Salesforce Ownership 2024 | Who Owns Salesforce Now?
Institutional Ownership
32.47%
Insider Ownership
2.64%
Retail Ownership
64.89%
Institutional Holders
1.95K
Salesforce Institutional Shareholders
Institutional Shareholders by % of Total Shares
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VANGUARD GROUP INC | 8.89% | 0.43% | 86,266,606 | 1,631,352 | 1.93% | 22,179,144,403 | Jun 30, 2024 |
BLACKROCK INC. | 7.69% | 0.43% | 74,577,218 | 2,111,241 | 2.91% | 19,173,802,872 | Jun 30, 2024 |
STATE STREET CORP | 4.96% | 0.54% | 48,143,211 | 1,103,270 | 2.35% | 12,377,619,548,000 | Jun 30, 2024 |
FMR LLC | 3.13% | 0.50% | 30,326,110 | -6,565,681 | -17.80% | 7,796,843,021 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 2.49% | 1.36% | 24,160,210 | 9,783,674 | 68.05% | 6,211,520,693 | Jun 30, 2024 |
GEODE CAPITAL MANAGEMENT, LLC | 2.01% | 0.44% | 19,522,817 | 510,301 | 2.68% | 5,005,892,468 | Jun 30, 2024 |
MORGAN STANLEY | 2.01% | 0.39% | 19,452,501 | -538,415 | -2.69% | 5,001,238,507 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.88% | 0.97% | 18,276,647 | 4,160,198 | 29.47% | 4,698,533,752 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.33% | 0.27% | 12,878,545 | -5,806,161 | -31.07% | 3,311,074,340 | Jun 30, 2024 |
FISHER ASSET MANAGEMENT, LLC | 1.23% | 1.34% | 11,962,021 | 1,120,843 | 10.34% | 3,075,436,031 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 1.22% | 0.50% | 11,822,301 | -3,384,887 | -22.26% | 3,039,440,369 | Jun 30, 2024 |
NORGES BANK | 1.05% | 0.39% | 10,231,777 | 10,231,777 | 100.00% | 2,630,589,867 | Jun 30, 2024 |
NORTHERN TRUST CORP | 1.04% | 0.44% | 10,091,960 | -1,889 | -0.02% | 2,594,642,916,000 | Jun 30, 2024 |
BANK OF AMERICA CORP /DE/ | 1.04% | 0.23% | 10,051,445 | -330,129 | -3.18% | 2,584,226,519 | Jun 30, 2024 |
NUVEEN ASSET MANAGEMENT, LLC | 0.99% | 0.73% | 9,649,684 | 371,987 | 4.01% | 2,480,933,757 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.92% | 0.41% | 8,936,782 | -1,145,893 | -11.37% | 2,297,646,652 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.87% | 0.63% | 8,479,556 | 1,395,376 | 19.70% | 2,180,093,849 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.86% | 0.36% | 8,348,860 | 2,359,398 | 39.39% | 2,146,491,924 | Jun 30, 2024 |
LEGAL & GENERAL GROUP PLC | 0.86% | 0.48% | 8,329,687 | 176,641 | 2.17% | 2,141,562,281 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.83% | 0.25% | 8,075,247 | -5,617,390 | -41.02% | 2,076,147,000 | Jun 30, 2024 |
Salesforce's largest institutional shareholder is VANGUARD GROUP INC, holding 8.89% of the company's total share outstanding, currently valued at $22.18B. The top 10 institutional shareholders own together 35.63% of the company.
Institutional Shareholders by % of Total Assets
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
VALUEACT HOLDINGS, L.P. | 0.40% | 28.30% | 3,914,309 | 428,000 | 12.28% | 1,006,368,844 | Jun 30, 2024 |
FERNBRIDGE CAPITAL MANAGEMENT LP | 0.09% | 15.38% | 899,888 | 503,231 | 126.87% | 231,361,205 | Jun 30, 2024 |
DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP | 0.11% | 13.38% | 1,058,855 | 334,198 | 46.12% | 272,231,621 | Jun 30, 2024 |
CATALYTIC WEALTH RIA, LLC | 0.02% | 12.26% | 241,463 | -22,206 | -8.42% | 62,080,137 | Jun 30, 2024 |
IMMERSION CAPITAL LLP | 0.01% | 12.19% | 84,664 | -31,100 | -26.86% | 21,767,114 | Jun 30, 2024 |
ATOMVEST LTD | 0.00% | 10.56% | 25,000 | 25,000 | 100.00% | 6,556,050 | Jun 30, 2024 |
TENCORE PARTNERS, LP | 0.01% | 10.44% | 105,554 | 2,220 | 2.15% | 27,137,933 | Jun 30, 2024 |
STARBOARD VALUE LP | 0.17% | 10.07% | 1,681,870 | 473,395 | 39.17% | 432,408,777 | Jun 30, 2024 |
NELLORE CAPITAL MANAGEMENT LLC | 0.03% | 10.02% | 258,439 | - | - | 66,444,667 | Jun 30, 2024 |
GRAFTON STREET PARTNERS FUND, LP | 0.00% | 9.50% | 44,095 | 4,595 | 11.63% | 11,336,825 | Jun 30, 2024 |
TRYBE CAPITAL MANAGEMENT LP | 0.02% | 9.19% | 200,000 | 200,000 | 100.00% | 51,420,000 | Jun 30, 2024 |
BLUESPRUCE INVESTMENTS, LP | 0.20% | 9.02% | 1,911,208 | 54,855 | 2.96% | 491,371,577 | Jun 30, 2024 |
LONG PATH PARTNERS LP | 0.01% | 7.84% | 76,894 | -3,135 | -3.92% | 19,769,447 | Jun 30, 2024 |
NOVO HOLDINGS A/S | 0.05% | 7.17% | 480,160 | - | - | 123,449,136 | Jun 30, 2024 |
RDST CAPITAL LLC | 0.01% | 6.61% | 97,770 | 2,140 | 2.24% | 25,136,667 | Jun 30, 2024 |
MIZUHO SECURITIES CO. LTD. | 0.00% | 5.98% | 10,000 | 9,630 | 2602.70% | 2,571,000 | Jun 30, 2024 |
SOMA EQUITY PARTNERS LP | 0.04% | 5.93% | 401,069 | -15,521 | -3.73% | 103,114,840 | Jun 30, 2024 |
KINETIC PARTNERS MANAGEMENT, LP | 0.03% | 5.85% | 312,460 | -27,600 | -8.12% | 80,333,466 | Jun 30, 2024 |
PETRUS TRUST COMPANY, LTA | 0.02% | 5.66% | 235,800 | 35,000 | 17.43% | 60,624,180 | Jun 30, 2024 |
ROUTE ONE INVESTMENT COMPANY, L.P. | 0.06% | 5.44% | 610,950 | - | - | 157,075,245 | Jun 30, 2024 |
The largest Salesforce shareholder by % of total assets is VALUEACT HOLDINGS, L.P.. The company owns 3.91M shares of Salesforce (CRM), representing 28.30% of its total assets.
Institutional Buyers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.05% | 0.39% | 10,231,777 | 10,231,777 | 100.00% | 2,630,589,867 | Jun 30, 2024 |
CAPITAL RESEARCH GLOBAL INVESTORS | 2.49% | 1.36% | 24,160,210 | 9,783,674 | 68.05% | 6,211,520,693 | Jun 30, 2024 |
CAPITAL INTERNATIONAL INVESTORS | 1.88% | 0.97% | 18,276,647 | 4,160,198 | 29.47% | 4,698,533,752 | Jun 30, 2024 |
GOLDMAN SACHS GROUP INC | 0.86% | 0.36% | 8,348,860 | 2,359,398 | 39.39% | 2,146,491,924 | Jun 30, 2024 |
BLACKROCK INC. | 7.69% | 0.43% | 74,577,218 | 2,111,241 | 2.91% | 19,173,802,872 | Jun 30, 2024 |
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 0.61% | 0.47% | 5,906,877 | 1,922,674 | 48.26% | 1,518,658,078 | Jun 30, 2024 |
HARRIS ASSOCIATES L P | 0.52% | 2.18% | 5,009,693 | 1,898,985 | 61.05% | 1,287,992,018 | Jun 30, 2024 |
JANUS HENDERSON GROUP PLC | 0.25% | 0.34% | 2,470,695 | 1,821,942 | 280.84% | 635,248,221 | Jun 30, 2024 |
VANGUARD GROUP INC | 8.89% | 0.43% | 86,266,606 | 1,631,352 | 1.93% | 22,179,144,403 | Jun 30, 2024 |
T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.57% | 0.89% | 5,507,102 | 1,604,336 | 41.11% | 1,415,876,000 | Jun 30, 2024 |
UBS ASSET MANAGEMENT AMERICAS INC | 0.87% | 0.63% | 8,479,556 | 1,395,376 | 19.70% | 2,180,093,849 | Jun 30, 2024 |
FISHER ASSET MANAGEMENT, LLC | 1.23% | 1.34% | 11,962,021 | 1,120,843 | 10.34% | 3,075,436,031 | Jun 30, 2024 |
STATE STREET CORP | 4.96% | 0.54% | 48,143,211 | 1,103,270 | 2.35% | 12,377,619,548,000 | Jun 30, 2024 |
FARALLON CAPITAL MANAGEMENT LLC | 0.30% | 3.58% | 2,946,838 | 994,670 | 50.95% | 757,632,050 | Jun 30, 2024 |
AMERIPRISE FINANCIAL INC | 0.45% | 0.30% | 4,378,826 | 877,495 | 25.06% | 1,125,330,596 | Jun 30, 2024 |
PICTET ASSET MANAGEMENT HOLDING SA | 0.38% | 1.09% | 3,692,612 | 833,821 | 29.17% | 949,210,222 | Jun 30, 2024 |
FIL LTD | 0.35% | 0.86% | 3,399,309 | 808,082 | 31.19% | 873,962,345 | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | 0.12% | 0.68% | 1,163,700 | 744,200 | 177.40% | 299,187,277 | Jun 30, 2024 |
ROKOS CAPITAL MANAGEMENT LLP | 0.08% | 1.27% | 789,760 | 699,093 | 771.06% | 203,102,561 | Jun 30, 2024 |
FIRST EAGLE INVESTMENT MANAGEMENT, LLC | 0.27% | 1.51% | 2,624,665 | 692,493 | 35.84% | 674,801,498 | Jun 30, 2024 |
As of Jun 30 2024, Salesforce's largest institutional buyer is NORGES BANK. The company purchased 10.23M stocks of CRM, valued at $2.63B.
Institutional Sellers
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
FMR LLC | 3.13% | 0.50% | 30,326,110 | -6,565,681 | -17.80% | 7,796,843,021 | Jun 30, 2024 |
JPMORGAN CHASE & CO | 1.33% | 0.27% | 12,878,545 | -5,806,161 | -31.07% | 3,311,074,340 | Jun 30, 2024 |
PRICE T ROWE ASSOCIATES INC /MD/ | 0.83% | 0.25% | 8,075,247 | -5,617,390 | -41.02% | 2,076,147,000 | Jun 30, 2024 |
JENNISON ASSOCIATES LLC | 0.37% | 0.59% | 3,562,088 | -4,541,963 | -56.05% | 915,812,780 | Jun 30, 2024 |
CAPITAL WORLD INVESTORS | 1.22% | 0.50% | 11,822,301 | -3,384,887 | -22.26% | 3,039,440,369 | Jun 30, 2024 |
GQG PARTNERS LLC | - | - | - | -3,022,178 | -100.00% | - | Jun 30, 2024 |
COATUE MANAGEMENT LLC | 0.20% | 1.91% | 1,907,872 | -2,792,964 | -59.41% | 490,513,891 | Jun 30, 2024 |
LONE PINE CAPITAL LLC | - | - | - | -2,400,267 | -100.00% | - | Jun 30, 2024 |
WINSLOW CAPITAL MANAGEMENT, LLC | 0.01% | 0.08% | 86,536 | -2,316,242 | -96.40% | 22,248,406 | Jun 30, 2024 |
BARCLAYS PLC | 0.30% | 0.23% | 2,881,715 | -2,023,376 | -41.25% | 740,889,000 | Jun 30, 2024 |
MILLENNIUM MANAGEMENT LLC | 0.03% | 0.03% | 290,695 | -1,768,080 | -85.88% | 74,737,684 | Jun 30, 2024 |
DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.04% | 0.11% | 425,542 | -1,727,899 | -80.24% | 109,389,995 | Jun 30, 2024 |
FRANKLIN RESOURCES INC | 0.49% | 0.38% | 4,798,127 | -1,398,220 | -22.57% | 1,233,598,461 | Jun 30, 2024 |
WELLINGTON MANAGEMENT GROUP LLP | 0.92% | 0.41% | 8,936,782 | -1,145,893 | -11.37% | 2,297,646,652 | Jun 30, 2024 |
WHALE ROCK CAPITAL MANAGEMENT LLC | - | - | - | -950,736 | -100.00% | - | Jun 30, 2024 |
VOYA INVESTMENT MANAGEMENT LLC | 0.25% | 0.70% | 2,411,910 | -903,869 | -27.26% | 619,727,465 | Jun 30, 2024 |
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | 0.08% | 0.17% | 731,526 | -841,764 | -53.50% | 188,075,000 | Jun 30, 2024 |
1832 ASSET MANAGEMENT L.P. | 0.02% | 0.04% | 168,756 | -748,218 | -81.60% | 43,387,168 | Jun 30, 2024 |
ROYAL BANK OF CANADA | 0.63% | 0.36% | 6,102,858 | -671,034 | -9.91% | 1,569,044,000 | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -669,500 | -100.00% | - | Jun 30, 2024 |
As of Jun 30 2024, Salesforce's biggest institutional seller is FMR LLC. The company sold -6.57M shares of CRM, valued at $7.80B.
Institutional New positions
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
NORGES BANK | 1.05% | 0.39% | 10,231,777 | 10,231,777 | 100.00% | 2,630,589,867 | Jun 30, 2024 |
INTERMEDE INVESTMENT PARTNERS LTD | 0.05% | 2.82% | 519,427 | 519,427 | 100.00% | 133,545,000 | Jun 30, 2024 |
MIRAE ASSET GLOBAL ETFS HOLDINGS LTD. | 0.04% | 0.26% | 426,846 | 426,846 | 100.00% | 109,587,862 | Jun 30, 2024 |
VIKING GLOBAL INVESTORS LP | 0.04% | 0.40% | 405,135 | 405,135 | 100.00% | 104,160,209 | Jun 30, 2024 |
ALTIMETER CAPITAL MANAGEMENT, LP | 0.04% | 1.39% | 363,590 | 363,590 | 100.00% | 93,478,989 | Jun 30, 2024 |
COREBRIDGE FINANCIAL, INC. | 0.03% | 0.38% | 271,758 | 271,758 | 100.00% | 69,868,982 | Jun 30, 2024 |
JACOBS LEVY EQUITY MANAGEMENT, INC | 0.02% | 0.24% | 227,262 | 227,262 | 100.00% | 58,429,060 | Jun 30, 2024 |
ROKOS CAPITAL MANAGEMENT LLP | 0.02% | 0.32% | 200,000 | 200,000 | 100.00% | 51,433,995 | Jun 30, 2024 |
TRYBE CAPITAL MANAGEMENT LP | 0.02% | 9.19% | 200,000 | 200,000 | 100.00% | 51,420,000 | Jun 30, 2024 |
MANNING & NAPIER ADVISORS LLC | 0.02% | 0.50% | 173,892 | 173,892 | 100.00% | 44,707,633 | Jun 30, 2024 |
FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.02% | 0.44% | 152,555 | 152,555 | 100.00% | 39,222,000 | Jun 30, 2024 |
STRATEGIC FINANCIAL CONCEPTS, LLC | 0.02% | 0.00% | 149,213 | 149,213 | 100.00% | 5,520,000 | Jun 30, 2024 |
TEMASEK HOLDINGS (PRIVATE) LTD | 0.01% | 0.17% | 139,005 | 139,005 | 100.00% | 35,738,186 | Jun 30, 2024 |
DISTILLATE CAPITAL PARTNERS LLC | 0.01% | 1.78% | 130,911 | 130,911 | 100.00% | 33,657,218 | Jun 30, 2024 |
CLEAR STREET LLC | 0.01% | 0.24% | 100,000 | 100,000 | 100.00% | 25,710,000 | Jun 30, 2024 |
BERKLEY W R CORP | 0.01% | 1.07% | 99,200 | 99,200 | 100.00% | 25,504,320 | Jun 30, 2024 |
MIZUHO SECURITIES USA LLC | 0.01% | 0.43% | 74,886 | 74,886 | 100.00% | 19,253,191 | Jun 30, 2024 |
WALLEYE TRADING LLC | 0.01% | 0.04% | 60,870 | 60,870 | 100.00% | 15,649,677 | Jun 30, 2024 |
STRATEGIC WEALTH INVESTMENT GROUP, LLC | 0.01% | 1.81% | 55,941 | 55,941 | 100.00% | 14,332,710 | Jun 30, 2024 |
DNCA FINANCE | 0.00% | 0.88% | 40,000 | 40,000 | 100.00% | 10,284,000 | Jun 30, 2024 |
SEAVIEW INVESTMENT MANAGERS LLC | 0.00% | 2.97% | 38,372 | 38,372 | 100.00% | 9,865,441 | Jun 30, 2024 |
COPELAND CAPITAL MANAGEMENT, LLC | 0.00% | 0.17% | 36,115 | 36,115 | 100.00% | 9,285,167 | Jun 30, 2024 |
CASTLEKNIGHT MANAGEMENT LP | 0.00% | 0.45% | 35,000 | 35,000 | 100.00% | 8,998,500 | Jun 30, 2024 |
MONACO ASSET MANAGEMENT SAM | 0.00% | 1.43% | 35,000 | 35,000 | 100.00% | 8,998,500 | Jun 30, 2024 |
SPHERA FUNDS MANAGEMENT LTD. | 0.00% | 1.18% | 33,600 | 33,600 | 100.00% | 8,638,560 | Jun 30, 2024 |
FINANCIERE DES PROFESSIONNELS - FONDS D,INVESTISSEMENT INC. | 0.00% | 0.65% | 32,338 | 32,338 | 100.00% | 8,284,672 | Jun 30, 2024 |
BDF-GESTION | 0.00% | 0.70% | 28,403 | 28,403 | 100.00% | 7,302,411 | Jun 30, 2024 |
NEO IVY CAPITAL MANAGEMENT | 0.00% | 1.31% | 26,008 | 26,008 | 100.00% | 6,687,000 | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | 0.00% | 0.03% | 25,000 | 25,000 | 100.00% | 6,427,500 | Jun 30, 2024 |
ATOMVEST LTD | 0.00% | 10.56% | 25,000 | 25,000 | 100.00% | 6,556,050 | Jun 30, 2024 |
CODEX CAPITAL ASSET MANAGEMENT L.L.C. | 0.00% | 2.89% | 24,000 | 24,000 | 100.00% | 6,170,400 | Jun 30, 2024 |
GOLDEN STATE EQUITY PARTNERS | 0.00% | 1.19% | 22,138 | 22,138 | 100.00% | 5,691,725 | Jun 30, 2024 |
J. SAFRA SARASIN HOLDING AG | 0.00% | 0.09% | 20,062 | 20,062 | 100.00% | 5,157,938 | Jun 30, 2024 |
0.00% | 0.59% | 19,833 | 19,833 | 100.00% | 4,740,254 | Jun 30, 2024 | |
CRESSET ASSET MANAGEMENT, LLC | 0.00% | 0.02% | 16,000 | 16,000 | 100.00% | 4,113,600 | Jun 30, 2024 |
RIVER ROAD ASSET MANAGEMENT, LLC | 0.00% | 0.06% | 15,246 | 15,246 | 100.00% | 3,919,747 | Jun 30, 2024 |
NICOLLET INVESTMENT MANAGEMENT, INC. | 0.00% | 1.44% | 15,042 | 15,042 | 100.00% | 3,867,000 | Jun 30, 2024 |
JOHN G ULLMAN & ASSOCIATES INC | 0.00% | 0.58% | 14,700 | 14,700 | 100.00% | 3,779,370 | Jun 30, 2024 |
FAMILY MANAGEMENT CORP | 0.00% | 0.59% | 13,002 | 13,002 | 100.00% | 3,342,814 | Jun 30, 2024 |
EXOR CAPITAL LLP | 0.00% | 0.11% | 13,000 | 13,000 | 100.00% | 3,342,300 | Jun 30, 2024 |
DESTINY WEALTH PARTNERS, LLC | 0.00% | 0.57% | 12,369 | 12,369 | 100.00% | 3,180,070 | Jun 30, 2024 |
IONIC CAPITAL MANAGEMENT LLC | 0.00% | 0.53% | 12,000 | 12,000 | 100.00% | 3,085,200 | Jun 30, 2024 |
AVESTAR CAPITAL, LLC | 0.00% | 0.29% | 11,000 | 11,000 | 100.00% | 2,828,100 | Jun 30, 2024 |
GPM GROWTH INVESTORS, INC. | 0.00% | 1.14% | 10,439 | 10,439 | 100.00% | 2,683,867 | Jun 30, 2024 |
LMR PARTNERS LLP | 0.00% | 0.02% | 10,300 | 10,300 | 100.00% | 2,648,130 | Jun 30, 2024 |
AUDENT GLOBAL ASSET MANAGEMENT, LLC | 0.00% | 2.68% | 10,000 | 10,000 | 100.00% | 2,571,000 | Jun 30, 2024 |
ANGLEPOINT ASSET MANAGEMENT LTD | 0.00% | 2.66% | 9,850 | 9,850 | 100.00% | 2,532,435 | Jun 30, 2024 |
M HOLDINGS SECURITIES, INC. | 0.00% | 0.33% | 9,770 | 9,770 | 100.00% | 2,507,000 | Jun 30, 2024 |
APPLIED FINANCE CAPITAL MANAGEMENT, LLC | 0.00% | 0.10% | 8,287 | 8,287 | 100.00% | 2,130,588 | Jun 30, 2024 |
SUMMIT PARTNERS PUBLIC ASSET MANAGEMENT, LLC | 0.00% | 0.08% | 8,000 | 8,000 | 100.00% | 2,056,800 | Jun 30, 2024 |
DOHENY ASSET MANAGEMENT /CA | 0.00% | 1.03% | 6,998 | 6,998 | 100.00% | 1,799,000 | Jun 30, 2024 |
AXIOM ADVISORY, LLC | 0.00% | 0.02% | 6,176 | 6,176 | 100.00% | 1,652,661 | Jun 30, 2024 |
PLATFORM TECHNOLOGY PARTNERS | 0.00% | 0.54% | 6,102 | 6,102 | 100.00% | 1,568,945 | Jun 30, 2024 |
GLOBAL X JAPAN CO., LTD. | 0.00% | 0.22% | 6,034 | 6,034 | 100.00% | 1,551,341 | Jun 30, 2024 |
EXCEL SECURITIES & ASSOCIATES, INC. | 0.00% | 0.34% | 5,595 | 5,595 | 100.00% | 1,412,110 | Jun 30, 2024 |
0.00% | 0.07% | 5,067 | 5,067 | 100.00% | 1,302,675 | Jun 30, 2024 | |
BTG PACTUAL ASSET MANAGEMENT US LLC | 0.00% | 0.19% | 5,064 | 5,064 | 100.00% | 1,301,954 | Jun 30, 2024 |
BLACK SWIFT GROUP, LLC | 0.00% | 0.30% | 5,030 | 5,030 | 100.00% | 1,293,213 | Jun 30, 2024 |
QUINN OPPORTUNITY PARTNERS LLC | 0.00% | 0.15% | 5,000 | 5,000 | 100.00% | 1,285,500 | Jun 30, 2024 |
CASTLE WEALTH MANAGEMENT LLC | 0.00% | 0.61% | 4,980 | 4,980 | 100.00% | 1,280,376 | Jun 30, 2024 |
FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.29% | 4,626 | 4,626 | 100.00% | 1,184,395 | Jun 30, 2024 |
0.00% | 1.00% | 4,421 | 4,421 | 100.00% | 1,131,909 | Jun 30, 2024 | |
HOHIMER WEALTH MANAGEMENT, LLC | 0.00% | 0.26% | 4,387 | 4,387 | 100.00% | 1,127,898 | Jun 30, 2024 |
KEY CLIENT FIDUCIARY ADVISORS, LLC | 0.00% | 0.55% | 4,300 | 4,300 | 100.00% | 1,105,530 | Jun 30, 2024 |
GSA CAPITAL PARTNERS LLP | 0.00% | 0.08% | 4,219 | 4,219 | 100.00% | 1,085,000 | Jun 30, 2024 |
MILLINGTON FINANCIAL ADVISORS, LLC | 0.00% | 0.73% | 4,080 | 4,080 | 100.00% | 1,048,968 | Jun 30, 2024 |
0.00% | 0.49% | 3,750 | 3,750 | 100.00% | 874,552 | Jun 30, 2024 | |
ARCUS CAPITAL PARTNERS, LLC | 0.00% | 0.34% | 3,387 | 3,387 | 100.00% | 870,798 | Jun 30, 2024 |
RINKEY INVESTMENTS | 0.00% | 0.30% | 3,227 | 3,227 | 100.00% | 829,918 | Jun 30, 2024 |
MAIA WEALTH LLC | 0.00% | 0.25% | 3,220 | 3,220 | 100.00% | 814,162 | Jun 30, 2024 |
CAPITAL CS GROUP, LLC | 0.00% | 0.24% | 3,200 | 3,200 | 100.00% | 212,000 | Jun 30, 2024 |
0.00% | 0.49% | 3,188 | 3,188 | 100.00% | 819,635 | Jun 30, 2024 | |
CYR FINANCIAL INC. | 0.00% | 0.81% | 3,140 | 3,140 | 100.00% | 807,267 | Jun 30, 2024 |
EXANE ASSET MANAGEMENT | 0.00% | 0.50% | 2,790 | 2,790 | 100.00% | 717,309 | Jun 30, 2024 |
POEHLING CAPITAL MANAGEMENT, INC. | 0.00% | 0.19% | 2,681 | 2,681 | 100.00% | 689,285 | Jun 30, 2024 |
0.00% | 0.18% | 2,642 | 2,642 | 100.00% | 679,302 | Jun 30, 2024 | |
VENATOR MANAGEMENT LLC | 0.00% | 0.19% | 2,500 | 2,500 | 100.00% | 642,750 | Jun 30, 2024 |
SELECT EQUITY GROUP, L.P. | 0.00% | 0.00% | 2,400 | 2,400 | 100.00% | 617,040 | Jun 30, 2024 |
CAPULA MANAGEMENT LTD | 0.00% | 0.01% | 2,400 | 2,400 | 100.00% | 617,040 | Jun 30, 2024 |
IAMS WEALTH MANAGEMENT, LLC | 0.00% | 0.32% | 2,239 | 2,239 | 100.00% | 575,647 | Jun 30, 2024 |
LEGACY CAPITAL GROUP CALIFORNIA, INC. | 0.00% | 0.21% | 2,224 | 2,224 | 100.00% | 571,790 | Jun 30, 2024 |
GALLACHER CAPITAL MANAGEMENT LLC | 0.00% | 0.29% | 2,124 | 2,124 | 100.00% | 546,094 | Jun 30, 2024 |
SILVER COAST INVESTMENTS LLC | 0.00% | 0.20% | 1,915 | 1,915 | 100.00% | 492,347 | Jun 30, 2024 |
NVEST FINANCIAL, LLC | 0.00% | 0.30% | 1,905 | 1,905 | 100.00% | 489,658 | Jun 30, 2024 |
ROOT FINANCIAL PARTNERS, LLC | 0.00% | 0.11% | 1,784 | 1,784 | 100.00% | 458,690 | Jun 30, 2024 |
ZIMMERMANN INVESTMENT MANAGEMENT & PLANNING LLC | 0.00% | 0.14% | 1,680 | 1,680 | 100.00% | 431,928 | Jun 30, 2024 |
HOWLAND CAPITAL MANAGEMENT LLC | 0.00% | 0.02% | 1,665 | 1,665 | 100.00% | 428,072 | Jun 30, 2024 |
LBMC INVESTMENT ADVISORS, LLC | 0.00% | 0.04% | 1,646 | 1,646 | 100.00% | 423,187 | Jun 30, 2024 |
MRP CAPITAL INVESTMENTS, LLC | 0.00% | 0.39% | 1,629 | 1,629 | 100.00% | 418,816 | Jun 30, 2024 |
DEERFIELD MANAGEMENT COMPANY, L.P. (SERIES C) | 0.00% | 0.01% | 1,589 | 1,589 | 100.00% | 408,532 | Jun 30, 2024 |
CERRO PACIFIC WEALTH ADVISORS LLC | 0.00% | 0.15% | 1,573 | 1,573 | 100.00% | 404,419 | Jun 30, 2024 |
GARDA CAPITAL PARTNERS LP | 0.00% | 0.01% | 1,523 | 1,523 | 100.00% | 391,563,000 | Jun 30, 2024 |
0.00% | 0.28% | 1,503 | 1,503 | 100.00% | 386,382 | Jun 30, 2024 | |
HARBOR ADVISORS LLC | 0.00% | 0.07% | 1,500 | 1,500 | 100.00% | 385,650 | Jun 30, 2024 |
DIAMETRIC CAPITAL, LP | 0.00% | 0.21% | 1,482 | 1,482 | 100.00% | 381,022 | Jun 30, 2024 |
LIDO ADVISORS, LLC | 0.00% | 0.00% | 1,400 | 1,400 | 100.00% | 359,940 | Jun 30, 2024 |
HARMONY ASSET MANAGEMENT LLC | 0.00% | 0.14% | 1,320 | 1,320 | 100.00% | 339,374 | Jun 30, 2024 |
LEE DANNER & BASS INC | 0.00% | 0.03% | 1,315 | 1,315 | 100.00% | 338,000 | Jun 30, 2024 |
SYM FINANCIAL CORP | 0.00% | 0.05% | 1,301 | 1,301 | 100.00% | 334,487 | Jun 30, 2024 |
CRESCENT GROVE ADVISORS, LLC | 0.00% | 0.04% | 1,292 | 1,292 | 100.00% | 332,175 | Jun 30, 2024 |
Salesforce's largest new institutional shareholder by number of shares is NORGES BANK, purchased 10.23M shares, valued at $2.63B, as of undefined.
Institutional Sold Out
Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
---|---|---|---|---|---|---|---|
GQG PARTNERS LLC | - | - | - | -3,022,178 | -100.00% | - | Jun 30, 2024 |
LONE PINE CAPITAL LLC | - | - | - | -2,400,267 | -100.00% | - | Jun 30, 2024 |
WHALE ROCK CAPITAL MANAGEMENT LLC | - | - | - | -950,736 | -100.00% | - | Jun 30, 2024 |
BLACKROCK INC. | - | - | - | -669,500 | -100.00% | - | Jun 30, 2024 |
VAUGHAN NELSON INVESTMENT MANAGEMENT, L.P. | - | - | - | -609,305 | -100.00% | - | Jun 30, 2024 |
MOORE CAPITAL MANAGEMENT, LP | - | - | - | -493,900 | -100.00% | - | Jun 30, 2024 |
HOLOCENE ADVISORS, LP | - | - | - | -449,295 | -100.00% | - | Jun 30, 2024 |
KODAI CAPITAL MANAGEMENT LP | - | - | - | -441,808 | -100.00% | - | Jun 30, 2024 |
CONTOUR ASSET MANAGEMENT LLC | - | - | - | -438,294 | -100.00% | - | Jun 30, 2024 |
RENAISSANCE TECHNOLOGIES LLC | - | - | - | -390,759 | -100.00% | - | Jun 30, 2024 |
BARCLAYS PLC | - | - | - | -388,400 | -100.00% | - | Jun 30, 2024 |
POLAR CAPITAL HOLDINGS PLC | - | - | - | -364,857 | -100.00% | - | Jun 30, 2024 |
JERICHO CAPITAL ASSET MANAGEMENT L.P. | - | - | - | -352,000 | -100.00% | - | Jun 30, 2024 |
TRIVEST ADVISORS LTD | - | - | - | -344,000 | -100.00% | - | Jun 30, 2024 |
SACHEM HEAD CAPITAL MANAGEMENT LP | - | - | - | -335,300 | -100.00% | - | Jun 30, 2024 |
CANDLESTICK CAPITAL MANAGEMENT LP | - | - | - | -316,010 | -100.00% | - | Jun 30, 2024 |
FULLERTON FUND MANAGEMENT CO LTD. | - | - | - | -311,442 | -100.00% | - | Jun 30, 2024 |
AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -292,608 | -100.00% | - | Jun 30, 2024 |
SURGOCAP PARTNERS LP | - | - | - | -267,397 | -100.00% | - | Jun 30, 2024 |
JAT CAPITAL MGMT LP | - | - | - | -204,643 | -100.00% | - | Jun 30, 2024 |
AVALA GLOBAL LP | - | - | - | -192,485 | -100.00% | - | Jun 30, 2024 |
ORIBEL CAPITAL MANAGEMENT, LP | - | - | - | -188,200 | -100.00% | - | Jun 30, 2024 |
POINTSTATE CAPITAL LP | - | - | - | -176,631 | -100.00% | - | Jun 30, 2024 |
HRT FINANCIAL LP | - | - | - | -176,129 | -100.00% | - | Jun 30, 2024 |
JUNTO CAPITAL MANAGEMENT LP | - | - | - | -167,371 | -100.00% | - | Jun 30, 2024 |
MAPLELANE CAPITAL, LLC | - | - | - | -163,000 | -100.00% | - | Jun 30, 2024 |
BLACKSTONE INC. | - | - | - | -160,000 | -100.00% | - | Jun 30, 2024 |
ROYAL BANK OF CANADA | - | - | - | -156,000 | -100.00% | - | Jun 30, 2024 |
EXODUSPOINT CAPITAL MANAGEMENT, LP | - | - | - | -142,164 | -100.00% | - | Jun 30, 2024 |
LMR PARTNERS LLP | - | - | - | -129,892 | -100.00% | - | Jun 30, 2024 |
CUBIST SYSTEMATIC STRATEGIES, LLC | - | - | - | -122,392 | -100.00% | - | Jun 30, 2024 |
TWIN TREE MANAGEMENT, LP | - | - | - | -113,700 | -100.00% | - | Jun 30, 2024 |
NATIXIS INVESTMENT MANAGERS INTERNATIONAL | - | - | - | -104,650 | -100.00% | - | Jun 30, 2024 |
TWINBEECH CAPITAL LP | - | - | - | -104,157 | -100.00% | - | Jun 30, 2024 |
ALTA PARK CAPITAL, LP | - | - | - | -94,037 | -100.00% | - | Jun 30, 2024 |
GOVERNORS LANE LP | - | - | - | -83,303 | -100.00% | - | Jun 30, 2024 |
CINCTIVE CAPITAL MANAGEMENT LP | - | - | - | -81,509 | -100.00% | - | Jun 30, 2024 |
SCULPTOR CAPITAL LP | - | - | - | -81,500 | -100.00% | - | Jun 30, 2024 |
BWCP, LP | - | - | - | -58,670 | -100.00% | - | Jun 30, 2024 |
ZEVENBERGEN CAPITAL INVESTMENTS LLC | - | - | - | -58,000 | -100.00% | - | Jun 30, 2024 |
SUVRETTA CAPITAL MANAGEMENT, LLC | - | - | - | -55,050 | -100.00% | - | Jun 30, 2024 |
CONNORS INVESTOR SERVICES INC | - | - | - | -47,869 | -100.00% | - | Jun 30, 2024 |
BOOTHBAY FUND MANAGEMENT, LLC | - | - | - | -45,150 | -100.00% | - | Jun 30, 2024 |
PINNBROOK CAPITAL MANAGEMENT LP | - | - | - | -40,694 | -100.00% | - | Jun 30, 2024 |
KINGDON CAPITAL MANAGEMENT, L.L.C. | - | - | - | -40,000 | -100.00% | - | Jun 30, 2024 |
METROPOLITAN LIFE INSURANCE CO/NY | - | - | - | -39,042 | -100.00% | - | Jun 30, 2024 |
CONSOLIDATED PLANNING CORP | - | - | - | -38,597 | -100.00% | - | Jun 30, 2024 |
POINT72 (DIFC) LTD | - | - | - | -38,350 | -100.00% | - | Jun 30, 2024 |
HONEYCOMB ASSET MANAGEMENT LP | - | - | - | -35,000 | -100.00% | - | Jun 30, 2024 |
MIVTACHIM THE WORKERS SOCIAL INSURANCE FUND LTD. (UNDER SPECIAL MANAGEMENT) | - | - | - | -33,300 | -100.00% | - | Jun 30, 2024 |
BARRIER CAPITAL MANAGEMENT, LLC | - | - | - | -31,267 | -100.00% | - | Jun 30, 2024 |
TELEMARK ASSET MANAGEMENT, LLC | - | - | - | -30,000 | -100.00% | - | Jun 30, 2024 |
GLOBAL ASSETS ADVISORY, LLC | - | - | - | -28,412 | -100.00% | - | Jun 30, 2024 |
LINCOLN NATIONAL CORP | - | - | - | -28,055 | -100.00% | - | Jun 30, 2024 |
SYMMETRY INVESTMENTS LP | - | - | - | -27,779 | -100.00% | - | Jun 30, 2024 |
COOKSON PEIRCE & CO INC | - | - | - | -25,757 | -100.00% | - | Jun 30, 2024 |
PREMIER FUND MANAGERS LTD | - | - | - | -24,625 | -100.00% | - | Jun 30, 2024 |
READYSTATE ASSET MANAGEMENT LP | - | - | - | -24,100 | -100.00% | - | Jun 30, 2024 |
FINANCIAL ENHANCEMENT GROUP LLC | - | - | - | -23,460 | -100.00% | - | Jun 30, 2024 |
TEZA CAPITAL MANAGEMENT LLC | - | - | - | -22,282 | -100.00% | - | Jun 30, 2024 |
CASTLEARK MANAGEMENT LLC | - | - | - | -21,929 | -100.00% | - | Jun 30, 2024 |
PALO DS MANAGER LLC | - | - | - | -21,486 | -100.00% | - | Jun 30, 2024 |
IMC-CHICAGO, LLC | - | - | - | -21,297 | -100.00% | - | Jun 30, 2024 |
ARTISAN PARTNERS LIMITED PARTNERSHIP | - | - | - | -20,522 | -100.00% | - | Jun 30, 2024 |
NWAM LLC | - | - | - | -20,011 | -100.00% | - | Jun 30, 2024 |
PATTON FUND MANAGEMENT, INC. | - | - | - | -19,731 | -100.00% | - | Jun 30, 2024 |
ENGINEERS GATE MANAGER LP | - | - | - | -19,117 | -100.00% | - | Jun 30, 2024 |
CHIRON INVESTMENT MANAGEMENT, LLC | - | - | - | -18,945 | -100.00% | - | Jun 30, 2024 |
GAM HOLDING AG | - | - | - | -18,385 | -100.00% | - | Jun 30, 2024 |
BECK CAPITAL MANAGEMENT, LLC | - | - | - | -17,897 | -100.00% | - | Jun 30, 2024 |
- | - | - | -17,596 | -100.00% | - | Jun 30, 2024 | |
BENSON INVESTMENT MANAGEMENT COMPANY, INC. | - | - | - | -15,797 | -100.00% | - | Jun 30, 2024 |
SIMPLEX TRADING, LLC | - | - | - | -15,255 | -100.00% | - | Jun 30, 2024 |
CREDIT AGRICOLE S A | - | - | - | -15,000 | -100.00% | - | Jun 30, 2024 |
HUDSON BAY CAPITAL MANAGEMENT LP | - | - | - | -13,444 | -100.00% | - | Jun 30, 2024 |
TREXQUANT INVESTMENT LP | - | - | - | -12,931 | -100.00% | - | Jun 30, 2024 |
ARLINGTON PARTNERS LLC | - | - | - | -12,727 | -100.00% | - | Jun 30, 2024 |
TKG ADVISORS, LLC | - | - | - | -12,287 | -100.00% | - | Jun 30, 2024 |
RATIONAL ADVISORS LLC | - | - | - | -11,799 | -100.00% | - | Jun 30, 2024 |
ACCUVEST GLOBAL ADVISORS | - | - | - | -11,390 | -100.00% | - | Jun 30, 2024 |
HORIZON INVESTMENT SERVICES, LLC | - | - | - | -11,243 | -100.00% | - | Jun 30, 2024 |
CENTRAL ASSET INVESTMENTS & MANAGEMENT HOLDINGS (HK) LTD | - | - | - | -10,861 | -100.00% | - | Jun 30, 2024 |
POINT72 HONG KONG LTD | - | - | - | -10,485 | -100.00% | - | Jun 30, 2024 |
CHASE INVESTMENT COUNSEL CORP | - | - | - | -10,339 | -100.00% | - | Jun 30, 2024 |
ADVENT CAPITAL MANAGEMENT /DE/ | - | - | - | -10,000 | -100.00% | - | Jun 30, 2024 |
LAURION CAPITAL MANAGEMENT LP | - | - | - | -9,300 | -100.00% | - | Jun 30, 2024 |
PETERSON FINANCIAL GROUP, INC. | - | - | - | -9,294 | -100.00% | - | Jun 30, 2024 |
BALENTINE LLC | - | - | - | -9,251 | -100.00% | - | Jun 30, 2024 |
EISLER CAPITAL (US) LLC | - | - | - | -8,610 | -100.00% | - | Jun 30, 2024 |
DEL-SETTE CAPITAL MANAGEMENT, LLC | - | - | - | -8,360 | -100.00% | - | Jun 30, 2024 |
POINT72 ASIA (SINGAPORE) PTE. LTD. | - | - | - | -8,359 | -100.00% | - | Jun 30, 2024 |
TAIKA CAPITAL, LP | - | - | - | -7,840 | -100.00% | - | Jun 30, 2024 |
MORSE ASSET MANAGEMENT, INC | - | - | - | -7,834 | -100.00% | - | Jun 30, 2024 |
WORTH ASSET MANAGEMENT, LLC | - | - | - | -7,785 | -100.00% | - | Jun 30, 2024 |
G&S CAPITAL LLC | - | - | - | -7,406 | -100.00% | - | Jun 30, 2024 |
CAMARDA FINANCIAL ADVISORS, LLC | - | - | - | -7,350 | -100.00% | - | Jun 30, 2024 |
TRIAGEN WEALTH MANAGEMENT LLC | - | - | - | -7,345 | -100.00% | - | Jun 30, 2024 |
HEL VED CAPITAL MANAGEMENT LTD | - | - | - | -6,935 | -100.00% | - | Jun 30, 2024 |
CONSOLIDATED PORTFOLIO REVIEW CORP | - | - | - | -6,686 | -100.00% | - | Jun 30, 2024 |
SCIENCAST MANAGEMENT LP | - | - | - | -6,438 | -100.00% | - | Jun 30, 2024 |
Salesforce's largest sold out institutional shareholder by shares sold is GQG PARTNERS LLC, sold -3.02M shares, valued at -, as of undefined.
Salesforce Mutual Fund Holders
Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
---|---|---|---|---|---|
SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST | 3.33% | 5,711,694 | 372,222 | 6.97% | Jan 31, 2024 |
Nuveen Dow 30sm Dynamic Overwrite Fund | 2.60% | 98,761 | -4,051 | -3.94% | Mar 31, 2024 |
VOYAGEUR MUTUAL FUNDS III | 1.79% | 17,632 | 1,053 | 6.35% | Jan 31, 2024 |
Uncommon Investment Funds Trust | 1.75% | 4,388 | -360 | -7.58% | Jun 30, 2022 |
AMERICAN CENTURY GROWTH FUNDS, INC. | 1.67% | 260,732 | - | - | Jan 31, 2024 |
Natixis ETF Trust II | 1.46% | 26,076 | 19,594 | 302.28% | Mar 31, 2024 |
T. Rowe Price Global Technology Fund, Inc. | 1.34% | 666,000 | - | - | Mar 31, 2024 |
BlackRock Capital Appreciation Fund, Inc. | 1.32% | 212,680 | - | - | Feb 29, 2024 |
VANGUARD VALLEY FORGE FUNDS | 1.23% | 641,588 | - | - | Mar 31, 2024 |
TIGERSHARES TRUST | 1.16% | 2,422 | -614 | -20.22% | Sep 30, 2020 |
VANGUARD VALLEY FORGE FUNDS | 1.15% | 600,000 | - | - | Mar 31, 2024 |
Tax-Managed Multi-Cap Growth Portfolio | 1.03% | 27,530 | - | - | Jan 31, 2024 |
SPARROW FUNDS | 0.97% | 3,465 | 360 | 11.59% | Feb 29, 2024 |
CAPITAL MANAGEMENT INVESTMENT TRUST | 0.96% | 3,500 | - | - | Feb 29, 2024 |
Eaton Vance Tax-Managed Diversified Equity Income Fund | 0.92% | 105,380 | - | - | Jan 31, 2024 |
GENERAL ELECTRIC RSP U.S. EQUITY FUND | 0.89% | 450,837 | 190,314 | 73.05% | Mar 31, 2021 |
Eaton Vance Enhanced Equity Income Fund II | 0.87% | 70,758 | -2,192 | -3.00% | Mar 31, 2024 |
T. Rowe Price Communications & Technology Fund, Inc. | 0.83% | 708,300 | 86,700 | 13.95% | Mar 31, 2024 |
Virtus Investment Trust | 0.82% | 28,280,000 | 28,280,000 | - | Mar 28, 2024 |
SunAmerica Specialty Series | 0.80% | 424,514 | - | - | Apr 30, 2021 |
PARNASSUS INCOME FUNDS | 0.80% | 4,614,483 | -109,565 | -2.32% | Mar 31, 2024 |
ALGER GLOBAL FOCUS FUND | 0.79% | 2,275 | - | - | Jan 31, 2024 |
MASSACHUSETTS INVESTORS TRUST | 0.77% | 465,502 | 79,253 | 20.52% | Mar 31, 2024 |
Capital Group Growth ETF | 0.71% | 273,549 | 35,410 | 14.87% | Feb 29, 2024 |
Investment House Funds | 0.70% | 8,400 | - | - | Jan 31, 2023 |
T. Rowe Price Science & Technology Fund, Inc. | 0.68% | 974,358 | 541,400 | 125.05% | Mar 31, 2024 |
Value Line Larger Companies Focused Fund, Inc. | 0.68% | 47,000 | -1,000 | -2.08% | Mar 31, 2024 |
Transparent Value Trust | 0.66% | 10,577 | -3,585 | -25.31% | Dec 31, 2023 |
MFS SERIES TRUST II | 0.64% | 2,017,759 | - | - | Feb 29, 2024 |
AMCAP FUND | 0.59% | 4,991,911 | 465,681 | 10.29% | Feb 29, 2024 |
Virtus Strategy Trust | 0.58% | 12,270,000 | 12,270,000 | - | Mar 28, 2024 |
ALLIED ASSET ADVISORS FUNDS | 0.57% | 6,490 | - | - | Feb 29, 2024 |
Milliman Variable Insurance Trust | 0.53% | 224 | -26 | -10.40% | Mar 31, 2024 |
Capital Group U.S. Equity Fund | 0.52% | 17,910 | 4,080 | 29.50% | Jan 31, 2024 |
PARNASSUS INCOME FUNDS | 0.52% | 3,000,000 | - | - | Mar 31, 2024 |
BRIDGES INVESTMENT FUND INC | 0.50% | 15,000 | - | - | Dec 31, 2022 |
GROWTH FUND OF AMERICA | 0.48% | 11,838,848 | 823,340 | 7.47% | Feb 29, 2024 |
Esoterica Thematic Trust | 0.46% | 1,100 | - | - | Oct 31, 2022 |
BBR ALO Fund, LLC | 0.43% | 45,558 | - | - | Dec 31, 2023 |
ADAMS DIVERSIFIED EQUITY FUND, INC. | 0.42% | 135,700 | - | - | Dec 31, 2023 |
BNY Mellon Sustainable U.S. Equity Fund, Inc. | 0.42% | 39,234 | - | - | Aug 31, 2023 |
Impact Shares Trust I | 0.41% | 4,384 | -3,897 | -47.06% | Mar 31, 2024 |
Procure ETF Trust I | 0.41% | 145 | 25 | 20.83% | Jan 31, 2022 |
STEWARD FUNDS, INC. | 0.41% | 1,000,000 | - | - | Jan 31, 2024 |
PUTNAM SUSTAINABLE LEADERS FUND | 0.40% | 542,900 | -72,100 | -11.72% | Dec 31, 2023 |
REYNOLDS FUNDS INC | 0.40% | 4,550 | 1,700 | 59.65% | Mar 31, 2024 |
DIREXION FUNDS | 0.40% | 580,000 | - | - | Feb 29, 2024 |
Value Line Select Growth Fund, Inc. | 0.39% | 44,400 | - | - | Mar 31, 2024 |
T. Rowe Price U.S. Large-Cap Core Fund, Inc. | 0.38% | 651,405 | - | - | Mar 31, 2024 |
BNY Mellon Growth & Income Fund, Inc. | 0.38% | 73,149 | 73,149 | - | Oct 31, 2019 |
INVESTMENT CO OF AMERICA | 0.37% | 5,852,176 | 597,330 | 11.37% | Mar 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Opportunities Fund | 0.37% | 42,773 | - | - | Mar 31, 2024 |
NEW ECONOMY FUND | 0.37% | 1,662,301 | -155,831 | -8.57% | Feb 29, 2024 |
Federated Hermes Equity Income Fund, Inc. | 0.36% | 53,028 | - | - | Feb 29, 2024 |
NORTH COUNTRY FUNDS | 0.34% | 11,000 | - | - | Feb 29, 2024 |
ALGER INSTITUTIONAL FUNDS | 0.34% | 88,732 | - | - | Jan 31, 2024 |
T. Rowe Price Growth Stock Fund, Inc. | 0.33% | 2,065,359 | 40,871 | 2.02% | Mar 31, 2024 |
PRUDENTIAL INVESTMENT PORTFOLIOS 18 | 0.33% | 82,121 | - | - | Feb 29, 2024 |
BNY Mellon Large Cap Securities Fund, Inc. | 0.32% | 131,245 | - | - | Mar 31, 2024 |
AMERICAN CENTURY MUTUAL FUNDS, INC. | 0.31% | 3,091,601 | 155,214 | 5.29% | Jan 31, 2024 |
Eaton Vance Risk-Managed Diversified Equity Income Fund | 0.31% | 32,755 | - | - | Mar 31, 2024 |
Eaton Vance Enhanced Equity Income Fund | 0.30% | 38,076 | - | - | Mar 31, 2024 |
SPDR S&P 500 ETF TRUST | 0.30% | 11,772,051 | -304,847 | -2.52% | Mar 31, 2024 |
Index Funds | 0.30% | 2,511 | -63 | -2.45% | Mar 31, 2024 |
TAX-MANAGED GROWTH PORTFOLIO | 0.30% | 112,456 | - | - | Mar 31, 2024 |
COPLEY FUND INC /NV/ | 0.29% | 4,000 | - | - | Nov 30, 2022 |
Aspiration Funds | 0.29% | 10,817 | -437 | -3.88% | Mar 31, 2024 |
BLACKROCK LARGE CAP FOCUS GROWTH FUND, INC. | 0.29% | 113,786 | - | - | Feb 29, 2024 |
LAUDUS TRUST | 0.29% | 146,219 | -18,874 | -11.43% | Mar 31, 2024 |
T. Rowe Price Tax-Efficient Funds, Inc. | 0.28% | 26,095 | - | - | Feb 29, 2024 |
T. Rowe Price U.S. Equity Research Fund, Inc. | 0.28% | 342,739 | -79,695 | -18.87% | Mar 31, 2024 |
Capital Group Core Equity ETF | 0.27% | 60,995 | 21,177 | 53.18% | Feb 29, 2024 |
AMERICAN FUNDS FUNDAMENTAL INVESTORS | 0.27% | 5,681,072 | -681,813 | -10.72% | Mar 31, 2024 |
PIONEER SERIES TRUST XI | 0.27% | 137,147 | -31,272 | -18.57% | Mar 28, 2024 |
SIT LARGE CAP GROWTH FUND INC | 0.27% | 15,225 | - | - | Mar 28, 2024 |
Clough Global Equity Fund | 0.27% | 16,770 | - | - | Jan 31, 2024 |
HIGHLAND FUNDS II | 0.27% | 4,000 | - | - | Dec 31, 2023 |
FIDELITY MAGELLAN FUND | 0.26% | 2,092,080 | - | - | Mar 31, 2024 |
JOHN HANCOCK CAPITAL SERIES | 0.25% | 268,644 | -51,126 | -15.99% | Jan 31, 2024 |
Nuveen S&P 500 Dynamic Overwrite Fund | 0.25% | 7,476 | - | - | Mar 31, 2024 |
ELFUN TRUSTS | 0.24% | 262,549 | -33,000 | -11.17% | Mar 31, 2024 |
Engine No. 1 ETF Trust | 0.24% | 14,035 | -350 | -2.43% | Jan 31, 2024 |
VANGUARD INSTITUTIONAL INDEX FUNDS | 0.23% | 6,935,019 | -125,438 | -1.78% | Mar 31, 2024 |
FIDELITY MT VERNON STREET TRUST | 0.21% | 6,084,527 | -182,382 | -2.91% | Feb 29, 2024 |
FIDELITY TREND FUND | 0.21% | 130,637 | - | - | Mar 31, 2024 |
AMERICAN GROWTH FUND INC | 0.21% | 200 | - | - | Jul 31, 2023 |
MASTER FOCUS GROWTH LLC | 0.21% | 72,005 | -61,006 | -45.87% | Nov 30, 2020 |
BNY MELLON SUSTAINABLE U.S. EQUITY PORTFOLIO, INC. | 0.21% | 27,532 | - | - | Mar 31, 2024 |
Eaton Vance Tax-Managed Buy-Write Strategy Fund | 0.20% | 2,305 | 216 | 10.34% | Mar 31, 2023 |
T. Rowe Price All-Cap Opportunities Fund, Inc. | 0.20% | 374,059 | -84,600 | -18.45% | Mar 31, 2024 |
TOUCHSTONE INSTITUTIONAL FUNDS TRUST | 0.19% | 213,321 | - | - | Sep 30, 2020 |
Nuveen NASDAQ 100 Dynamic Overwrite Fund | 0.19% | 22,714 | - | - | Mar 31, 2024 |
JP MORGAN MUTUAL FUND INVESTMENT TRUST | 0.19% | 713,500 | - | - | Dec 31, 2023 |
Eaton Vance Tax-Managed Buy-Write Income Fund | 0.19% | 5,963 | - | - | Mar 31, 2024 |
SELECT SECTOR SPDR TRUST | 0.18% | 6,537,720 | 357,441 | 5.78% | Mar 31, 2024 |
BNY MELLON INVESTMENT PORTFOLIOS | 0.17% | 102,200 | -1,004 | -0.97% | Mar 31, 2024 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 10 | 0.17% | 10,011 | 2,797 | 38.77% | Dec 31, 2022 |
Connors Funds | 0.17% | 1,800 | -900 | -33.33% | Feb 29, 2024 |
IDX Funds | 0.17% | 6,428 | - | - | Dec 31, 2021 |
PRUDENTIAL VARIABLE CONTRACT ACCOUNT 2 | 0.17% | 13,351 | 3,209 | 31.64% | Dec 31, 2022 |
Salesforce's largest mutual fund holder by % of total assets is "SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST", owning 5.71M shares, compromising 3.33% of its total assets.
Salesforce Institutional Ownership Trends
Institutional Holdings Trend
Date | Holdings | Change % |
---|---|---|
30 Jun, 24 | 1,948 | -30.73% |
31 Mar, 24 | 2,812 | 6.35% |
31 Dec, 23 | 2,644 | 12.65% |
30 Sep, 23 | 2,347 | -0.64% |
30 Jun, 23 | 2,362 | 5.02% |
31 Mar, 23 | 2,249 | 6.59% |
31 Dec, 22 | 2,110 | -0.89% |
30 Sep, 22 | 2,129 | -3.88% |
30 Jun, 22 | 2,215 | -5.94% |
31 Mar, 22 | 2,355 | -3.33% |
31 Dec, 21 | 2,436 | 7.50% |
30 Sep, 21 | 2,266 | 5.20% |
30 Jun, 21 | 2,154 | 4.06% |
31 Mar, 21 | 2,070 | -0.62% |
31 Dec, 20 | 2,083 | 9.06% |
30 Sep, 20 | 1,910 | 8.65% |
30 Jun, 20 | 1,758 | 4.46% |
31 Mar, 20 | 1,683 | 2.06% |
31 Dec, 19 | 1,649 | 9.79% |
30 Sep, 19 | 1,502 | 4.09% |
30 Jun, 19 | 1,443 | -3.15% |
31 Mar, 19 | 1,490 | 8.76% |
31 Dec, 18 | 1,370 | 7.11% |
30 Sep, 18 | 1,279 | 5.70% |
30 Jun, 18 | 1,210 | 6.05% |
31 Mar, 18 | 1,141 | 6.84% |
31 Dec, 17 | 1,068 | 13.74% |
30 Sep, 17 | 939 | 1.08% |
30 Jun, 17 | 929 | 0.87% |
31 Mar, 17 | 921 | 3.48% |
31 Dec, 16 | 890 | 4.95% |
30 Sep, 16 | 848 | 0.24% |
30 Jun, 16 | 846 | 3.05% |
31 Mar, 16 | 821 | -0.36% |
31 Dec, 15 | 824 | 13.50% |
30 Sep, 15 | 726 | 2.83% |
30 Jun, 15 | 706 | 13.32% |
31 Mar, 15 | 623 | -0.95% |
31 Dec, 14 | 629 | 1.62% |
30 Sep, 14 | 619 | 1.98% |
30 Jun, 14 | 607 | 2.88% |
31 Mar, 14 | 590 | 1.37% |
31 Dec, 13 | 582 | 4.11% |
30 Sep, 13 | 559 | 10.47% |
30 Jun, 13 | 506 | 121.93% |
31 Mar, 13 | 228 | 2.70% |
31 Dec, 12 | 222 | 6.22% |
30 Sep, 12 | 209 | 2.96% |
30 Jun, 12 | 203 | 3.57% |
31 Mar, 12 | 196 | 0.51% |
31 Dec, 11 | 195 | 7.73% |
30 Sep, 11 | 181 | 2.26% |
30 Jun, 11 | 177 | 7.27% |
31 Mar, 11 | 165 | 2.48% |
31 Dec, 10 | 161 | 1.26% |
30 Sep, 10 | 159 | 19.55% |
30 Jun, 10 | 133 | 5.56% |
31 Mar, 10 | 126 | 21.15% |
31 Dec, 09 | 104 | - |
30 Sep, 09 | 104 | 2.97% |
30 Jun, 09 | 101 | 10.99% |
31 Mar, 09 | 91 | -8.08% |
31 Dec, 08 | 99 | -3.88% |
30 Sep, 08 | 103 | 19.77% |
30 Jun, 08 | 86 | - |
31 Mar, 08 | 86 | 17.81% |
31 Dec, 07 | 73 | 43.14% |
30 Sep, 07 | 51 | -8.93% |
30 Jun, 07 | 56 | 9.80% |
31 Mar, 07 | 51 | -3.77% |
31 Dec, 06 | 53 | 17.78% |
30 Sep, 06 | 45 | 15.38% |
30 Jun, 06 | 39 | -7.14% |
31 Mar, 06 | 42 | 16.67% |
31 Dec, 05 | 36 | 16.13% |
30 Sep, 05 | 31 | 3.33% |
30 Jun, 05 | 30 | 76.47% |
31 Mar, 05 | 17 | 13.33% |
31 Dec, 04 | 15 | 66.67% |
30 Sep, 04 | 9 | 80.00% |
30 Jun, 04 | 5 | - |
As of 30 Jun 24, 1,948 institutions are holding Salesforce's shares, representing a decrease of -30.73% compared to the previous quarter.
Shares Outstanding Trend
Date | Shares Outstanding | Change % |
---|---|---|
30 Jun, 24 | 314,952,968 | -59.18% |
31 Mar, 24 | 771,618,166 | -1.06% |
31 Dec, 23 | 779,856,873 | 4.02% |
30 Sep, 23 | 749,713,956 | -0.54% |
30 Jun, 23 | 753,805,876 | -6.20% |
31 Mar, 23 | 803,665,047 | 6.16% |
31 Dec, 22 | 757,012,874 | -1.80% |
30 Sep, 22 | 770,911,444 | -0.39% |
30 Jun, 22 | 773,912,566 | 0.72% |
31 Mar, 22 | 768,395,850 | -0.11% |
31 Dec, 21 | 769,279,061 | 0.73% |
30 Sep, 21 | 763,690,399 | 5.22% |
30 Jun, 21 | 725,790,771 | 2.08% |
31 Mar, 21 | 710,984,803 | -2.94% |
31 Dec, 20 | 732,552,305 | -1.53% |
30 Sep, 20 | 743,945,532 | 0.21% |
30 Jun, 20 | 742,422,157 | 0.30% |
31 Mar, 20 | 740,198,763 | 0.61% |
31 Dec, 19 | 735,687,761 | 2.09% |
30 Sep, 19 | 720,648,215 | 10.29% |
30 Jun, 19 | 653,422,973 | 2.42% |
31 Mar, 19 | 637,957,474 | -0.27% |
31 Dec, 18 | 639,657,473 | 0.99% |
30 Sep, 18 | 633,406,928 | -0.08% |
30 Jun, 18 | 633,941,744 | 0.74% |
31 Mar, 18 | 629,261,953 | 0.45% |
31 Dec, 17 | 626,440,439 | 0.28% |
30 Sep, 17 | 624,685,779 | 0.11% |
30 Jun, 17 | 623,981,474 | 1.75% |
31 Mar, 17 | 613,237,112 | 2.01% |
31 Dec, 16 | 601,181,014 | 2.48% |
30 Sep, 16 | 586,656,472 | -1.10% |
30 Jun, 16 | 593,199,538 | -0.60% |
31 Mar, 16 | 596,755,853 | 3.09% |
31 Dec, 15 | 578,888,621 | -0.09% |
30 Sep, 15 | 579,410,037 | 0.42% |
30 Jun, 15 | 577,005,067 | -2.96% |
31 Mar, 15 | 594,581,790 | -0.07% |
31 Dec, 14 | 595,014,176 | 0.12% |
30 Sep, 14 | 594,281,719 | -0.26% |
30 Jun, 14 | 595,839,156 | -0.07% |
31 Mar, 14 | 596,253,908 | -0.74% |
31 Dec, 13 | 600,709,385 | -0.98% |
30 Sep, 13 | 606,679,249 | 4.40% |
30 Jun, 13 | 581,111,142 | 868.13% |
31 Mar, 13 | 60,023,932 | -2.65% |
31 Dec, 12 | 61,655,597 | 2.01% |
30 Sep, 12 | 60,442,047 | -7.36% |
30 Jun, 12 | 65,244,230 | 71.89% |
31 Mar, 12 | 37,956,645 | -32.86% |
31 Dec, 11 | 56,533,481 | 10.31% |
30 Sep, 11 | 51,247,358 | -0.12% |
30 Jun, 11 | 51,306,849 | 71.22% |
31 Mar, 11 | 29,965,337 | 54.33% |
31 Dec, 10 | 19,416,109 | -96.44% |
30 Sep, 10 | 544,830,719 | 2379.27% |
30 Jun, 10 | 21,975,470 | -3.75% |
31 Mar, 10 | 22,832,573 | -16.91% |
31 Dec, 09 | 27,479,231 | 7.49% |
30 Sep, 09 | 25,564,575 | -26.71% |
30 Jun, 09 | 34,881,134 | -33.28% |
31 Mar, 09 | 52,279,303 | -7.85% |
31 Dec, 08 | 56,732,636 | 72.53% |
30 Sep, 08 | 32,883,316 | 33.24% |
30 Jun, 08 | 24,679,808 | -5.22% |
31 Mar, 08 | 26,039,039 | -38.42% |
31 Dec, 07 | 42,285,995 | -2.22% |
30 Sep, 07 | 43,246,719 | 8.65% |
30 Jun, 07 | 39,803,321 | 94.16% |
31 Mar, 07 | 20,500,762 | -37.81% |
31 Dec, 06 | 32,966,304 | -6.78% |
30 Sep, 06 | 35,362,601 | 0.89% |
30 Jun, 06 | 35,051,928 | 200.11% |
31 Mar, 06 | 11,679,744 | 19.39% |
31 Dec, 05 | 9,783,186 | -45.52% |
30 Sep, 05 | 17,957,387 | 38.26% |
30 Jun, 05 | 12,987,918 | 43.22% |
31 Mar, 05 | 9,068,672 | 61.16% |
31 Dec, 04 | 5,626,981 | 33.66% |
30 Sep, 04 | 4,210,016 | 725.82% |
30 Jun, 04 | 509,800 | - |
Salesforce (CRM) has 314.95M shares outstanding as of 30 Jun 24, down -59.18% compared to the previous quarter.
Institutional Ownership Trend
Date | Ownership % | Change % |
---|---|---|
30 Jun, 24 | 32.47% | 0.52% |
31 Mar, 24 | 79.22% | 1.24% |
31 Dec, 23 | 80.07% | 1.35% |
30 Sep, 23 | 77.13% | 1.29% |
30 Jun, 23 | 77.31% | 1.15% |
31 Mar, 23 | 82.01% | 1.41% |
31 Dec, 22 | 76.31% | 1.28% |
30 Sep, 22 | 77.32% | 1.28% |
30 Jun, 22 | 77.62% | 1.29% |
31 Mar, 22 | 77.54% | 1.19% |
31 Dec, 21 | 80.55% | 1.33% |
30 Sep, 21 | 77.93% | 1.29% |
30 Jun, 21 | 77.79% | 1.31% |
31 Mar, 21 | 77.20% | 1.19% |
31 Dec, 20 | 80.68% | 1.21% |
30 Sep, 20 | 81.66% | 1.21% |
30 Jun, 20 | 82.13% | 1.20% |
31 Mar, 20 | 82.61% | 1.05% |
31 Dec, 19 | 88.74% | 1.32% |
30 Sep, 19 | 81.98% | 1.16% |
30 Jun, 19 | 84.20% | 1.23% |
31 Mar, 19 | 82.74% | 1.19% |
31 Dec, 18 | 83.51% | 1.20% |
30 Sep, 18 | 83.34% | 1.16% |
30 Jun, 18 | 84.86% | 1.14% |
31 Mar, 18 | 86.32% | 1.12% |
31 Dec, 17 | 87.62% | 1.15% |
30 Sep, 17 | 87.12% | 1.13% |
30 Jun, 17 | 87.64% | 1.16% |
31 Mar, 17 | 86.86% | 1.14% |
31 Dec, 16 | 87.41% | 1.21% |
30 Sep, 16 | 84.97% | 1.12% |
30 Jun, 16 | 87.09% | 1.12% |
31 Mar, 16 | 88.08% | 1.15% |
31 Dec, 15 | 87.49% | 1.15% |
30 Sep, 15 | 87.24% | 1.14% |
30 Jun, 15 | 87.51% | 1.06% |
31 Mar, 15 | 90.94% | 1.00% |
31 Dec, 14 | 95.33% | 1.07% |
30 Sep, 14 | 94.40% | 0.99% |
30 Jun, 14 | 97.54% | 1.01% |
31 Mar, 14 | 98.44% | 0.97% |
31 Dec, 13 | 100.91% | 0.96% |
30 Sep, 13 | 102.39% | 1.07% |
30 Jun, 13 | 97.84% | 86.48% |
31 Mar, 13 | 10.64% | 9.41% |
31 Dec, 12 | 10.63% | 9.29% |
30 Sep, 12 | 10.70% | 7.82% |
30 Jun, 12 | 11.70% | 24.80% |
31 Mar, 12 | 6.87% | 6.30% |
31 Dec, 11 | 10.45% | 11.74% |
30 Sep, 11 | 9.43% | 10.46% |
30 Jun, 11 | 9.49% | 30.13% |
31 Mar, 11 | 5.61% | 40.40% |
31 Dec, 10 | 3.73% | 0.03% |
30 Sep, 10 | 104.06% | 577.87% |
30 Jun, 10 | 4.24% | 21.35% |
31 Mar, 10 | 4.46% | 14.63% |
31 Dec, 09 | 5.52% | 20.97% |
30 Sep, 09 | 5.13% | 10.35% |
30 Jun, 09 | 7.04% | 6.26% |
31 Mar, 09 | 10.61% | 7.74% |
31 Dec, 08 | 11.70% | 25.62% |
30 Sep, 08 | 6.76% | 25.93% |
30 Jun, 08 | 5.10% | 17.28% |
31 Mar, 08 | 5.43% | 6.64% |
31 Dec, 07 | 9.05% | 10.66% |
30 Sep, 07 | 9.21% | 12.58% |
30 Jun, 07 | 8.56% | 43.07% |
31 Mar, 07 | 4.46% | 8.29% |
31 Dec, 06 | 7.33% | 11.96% |
30 Sep, 06 | 7.83% | 12.76% |
30 Jun, 06 | 7.84% | 113.14% |
31 Mar, 06 | 2.63% | 50.62% |
31 Dec, 05 | 2.28% | 13.14% |
30 Sep, 05 | 4.17% | 44.91% |
30 Jun, 05 | 3.05% | 65.60% |
31 Mar, 05 | 2.15% | 62.07% |
31 Dec, 04 | 1.86% | 176.14% |
30 Sep, 04 | 1.03% | 2636.35% |
30 Jun, 04 | 0.20% | - |
As of 30 Jun 24, Salesforce is held by 32.47% institutional shareholders, representing a 0.52% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
Date | Increased Positions | Change % |
---|---|---|
30 Jun, 24 | 1,015 | -26.82% |
31 Mar, 24 | 1,387 | -1.21% |
31 Dec, 23 | 1,404 | 30.97% |
30 Sep, 23 | 1,072 | -1.65% |
30 Jun, 23 | 1,090 | -7.86% |
31 Mar, 23 | 1,183 | 40.83% |
31 Dec, 22 | 840 | -15.32% |
30 Sep, 22 | 992 | -7.98% |
30 Jun, 22 | 1,078 | -12.85% |
31 Mar, 22 | 1,237 | -12.27% |
31 Dec, 21 | 1,410 | -0.56% |
30 Sep, 21 | 1,418 | 22.98% |
30 Jun, 21 | 1,153 | 2.31% |
31 Mar, 21 | 1,127 | -12.64% |
31 Dec, 20 | 1,290 | 34.24% |
30 Sep, 20 | 961 | -2.63% |
30 Jun, 20 | 987 | 9.79% |
31 Mar, 20 | 899 | 1.35% |
31 Dec, 19 | 887 | 3.50% |
30 Sep, 19 | 857 | 10.58% |
30 Jun, 19 | 775 | -7.74% |
31 Mar, 19 | 840 | 8.39% |
31 Dec, 18 | 775 | 20.72% |
30 Sep, 18 | 642 | -4.46% |
30 Jun, 18 | 672 | 14.48% |
31 Mar, 18 | 587 | 11.60% |
31 Dec, 17 | 526 | 15.86% |
30 Sep, 17 | 454 | -1.73% |
30 Jun, 17 | 462 | 5.24% |
31 Mar, 17 | 439 | -4.36% |
31 Dec, 16 | 459 | 13.33% |
30 Sep, 16 | 405 | -1.94% |
30 Jun, 16 | 413 | 3.51% |
31 Mar, 16 | 399 | -15.47% |
31 Dec, 15 | 472 | 18.00% |
30 Sep, 15 | 400 | 9.89% |
30 Jun, 15 | 364 | 17.42% |
31 Mar, 15 | 310 | 0.98% |
31 Dec, 14 | 307 | 7.72% |
30 Sep, 14 | 285 | -4.36% |
30 Jun, 14 | 298 | 8.36% |
31 Mar, 14 | 275 | -1.79% |
31 Dec, 13 | 280 | -2.10% |
30 Sep, 13 | 286 | -37.28% |
30 Jun, 13 | 456 | 276.86% |
31 Mar, 13 | 121 | -6.20% |
31 Dec, 12 | 129 | 4.03% |
30 Sep, 12 | 124 | 1.64% |
30 Jun, 12 | 122 | 6.09% |
31 Mar, 12 | 115 | 11.65% |
31 Dec, 11 | 103 | -7.21% |
30 Sep, 11 | 111 | 6.73% |
30 Jun, 11 | 104 | 16.85% |
31 Mar, 11 | 89 | 7.23% |
31 Dec, 10 | 83 | -8.79% |
30 Sep, 10 | 91 | 28.17% |
30 Jun, 10 | 71 | 9.23% |
31 Mar, 10 | 65 | 12.07% |
31 Dec, 09 | 58 | 16.00% |
30 Sep, 09 | 50 | -9.09% |
30 Jun, 09 | 55 | -3.51% |
31 Mar, 09 | 57 | -6.56% |
31 Dec, 08 | 61 | -15.28% |
30 Sep, 08 | 72 | 53.19% |
30 Jun, 08 | 47 | -12.96% |
31 Mar, 08 | 54 | 8.00% |
31 Dec, 07 | 50 | 100.00% |
30 Sep, 07 | 25 | -21.88% |
30 Jun, 07 | 32 | 10.34% |
31 Mar, 07 | 29 | -3.33% |
31 Dec, 06 | 30 | 15.38% |
30 Sep, 06 | 26 | -10.34% |
30 Jun, 06 | 29 | 3.57% |
31 Mar, 06 | 28 | 7.69% |
31 Dec, 05 | 26 | 8.33% |
30 Sep, 05 | 24 | - |
30 Jun, 05 | 24 | 100.00% |
31 Mar, 05 | 12 | -7.69% |
31 Dec, 04 | 13 | 116.67% |
30 Sep, 04 | 6 | 20.00% |
30 Jun, 04 | 5 | - |
1,015 institutional shareholders have increased their position in CRM stock as of 30 Jun 24 compared to 1,387 in the previous quarter (a -26.82% decrease).
Institutional Reduced Positions Trend
Date | Reduced Positions | Change % |
---|---|---|
30 Jun, 24 | 725 | -28.57% |
31 Mar, 24 | 1,015 | 13.28% |
31 Dec, 23 | 896 | 2.28% |
30 Sep, 23 | 876 | -6.21% |
30 Jun, 23 | 934 | 20.98% |
31 Mar, 23 | 772 | -21.94% |
31 Dec, 22 | 989 | 19.16% |
30 Sep, 22 | 830 | 0.73% |
30 Jun, 22 | 824 | 3.65% |
31 Mar, 22 | 795 | 14.55% |
31 Dec, 21 | 694 | 31.94% |
30 Sep, 21 | 526 | -21.49% |
30 Jun, 21 | 670 | 1.67% |
31 Mar, 21 | 659 | 27.22% |
31 Dec, 20 | 518 | -23.26% |
30 Sep, 20 | 675 | 24.54% |
30 Jun, 20 | 542 | -1.81% |
31 Mar, 20 | 552 | 10.18% |
31 Dec, 19 | 501 | 20.43% |
30 Sep, 19 | 416 | - |
30 Jun, 19 | 416 | -0.72% |
31 Mar, 19 | 419 | 6.35% |
31 Dec, 18 | 394 | -6.19% |
30 Sep, 18 | 420 | 30.84% |
30 Jun, 18 | 321 | -6.69% |
31 Mar, 18 | 344 | 2.69% |
31 Dec, 17 | 335 | 13.56% |
30 Sep, 17 | 295 | 4.98% |
30 Jun, 17 | 281 | -14.33% |
31 Mar, 17 | 328 | 14.29% |
31 Dec, 16 | 287 | -2.05% |
30 Sep, 16 | 293 | 1.38% |
30 Jun, 16 | 289 | -3.99% |
31 Mar, 16 | 301 | 40.00% |
31 Dec, 15 | 215 | 11.40% |
30 Sep, 15 | 193 | -11.47% |
30 Jun, 15 | 218 | 3.32% |
31 Mar, 15 | 211 | - |
31 Dec, 14 | 211 | 2.43% |
30 Sep, 14 | 206 | 9.57% |
30 Jun, 14 | 188 | -9.18% |
31 Mar, 14 | 207 | 5.08% |
31 Dec, 13 | 197 | 12.57% |
30 Sep, 13 | 175 | 1844.44% |
30 Jun, 13 | 9 | -89.02% |
31 Mar, 13 | 82 | 26.15% |
31 Dec, 12 | 65 | 6.56% |
30 Sep, 12 | 61 | 3.39% |
30 Jun, 12 | 59 | 7.27% |
31 Mar, 12 | 55 | -1.79% |
31 Dec, 11 | 56 | 27.27% |
30 Sep, 11 | 44 | -12.00% |
30 Jun, 11 | 50 | 6.38% |
31 Mar, 11 | 47 | -20.34% |
31 Dec, 10 | 59 | 22.92% |
30 Sep, 10 | 48 | 14.29% |
30 Jun, 10 | 42 | 5.00% |
31 Mar, 10 | 40 | 37.93% |
31 Dec, 09 | 29 | -21.62% |
30 Sep, 09 | 37 | 23.33% |
30 Jun, 09 | 30 | 36.36% |
31 Mar, 09 | 22 | - |
31 Dec, 08 | 22 | 46.67% |
30 Sep, 08 | 15 | -34.78% |
30 Jun, 08 | 23 | 27.78% |
31 Mar, 08 | 18 | 38.46% |
31 Dec, 07 | 13 | -23.53% |
30 Sep, 07 | 17 | 30.77% |
30 Jun, 07 | 13 | -13.33% |
31 Mar, 07 | 15 | -6.25% |
31 Dec, 06 | 16 | 14.29% |
30 Sep, 06 | 14 | 133.33% |
30 Jun, 06 | 6 | -53.85% |
31 Mar, 06 | 13 | 30.00% |
31 Dec, 05 | 10 | 42.86% |
30 Sep, 05 | 7 | 16.67% |
30 Jun, 05 | 6 | 50.00% |
31 Mar, 05 | 4 | - |
31 Dec, 04 | - | -100.00% |
30 Sep, 04 | 2 | - |
30 Jun, 04 | - | - |
725 institutional shareholders have reduced their position in CRM stock as of 30 Jun 24 compared to 1,015 in the previous quarter (a -28.57% decrease).
All Institutional Ownership Trend Data
Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
---|---|---|---|---|---|---|---|---|---|---|
30 Jun, 24 | 1,948 | -30.73% | 314,952,968 | -59.18% | 32.47% | 0.52% | 1,015 | -26.82% | 725 | -28.57% |
31 Mar, 24 | 2,812 | 6.35% | 771,618,166 | -1.06% | 79.22% | 1.24% | 1,387 | -1.21% | 1,015 | 13.28% |
31 Dec, 23 | 2,644 | 12.65% | 779,856,873 | 4.02% | 80.07% | 1.35% | 1,404 | 30.97% | 896 | 2.28% |
30 Sep, 23 | 2,347 | -0.64% | 749,713,956 | -0.54% | 77.13% | 1.29% | 1,072 | -1.65% | 876 | -6.21% |
30 Jun, 23 | 2,362 | 5.02% | 753,805,876 | -6.20% | 77.31% | 1.15% | 1,090 | -7.86% | 934 | 20.98% |
31 Mar, 23 | 2,249 | 6.59% | 803,665,047 | 6.16% | 82.01% | 1.41% | 1,183 | 40.83% | 772 | -21.94% |
31 Dec, 22 | 2,110 | -0.89% | 757,012,874 | -1.80% | 76.31% | 1.28% | 840 | -15.32% | 989 | 19.16% |
30 Sep, 22 | 2,129 | -3.88% | 770,911,444 | -0.39% | 77.32% | 1.28% | 992 | -7.98% | 830 | 0.73% |
30 Jun, 22 | 2,215 | -5.94% | 773,912,566 | 0.72% | 77.62% | 1.29% | 1,078 | -12.85% | 824 | 3.65% |
31 Mar, 22 | 2,355 | -3.33% | 768,395,850 | -0.11% | 77.54% | 1.19% | 1,237 | -12.27% | 795 | 14.55% |
31 Dec, 21 | 2,436 | 7.50% | 769,279,061 | 0.73% | 80.55% | 1.33% | 1,410 | -0.56% | 694 | 31.94% |
30 Sep, 21 | 2,266 | 5.20% | 763,690,399 | 5.22% | 77.93% | 1.29% | 1,418 | 22.98% | 526 | -21.49% |
30 Jun, 21 | 2,154 | 4.06% | 725,790,771 | 2.08% | 77.79% | 1.31% | 1,153 | 2.31% | 670 | 1.67% |
31 Mar, 21 | 2,070 | -0.62% | 710,984,803 | -2.94% | 77.20% | 1.19% | 1,127 | -12.64% | 659 | 27.22% |
31 Dec, 20 | 2,083 | 9.06% | 732,552,305 | -1.53% | 80.68% | 1.21% | 1,290 | 34.24% | 518 | -23.26% |
30 Sep, 20 | 1,910 | 8.65% | 743,945,532 | 0.21% | 81.66% | 1.21% | 961 | -2.63% | 675 | 24.54% |
30 Jun, 20 | 1,758 | 4.46% | 742,422,157 | 0.30% | 82.13% | 1.20% | 987 | 9.79% | 542 | -1.81% |
31 Mar, 20 | 1,683 | 2.06% | 740,198,763 | 0.61% | 82.61% | 1.05% | 899 | 1.35% | 552 | 10.18% |
31 Dec, 19 | 1,649 | 9.79% | 735,687,761 | 2.09% | 88.74% | 1.32% | 887 | 3.50% | 501 | 20.43% |
30 Sep, 19 | 1,502 | 4.09% | 720,648,215 | 10.29% | 81.98% | 1.16% | 857 | 10.58% | 416 | - |
30 Jun, 19 | 1,443 | -3.15% | 653,422,973 | 2.42% | 84.20% | 1.23% | 775 | -7.74% | 416 | -0.72% |
31 Mar, 19 | 1,490 | 8.76% | 637,957,474 | -0.27% | 82.74% | 1.19% | 840 | 8.39% | 419 | 6.35% |
31 Dec, 18 | 1,370 | 7.11% | 639,657,473 | 0.99% | 83.51% | 1.20% | 775 | 20.72% | 394 | -6.19% |
30 Sep, 18 | 1,279 | 5.70% | 633,406,928 | -0.08% | 83.34% | 1.16% | 642 | -4.46% | 420 | 30.84% |
30 Jun, 18 | 1,210 | 6.05% | 633,941,744 | 0.74% | 84.86% | 1.14% | 672 | 14.48% | 321 | -6.69% |
31 Mar, 18 | 1,141 | 6.84% | 629,261,953 | 0.45% | 86.32% | 1.12% | 587 | 11.60% | 344 | 2.69% |
31 Dec, 17 | 1,068 | 13.74% | 626,440,439 | 0.28% | 87.62% | 1.15% | 526 | 15.86% | 335 | 13.56% |
30 Sep, 17 | 939 | 1.08% | 624,685,779 | 0.11% | 87.12% | 1.13% | 454 | -1.73% | 295 | 4.98% |
30 Jun, 17 | 929 | 0.87% | 623,981,474 | 1.75% | 87.64% | 1.16% | 462 | 5.24% | 281 | -14.33% |
31 Mar, 17 | 921 | 3.48% | 613,237,112 | 2.01% | 86.86% | 1.14% | 439 | -4.36% | 328 | 14.29% |
31 Dec, 16 | 890 | 4.95% | 601,181,014 | 2.48% | 87.41% | 1.21% | 459 | 13.33% | 287 | -2.05% |
30 Sep, 16 | 848 | 0.24% | 586,656,472 | -1.10% | 84.97% | 1.12% | 405 | -1.94% | 293 | 1.38% |
30 Jun, 16 | 846 | 3.05% | 593,199,538 | -0.60% | 87.09% | 1.12% | 413 | 3.51% | 289 | -3.99% |
31 Mar, 16 | 821 | -0.36% | 596,755,853 | 3.09% | 88.08% | 1.15% | 399 | -15.47% | 301 | 40.00% |
31 Dec, 15 | 824 | 13.50% | 578,888,621 | -0.09% | 87.49% | 1.15% | 472 | 18.00% | 215 | 11.40% |
30 Sep, 15 | 726 | 2.83% | 579,410,037 | 0.42% | 87.24% | 1.14% | 400 | 9.89% | 193 | -11.47% |
30 Jun, 15 | 706 | 13.32% | 577,005,067 | -2.96% | 87.51% | 1.06% | 364 | 17.42% | 218 | 3.32% |
31 Mar, 15 | 623 | -0.95% | 594,581,790 | -0.07% | 90.94% | 1.00% | 310 | 0.98% | 211 | - |
31 Dec, 14 | 629 | 1.62% | 595,014,176 | 0.12% | 95.33% | 1.07% | 307 | 7.72% | 211 | 2.43% |
30 Sep, 14 | 619 | 1.98% | 594,281,719 | -0.26% | 94.40% | 0.99% | 285 | -4.36% | 206 | 9.57% |
30 Jun, 14 | 607 | 2.88% | 595,839,156 | -0.07% | 97.54% | 1.01% | 298 | 8.36% | 188 | -9.18% |
31 Mar, 14 | 590 | 1.37% | 596,253,908 | -0.74% | 98.44% | 0.97% | 275 | -1.79% | 207 | 5.08% |
31 Dec, 13 | 582 | 4.11% | 600,709,385 | -0.98% | 100.91% | 0.96% | 280 | -2.10% | 197 | 12.57% |
30 Sep, 13 | 559 | 10.47% | 606,679,249 | 4.40% | 102.39% | 1.07% | 286 | -37.28% | 175 | 1844.44% |
30 Jun, 13 | 506 | 121.93% | 581,111,142 | 868.13% | 97.84% | 86.48% | 456 | 276.86% | 9 | -89.02% |
31 Mar, 13 | 228 | 2.70% | 60,023,932 | -2.65% | 10.64% | 9.41% | 121 | -6.20% | 82 | 26.15% |
31 Dec, 12 | 222 | 6.22% | 61,655,597 | 2.01% | 10.63% | 9.29% | 129 | 4.03% | 65 | 6.56% |
30 Sep, 12 | 209 | 2.96% | 60,442,047 | -7.36% | 10.70% | 7.82% | 124 | 1.64% | 61 | 3.39% |
30 Jun, 12 | 203 | 3.57% | 65,244,230 | 71.89% | 11.70% | 24.80% | 122 | 6.09% | 59 | 7.27% |
31 Mar, 12 | 196 | 0.51% | 37,956,645 | -32.86% | 6.87% | 6.30% | 115 | 11.65% | 55 | -1.79% |
31 Dec, 11 | 195 | 7.73% | 56,533,481 | 10.31% | 10.45% | 11.74% | 103 | -7.21% | 56 | 27.27% |
30 Sep, 11 | 181 | 2.26% | 51,247,358 | -0.12% | 9.43% | 10.46% | 111 | 6.73% | 44 | -12.00% |
30 Jun, 11 | 177 | 7.27% | 51,306,849 | 71.22% | 9.49% | 30.13% | 104 | 16.85% | 50 | 6.38% |
31 Mar, 11 | 165 | 2.48% | 29,965,337 | 54.33% | 5.61% | 40.40% | 89 | 7.23% | 47 | -20.34% |
31 Dec, 10 | 161 | 1.26% | 19,416,109 | -96.44% | 3.73% | 0.03% | 83 | -8.79% | 59 | 22.92% |
30 Sep, 10 | 159 | 19.55% | 544,830,719 | 2379.27% | 104.06% | 577.87% | 91 | 28.17% | 48 | 14.29% |
30 Jun, 10 | 133 | 5.56% | 21,975,470 | -3.75% | 4.24% | 21.35% | 71 | 9.23% | 42 | 5.00% |
31 Mar, 10 | 126 | 21.15% | 22,832,573 | -16.91% | 4.46% | 14.63% | 65 | 12.07% | 40 | 37.93% |
31 Dec, 09 | 104 | - | 27,479,231 | 7.49% | 5.52% | 20.97% | 58 | 16.00% | 29 | -21.62% |
30 Sep, 09 | 104 | 2.97% | 25,564,575 | -26.71% | 5.13% | 10.35% | 50 | -9.09% | 37 | 23.33% |
30 Jun, 09 | 101 | 10.99% | 34,881,134 | -33.28% | 7.04% | 6.26% | 55 | -3.51% | 30 | 36.36% |
31 Mar, 09 | 91 | -8.08% | 52,279,303 | -7.85% | 10.61% | 7.74% | 57 | -6.56% | 22 | - |
31 Dec, 08 | 99 | -3.88% | 56,732,636 | 72.53% | 11.70% | 25.62% | 61 | -15.28% | 22 | 46.67% |
30 Sep, 08 | 103 | 19.77% | 32,883,316 | 33.24% | 6.76% | 25.93% | 72 | 53.19% | 15 | -34.78% |
30 Jun, 08 | 86 | - | 24,679,808 | -5.22% | 5.10% | 17.28% | 47 | -12.96% | 23 | 27.78% |
31 Mar, 08 | 86 | 17.81% | 26,039,039 | -38.42% | 5.43% | 6.64% | 54 | 8.00% | 18 | 38.46% |
31 Dec, 07 | 73 | 43.14% | 42,285,995 | -2.22% | 9.05% | 10.66% | 50 | 100.00% | 13 | -23.53% |
30 Sep, 07 | 51 | -8.93% | 43,246,719 | 8.65% | 9.21% | 12.58% | 25 | -21.88% | 17 | 30.77% |
30 Jun, 07 | 56 | 9.80% | 39,803,321 | 94.16% | 8.56% | 43.07% | 32 | 10.34% | 13 | -13.33% |
31 Mar, 07 | 51 | -3.77% | 20,500,762 | -37.81% | 4.46% | 8.29% | 29 | -3.33% | 15 | -6.25% |
31 Dec, 06 | 53 | 17.78% | 32,966,304 | -6.78% | 7.33% | 11.96% | 30 | 15.38% | 16 | 14.29% |
30 Sep, 06 | 45 | 15.38% | 35,362,601 | 0.89% | 7.83% | 12.76% | 26 | -10.34% | 14 | 133.33% |
30 Jun, 06 | 39 | -7.14% | 35,051,928 | 200.11% | 7.84% | 113.14% | 29 | 3.57% | 6 | -53.85% |
31 Mar, 06 | 42 | 16.67% | 11,679,744 | 19.39% | 2.63% | 50.62% | 28 | 7.69% | 13 | 30.00% |
31 Dec, 05 | 36 | 16.13% | 9,783,186 | -45.52% | 2.28% | 13.14% | 26 | 8.33% | 10 | 42.86% |
30 Sep, 05 | 31 | 3.33% | 17,957,387 | 38.26% | 4.17% | 44.91% | 24 | - | 7 | 16.67% |
30 Jun, 05 | 30 | 76.47% | 12,987,918 | 43.22% | 3.05% | 65.60% | 24 | 100.00% | 6 | 50.00% |
31 Mar, 05 | 17 | 13.33% | 9,068,672 | 61.16% | 2.15% | 62.07% | 12 | -7.69% | 4 | - |
31 Dec, 04 | 15 | 66.67% | 5,626,981 | 33.66% | 1.86% | 176.14% | 13 | 116.67% | - | -100.00% |
30 Sep, 04 | 9 | 80.00% | 4,210,016 | 725.82% | 1.03% | 2636.35% | 6 | 20.00% | 2 | - |
30 Jun, 04 | 5 | - | 509,800 | - | 0.20% | - | 5 | - | - | - |
Salesforce Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
---|
Insider Sells
All Insider Owners Trades
The last insider sell of Salesforce's stock was made by Harris Parker on Aug 14 2024, selling 392 shares at $253.80 per share (valued at $99.49K).
Salesforce Insider Ownership Trends
All Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | 19 | 61 | 31.15% |
Q2 2024 | 66 | 485 | 13.61% |
Q1 2024 | 89 | 523 | 17.02% |
Q4 2023 | 62 | 413 | 15.01% |
Q3 2023 | 78 | 428 | 18.22% |
Q2 2023 | 66 | 139 | 47.48% |
Q1 2023 | 110 | 397 | 27.71% |
Q4 2022 | 56 | 242 | 23.14% |
Q3 2022 | 95 | 490 | 19.39% |
Q2 2022 | 102 | 566 | 18.02% |
Q1 2022 | 146 | 604 | 24.17% |
Q4 2021 | 82 | 260 | 31.54% |
Q3 2021 | 128 | 570 | 22.46% |
Q2 2021 | 71 | 337 | 21.07% |
Q1 2021 | 78 | 238 | 32.77% |
Q4 2020 | 55 | 259 | 21.24% |
Q3 2020 | 111 | 1,091 | 10.17% |
Q2 2020 | 146 | 641 | 22.78% |
Q1 2020 | 107 | 550 | 19.45% |
Q4 2019 | 51 | 291 | 17.53% |
19 total buy trades, and 61 total sell trades (buy/sell ratio of 0.31%) were made by Salesforce's insiders, as of Q3 2024.
Open Market Insider Trades Trend
Date | Buy | Sell | Buy/Sell Ratio |
---|---|---|---|
Q3 2024 | - | 43 | - |
Q2 2024 | 2 | 413 | 0.48% |
Q1 2024 | - | 444 | - |
Q4 2023 | - | 350 | - |
Q3 2023 | - | 350 | - |
Q2 2023 | - | 77 | - |
Q1 2023 | - | 275 | - |
Q4 2022 | - | 158 | - |
Q3 2022 | - | 346 | - |
Q2 2022 | - | 414 | - |
Q1 2022 | - | 470 | - |
Q4 2021 | - | 177 | - |
Q3 2021 | - | 436 | - |
Q2 2021 | - | 252 | - |
Q1 2021 | - | 177 | - |
Q4 2020 | - | 199 | - |
Q3 2020 | - | 962 | - |
Q2 2020 | - | 514 | - |
Q1 2020 | 11 | 433 | 2.54% |
Q4 2019 | - | 252 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 43 open market sell trades of Salesforce's stocks.
CRM Ownership FAQ
Who Owns Salesforce?
Salesforce is owned by institutional shareholders (32.47%), insiders (2.64%), and public (64.89%). The largest institutional shareholder of Salesforce is VANGUARD GROUP INC (8.89% of total shares) and the top mutual fund owner is SPDR DOW JONES INDUSTRIAL AVERAGE ETF TRUST (3.33% of total shares).
Who are the major institutional shareholders of Salesforce?
Salesforce's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., STATE STREET CORP, FMR LLC, and CAPITAL RESEARCH GLOBAL INVESTORS. The top five shareholders own together 27.16% of the company's share outstanding.
How many Salesforce shareholders are there?
As of Jun 2024, there are 1,948 institutional shareholders of Salesforce.
What percentage of Salesforce is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 86.27M shares of Salesforce, representing 8.89% of the company's total shares outstanding, valued at $22.18B (as of Jun 2024).
What percentage of Salesforce is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 74.58M shares of Salesforce (CRM), compromising 7.69% of the company, valued at $19.17B.
What percentage of Salesforce is owned by STATE STREET CORP?
STATE STREET CORP is the third largest holder of Salesforce. The company owns 48.14M of the company's shares outstanding (worth $12.38T).