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Salesforce (CRM) Institutional Ownership

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$352.71 +1.14 (+0.32%)
(As of 12:10 PM ET)

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

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
1850
Total
Institutional Inflows
(last 12 months)
$22.82B
Number of
Institutional Sellers
(last 12 months)
1277
Total
Institutional Outflows
(last 12 months)
$13.07B
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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
12/9/2024Copley Financial Group Inc.1,693$463K0.4%N/A0.000%
12/6/2024 Retirement Systems of Alabama210,927$57.73M0.2%-1.6%0.022%
12/3/2024 Oddo BHF Asset Management Sas58,061$15.89M0.8%N/A0.006%
12/3/2024 Garde Capital Inc.17,694$4.84M0.3%-2.8%0.002%
12/2/2024 Inspire Trust Co. N.A.3,000$821K0.2%N/A0.000%
12/2/2024 Beaird Harris Wealth Management LLC661$181K0.0%+1,639.5%0.000%
11/27/2024 Franklin Resources Inc.4,394,068$1.28B0.4%-8.4%0.460%
11/26/2024 Peapack Gladstone Financial Corp15,931$4.36M0.1%-16.0%0.002%
11/25/2024 Synovus Financial Corp52,841$14.46M0.2%-2.7%0.006%
11/25/2024 Tidal Investments LLC196,584$53.81M0.6%+37.6%0.021%
11/25/2024 Cim Investment Management Inc.2,316$634K0.2%-3.4%0.000%
11/25/2024 Destination Wealth Management886$243K0.0%-7.3%0.000%
11/25/2024 Wilmington Savings Fund Society FSB43,812$11.99M0.2%+7.4%0.005%
11/25/2024 Arvest Bank Trust Division1,388$380K0.0%N/A0.000%
11/25/2024 Sfmg LLC23,348$6.39M0.5%+0.4%0.002%
11/25/2024 World Investment Advisors LLC54,446$14.90M0.4%+570.4%0.006%
11/25/2024 Sanctuary Advisors LLC143,120$39.17M0.2%-8.3%0.015%
11/25/2024 Pine Valley Investments Ltd Liability Co7,047$1.93M0.1%+14.0%0.001%
11/22/2024 Stock Yards Bank & Trust Co.2,626$719K0.0%-17.2%0.000%
11/22/2024 Sculati Wealth Management LLC10,154$3.06M1.3%-0.5%0.001%
11/21/2024 Anchor Investment Management LLC4,290$1.17M0.1%+15.7%0.000%
11/20/2024 SOA Wealth Advisors LLC.1,335$365K0.1%-8.6%0.000%
11/20/2024 Bard Financial Services Inc.6,935$1.90M0.2%-7.3%0.001%
11/20/2024 Passumpsic Savings Bank7,332$2.01M1.3%+1.2%0.001%
11/19/2024 Invst LLC17,003$4.65M0.6%+4.2%0.002%
11/19/2024 Citizens Business Bank10,472$2.87M0.6%-1.7%0.001%
11/19/2024 M&T Bank Corp193,314$52.91M0.2%+5.5%0.020%
11/19/2024 TCW Group Inc.564,854$154.61M1.4%-28.7%0.059%
11/19/2024 Hohimer Wealth Management LLC4,541$1.24M0.3%+3.5%0.000%
11/18/2024 Soltis Investment Advisors LLC2,927$801K0.1%-6.0%0.000%
11/18/2024 Rehmann Capital Advisory Group5,783$1.58M0.1%-1.9%0.001%
11/18/2024 TD Private Client Wealth LLC16,883$4.62M0.1%+112.8%0.002%
11/18/2024 Virtue Capital Management LLC2,456$672K0.1%+19.2%0.000%
11/18/2024 Arete Wealth Advisors LLC4,234$1.14M0.1%N/A0.000%
11/18/2024 Teachers Retirement System of The State of Kentucky176,913$48.42M0.4%-14.3%0.019%
11/18/2024 Sunbelt Securities Inc.4,562$1.25M0.1%-16.6%0.000%
11/18/2024 Toronto Dominion Bank686,100$187.79M0.3%-6.8%0.072%
11/18/2024 Wilson & Boucher Capital Management LLC2,175$595K0.4%+64.2%0.000%
11/18/2024 Brown Financial Advisors1,739$476K0.2%N/A0.000%
11/18/2024 Coldstream Capital Management Inc.23,010$6.66M0.1%+38.9%0.002%
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11/18/2024 Strait & Sound Wealth Management LLC3,060$838K0.4%-15.0%0.000%
11/18/2024 Synergy Financial Group LTD2,077$569K0.5%+6.1%0.000%
11/18/2024 Orion Capital Management LLC4,894$1.34M0.7%+0.8%0.001%
11/18/2024 FRG Family Wealth Advisors LLC17,982$4.92M0.9%-1.3%0.002%
11/16/2024 Geode Capital Management LLC19,780,318$5.40B0.4%+1.3%2.069%
11/15/2024 MidWestOne Financial Group Inc.7,247$1.98M0.3%-1.5%0.001%
11/15/2024 Brophy Wealth Management LLC4,712$1.29M0.5%N/A0.000%
11/15/2024 Vestcor Inc18,936$5.18M0.2%-34.6%0.002%
11/15/2024 Resources Management Corp CT ADV6,007$1.64M0.2%+1.1%0.001%
11/15/2024 M&T Bank Corp193,314$52.91M0.1%+5.5%0.020%
11/15/2024 Executive Wealth Management LLC10,331$2.83M0.2%-1.3%0.001%
11/15/2024 Abel Hall LLC1,037$284K0.2%+5.3%0.000%
11/15/2024 Nabity Jensen Investment Management Inc4,440$1.22M0.9%N/A0.000%
11/15/2024 Raelipskie Partnership4,659$1.28M0.6%+16.9%0.000%
11/15/2024 Continuum Advisory LLC3,675$1.01M0.1%+14.1%0.000%
11/15/2024 LRI Investments LLC24,968$6.83M0.6%+1,510.8%0.003%
11/15/2024 Gordian Capital Singapore Pte Ltd1,344$368K0.1%+28.7%0.000%
11/15/2024 Peloton Wealth Strategists24,827$6.80M2.7%+7.3%0.003%
11/15/2024 Geller Advisors LLC1,854$508K0.0%+4.7%0.000%
11/15/2024 Drucker Wealth 3.0 LLC3,756$1.03M0.2%+42.2%0.000%
11/15/2024 Hamilton Capital LLC724$211K0.0%N/A0.000%
11/15/2024 Public Employees Retirement System of Ohio422,526$115.65M0.5%-0.8%0.044%
11/15/2024 SGL Investment Advisors Inc.687$188K0.1%N/A0.000%
11/15/2024 EWA LLC2,001$548K0.2%+1.7%0.000%
11/15/2024 Groupama Asset Managment94,585$25.89M0.5%+319.6%0.010%
11/15/2024 Roffman Miller Associates Inc. PA38,085$10.42M0.6%+7.4%0.004%
11/15/2024 Nomura Asset Management Co. Ltd.509,359$139.42M0.4%-1.4%0.053%
11/15/2024 MML Investors Services LLC154,793$42.37M0.2%+6.3%0.016%
11/15/2024 Northeast Financial Consultants Inc16,202$4.44M0.2%-2.6%0.002%
11/15/2024 Kensington Investment Counsel LLC3,104$850K0.4%+4.8%0.000%
11/15/2024 Dunhill Financial LLC390$107K0.1%+36.4%0.000%
11/15/2024 Orion Portfolio Solutions LLC70,141$19.20M0.4%-29.9%0.007%
11/15/2024 Zacks Investment Management34,918$9.56M0.1%+14.8%0.004%
11/15/2024 Zurich Insurance Group Ltd FI266,571$72.96M0.6%+10.2%0.028%
11/15/2024 National Bank of Canada FI974,566$266.75M0.3%+11.7%0.102%
11/15/2024 Glen Eagle Advisors LLC4,683$1.28M0.2%+28.4%0.000%
11/15/2024 iA Global Asset Management Inc.9,135$2.50M0.0%-96.6%0.001%
11/15/2024 EP Wealth Advisors LLC102,393$28.03M0.2%+241.0%0.011%
11/15/2024 United Services Automobile Association22,681$6.21M0.2%-18.0%0.002%
11/15/2024 Insigneo Advisory Services LLC9,962$2.73M0.3%-15.8%0.001%
11/15/2024 Kovitz Investment Group Partners LLC625,205$167.29M1.1%+3.5%0.065%
11/15/2024 Voya Financial Advisors Inc.9,318$2.58M0.3%+9.4%0.001%
11/15/2024 Wellington Management Group LLP8,707,240$2.38B0.4%-2.6%0.911%
11/15/2024 Worldquant Millennium Advisors LLC106,392$29.12M0.2%-55.9%0.011%
11/15/2024 Wahed Invest LLC22,526$6.17M1.1%+4.1%0.002%
11/15/2024 Weiss Asset Management LP11,136$3.05M0.1%N/A0.001%
11/15/2024 Whale Rock Capital Management LLC226,765$62.07M0.9%N/A0.024%
11/15/2024 Temasek Holdings Private Ltd96,328$26.37M0.1%-30.7%0.010%
11/15/2024 TenCore Partners LP71,004$19.44M9.2%-32.7%0.007%
11/15/2024 Sora Investors LLC30,000$8.21M1.4%-53.8%0.003%
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11/15/2024 Soros Fund Management LLC156,404$42.81M0.6%N/A0.016%
11/15/2024 Stansberry Asset Management LLC4,781$1.31M0.2%-7.1%0.001%
11/15/2024 State Street Corp49,007,404$13.43B0.5%+1.8%5.126%
11/15/2024 Stevens Capital Management LP20,658$5.65M0.8%N/A0.002%
11/15/2024 Stifel Financial Corp1,198,885$328.17M0.3%-2.5%0.125%
11/15/2024 SageView Advisory Group LLC7,186$1.97M0.1%-14.9%0.001%
11/15/2024 Quadrature Capital Ltd39,154$10.72M0.2%-84.0%0.004%
11/15/2024 Quantinno Capital Management LP85,853$23.50M0.3%+22.3%0.009%
11/15/2024 Royal London Asset Management Ltd.564,917$154.62M0.4%+40.0%0.059%
11/15/2024 Reynders McVeigh Capital Management LLC43,597$11.93M0.6%+4,854.2%0.005%
(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, 2,880 institutional investors and hedge funds held shares of Salesforce. The most heavily invested institutionals were Vanguard Group Inc. ($25.49B), State Street Corp ($13.43B), FMR LLC ($7.16B), Geode Capital Management LLC ($5.40B), Capital World Investors ($4.58B), Capital Research Global Investors ($4.33B), and Capital International Investors ($4.25B).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 2,552 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), Capital International Investors ($12.89M), Norges Bank ($10.50M), Parnassus Investments LLC ($6.09M), Capital World Investors ($4.92M), Capital Research Global Investors ($3.91M), and Cerity Partners LLC ($3.34M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 409,050,510 shares in the last 24 months. This purchase volume represents approximately $89.30B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,816 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 ($37.12M), Price T Rowe Associates Inc. MD ($12.96M), Jennison Associates LLC ($8.12M), FMR LLC ($5.98M), Capital World Investors ($4.35M), Sustainable Growth Advisers LP ($3.04M), and Flossbach Von Storch AG ($2.96M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 169,128,522 shares in the last 24 months. This volume of shares sold represents approximately $36.03B in transactions.



This page (NYSE:CRM) was last updated on 12/10/2024 by MarketBeat.com Staff
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