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 |
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 |
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 |
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 |
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 |
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 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 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 | - |
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 | - |
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% | - |
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 | - |
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 | - | - |
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 |
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