Free Trial

Salesforce (CRM) Institutional Ownership

→ Buy Friday. Sell Monday. (From WealthPress) (Ad)
Free CRM Stock Alerts
$285.99
+9.19 (+3.32%)
(As of 02:46 PM ET)
Compare
Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestSocial MediaSustainability

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

Current
Institutional Ownership
Percentage
80.43%
Number of
Institutional Buyers
(last 12 months)
1798
Total
Institutional Inflows
(last 12 months)
$74.10B
Number of
Institutional Sellers
(last 12 months)
1274
Total
Institutional Outflows
(last 12 months)
$23.78B
Get CRM Insider Trade Alerts

Want to know when executives and insiders are buying or selling Salesforce stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

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
5/15/2024Lazard Asset Management LLC1,287,164$387.67M0.5%-25.5%0.133%
5/15/2024Bank of Nova Scotia Trust Co.24,828$7.48M0.8%+20.6%0.003%
5/15/2024Epoch Investment Partners Inc.553,999$166.85M0.7%-6.3%0.057%
5/15/2024LRI Investments LLC1,991$552K0.1%N/A0.000%
5/15/20241832 Asset Management L.P.916,974$276.17M0.2%+9.4%0.095%
5/15/2024Truvestments Capital LLC1,934$582K0.2%+4.5%0.000%
5/15/2024Hhlr Advisors LTD.462,137$139.19M3.0%-38.2%0.048%
5/15/2024Guardian Capital Advisors LP3,030$837K0.1%-16.8%0.000%
5/15/2024Gabelli Funds LLC2,150$648K0.0%+34.0%0.000%
5/15/2024Gamco Investors INC. ET AL5,190$1.56M0.0%-4.1%0.001%
5/15/2024Stonebridge Capital Advisors LLC42,600$12.83M1.2%+5.2%0.004%
5/14/2024Westwood Holdings Group Inc.262,034$78.92M0.6%-12.9%0.027%
5/14/2024JT Stratford LLC2,641$795K0.2%+54.9%0.000%
5/14/2024Capital World Investors15,207,188$4.58B0.8%-22.3%1.571%
5/14/2024Capital Research Global Investors14,376,536$4.33B1.0%+26.9%1.485%
5/14/2024Capital International Sarl110,587$33.31M1.1%-4.3%0.011%
5/14/2024Toronto Dominion Bank634,101$190.98M0.3%-1.7%0.066%
5/14/2024Capital International Ltd. CA88,511$26.66M1.3%-11.9%0.009%
5/14/2024Capital International Inc. CA 200,372$60.35M0.8%-4.3%0.021%
5/14/2024Capital International Investors14,116,449$4.25B0.9%+3.0%1.458%
5/14/2024Capital Group Private Client Services Inc.263,672$79.41M0.8%+27.0%0.027%
5/14/2024Capital Group Investment Management PTE. LTD.25,056$7.55M1.4%-54.5%0.003%
5/14/2024Atalanta Sosnoff Capital LLC175,003$52.71M1.2%+5.7%0.018%
5/14/2024Sheaff Brock Investment Advisors LLC14,743$4.44M0.3%-56.8%0.002%
5/14/2024Cadence Bank672$202K0.0%N/A0.000%
5/14/2024Stamos Capital Partners L.P.4,860$1.46M0.3%-17.1%0.001%
5/14/2024Pinnbrook Capital Management LP40,694$12.26M1.0%-56.5%0.004%
5/14/2024First Commonwealth Financial Corp PA 3,487$1.05M0.3%N/A0.000%
5/14/2024Advisors Asset Management Inc.16,227$4.89M0.1%+25.8%0.002%
5/14/2024Axxcess Wealth Management LLC13,954$4.20M0.1%+21.4%0.001%
5/14/2024EP Wealth Advisors LLC26,451$7.97M0.1%+20.8%0.003%
5/14/2024Wellington Wealth Strategies LLC.2,043$615K0.3%-39.5%0.000%
5/14/2024Element Pointe Advisors LLC763$230K0.1%-14.4%0.000%
5/14/2024Freestone Capital Holdings LLC66,132$19.92M0.7%+1.5%0.007%
5/14/2024CreativeOne Wealth LLC7,520$2.27M0.1%+180.6%0.001%
5/14/2024Delap Wealth Advisory LLC2,637$794K0.3%+145.5%0.000%
5/14/2024Vident Advisory LLC71,287$21.47M0.4%+298.4%0.007%
5/14/2024Fayez Sarofim & Co2,917$879K0.0%-2.8%0.000%
5/14/2024MayTech Global Investments LLC101,098$30.45M5.0%+1.3%0.010%
5/14/2024LGT Group Foundation12,188$3.67M0.1%-53.2%0.001%
Buy Friday. Sell Monday. (Ad)

A 35 year old man from central Florida has stumbled on one of the best strategies we’ve seen in a long time. For the last 30 months his “Friday to Monday” trading strategy has maintained a 71% win rate on more than 350 trades. That includes multiple big time winners like 82% from Adobe… 77% from Palo Alto… But also a barrage of smaller winners like 20% from AMC… Each of which were opened on a Friday afternoon and closed the very next Monday morning. As you’ll see in his brand new video, this strange strategy has given him the ability to capture big time market moves over the weekend.

Check it out, simply follow this link here.
5/14/2024Shell Asset Management Co.42,058$12.67M0.6%+11.5%0.004%
5/14/2024Sax Wealth Advisors LLC775$233K0.0%N/A0.000%
5/14/2024Payden & Rygel Investment Group58,500$17.62M0.8%N/A0.006%
5/14/2024Crewe Advisors LLC1,991$600K0.1%N/A0.000%
5/14/2024Leelyn Smith LLC6,181$1.86M0.4%-0.7%0.001%
5/14/2024Evermay Wealth Management LLC1,879$566K0.1%+5.1%0.000%
5/14/2024 Ossiam22,246$6.70M0.1%-95.2%0.002%
5/14/2024 Natixis Investment Managers International104,650$31.52M2.1%-37.4%0.011%
5/14/2024 Meritage Group LP87,337$26.30M0.6%-91.6%0.009%
5/14/2024 Natixis299,151$90.10M0.5%+14.1%0.031%
5/14/2024 Platinum Investment Management Ltd.3,862$1.16M0.0%N/A0.000%
5/14/2024 InterOcean Capital Group LLC4,062$1.22M0.0%+18.0%0.000%
5/14/2024 GQG Partners LLC3,022,178$910.22M1.5%N/A0.312%
5/14/2024 Pitcairn Co.15,985$4.81M0.3%-1.7%0.002%
5/14/2024 Healthcare of Ontario Pension Plan Trust Fund81,100$24.43M0.1%+31.0%0.008%
5/14/2024 Saturna Capital Corp6,350$1.91M0.0%+4.0%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co846,079$254.83M0.5%+0.2%0.087%
5/14/2024 Oxford Financial Group LTD. LLC1,245$375K0.0%+9.0%0.000%
5/14/2024 American International Group Inc.292,608$88.13M0.3%+0.3%0.030%
5/14/2024 Vaughan David Investments LLC IL1,076$324K0.0%N/A0.000%
5/14/2024 Twin Capital Management Inc.22,662$6.83M0.8%-6.0%0.002%
5/14/2024 RB Capital Management LLC21,237$6.40M1.7%+1.0%0.002%
5/14/2024 Lake Street Advisors Group LLC11,189$3.37M0.2%+88.6%0.001%
5/13/2024 Financial Gravity Asset Management Inc.7,965$2.40M0.6%-92.6%0.001%
5/13/2024 Bessemer Group Inc.54,761$16.49M0.0%+103.5%0.006%
5/13/2024 Atlanta Consulting Group Advisors LLC3,216$969K0.3%N/A0.000%
5/13/2024 Capitolis Liquid Global Markets LLC457,900$137.91M2.2%+186.2%0.047%
5/13/2024 Safeguard Investment Advisory Group LLC709$214K0.1%N/A0.000%
5/13/2024 Mirova15,084$4.54M0.8%+12.0%0.002%
5/13/2024 UniSuper Management Pty Ltd377,364$113.65M1.1%+32.7%0.039%
5/13/2024 Clearbridge Investments LLC3,136,022$944.51M0.7%+0.5%0.324%
5/13/2024 Texas Capital Bank Wealth Management Services Inc840$253K0.0%-26.5%0.000%
5/13/2024 Balanced Rock Investment Advisors LLC1,886$568K0.5%-22.0%0.000%
5/13/2024 O Shaughnessy Asset Management LLC92,573$27.88M0.3%+35.3%0.010%
5/13/2024 Ameritas Investment Partners Inc.10,525$3.17M0.1%-2.7%0.001%
5/13/2024 Rockport Wealth LLC1,985$598K0.2%N/A0.000%
5/13/2024 Signature Estate & Investment Advisors LLC177,939$53.59M1.5%-8.3%0.018%
5/11/2024 Gifford Fong Associates18,009$5.42M1.5%-37.0%0.002%
5/11/2024 Covestor Ltd950$286K0.2%+16.0%0.000%
5/11/2024 Beaumont Financial Advisors LLC2,470$744K0.1%-2.0%0.000%
5/11/2024 Hillsdale Investment Management Inc.3,515$1.06M0.1%-19.5%0.000%
5/11/2024 Orion Capital Management LLC4,815$1.45M0.8%+3.1%0.000%
5/11/2024 Ironwood Investment Counsel LLC3,425$1.03M0.2%-5.1%0.000%
5/11/2024 Catalytic Wealth RIA LLC263,669$79.41M15.9%+2,981.7%0.027%
5/11/2024 Jacobi Capital Management LLC6,418$1.93M0.2%-5.0%0.001%
5/11/2024 Edgestream Partners L.P.9,367$2.82M0.1%+1,126.0%0.001%
5/11/2024 Hirtle Callaghan & Co LLC735$221K0.0%N/A0.000%
5/11/2024 Strait & Sound Wealth Management LLC2,883$863K0.5%+3.3%0.000%
5/10/2024 Ontario Teachers Pension Plan Board1,373,493$413.67M3.6%-7.0%0.142%
5/10/2024 Blue Barn Wealth LLC2,207$665K0.4%+1.8%0.000%
Top 5 AI Stocks to Buy for 2024 (Ad)

5 Best AI Stocks to Invest In Investors are getting very rich in AI stocks right now. Wall Street legend is giving away the name and ticker of the little-known AI stock Wall Street is currently buying hand-over-fist.

Click here to automatically get the our FREE Report & Special Offer "5 Best AI Stocks to Invest In"
5/10/2024 Connors Investor Services Inc.47,869$14.42M1.5%-9.5%0.005%
5/10/2024 Acadian Asset Management LLC31,779$9.57M0.0%-18.5%0.003%
5/10/2024 Fiducient Advisors LLC1,008$304K0.1%N/A0.000%
5/10/2024 TIAA Trust National Association93,233$28.08M0.1%+1.4%0.010%
5/10/2024 Vanguard Group Inc.84,635,254$25.49B0.5%+1.2%8.743%
5/10/2024 Alera Investment Advisors LLC870$262K0.0%+12.8%0.000%
5/10/2024 Cornerstone Advisors LLC49,300$14.85M0.6%-1.6%0.005%
5/10/2024 Spirepoint Private Client LLC1,144$345K0.1%N/A0.000%
5/10/2024 Westfield Capital Management Co. LP590,564$177.87M0.9%-2.9%0.061%
5/10/2024 Intech Investment Management LLC49,513$14.91M0.2%+80.9%0.005%
(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, 2,787 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 2,519 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), Price T Rowe Associates Inc. MD ($13.49M), Capital International Investors ($12.89M), Norges Bank ($10.50M), Parnassus Investments LLC ($6.09M), Capital World Investors ($4.92M), and Capital Research Global Investors ($3.91M).

How much institutional buying is happening at Salesforce?

Institutional investors have bought a total of 428,663,444 shares in the last 24 months. This purchase volume represents approximately $88.85B in transactions.

Which Salesforce major shareholders have been selling company stock?

Of the 1,777 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 ($7.50M), Wellington Management Group LLP ($4.39M), Capital World Investors ($4.35M), and Clearbridge Investments LLC ($3.90M).

How much institutional selling is happening at Salesforce?

Institutional investors have sold a total of 210,476,262 shares in the last 24 months. This volume of shares sold represents approximately $40.24B in transactions.


Related Companies:
This page (NYSE:CRM) was last updated on 5/15/2024 by MarketBeat.com Staff

From Our Partners
Bill Clinton Backing Biden Replacement???
The Freeport Society
Does this make you sick?
Allegiance Gold
is this a buy and hold stock?
Tips4Traders
Tech GIANT’s Plans to Revolutionize Crypto…
Crypto 101 Media
The 2024 Gold Rush: Unleashing Market Potential
Priority Gold
Trump Reveals Conspiracy Behind Fed-Controlled Digital Currency.
Monetary Gold
Forget the “Magnificent 7” Tech Companies, Buy This AI Stock Instead
Banyan Hill Publishing
Top 5 Tech Stocks to Buy for 2024
Daily Market Alerts