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Salesforce (CRM) Institutional Ownership

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$334.59 -3.86 (-1.14%)
(As of 11:22 AM ET)
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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)
1851
Total
Institutional Inflows
(last 12 months)
$22.82B
Number of
Institutional Sellers
(last 12 months)
1276
Total
Institutional Outflows
(last 12 months)
$12.91B
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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
12/19/2024Independent Solutions Wealth Management LLC2,140$586K0.1%+7.3%0.000%
12/13/2024B. Riley Wealth Advisors Inc.27,599$7.64M0.2%-3.4%0.003%
12/12/2024Legacy Wealth Management LLC MS767$210K0.1%N/A0.000%
12/11/20241ST Source Bank5,519$1.51M0.1%-0.9%0.001%
12/10/2024Garden State Investment Advisory Services LLC3,274$898K0.3%+28.0%0.000%
12/9/2024Copley Financial Group Inc.1,693$463K0.4%N/A0.000%
12/6/2024Retirement Systems of Alabama210,927$57.73M0.2%-1.6%0.022%
12/3/2024Oddo BHF Asset Management Sas58,061$15.89M0.8%N/A0.006%
12/3/2024Garde Capital Inc.17,694$4.84M0.3%-2.8%0.002%
12/2/2024Inspire Trust Co. N.A.3,000$821K0.2%N/A0.000%
12/2/2024Beaird Harris Wealth Management LLC661$181K0.0%+1,639.5%0.000%
11/27/2024Franklin Resources Inc.4,394,068$1.28B0.4%-8.4%0.460%
11/26/2024Peapack Gladstone Financial Corp15,931$4.36M0.1%-16.0%0.002%
11/25/2024Synovus Financial Corp52,841$14.46M0.2%-2.7%0.006%
11/25/2024Tidal Investments LLC196,584$53.81M0.6%+37.6%0.021%
11/25/2024Cim Investment Management Inc.2,316$634K0.2%-3.4%0.000%
11/25/2024Destination Wealth Management886$243K0.0%-7.3%0.000%
11/25/2024Wilmington Savings Fund Society FSB43,812$11.99M0.2%+7.4%0.005%
11/25/2024Arvest Bank Trust Division1,388$380K0.0%N/A0.000%
11/25/2024Sfmg LLC23,348$6.39M0.5%+0.4%0.002%
11/25/2024World Investment Advisors LLC54,446$14.90M0.4%+570.4%0.006%
11/25/2024Sanctuary Advisors LLC143,120$39.17M0.2%-8.3%0.015%
11/25/2024Pine Valley Investments Ltd Liability Co7,047$1.93M0.1%+14.0%0.001%
11/22/2024Stock Yards Bank & Trust Co.2,626$719K0.0%-17.2%0.000%
11/22/2024Sculati Wealth Management LLC10,154$3.06M1.3%-0.5%0.001%
11/21/2024Anchor Investment Management LLC4,290$1.17M0.1%+15.7%0.000%
11/20/2024SOA Wealth Advisors LLC.1,335$365K0.1%-8.6%0.000%
11/20/2024Bard Financial Services Inc.6,935$1.90M0.2%-7.3%0.001%
11/20/2024Passumpsic Savings Bank7,332$2.01M1.3%+1.2%0.001%
11/19/2024Invst LLC17,003$4.65M0.6%+4.2%0.002%
11/19/2024Citizens Business Bank10,472$2.87M0.6%-1.7%0.001%
11/19/2024M&T Bank Corp193,314$52.91M0.2%+5.5%0.020%
11/19/2024TCW Group Inc.564,854$154.61M1.4%-28.7%0.059%
11/19/2024Hohimer Wealth Management LLC4,541$1.24M0.3%+3.5%0.000%
11/18/2024Soltis Investment Advisors LLC2,927$801K0.1%-6.0%0.000%
11/18/2024Rehmann Capital Advisory Group5,783$1.58M0.1%-1.9%0.001%
11/18/2024TD Private Client Wealth LLC16,883$4.62M0.1%+112.8%0.002%
11/18/2024Virtue Capital Management LLC2,456$672K0.1%+19.2%0.000%
11/18/2024Arete Wealth Advisors LLC4,234$1.14M0.1%N/A0.000%
11/18/2024Teachers Retirement System of The State of Kentucky176,913$48.42M0.4%-14.3%0.019%
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11/18/2024Sunbelt Securities Inc.4,562$1.25M0.1%-16.6%0.000%
11/18/2024Toronto Dominion Bank686,100$187.79M0.3%-6.8%0.072%
11/18/2024Wilson & Boucher Capital Management LLC2,175$595K0.4%+64.2%0.000%
11/18/2024Brown Financial Advisors1,739$476K0.2%N/A0.000%
11/18/2024Coldstream Capital Management Inc.23,010$6.66M0.1%+38.9%0.002%
11/18/2024Strait & Sound Wealth Management LLC3,060$838K0.4%-15.0%0.000%
11/18/2024Synergy Financial Group LTD2,077$569K0.5%+6.1%0.000%
11/18/2024Orion Capital Management LLC4,894$1.34M0.7%+0.8%0.001%
11/18/2024FRG Family Wealth Advisors LLC17,982$4.92M0.9%-1.3%0.002%
11/16/2024Geode Capital Management LLC19,780,318$5.40B0.4%+1.3%2.069%
11/15/2024MidWestOne Financial Group Inc.7,247$1.98M0.3%-1.5%0.001%
11/15/2024Brophy Wealth Management LLC4,712$1.29M0.5%N/A0.000%
11/15/2024Vestcor Inc18,936$5.18M0.2%-34.6%0.002%
11/15/2024Resources Management Corp CT ADV6,007$1.64M0.2%+1.1%0.001%
11/15/2024M&T Bank Corp193,314$52.91M0.1%+5.5%0.020%
11/15/2024Executive Wealth Management LLC10,331$2.83M0.2%-1.3%0.001%
11/15/2024Abel Hall LLC1,037$284K0.2%+5.3%0.000%
11/15/2024Nabity Jensen Investment Management Inc4,440$1.22M0.9%N/A0.000%
11/15/2024Raelipskie Partnership4,659$1.28M0.6%+16.9%0.000%
11/15/2024Continuum Advisory LLC3,675$1.01M0.1%+14.1%0.000%
11/15/2024LRI Investments LLC24,968$6.83M0.6%+1,510.8%0.003%
11/15/2024Gordian Capital Singapore Pte Ltd1,344$368K0.1%+28.7%0.000%
11/15/2024Peloton Wealth Strategists24,827$6.80M2.7%+7.3%0.003%
11/15/2024Geller Advisors LLC1,854$508K0.0%+4.7%0.000%
11/15/2024Drucker Wealth 3.0 LLC3,756$1.03M0.2%+42.2%0.000%
11/15/2024Hamilton Capital LLC724$211K0.0%N/A0.000%
11/15/2024Public Employees Retirement System of Ohio422,526$115.65M0.5%-0.8%0.044%
11/15/2024SGL Investment Advisors Inc.687$188K0.1%N/A0.000%
11/15/2024EWA LLC2,001$548K0.2%+1.7%0.000%
11/15/2024Groupama Asset Managment94,585$25.89M0.5%+319.6%0.010%
11/15/2024Roffman Miller Associates Inc. PA38,085$10.42M0.6%+7.4%0.004%
11/15/2024Nomura Asset Management Co. Ltd.509,359$139.42M0.4%-1.4%0.053%
11/15/2024MML Investors Services LLC154,793$42.37M0.2%+6.3%0.016%
11/15/2024Northeast Financial Consultants Inc16,202$4.44M0.2%-2.6%0.002%
11/15/2024Kensington Investment Counsel LLC3,104$850K0.4%+4.8%0.000%
11/15/2024Dunhill Financial LLC390$107K0.1%+36.4%0.000%
11/15/2024Orion Portfolio Solutions LLC70,141$19.20M0.4%-29.9%0.007%
11/15/2024Zacks Investment Management34,918$9.56M0.1%+14.8%0.004%
11/15/2024Zurich Insurance Group Ltd FI266,571$72.96M0.6%+10.2%0.028%
11/15/2024National Bank of Canada FI974,566$266.75M0.3%+11.7%0.102%
11/15/2024Glen Eagle Advisors LLC4,683$1.28M0.2%+28.4%0.000%
11/15/2024iA Global Asset Management Inc.9,135$2.50M0.0%-96.6%0.001%
11/15/2024EP Wealth Advisors LLC102,393$28.03M0.2%+241.0%0.011%
11/15/2024United Services Automobile Association22,681$6.21M0.2%-18.0%0.002%
11/15/2024Insigneo Advisory Services LLC9,962$2.73M0.3%-15.8%0.001%
11/15/2024Kovitz Investment Group Partners LLC625,205$167.29M1.1%+3.5%0.065%
11/15/2024Voya Financial Advisors Inc.9,318$2.58M0.3%+9.4%0.001%
11/15/2024Wellington Management Group LLP8,707,240$2.38B0.4%-2.6%0.911%
11/15/2024Worldquant Millennium Advisors LLC106,392$29.12M0.2%-55.9%0.011%
11/15/2024Wahed Invest LLC22,526$6.17M1.1%+4.1%0.002%
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11/15/2024Weiss Asset Management LP11,136$3.05M0.1%N/A0.001%
11/15/2024Whale Rock Capital Management LLC226,765$62.07M0.9%N/A0.024%
11/15/2024Temasek Holdings Private Ltd96,328$26.37M0.1%-30.7%0.010%
11/15/2024TenCore Partners LP71,004$19.44M9.2%-32.7%0.007%
11/15/2024Sora Investors LLC30,000$8.21M1.4%-53.8%0.003%
11/15/2024Soros Fund Management LLC156,404$42.81M0.6%N/A0.016%
11/15/2024Stansberry Asset Management LLC4,781$1.31M0.2%-7.1%0.001%
11/15/2024State Street Corp49,007,404$13.43B0.5%+1.8%5.126%
11/15/2024Stevens Capital Management LP20,658$5.65M0.8%N/A0.002%
11/15/2024Stifel Financial Corp1,198,885$328.17M0.3%-2.5%0.125%
(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, 2,881 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 409,022,187 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 1,815 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 169,128,354 shares in the last 24 months. This volume of shares sold represents approximately $36.03B in transactions.


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This page (NYSE:CRM) was last updated on 12/30/2024 by MarketBeat.com Staff
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