Gift Opening
$200 Off MarketBeat All Access
Thanks for being one of our best subscribers! You are eligible for a limited-time discount.
  •  days
  •  Hours
  •  Minutes
  •  Seconds
Claim Your Discount
×
Free Trial
→ Urgent: This election is rigged (From Porter & Company) (Ad) Free CRM Stock Alerts

Salesforce (CRM) Institutional Ownership

$287.13
+2.70 (+0.95%)
(As of 09:56 AM ET)
Compare

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

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
1838
Total
Institutional Inflows
(last 12 months)
$22.19B
Number of
Institutional Sellers
(last 12 months)
1273
Total
Institutional Outflows
(last 12 months)
$12.86B
Skip Chart & View Institutional Buying and Selling Data

CRM Institutional Buying and Selling by Quarter

Salesforce Major Shareholders & Ownership History

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/23/2024Mirae Asset Global Investments Co. Ltd.189,632$51.43M0.2%+0.1%0.020%
10/23/2024Osborne Partners Capital Management LLC62,643$17.15M1.0%-22.7%0.006%
10/23/2024Middleton & Co. Inc. MA60,980$16.69M1.8%+1.6%0.006%
10/23/2024Parcion Private Wealth LLC5,534$1.52M0.1%-5.9%0.001%
10/23/2024Louisiana State Employees Retirement System54,600$14.95M0.3%-0.7%0.006%
10/23/2024Lyell Wealth Management LP64,177$17.57M1.6%-0.2%0.007%
Unlock the Secret to Earning Consistent Income from Stocks Under $30! (Ad)

Are you ready to transform your investment strategy and generate a steady monthly income? We’re excited to offer you our exclusive report, "Options Trading Strategy: 2 (Surprisingly) Low-Cost Stocks Primed for Generating Monthly Income," FREE!

👉 Yes, I Want the Free Report! 👈
10/23/2024Allworth Financial LP21,665$5.93M0.0%-6.5%0.002%
10/23/2024Burford Brothers Inc.3,291$901K0.5%+12.4%0.000%
10/23/2024Convergence Financial LLC5,745$1.57M0.3%+48.3%0.001%
10/23/2024Country Club Bank4,778$1.32M0.1%-5.2%0.000%
10/23/2024Joel Isaacson & Co. LLC2,349$643K0.0%+17.3%0.000%
10/23/2024Trueblood Wealth Management LLC2,376$650K0.3%+2.1%0.000%
10/23/2024Bank of Stockton1,213$332K0.1%-16.4%0.000%
10/23/2024Mediolanum International Funds Ltd263,740$72.84M0.9%+9.9%0.027%
10/23/2024Lake Street Advisors Group LLC11,025$3.02M0.1%-4.0%0.001%
10/23/2024Financial Management Network Inc.727$209K0.0%N/A0.000%
10/23/2024Burke & Herbert Bank & Trust Co.749$205K0.0%N/A0.000%
10/23/2024Cullinan Associates Inc.18,396$5.35M0.3%-13.3%0.002%
10/23/2024Warther Private Wealth LLC917$251K0.1%-9.8%0.000%
10/23/2024Canal Capital Management LLC13,568$3.71M0.6%+3.9%0.001%
10/23/2024Blackston Financial Advisory Group LLC1,275$349K0.2%+19.2%0.000%
10/23/2024Ballentine Partners LLC19,008$5.20M0.1%+25.4%0.002%
10/23/2024Heritage Oak Wealth Advisors LLC1,180$323K0.1%N/A0.000%
10/23/2024Moody Lynn & Lieberson LLC5,006$1.37M0.1%-5.5%0.001%
10/23/2024E. Ohman J or Asset Management AB215,200$58.90M1.5%-1.2%0.022%
10/23/2024Bull Oak Capital LLC218$60K0.0%N/A0.000%
10/23/2024West Michigan Advisors LLC13,522$3.70M1.1%+732.1%0.001%
10/23/2024Mainstay Capital Management LLC ADV5,465$1.50M0.3%+6.5%0.001%
10/23/2024Mount Yale Investment Advisors LLC18,190$4.98M0.5%+18,090.0%0.002%
10/23/2024Legacy Capital Group California Inc.3,619$991K0.3%+62.7%0.000%
10/23/2024Dakota Wealth Management7,289$2.00M0.0%-25.8%0.001%
10/23/2024Zweig DiMenna Associates LLC25,000$6.84M0.7%+1,566.7%0.003%
10/23/2024Investment Research & Advisory Group Inc.15,169$4.15M1.7%+2.0%0.002%
10/23/2024DT Investment Partners LLC807$221K0.0%+21.9%0.000%
10/23/2024Global Trust Asset Management LLC2,351$644K0.2%-7.3%0.000%
10/23/2024Assenagon Asset Management S.A.327,158$89.55M0.2%-14.6%0.034%
10/23/2024IFM Investors Pty Ltd200,154$54.78M0.5%-0.1%0.021%
10/23/2024Bogart Wealth LLC46,716$12.79M0.6%+1.5%0.005%
10/23/2024 Grimes & Company Inc.62,594$17.13M0.5%+0.5%0.006%
10/23/2024 Grassi Investment Management32,414$8.87M0.8%-2.3%0.003%
Unlock the Secret to Earning Consistent Income from Stocks Under $30! (Ad)

Are you ready to transform your investment strategy and generate a steady monthly income? We’re excited to offer you our exclusive report, "Options Trading Strategy: 2 (Surprisingly) Low-Cost Stocks Primed for Generating Monthly Income," FREE!

👉 Yes, I Want the Free Report! 👈
10/23/2024 Greystone Financial Group LLC2,886$790K0.1%-19.7%0.000%
10/23/2024 CENTRAL TRUST Co23,592$6.46M0.2%-5.3%0.002%
10/23/2024 Beese Fulmer Investment Management Inc.64,245$17.59M1.5%+0.9%0.007%
10/23/2024 Hennion & Walsh Asset Management Inc.15,708$4.30M0.2%+46.2%0.002%
10/23/2024 Global Assets Advisory LLC2,072$561K0.3%N/A0.000%
10/23/2024 Romano Brothers AND Company3,891$1.07M0.1%-1.2%0.000%
10/23/2024 Patrick M Sweeney & Associates Inc.1,332$365K0.3%+17.5%0.000%
10/23/2024 Great Lakes Retirement Inc.9,526$2.61M0.3%+3.4%0.001%
10/23/2024 Brighton Jones LLC22,566$6.18M0.2%-11.6%0.002%
10/23/2024 YHB Investment Advisors Inc.19,233$5.26M0.4%+4.4%0.002%
10/22/2024 International Assets Investment Management LLC1,002,848$274.49M0.0%+23,664.2%0.103%
10/22/2024 Heartland Bank & Trust Co2,014$551K0.3%-6.1%0.000%
10/22/2024 Fulcrum Capital LLC1,438$394K0.1%-23.6%0.000%
10/22/2024 Courier Capital LLC13,270$3.63M0.2%+2.6%0.001%
10/22/2024 U.S. Capital Wealth Advisors LLC12,424$3.40M0.1%+74.4%0.001%
10/22/2024 Sterling Investment Counsel LLC3,779$1.03M0.4%+1.4%0.000%
10/22/2024 Lake Street Private Wealth LLC1,359$372K0.1%-87.7%0.000%
10/22/2024 TFG Advisers LLC3,075$842K0.3%+5.6%0.000%
10/22/2024 Hartford Investment Management Co.60,989$16.69M0.5%-2.0%0.006%
10/22/2024 Greenleaf Trust99,803$27.32M0.2%+0.8%0.010%
10/22/2024 Commerzbank Aktiengesellschaft FI107,184$29.34M0.8%-0.2%0.011%
10/22/2024 Meadow Creek Wealth Advisors LLC3,036$831K0.7%-2.0%0.000%
10/22/2024 Elevated Capital Advisors LLC1,909$523K0.1%N/A0.000%
10/22/2024 Bank Pictet & Cie Europe AG197,475$54.05M1.3%-16.7%0.020%
10/22/2024 Marietta Wealth Management LLC24,271$6.64M1.0%+4.6%0.003%
10/22/2024 Lazari Capital Management Inc.5,443$1.49M0.6%-4.1%0.001%
10/22/2024 Global X Japan Co. Ltd.6,676$1.83M0.2%+10.6%0.001%
10/22/2024 Weaver Capital Management LLC6,543$1.79M0.5%+28.8%0.001%
10/22/2024 Dupont Capital Management Corp46,879$12.83M1.1%-17.5%0.005%
10/22/2024 Community Trust & Investment Co.87,271$23.89M1.5%+1.3%0.009%
10/22/2024 Segment Wealth Management LLC9,538$2.61M0.2%+6.7%0.001%
10/22/2024 Financial Insights Inc.1,865$510K0.2%-47.7%0.000%
10/22/2024 Private Advisor Group LLC71,399$19.54M0.1%-2.6%0.007%
10/22/2024 BLB&B Advisors LLC44,537$12.19M0.6%+24.8%0.005%
10/22/2024 Tempus Wealth Planning LLC1,303$357K0.1%+18.9%0.000%
10/22/2024 Pictet North America Advisors SA9,748$2.67M0.3%N/A0.001%
10/22/2024 Symphony Financial Ltd. Co.14,900$4.12M0.7%+5.3%0.002%
10/22/2024 Blodgett Wealth Advisors LLC2,627$719K0.6%-2.2%0.000%
10/22/2024 Waldron Private Wealth LLC7,772$2.13M0.1%+13.4%0.001%
10/22/2024 Leo Wealth LLC8,473$2.32M0.2%+10.2%0.001%
10/22/2024 My Personal CFO LLC832$228K0.1%-11.4%0.000%
10/22/2024 Pegasus Asset Management Inc.16,055$4.39M1.7%-1.6%0.002%
10/22/2024 Eastern Bank67,468$18.47M0.3%+24.3%0.007%
10/22/2024 My Legacy Advisors LLC2,742$751K0.3%-14.3%0.000%
10/22/2024 Xcel Wealth Management LLC2,495$683K0.2%-46.9%0.000%
10/22/2024 Signaturefd LLC18,865$5.16M0.1%+4.6%0.002%
10/22/2024 Sequoia Financial Advisors LLC114,143$31.24M0.3%-2.6%0.012%
10/21/2024 Mattern Wealth Management LLC1,444$395K0.1%-6.4%0.000%
10/21/2024 Argus Investors Counsel Inc.4,764$1.30M0.9%-0.8%0.000%
10/21/2024 Cetera Trust Company N.A9,591$2.63M1.6%-4.1%0.001%
Will MRVL crush? (Ad)

Today’s offer is a little different… You’ll see why contrary to what the talking heads in the news want you to believe… Investing in the stock market isn’t as complex as you likely think it is. But first, take a walk with me back to February 2023… Thanks to my special cash flow strategy, I’ve managed to nail winners in 36 of 42 trades…

You can tag along by following this link
10/21/2024 DeDora Capital Inc.8,067$2.21M0.6%+5.0%0.001%
10/21/2024 Calton & Associates Inc.747$204K0.1%N/A0.000%
10/21/2024 Foundations Investment Advisors LLC31,721$8.68M0.2%+18.2%0.003%
10/21/2024 Telos Capital Management Inc.1,911$523K0.1%-10.7%0.000%
10/21/2024 Winch Advisory Services LLC12,807$3.51M1.0%-0.6%0.001%
10/21/2024 Raleigh Capital Management Inc.1,858$509K0.2%+7.5%0.000%
10/21/2024 Copeland Capital Management LLC64,647$17.70M0.3%+79.0%0.007%
10/21/2024 Community Financial Services Group LLC10,524$2.88M0.6%-2.1%0.001%
10/21/2024 Plimoth Trust Co. LLC23,014$6.30M1.6%+0.8%0.002%
10/21/2024 Venture Visionary Partners LLC23,142$6.33M0.3%-0.6%0.002%
(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 ($9.64B), FMR LLC ($7.31B), Capital World Investors ($4.58B), Capital Research Global Investors ($4.33B), Capital International Investors ($4.25B), and Price T Rowe Associates Inc. MD ($4.12B).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 2,562 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 ($3.25M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 414,347,091 shares in the last 24 months. This purchase volume represents approximately $88.66B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,817 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 ($29.28M), Jennison Associates LLC ($7.46M), Capital World Investors ($4.35M), Fisher Asset Management LLC ($3.08M), 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 183,775,475 shares in the last 24 months. This volume of shares sold represents approximately $36.59B in transactions.


Related Companies

This page (NYSE:CRM) was last updated on 10/24/2024 by MarketBeat.com Staff
From Our Partners
Are You Holding the Winning Hand in the Copper Market?
Are You Holding the Winning Hand in the Copper Market?
Market JAR | Sponsored
top AI stock (it’s not MSFT, GOOGL, AMZN or AAPL)
AI was by far the biggest tech investing trend right now. But Ross Givens says the #1 artificial intelligen...
Traders Agency | Sponsored
Tim Sykes’ Urgent Trade Alert: “Make this move now”
WARNING: 80 Wall Street banks are gearing up for MASSIVE D.C. shock This $2 trillion D.C. shock is NOT abou...
Timothy Sykes | Sponsored
Musk warns humanity: “Obsolete”
The 'invasion' I've discovered has nothing to do with the border crisis. What's happening at our southern bord...
The Freeport Society | Sponsored
Watch this before it gets removed
If you missed it, my emergency election broadcast is now available - but will be removed soon
Porter & Company | Sponsored
#1 Pre-IPO Opportunity For 2024 [Take Action Now!]
According to James, the largest IPO in history could kick off in a matter of weeks. I’m talking about Starl...
Paradigm Press | Sponsored
Market "Famine" Coming
Market Wizard Larry Benedict accurately predicted that all indexes would be negative in 2022... He predicte...
Opportunistic Trader | Sponsored
Goldman Sachs’ AI warning
After warning of last year's historic bank run, weeks in advance... Legendary stock-picker Marc Chaikin jus...
Chaikin Analytics | Sponsored