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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)
1852
Total
Institutional Inflows
(last 12 months)
$73.49B
Number of
Institutional Sellers
(last 12 months)
1303
Total
Institutional Outflows
(last 12 months)
$23.23B
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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
5/9/2024Delta Investment Management LLC9,918$2.99M0.7%-1.0%0.001%
5/9/2024TBH Global Asset Management LLC2,156$649K0.1%+25.7%0.000%
5/9/2024SageView Advisory Group LLC3,063$923K0.0%-67.8%0.000%
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.1,267,480$381.74M0.5%+18.5%0.131%
5/9/2024Tradewinds LLC.3,378$1.02M0.9%N/A0.000%
5/9/2024Souders Financial Advisors751$226K0.0%N/A0.000%
5/9/2024Angeles Wealth Management LLC4,238$1.28M0.1%+14.3%0.000%
5/9/2024Interchange Capital Partners LLC2,584$785K0.5%-9.0%0.000%
5/9/2024State Board of Administration of Florida Retirement System1,050,700$316.45M0.6%+5.4%0.109%
5/9/2024Eagle Bay Advisors LLC1,021$308K0.2%+136.3%0.000%
5/9/2024TD Asset Management Inc807,993$243.35M0.2%+2.3%0.083%
5/9/2024Dearborn Partners LLC5,488$1.65M0.1%-2.7%0.001%
5/9/2024Patton Fund Management Inc.19,731$5.94M1.1%-12.0%0.002%
5/9/2024WP Advisors LLC7,530$2.27M0.7%-1.5%0.001%
5/9/2024New Insight Wealth Advisors8,617$2.60M1.6%-0.7%0.001%
5/9/2024Koshinski Asset Management Inc.7,846$2.36M0.2%-2.7%0.001%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.598,732$180.33M0.5%-45.2%0.062%
5/8/2024Barings LLC8,800$2.65M0.1%+1.5%0.001%
5/8/2024Camarda Financial Advisors LLC7,350$2.21M0.9%-3.3%0.001%
5/8/2024Taurus Asset Management LLC54,930$16.54M1.7%N/A0.006%
5/8/2024Edmond DE Rothschild Holding S.A.14,336$4.32M0.1%-12.6%0.001%
5/8/2024Cozad Asset Management Inc.13,963$4.21M0.4%-0.6%0.001%
5/8/2024Baltimore Washington Financial Advisors Inc.27,785$8.37M0.5%+3.4%0.003%
5/8/2024William Blair Investment Management LLC1,394,959$420.13M1.1%+11.6%0.144%
5/8/2024Motley Fool Asset Management LLC71,182$21.44M0.7%+0.1%0.007%
5/8/2024Sheets Smith Wealth Management3,351$1.01M0.1%+35.1%0.000%
5/8/2024Motley Fool Wealth Management LLC205,987$62.04M3.2%-2.8%0.021%
5/8/2024Bleakley Financial Group LLC23,855$7.19M0.2%+15.4%0.002%
5/8/2024Baron Wealth Management LLC3,307$996K0.5%+11.0%0.000%
5/8/2024Locust Wood Capital Advisers LLC236,919$71.36M2.6%+7.2%0.024%
5/8/2024Focused Wealth Management Inc977$294K0.0%+14.0%0.000%
5/8/2024ProShare Advisors LLC272,581$82.10M0.2%-14.3%0.028%
5/8/2024Commonwealth of Pennsylvania Public School Empls Retrmt SYS212,504$64.00M0.4%-0.3%0.022%
5/8/2024Milestone Resources Group Ltd324,479$97.73M3.4%0.0%0.034%
5/8/2024Avantax Advisory Services Inc.35,470$10.68M0.1%+7.5%0.004%
5/8/2024US Bancorp DE496,307$149.48M0.2%+2.0%0.051%
5/8/2024Value Star Asset Management Hong Kong Ltd4,000$1.20M0.4%N/A0.000%
5/8/2024United Super Pty Ltd in its capacity as Trustee for the Construction & Building Unions Superannuation Fund196,906$59.30M2.7%+3.1%0.020%
5/8/2024SP Asset Management LLC25,467$7.67M0.7%+0.2%0.003%
5/8/2024Russell Investments Group Ltd.760,970$229.21M0.4%+0.4%0.079%
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5/8/2024 Washington Trust Advisors Inc.1,759$530K0.0%-9.2%0.000%
5/8/2024 Roffman Miller Associates Inc. PA34,508$10.39M0.7%-4.7%0.004%
5/8/2024 Qsemble Capital Management LP4,570$1.38M0.3%-65.0%0.000%
5/8/2024 QRG Capital Management Inc.182,849$55.07M0.7%+118.5%0.019%
5/8/2024 Sustainable Growth Advisers LP2,453,085$738.82M3.1%-0.3%0.253%
5/8/2024 New Republic Capital LLC2,119$639K0.4%+3.1%0.000%
5/8/2024 Williams Jones Wealth Management LLC.4,167$1.26M0.0%+87.4%0.000%
5/8/2024 Seven Springs Wealth Group LLC4,234$1.28M0.5%-6.0%0.000%
5/8/2024 Semus Wealth Partners LLC1,553$468K0.4%+13.1%0.000%
5/8/2024 Keeler Thomas Management LLC6,315$1.95M0.7%-5.7%0.001%
5/8/2024 Delta Financial Advisors LLC3,808$1.15M0.5%+17.8%0.000%
5/8/2024 Thoroughbred Financial Services LLC18,451$5.56M0.5%-17.9%0.002%
5/7/2024 Verus Capital Partners LLC1,790$539K0.1%+4.2%0.000%
5/7/2024 Meeder Advisory Services Inc.11,735$3.53M0.4%+6.5%0.001%
5/7/2024 Meeder Asset Management Inc.2,114$637K0.0%-70.6%0.000%
5/7/2024 Pointe Capital Management LLC1,985$598K0.4%+13.1%0.000%
5/7/2024 NorthRock Partners LLC10,294$3.10M0.3%+13.2%0.001%
5/7/2024 Choate Investment Advisors4,282$1.29M0.0%-61.9%0.000%
5/7/2024 Fiduciary Family Office LLC5,420$1.63M0.6%+11.1%0.001%
5/7/2024 WNY Asset Management LLC1,490$449K0.1%-5.2%0.000%
5/7/2024 Abbrea Capital LLC46,308$13.97M1.8%-1.5%0.005%
5/7/2024 Quantum Private Wealth LLC6,020$1.81M0.7%-5.2%0.001%
5/7/2024 Sei Investments Co.1,134,275$341.62M0.5%+3.9%0.117%
5/7/2024 Redmond Asset Management LLC6,612$1.99M0.6%-1.9%0.001%
5/7/2024 Chilton Capital Management LLC96,101$28.94M1.4%+2.4%0.010%
5/7/2024 Stonebrook Private Inc.4,476$1.35M0.4%+8.9%0.000%
5/7/2024 Nixon Peabody Trust Co.80,074$24.12M2.2%+3.6%0.008%
5/7/2024 Bey Douglas LLC11,905$3.59M3.4%+106.5%0.001%
5/7/2024 Concurrent Investment Advisors LLC45,419$13.68M0.5%-3.5%0.005%
5/7/2024 RPG Investment Advisory LLC36,592$11.02M1.7%-0.3%0.004%
5/7/2024 Atomi Financial Group Inc.7,907$2.38M0.2%+98.8%0.001%
5/7/2024 Anchor Capital Advisors LLC53,803$16.20M0.4%-17.6%0.006%
5/7/2024 Reynders McVeigh Capital Management LLC905$273K0.0%+12.4%0.000%
5/7/2024 Montag A & Associates Inc.6,435$1.94M0.1%-5.9%0.001%
5/7/2024 TCI Wealth Advisors Inc.1,506$454K0.0%+6.4%0.000%
5/7/2024 Horizon Investment Services LLC11,243$3.39M1.7%+12.4%0.001%
5/7/2024 KCM Investment Advisors LLC15,471$4.66M0.2%-8.0%0.002%
5/7/2024 Smithfield Trust Co3,159$957K0.1%+5.5%0.000%
5/7/2024 River Global Investors LLP7,884$2.37M0.6%-1.1%0.001%
5/7/2024 Facet Wealth Inc.1,089$300K0.0%N/A0.000%
5/7/2024 Swiss National Bank2,898,977$873.11M0.6%-4.7%0.299%
5/7/2024 Forsta AP Fonden241,147$72.63M0.6%+10.8%0.025%
5/7/2024 Highland Capital Management LLC29,940$9.02M0.5%-2.9%0.003%
5/7/2024 Illinois Municipal Retirement Fund47,226$14.22M0.2%+4.7%0.005%
5/7/2024 Mitsubishi UFJ Asset Management UK Ltd.13,000$3.92M2.0%+30.0%0.001%
5/7/2024 Capital Wealth Planning LLC10,431$3.14M0.0%-17.0%0.001%
5/7/2024 ClariVest Asset Management LLC28,437$8.57M0.9%-70.3%0.003%
5/7/2024 Nvwm LLC11,474$3.41M0.9%-3.3%0.001%
5/7/2024 Allen Investment Management LLC92,777$27.94M0.4%-25.0%0.010%
5/7/2024 Sustainable Insight Capital Management LLC699$211K0.2%-22.2%0.000%
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5/7/2024 Nelson Capital Management LLC6,933$2.09M0.4%N/A0.001%
5/7/2024 Oppenheimer Asset Management Inc.189,407$57.05M0.8%-3.7%0.020%
5/7/2024 PFG Advisors1,674$504K0.0%+9.2%0.000%
5/7/2024 Oppenheimer & Co. Inc.43,481$13.10M0.2%+8.2%0.004%
5/7/2024 Empirical Financial Services LLC d.b.a. Empirical Wealth Management5,515$1.66M0.1%-12.2%0.001%
5/7/2024 Obermeyer Wood Investment Counsel Lllp171,136$51.54M3.0%-2.4%0.018%
5/7/2024 Brooklyn Investment Group6,821$2.06M0.9%-3.5%0.001%
5/7/2024 Hilltop National Bank2,001$603K0.2%N/A0.000%
5/7/2024 Wealthspire Advisors LLC7,573$2.28M0.0%+0.7%0.001%
5/7/2024 JCIC Asset Management Inc.264$80K0.0%+17.9%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, 2,806 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 2,537 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 428,086,777 shares in the last 24 months. This purchase volume represents approximately $87.96B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,809 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 ($7.79M), 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 208,099,250 shares in the last 24 months. This volume of shares sold represents approximately $39.11B in transactions.


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This page (NYSE:CRM) was last updated on 5/9/2024 by MarketBeat.com Staff

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