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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)
1847
Total
Institutional Inflows
(last 12 months)
$73.40B
Number of
Institutional Sellers
(last 12 months)
1296
Total
Institutional Outflows
(last 12 months)
$23.12B
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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
5/4/2024Hemington Wealth Management696$210K0.1%N/A0.000%
5/4/2024SPC Financial Inc.1,468$442K0.0%+4.5%0.000%
5/4/2024Geneva Capital Management LLC7,639$2.30M0.0%-4.8%0.001%
5/4/2024Geneos Wealth Management Inc.11,380$3.43M0.2%-8.0%0.001%
5/4/20249258 Wealth Management LLC7,213$2.17M0.3%+11.3%0.001%
5/4/2024Team Hewins LLC6,202$1.87M0.3%-2.9%0.001%
5/4/2024Csenge Advisory Group3,736$1.13M0.1%+11.6%0.000%
5/4/2024Richardson Financial Services Inc.1,780$536K0.4%+18.9%0.000%
5/4/2024Capital Management Associates NY3,150$949K1.1%-10.0%0.000%
5/3/2024Signaturefd LLC18,985$5.72M0.1%+4.8%0.002%
5/3/2024FDx Advisors Inc.21,600$6.51M1.0%-36.8%0.002%
5/3/2024Essex Investment Management Co. LLC26,930$8.11M1.6%-10.8%0.003%
5/3/2024Embree Financial Group4,317$1.30M0.3%-8.9%0.000%
5/3/2024VeraBank N.A.7,314$2.20M0.7%-8.2%0.001%
5/3/2024Clarity Capital Partners LLC11,727$3.53M2.3%+10.5%0.001%
5/3/2024Catalina Capital Group LLC2,433$733K0.3%+201.1%0.000%
5/3/2024Avidian Wealth Solutions LLC1,316$396K0.0%N/A0.000%
5/3/2024TFB Advisors LLC1,290$389K0.1%N/A0.000%
5/3/2024Mediolanum International Funds Ltd249,103$75.08M1.2%N/A0.026%
5/3/2024Smithbridge Asset Management Inc. DE13,962$4.21M0.9%-0.7%0.001%
5/3/2024Larson Financial Group LLC1,018$306K0.0%-9.3%0.000%
5/3/2024Callan Capital LLC2,222$669K0.1%+40.5%0.000%
5/3/2024Coronation Fund Managers Ltd.67,518$20.34M0.6%+4.8%0.007%
5/3/2024Rehmann Capital Advisory Group5,674$1.71M0.1%-1.3%0.001%
5/3/2024Chevy Chase Trust Holdings LLC537,983$162.03M0.5%-1.3%0.055%
5/3/2024Commerce Bank244,696$73.70M0.5%+561.9%0.025%
5/3/2024Wellington Shields Capital Management LLC11,804$3.56M0.7%+3.5%0.001%
5/3/2024Avory & Company LLC1,226$369K0.3%-22.1%0.000%
5/3/2024Wellington Shields & Co. LLC1,169$352K0.1%+113.7%0.000%
5/3/2024AA Financial Advisors LLC6,018$1.81M0.7%N/A0.001%
5/3/2024BI Asset Management Fondsmaeglerselskab A S61,549$18.54M0.3%-19.2%0.006%
5/3/2024Boomfish Wealth Group LLC8,563$2.58M1.7%-8.5%0.001%
5/3/2024United Community Bank1,330$401K0.2%+31.0%0.000%
5/3/2024Proficio Capital Partners LLC2,232$672K0.1%+13.2%0.000%
5/3/2024Comprehensive Financial Consultants Institutional Inc.7,537$2.27M0.9%+0.6%0.001%
5/3/2024Liberty Wealth Management LLC824$249K0.0%-5.6%0.000%
5/3/2024Central Pacific Bank Trust Division14,899$4.50M0.6%N/A0.002%
5/3/2024Smith Salley Wealth Management5,286$1.59M0.1%+5.8%0.001%
5/3/2024Meridian Management Co.16,591$5.00M1.4%-27.9%0.002%
5/3/2024Whittier Trust Co. of Nevada Inc.46,850$14.11M0.4%+4.6%0.005%
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5/3/2024Patron Partners LLC1,869$563K0.3%+6.4%0.000%
5/3/2024Whittier Trust Co.103,938$31.30M0.5%+0.4%0.011%
5/2/2024Mutual Advisors LLC10,661$3.21M0.1%+3.8%0.001%
5/2/2024Diversified LLC676$204K0.0%N/A0.000%
5/2/2024Suncoast Equity Management96,793$29.15M3.4%+85.4%0.010%
5/2/2024Pegasus Asset Management Inc.16,158$4.87M1.9%+0.5%0.002%
5/2/2024Financial Counselors Inc.156,720$47.20M0.8%-12.5%0.016%
5/2/2024Chase Investment Counsel Corp10,339$3.11M1.2%-0.4%0.001%
5/2/2024Jennison Associates LLC8,104,051$2.44B1.6%-5.9%0.835%
5/2/2024Mutual of America Capital Management LLC126,914$38.22M0.4%-2.5%0.013%
5/2/2024AAFMAA Wealth Management & Trust LLC6,632$2.00M1.1%-75.2%0.001%
5/2/2024Adapt Wealth Advisors LLC938$283K0.2%N/A0.000%
5/2/2024Magnolia Capital Advisors LLC3,925$1.18M1.0%+20.1%0.000%
5/2/2024Baron Silver Stevens Financial Advisors LLC924$278K0.1%+19.7%0.000%
5/2/2024Wright Investors Service Inc.6,214$1.87M0.5%N/A0.001%
5/2/2024Daiwa Securities Group Inc.203,084$61.17M0.3%+21.8%0.021%
5/2/2024Graypoint LLC11,198$3.37M0.2%+6.6%0.001%
5/2/2024Haverford Trust Co3,512$1.06M0.0%+28.3%0.000%
5/2/2024Consolidated Planning Corp38,597$11.63M2.0%-2.7%0.004%
5/2/2024Pittenger & Anderson Inc.85,116$25.64M1.0%+0.3%0.009%
5/2/2024GSB Wealth Management LLC708$213K0.1%N/A0.000%
5/2/2024Quent Capital LLC3,076$926K0.1%+3.8%0.000%
5/2/2024Gilbert & Cook Inc.6,530$1.97M0.3%+15.4%0.001%
5/2/2024Nordea Investment Management AB1,569,474$472.74M0.6%-3.4%0.162%
5/2/2024Slocum Gordon & Co LLP150$45K0.0%-31.2%0.000%
5/2/2024Lincoln National Corp28,055$8.45M0.1%+8.7%0.003%
5/2/2024Bryn Mawr Capital Management LLC10,631$3.20M0.2%-3.5%0.001%
5/2/2024Mendel Money Management940$283K0.1%-222.1%0.000%
5/2/2024Fidelis Capital Partners LLC9,213$2.78M0.5%+28.4%0.001%
5/2/2024St. Louis Trust Co753$227K0.0%N/A0.000%
5/2/2024BNP Paribas220,705$66.28M3.1%N/A0.023%
5/2/2024Choreo LLC24,122$7.27M0.2%+1.2%0.002%
5/2/2024Tobam1,769$533K0.0%+7.3%0.000%
5/2/2024Tokio Marine Asset Management Co. Ltd.93,337$28.11M1.4%-5.0%0.010%
5/2/2024 Crown Wealth Group LLC1,267$382K0.2%+49.2%0.000%
5/2/2024 Trust Co of Kansas20,897$6.29M3.4%-0.6%0.002%
5/2/2024 Lewis Asset Management LLC6,549$1.97M1.6%-9.9%0.001%
5/2/2024 Rockline Wealth Management LLC11,696$3.52M1.2%+9.4%0.001%
5/2/2024 Main Street Research LLC104,482$31.51M2.1%+2.6%0.011%
5/2/2024 Valley Brook Capital Group Inc.4,354$1.31M1.0%+7.4%0.000%
5/2/2024 Hollencrest Capital Management127,691$38.46M1.8%-5.2%0.013%
5/2/2024 Hussman Strategic Advisors Inc.2,100$632K0.1%+100.0%0.000%
5/2/2024 PDS Planning Inc4,295$1.29M0.1%+3.2%0.000%
5/2/2024 Argent Advisors Inc.5,000$1.51M0.6%-1.4%0.001%
5/2/2024 REDW Wealth LLC697$210K0.1%N/A0.000%
5/2/2024 Regent Peak Wealth Advisors LLC2,281$687K0.2%-4.0%0.000%
5/2/2024 High Note Wealth LLC2,664$802K0.3%+48.0%0.000%
5/1/2024 Paces Ferry Wealth Advisors LLC4,555$1.37M0.9%-2.0%0.000%
5/1/2024 Resonant Capital Advisors LLC3,226$973K0.1%+96.6%0.000%
5/1/2024 Janney Capital Management LLC2,519$759K0.1%-15.7%0.000%
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5/1/2024 Blackhawk Capital Partners LLC.8,799$2.65M1.7%-17.8%0.001%
5/1/2024 1834 Investment Advisors Co.1,966$592K0.1%+5.4%0.000%
5/1/2024 Janney Montgomery Scott LLC212,390$63.97M0.2%+2.2%0.022%
5/1/2024 Precision Wealth Strategies LLC1,101$332K0.3%-22.8%0.000%
5/1/2024 Blue Trust Inc.6,981$2.10M0.0%-15.7%0.001%
5/1/2024 TKG Advisors LLC12,287$3.70M2.1%-10.4%0.001%
5/1/2024 Meitav Investment House Ltd.185,981$56.05M1.1%+2,645.9%0.019%
5/1/2024 Alta Wealth Advisors LLC5,459$1.64M0.8%-1.3%0.001%
5/1/2024 Ascent Wealth Partners LLC7,628$2.30M0.3%+0.7%0.001%
5/1/2024 Mirae Asset Global Investments Co. Ltd.523,912$157.79M0.3%+0.9%0.054%
(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, 2,800 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 2,533 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 428,183,579 shares in the last 24 months. This purchase volume represents approximately $87.91B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,803 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 208,672,286 shares in the last 24 months. This volume of shares sold represents approximately $39.15B in transactions.


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

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