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Salesforce (CRM) Institutional Ownership

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$343.51 -10.49 (-2.96%)
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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)
1976
Total
Institutional Inflows
(last 12 months)
$23.28B
Number of
Institutional Sellers
(last 12 months)
1296
Total
Institutional Outflows
(last 12 months)
$13.71B
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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
1/30/2025Csenge Advisory Group3,799$1.27M0.1%-15.0%0.000%
1/30/2025Blue Zone Wealth Advisors LLC23,394$7.82M2.3%+0.7%0.002%
1/30/2025Copperleaf Capital LLC4,401$1.47M0.9%+126.7%0.000%
1/30/2025Waypoint Wealth Partners Inc.1,970$659K0.2%+5.3%0.000%
1/30/2025JNBA Financial Advisors1,763$589K0.1%+12.9%0.000%
1/30/2025Sheaff Brock Investment Advisors LLC23,479$7.85M0.7%-10.3%0.002%
1/30/2025 Strategic Financial Concepts LLC610$204K0.0%N/A0.000%
1/30/2025Allworth Financial LP22,818$7.59M0.0%+5.3%0.002%
1/30/2025Principal Securities Inc.32,673$10.92M0.2%+19.2%0.003%
1/30/2025Quantum Private Wealth LLC4,617$1.54M0.5%-1.0%0.000%
1/30/2025Little House Capital LLC8,634$2.89M0.8%+1.5%0.001%
1/30/2025Palumbo Wealth Management LLC3,945$1.32M0.5%+7.2%0.000%
1/30/2025bLong Financial LLC4,824$1.61M1.3%N/A0.001%
1/30/2025Legacy Capital Wealth Partners LLC1,396$467K0.1%-45.0%0.000%
1/30/2025Everhart Financial Group Inc.5,751$1.92M0.4%+13.1%0.001%
1/30/2025TigerOak Management L.L.C.1,320$441K0.2%N/A0.000%
1/30/2025Puff Wealth Management LLC864$289K0.5%N/A0.000%
1/30/2025Montag A & Associates Inc.2,248$752K0.0%+3.5%0.000%
1/30/2025Congress Asset Management Co.316,677$105.88M0.7%+5.5%0.033%
1/30/2025Newman Dignan & Sheerar Inc.3,878$1.30M0.3%-0.9%0.000%
1/30/2025Roxbury Financial LLC3,188$1.05M1.0%N/A0.000%
1/30/2025Hickory Asset Management Inc.1,472$492K0.4%N/A0.000%
1/30/2025Aveo Capital Partners LLC1,763$589K0.1%+7.2%0.000%
1/30/2025Manchester Capital Management LLC1,290$431K0.1%+13.2%0.000%
1/30/2025Howard Wealth Management LLC1,922$643K0.3%N/A0.000%
1/30/2025BXM Wealth LLC1,119$374K0.5%N/A0.000%
1/30/2025Myriad Asset Management US LP5,483$1.83M1.2%N/A0.001%
1/30/2025Nations Financial Group Inc. IA ADV6,810$2.28M0.2%+1.6%0.001%
1/30/2025Spinnaker Trust24,722$8.27M0.5%+0.2%0.003%
1/30/2025Rhumbline Advisers1,777,774$594.36M0.5%-3.1%0.186%
1/30/2025WASHINGTON TRUST Co69,291$23.17M0.8%-1.2%0.007%
1/30/2025ABC Arbitrage SA4,414$1.48M0.2%N/A0.000%
1/30/2025New Mexico Educational Retirement Board46,186$15.44M0.5%-2.7%0.005%
1/30/2025Quadrant Private Wealth Management LLC17,724$5.93M1.5%+1.2%0.002%
1/30/2025Adell Harriman & Carpenter Inc.38,086$12.73M0.9%-1.9%0.004%
1/30/2025PICTET BANK & TRUST Ltd5,112$1.71M1.7%+4.9%0.001%
1/30/2025Bank Pictet & Cie Europe AG196,725$65.77M1.4%-0.4%0.021%
1/30/2025Valeo Financial Advisors LLC80,000$26.75M0.7%+0.9%0.008%
1/30/2025 Blue Trust Inc.9,091$3.04M0.0%-21.7%0.001%
1/30/2025Roman Butler Fullerton & Co.5,482$1.90M0.5%+78.4%0.001%
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1/30/2025AustralianSuper Pty Ltd705,940$236.02M1.1%-22.2%0.074%
1/30/2025New York State Teachers Retirement System884,595$295.75M0.6%-5.7%0.092%
1/30/2025Chevy Chase Trust Holdings LLC503,869$168.46M0.5%-3.4%0.053%
1/30/2025Campbell Wealth Management771$258K0.0%N/A0.000%
1/30/2025Asset Planning Inc93$31K0.0%N/A0.000%
1/30/2025Pictet North America Advisors SA9,949$3.33M0.3%+2.1%0.001%
1/30/2025White Pine Capital LLC2,212$740K0.2%+6.5%0.000%
1/30/2025W.H. Cornerstone Investments Inc.1,406$470K0.3%+38.8%0.000%
1/30/2025V Square Quantitative Management LLC23,032$7.70M1.1%+5.3%0.002%
1/30/2025DT Investment Partners LLC852$285K0.0%+5.6%0.000%
1/30/2025CFC Planning Co LLC8,612$2.88M3.1%N/A0.001%
1/30/2025Rooted Wealth Advisors Inc.992$322K0.1%+34.8%0.000%
1/30/2025Palacios Wealth Management LLC5,346$1.73M1.9%N/A0.001%
1/30/2025Root Financial Partners LLC2,335$781K0.1%+20.7%0.000%
1/30/2025Northern Financial Advisors Inc1,865$624K0.5%-3.0%0.000%
1/30/2025Walkner Condon Financial Advisors LLC2,133$713K0.1%+1.9%0.000%
1/30/2025Figure 8 Investment Strategies LLC1,201$402K0.4%N/A0.000%
1/30/2025Vontobel Holding Ltd.244,813$81.85M0.3%-3.4%0.026%
1/30/2025Bogart Wealth LLC42,067$14.06M0.7%-10.0%0.004%
1/30/2025Catalyst Financial Partners LLC5,219$1.75M0.3%+4.2%0.001%
1/30/2025Bey Douglas LLC15,522$5.19M4.5%-0.4%0.002%
1/30/2025Mcrae Capital Management Inc.46,227$15.46M3.0%+9.3%0.005%
1/30/2025Asset Management One Co. Ltd.492,037$166.51M0.6%+0.9%0.051%
1/30/2025Guardian Asset Advisors LLC1,604$537K0.3%+7.7%0.000%
1/30/2025Aljian Capital Management LLC16,499$5.52M1.2%+24.4%0.002%
1/29/2025 AFT Forsyth & Company Inc.9,864$3.30M1.6%+0.6%0.001%
1/29/2025 Morris Financial Concepts Inc.667$223K0.1%N/A0.000%
1/29/2025 Tranquility Partners LLC3,063$1.02M0.4%+3.0%0.000%
1/29/2025 Hemington Wealth Management811$271K0.1%+6.0%0.000%
1/29/2025 TFC Financial Management Inc.1,263$422K0.1%+4.1%0.000%
1/29/2025 Ingalls & Snyder LLC7,355$2.46M0.1%-2.4%0.001%
1/29/2025 Castle Wealth Management LLC5,584$1.87M0.7%-5.4%0.001%
1/29/2025 Raab & Moskowitz Asset Management LLC5,869$1.96M0.5%+19.7%0.001%
1/29/2025 Warren Street Wealth Advisors LLC896$300K0.1%+3.9%0.000%
1/29/2025 MFG Wealth Management Inc.6,307$2.11M1.9%N/A0.001%
1/29/2025 Three Bridge Wealth Advisors LLC611$205K0.1%N/A0.000%
1/29/2025 Clarity Capital Partners LLC15,136$5.06M2.6%+0.5%0.002%
1/29/2025 Naples Global Advisors LLC11,513$3.85M0.4%+8.8%0.001%
1/29/2025 Van ECK Associates Corp817,335$273.26M0.3%-49.7%0.085%
1/29/2025 Louisbourg Investments Inc.23,187$7.75M1.9%-22.7%0.002%
1/29/2025 Harvey Capital Management Inc.25,306$8.46M2.0%-13.1%0.003%
1/29/2025 Avion Wealth196$65K0.0%+106.3%0.000%
1/29/2025 Allspring Global Investments Holdings LLC1,232,922$407.83M0.7%+147.3%0.129%
1/29/2025 Marks Group Wealth Management Inc38,200$12.77M1.3%+0.3%0.004%
1/29/2025 Davidson Capital Management Inc.13,189$4.41M1.2%+1.2%0.001%
1/29/2025 Avidian Wealth Enterprises LLC2,532$846K0.0%+15.0%0.000%
1/29/2025 Great Lakes Retirement Inc.9,675$3.24M0.4%+1.6%0.001%
1/29/2025 Kentucky Trust Co7,410$2.48M1.5%N/A0.001%
1/29/2025 Valley Brook Capital Group Inc.4,734$1.58M1.2%-0.9%0.000%
1/29/2025 Hartford Investment Management Co.59,080$19.75M0.6%-3.1%0.006%
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1/29/2025 Gladstone Institutional Advisory LLC12,730$4.26M0.2%-11.0%0.001%
1/29/2025 Perissos Private Wealth Management LLC725$242K0.2%N/A0.000%
1/29/2025 Financial Connections Group Inc.263$87K0.0%-30.2%0.000%
1/29/2025 Azzad Asset Management Inc. ADV17,767$5.94M1.5%-0.2%0.002%
1/29/2025 TFB Advisors LLC2,024$677K0.2%+1.9%0.000%
1/29/2025 Capital Advisors Inc. OK786$263K0.0%N/A0.000%
1/29/2025 Certuity LLC6,898$2.31M0.2%-2.4%0.001%
1/29/2025 Community Financial Services Group LLC1,375$460K0.1%-86.9%0.000%
1/29/2025 Beacon Financial Group1,520$508K0.1%-7.9%0.000%
1/29/2025 Sage Private Wealth Group LLC1,869$625K0.5%-3.0%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, 2,985 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 2,659 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), Swedbank AB ($4.12M), and Capital Research Global Investors ($3.91M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 413,326,210 shares in the last 24 months. This purchase volume represents approximately $91.10B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,843 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 170,300,296 shares in the last 24 months. This volume of shares sold represents approximately $36.84B in transactions.


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This page (NYSE:CRM) was last updated on 1/30/2025 by MarketBeat.com Staff
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