SALESFORCE INC CRM
COM · Common Stock · CUSIP 79466L302 · ISIN US79466L3024
American cloud-based software company
- SectorTechnology
- IndustryServices-Prepackaged Software
- HeadquartersSan Francisco, CA
- Founded1999
- Websitesalesforce.com
- FilingsSEC EDGAR
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once ($530.9m this quarter). Holder counts are more reliable. Shares outstanding: 1.0bn as of 2022-11-29, from the company's own SEC filing; the percentage can still exceed 100%: lent-out shares are counted by the lender and the buyer, and some reports overlap without saying so. Implied quarter-end price ≈ $132.57. Options: 85 managers hold calls ($2.9bn notional), 71 hold puts ($3.1bn).
Trends to Q4 2022
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,060 |
| Q4 2022 | 2,027 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2022 | $3.0bn | $3.5bn | 1.15 |
| Q4 2022 | $2.9bn | $3.1bn | 1.04 |
Biggest buyers
| PARNASSUS INVESTMENTS, LLC | New | +6.0m |
| NOMURA HOLDINGS INC | Added | +5.9m |
| Capital Research Global Investors | New | +3.7m |
| Point72 Asset Management, L.P. | New | +3.3m |
| Starboard Value LP | New | +3.0m |
| MILLENNIUM MANAGEMENT LLC | Added | +2.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Added | +1.7m |
| INCLUSIVE CAPITAL PARTNERS, L.P. | New | +1.6m |
| HARRIS ASSOCIATES L P | Added | +1.6m |
| BlackRock Inc. | Added | +1.5m |
Biggest sellers
| FMR LLC | Reduced | -7.3m |
| JENNISON ASSOCIATES LLC | Reduced | -6.1m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.1m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -3.2m |
| AKRE CAPITAL MANAGEMENT LLC | Sold out | -3.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Reduced | -2.9m |
| Assenagon Asset Management S.A. | Reduced | -2.8m |
| UBS Group AG | Reduced | -2.6m |
| VIKING GLOBAL INVESTORS LP | Sold out | -2.4m |
| AMERIPRISE FINANCIAL INC | Reduced | -2.4m |
Biggest calls
| CITADEL ADVISORS LLC | Reduced | $524.7m4.0m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $466.1m3.5m shares |
| BANK OF AMERICA CORP /DE/ | Added | $198.3m1.5m shares |
| SIMPLEX TRADING, LLC | Added | $136.3m1.2m shares |
| IMC-Chicago, LLC | Added | $115.7m872.8k shares |
| JANE STREET GROUP, LLC | Reduced | $113.8m858.0k shares |
| UBS Group AG | Reduced | $110.8m835.5k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $108.2m8.2k shares |
| Parallax Volatility Advisers, L.P. | Reduced | $106.2m800.6k shares |
| D. E. Shaw & Co., Inc. | Added | $79.4m599.0k shares |
Biggest puts
| CITADEL ADVISORS LLC | Added | $546.0m4.1m shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $385.7m2.9m shares |
| SIMPLEX TRADING, LLC | Added | $182.6m1.4m shares |
| Twin Tree Management, LP | Reduced | $166.3m1.3m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $152.4m1.1m shares |
| D. E. Shaw & Co., Inc. | Reduced | $151.0m1.1m shares |
| JANE STREET GROUP, LLC | Reduced | $116.1m876.0k shares |
| UBS Group AG | Reduced | $93.8m707.4k shares |
| CITIGROUP INC | Added | $91.7m691.6k shares |
| Walleye Trading LLC | Added | $82.8m624.8k shares |
Options at notional value: the value of the shares the contracts control, as filers report them, not what the options cost. Not included in the holders, shares or buying above.
Major shareholders (over 5%)
Anyone who owns more than 5% of a class of the company's shares has to say so: on Schedule 13D if they may try to influence or control the company, on 13G if they're a passive investor, and update it as the stake changes. Each holder's latest filing, from 19 Dec 2024 on; percentages are of the share class, as the holder worked them out.
| Holder | Stake |
|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC 13G · institution new · filed 2026-04-30 | 7.4% |
Fell to 5% or below in the last year: VANGUARD GROUP INC (0.0%, 2026-03-27; now reported by VANGUARD CAPITAL MANAGEMENT LLC)
Insider purchases and sales in Q4 2022
Shares bought or sold by the company's own officers, directors and 10% owners, in the open market or privately, as they reported to the SEC on Form 4 (due within two business days of the trade). Grants, option exercises, shares withheld for tax and gifts aren't included.
Officers and directors buying vs selling
Number of people, by quarter (10% owners not included)
Numbers
| Quarter | Buying | Bought | Selling | Sold | Sold under a plan |
|---|---|---|---|---|---|
| Q1 2021 | 0 | — | 0 | — | — |
| Q2 2021 | 0 | — | 0 | — | — |
| Q3 2021 | 0 | — | 0 | — | — |
| Q4 2021 | 0 | — | 7 | $202.7m | — |
| Q1 2022 | 0 | — | 7 | $49.8m | — |
| Q2 2022 | 0 | — | 7 | $136.4m | — |
| Q3 2022 | 0 | — | 8 | $26.0m | — |
| Q4 2022 | 0 | — | 8 | $45.5m | — |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2022-12-23 | Taylor Bret Steven Vice Chair of the Board, CoCEO, director | Sold | $132.9k1.0k shares |
| 2022-12-23 | Millham Brian President and COO | Sold | $125.5k976 shares |
| 2022-12-23 | Harris Parker Co-Founder and CTO, director | Sold | $125.1k973 shares |
| 2022-12-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $118.8k924 shares |
| 2022-12-23 | Weaver Amy E President and CFO | Sold | $118.8k924 shares |
| 2022-12-23 | Hyder Brent President/Chief People Officer | Sold | $37.5k292 shares |
| 2022-11-21 | Harris Parker Co-Founder and CTO, director | Sold | $6.8m47.1k shares |
| 2022-11-18 | Harris Parker Co-Founder and CTO, director | Sold | $7.0m47.1k shares |
| 2022-11-17 | Harris Parker Co-Founder and CTO, director | Sold | $7.1m47.1k shares |
| 2022-11-16 | Harris Parker Co-Founder and CTO, director | Sold | $7.3m47.1k shares |
| 2022-11-15 | Harris Parker Co-Founder and CTO, director | Sold | $7.7m47.1k shares |
| 2022-11-02 | Benioff Marc Chair and Co-CEO, director | Sold | $1.2m7.8k shares |
| 2022-11-01 | Benioff Marc Chair and Co-CEO, director | Sold | $67.1k416 shares |
| 2022-10-31 | Benioff Marc Chair and Co-CEO, director | Sold | $374.4k2.3k shares |
| 2022-10-28 | Benioff Marc Chair and Co-CEO, director | Sold | $370.4k2.3k shares |
| 2022-10-27 | Benioff Marc Chair and Co-CEO, director | Sold | $371.2k2.3k shares |
| 2022-10-26 | Benioff Marc Chair and Co-CEO, director | Sold | $371.5k2.3k shares |
| 2022-10-25 | Benioff Marc Chair and Co-CEO, director | Sold | $377.8k2.3k shares |
| 2022-10-24 | Benioff Marc Chair and Co-CEO, director | Sold | $369.0k2.3k shares |
| 2022-10-24 | Hyder Brent President/Chief People Officer | Sold | $125.2k781 shares |
| 2022-10-24 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $104.6k653 shares |
| 2022-10-24 | Taylor Bret Steven Vice Chair of the Board, CoCEO, director | Sold | $98.1k612 shares |
| 2022-10-24 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $89.7k560 shares |
| 2022-10-24 | Harris Parker Co-Founder and CTO, director | Sold | $89.7k560 shares |
| 2022-10-24 | Weaver Amy E President and CFO | Sold | $81.7k510 shares |
| 2022-10-24 | Millham Brian President and COO | Sold | $52.7k329 shares |
| 2022-10-21 | Benioff Marc Chair and Co-CEO, director | Sold | $363.9k2.3k shares |
| 2022-10-20 | Benioff Marc Chair and Co-CEO, director | Sold | $364.4k2.3k shares |
| 2022-10-19 | Benioff Marc Chair and Co-CEO, director | Sold | $353.5k2.3k shares |
| 2022-10-18 | Benioff Marc Chair and Co-CEO, director | Sold | $355.5k2.3k shares |
The latest 30 of 41 trades.
Their holding: how much the trade added to or took from the insider's holding (direct, or the trust or fund named). The same trade is sometimes reported by more than one insider, such as a fund and the director who represents it; totals count it once. A value is left blank where the reported price is far from the market price (usually a typo).
Holders, Q4 2022
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.30% of their portfolio | 81.9m $10.9bn | Added +1.4m |
| BlackRock Inc. 0.29% of their portfolio | 70.3m $9.3bn | Added +1.5m |
| STATE STREET CORP 0.35% of their portfolio | 45.1m $6.0bn | Added +292.0k |
| FMR LLC 0.47% of their portfolio | 35.7m $4.7bn | Reduced -7.3m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.56% of their portfolio | 26.3m $3.5bn | Reduced -4.1m |
| MORGAN STANLEY 0.29% of their portfolio | 19.0m $2.5bn | Added +149.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.32% of their portfolio | 17.4m $2.3bn | Added +450.2k |
| Fisher Asset Management, LLC 1.24% of their portfolio | 13.9m $1.8bn | Added +1.1m |
| WELLINGTON MANAGEMENT GROUP LLP 0.31% of their portfolio | 11.7m $1.5bn | Reduced -610.6k |
| NORTHERN TRUST CORP 0.32% of their portfolio | 11.6m $1.5bn | Reduced -111.6k |
| NORGES BANK 0.34% of their portfolio | 10.7m $1.4bn | Reduced -671.1k |
| POLEN CAPITAL MANAGEMENT LLC 4.05% of their portfolio | 10.5m $1.4bn | Reduced -577.3k |
| BANK OF AMERICA CORP /DE/ 0.16% of their portfolio | 9.5m $1.3bn | Reduced -1.4m |
| Bank of New York Mellon Corp 0.28% of their portfolio | 9.1m $1.2bn | Reduced -61.6k |
| LOOMIS SAYLES & CO L P 2.26% of their portfolio | 8.5m $1.1bn | Reduced -891.1k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.58% of their portfolio | 8.3m $1.1bn | Added +1.0m |
| HARRIS ASSOCIATES L P 2.20% of their portfolio | 8.1m $1.1bn | Added +1.6m |
| JPMORGAN CHASE & CO 0.15% of their portfolio | 7.8m $1.0bn | Reduced -725.3k |
| JENNISON ASSOCIATES LLC 1.02% of their portfolio | 7.6m $1.0bn | Reduced -6.1m |
| Nuveen Asset Management, LLC 0.38% of their portfolio | 7.4m $974.6m | Reduced -1.4m |
| Amundi 0.51% of their portfolio | 6.5m $937.1m | Reduced -248.9k |
| Legal & General Group Plc 0.32% of their portfolio | 6.3m $833.4m | Reduced -306.5k |
| GOLDMAN SACHS GROUP INC 0.23% of their portfolio | 6.1m $808.4m | Added +772.1k |
| PARNASSUS INVESTMENTS, LLC 1.98% of their portfolio | 6.0m $798.0m | New |
| FIL Ltd 0.96% of their portfolio | 6.0m $796.2m | Added +1.2m |
| NOMURA HOLDINGS INC 8.14% of their portfolio | 6.0m $800.3m | Added +5.9m |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.22% of their portfolio | 5.2m $689.0m | Added +178.8k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.42% of their portfolio | 5.1m $672.0m | Added +162.9k |
| PICTET ASSET MANAGEMENT SA 0.94% of their portfolio | 4.9m $654.2m | Added +340.1k |
| T. Rowe Price Investment Management, Inc. 0.48% of their portfolio | 4.7m $628.7m | Added +513.9k |
| BARCLAYS PLC 0.49% of their portfolio | 4.3m $570.6m | First filing |
| FRANKLIN RESOURCES INC 0.30% of their portfolio | 4.3m $569.7m | Reduced -1.4m |
| DEUTSCHE BANK AG\ 0.32% of their portfolio | 4.2m $552.6m | Reduced -224.8k |
| Swiss National Bank 0.39% of their portfolio | 4.1m $538.9m | Reduced -243.1k |
| Sustainable Growth Advisers, LP 3.44% of their portfolio | 4.0m $527.7m | Reduced -100.8k |
| Clearbridge Investments, LLC 0.50% of their portfolio | 3.8m $507.6m | Reduced -1.6m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 3.24% of their portfolio | 3.8m $501.3m | Added +1.7m |
| Capital Research Global Investors 0.15% of their portfolio | 3.7m $489.0m | New |
| FLOSSBACH VON STORCH SE 1.86% of their portfolio | 3.7m $488.0m | Added +187.3k |
| Independent Franchise Partners LLP 4.51% of their portfolio | 3.5m $460.5m | Reduced -62.0k |
| LAZARD ASSET MANAGEMENT LLC 0.63% of their portfolio | 3.5m $458.7m | Added +588.8k |
| BlueSpruce Investments, LP 8.74% of their portfolio | 3.4m $454.8m | Added +589.8k |
| Point72 Asset Management, L.P. 1.68% of their portfolio | 3.3m $443.6m | New |
| WELLS FARGO & COMPANY/MN 0.14% of their portfolio | 3.3m $442.1m | Reduced -528.2k |
| BAILLIE GIFFORD & CO 0.46% of their portfolio | 3.3m $439.2m | Added +19.2k |
| UBS Group AG 0.21% of their portfolio | 3.3m $438.3m | Reduced -2.6m |
| Sumitomo Mitsui Trust Group, Inc. 0.35% of their portfolio | 3.3m $437.8m | Reduced -29.1k |
| ROYAL BANK OF CANADA 0.12% of their portfolio | 3.1m $407.5m | Added +127.5k |
| MILLENNIUM MANAGEMENT LLC 0.45% of their portfolio | 3.1m $405.8m | Added +2.6m |
| Starboard Value LP 7.69% of their portfolio | 3.0m $401.2m | New |
| California Public Employees Retirement System 0.34% of their portfolio | 3.0m $393.7m | Added +710.3k |
| Invesco Ltd. 0.11% of their portfolio | 2.9m $387.3m | Reduced -776.7k |
| AMERIPRISE FINANCIAL INC 0.13% of their portfolio | 2.8m $372.0m | Reduced -2.4m |
| Vulcan Value Partners, LLC 4.90% of their portfolio | 2.8m $365.0m | Reduced -449.7k |
| DIMENSIONAL FUND ADVISORS LP 0.12% of their portfolio | 2.7m $351.5m | Added +558.8k |
| PUBLIC INVESTMENT FUND 1.14% of their portfolio | 2.7m $351.4m | Unchanged |
| D. E. Shaw & Co., Inc. 0.59% of their portfolio | 2.6m $347.5m | Added +553.2k |
| HSBC HOLDINGS PLC 0.43% of their portfolio | 2.6m $345.8m | Added +1.1m |
| GENERATION INVESTMENT MANAGEMENT LLP 1.96% of their portfolio | 2.6m $339.3m | Reduced -714.0k |
| Meritage Group LP 10.95% of their portfolio | 2.4m $317.4m | Added +579.9k |
| CREDIT SUISSE AG/ 0.32% of their portfolio | 2.3m $301.5m | Added +39.3k |
| RAYMOND JAMES & ASSOCIATES 0.25% of their portfolio | 2.0m $270.0m | Added +32.1k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.09% of their portfolio | 2.0m $268.4m | Reduced -2.9m |
| First Eagle Investment Management, LLC 0.73% of their portfolio | 2.0m $263.4m | Added +62.9k |
| Alyeska Investment Group, L.P. 2.60% of their portfolio | 1.9m $251.5m | Added +1.0m |
| CIBC Private Wealth Group LLC 0.75% of their portfolio | 1.8m $225.2m | Reduced -185.6k |
| AMERICAN CENTURY COMPANIES INC 0.20% of their portfolio | 1.8m $243.6m | Reduced -39.8k |
| CITADEL ADVISORS LLC 0.28% of their portfolio | 1.8m $240.6m | Reduced -1.5m |
| RHUMBLINE ADVISERS 0.32% of their portfolio | 1.8m $238.3m | Added +74.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.33% of their portfolio | 1.8m $237.8m | Reduced -112.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.37% of their portfolio | 1.8m $232.8m | Added +32.8k |
| HHLR ADVISORS, LTD. 4.85% of their portfolio | 1.7m $229.5m | Reduced -688.4k |
| DNB Asset Management AS 1.59% of their portfolio | 1.7m $225.9m | Added +369.5k |
| FIRST TRUST ADVISORS LP 0.27% of their portfolio | 1.7m $225.2m | Reduced -142.7k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.80% of their portfolio | 1.7m $224.4m | Added +55.0k |
| BANK OF MONTREAL /CAN/ 0.13% of their portfolio | 1.7m $277.7m | Added +83.1k |
| INCLUSIVE CAPITAL PARTNERS, L.P. 18.28% of their portfolio | 1.6m $216.8m | New |
| Assenagon Asset Management S.A. 0.87% of their portfolio | 1.6m $210.4m | Reduced -2.8m |
| PRINCIPAL FINANCIAL GROUP INC 0.15% of their portfolio | 1.5m $205.2m | Reduced -670.3k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.31% of their portfolio | 1.5m $197.6m | Reduced -781.9k |
| NEUBERGER BERMAN GROUP LLC 0.19% of their portfolio | 1.5m $194.6m | Reduced -717.4k |
| National Pension Service 0.38% of their portfolio | 1.5m $192.3m | Added +69.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 0.98% of their portfolio | 1.4m $183.7m | Added +113.5k |
| TWO SIGMA INVESTMENTS, LP 0.59% of their portfolio | 1.4m $182.3m | Added +1.0m |
| DekaBank Deutsche Girozentrale 0.45% of their portfolio | 1.3m $171.8m | Reduced -355.1k |
| Harding Loevner LP 0.98% of their portfolio | 1.3m $170.0m | Added +139.7k |
| STIFEL FINANCIAL CORP 0.26% of their portfolio | 1.3m $169.9m | Reduced -149.2k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.30% of their portfolio | 1.3m $167.2m | Reduced -3.2m |
| ALLIANCEBERNSTEIN L.P. 0.07% of their portfolio | 1.2m $164.0m | Reduced -410.6k |
| VAN ECK ASSOCIATES CORP 0.41% of their portfolio | 1.2m $160.6m | Added +120.5k |
| Capital World Investors 0.03% of their portfolio | 1.2m $159.3m | Reduced -152.1k |
| Deccan Value Investors L.P. 17.07% of their portfolio | 1.2m $157.5m | Added +175.9k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.37% of their portfolio | 1.1m $149.2m | Added +1.2k |
| CITIGROUP INC 0.21% of their portfolio | 1.1m $148.4m | Reduced -187.5k |
| EMINENCE CAPITAL, LP 2.74% of their portfolio | 1.1m $147.7m | Added +419.5k |
| PRUDENTIAL FINANCIAL INC 0.24% of their portfolio | 1.1m $145.5m | Added +12.6k |
| KBC Group NV 0.70% of their portfolio | 1.1m $144.4m | Added +199.5k |
| APG Asset Management N.V. 0.27% of their portfolio | 1.1m $142.0m | Added +898.5k |
| NATIXIS 0.83% of their portfolio | 1.1m $141.4m | Added +484.8k |
| BNP PARIBAS FINANCIAL MARKETS 0.35% of their portfolio | 1.1m $140.6m | Added +333.4k |