%-2.0%0.001%
4/22/2024 Centennial Wealth Advisory LLC668$201K0.1%N/A0.000%
4/22/2024 Bay Rivers Group7,455$2.25M1.2%-7.8%0.001%
4/22/2024 Harfst & Associates Inc.5,337$1.61M0.8%N/A0.001%
4/22/2024 Greystone Financial Group LLC3,636$1.10M0.2%+17.5%0.000%
4/22/2024 HF Advisory Group LLC4,179$1.26M0.7%+14.2%0.000%
4/22/2024 PFG Investments LLC13,339$4.02M0.2%+190.3%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, 2,785 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 2,523 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 427,845,404 shares in the last 24 months. This purchase volume represents approximately $87.71B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,804 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 206,568,527 shares in the last 24 months. This volume of shares sold represents approximately $38.43B in transactions.


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This page (NYSE:CRM) was last updated on 4/25/2024 by MarketBeat.com Staff

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