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 ($972.6m this quarter). Holder counts are more reliable. Shares outstanding: 974.0m as of 2023-05-30, 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 ≈ $210.70. Options: 80 managers hold calls ($3.6bn notional), 76 hold puts ($4.9bn).
Trends to Q2 2023
Institutional holders
Managers reporting a position, each quarter
Numbers
| Quarter | Holders |
|---|---|
| Q3 2022 | 2,060 |
| Q4 2022 | 2,027 |
| Q1 2023 | 2,182 |
| Q2 2023 | 2,301 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| Q4 2022 | 734 | 1,216 |
| Q1 2023 | 1,140 | 945 |
| Q2 2023 | 1,084 | 1,033 |
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 |
| Q1 2023 | $5.2bn | $5.3bn | 1.02 |
| Q2 2023 | $3.6bn | $4.9bn | 1.38 |
Biggest buyers
| Capital International Investors | Added | +6.5m |
| Capital World Investors | Added | +4.5m |
| ROYAL BANK OF CANADA | Added | +3.2m |
| Winslow Capital Management, LLC | New | +2.3m |
| JENNISON ASSOCIATES LLC | Added | +1.9m |
| JPMORGAN CHASE & CO | Added | +1.9m |
| ONTARIO TEACHERS PENSION PLAN BOARD | New | +1.7m |
| BARCLAYS PLC | Added | +1.4m |
| JANE STREET GROUP, LLC | Added | +1.1m |
| EP Wealth Advisors, LLC | Added | +1.0m |
Biggest sellers
| OFI INVEST ASSET MANAGEMENT | Reduced | -37.1m |
| FMR LLC | Reduced | -34.8m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -4.0m |
| HARRIS ASSOCIATES L P | Reduced | -2.7m |
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -2.6m |
| WELLINGTON MANAGEMENT GROUP LLP | Reduced | -1.7m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -1.6m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -1.5m |
| FIL Ltd | Reduced | -1.4m |
| Point72 Asset Management, L.P. | Reduced | -1.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $666.8m3.2m shares |
| CITADEL ADVISORS LLC | Reduced | $513.0m2.4m shares |
| JANE STREET GROUP, LLC | Reduced | $224.4m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $181.1m857.2k shares |
| UBS Group AG | Added | $160.0m757.5k shares |
| IMC-Chicago, LLC | Added | $156.9m742.6k shares |
| PEAK6 Investments LLC | Added | $154.8m732.9k shares |
| MILLENNIUM MANAGEMENT LLC | Added | $125.9m595.8k shares |
| Twin Tree Management, LP | Reduced | $123.1m582.6k shares |
| WOLVERINE TRADING, LLC | New | $105.3m500.5k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $578.4m2.7m shares |
| CITADEL ADVISORS LLC | Reduced | $566.7m2.7m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $444.6m2.1m shares |
| JANE STREET GROUP, LLC | Reduced | $395.1m1.9m shares |
| UBS Group AG | Added | $351.4m1.7m shares |
| SIMPLEX TRADING, LLC | Reduced | $313.1m1.5m shares |
| Twin Tree Management, LP | Added | $258.2m1.2m shares |
| CAPITAL FUND MANAGEMENT S.A. | Added | $160.1m757.8k shares |
| GOLDMAN SACHS GROUP INC | Added | $150.2m711.0k shares |
| D. E. Shaw & Co., Inc. | Reduced | $146.8m695.1k 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 Q2 2023
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 |
|---|---|---|---|---|---|
| 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 | — |
| Q1 2023 | 0 | — | 9 | $13.3m | — |
| Q2 2023 | 0 | — | 7 | $167.8m | $26.3m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2023-06-30 | Weaver Amy E President and CFO | Sold plan | $3.5m16.3k shares |
| 2023-06-27 | Harris Parker Co-Founder and CTO, director | Sold | $260.6k1.2k shares |
| 2023-06-26 | Millham Brian President and COO | Sold plan | $345.7k1.7k shares |
| 2023-06-23 | Millham Brian President and COO | Sold plan | $353.4k1.7k shares |
| 2023-06-23 | Harris Parker Co-Founder and CTO, director | Sold | $198.3k946 shares |
| 2023-06-23 | Weaver Amy E President and CFO | Sold | $198.3k946 shares |
| 2023-06-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $198.3k946 shares |
| 2023-06-23 | Hyder Brent President/Chief People Officer | Sold | $122.2k583 shares |
| 2023-06-23 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $11.7k56 shares |
| 2023-06-22 | Millham Brian President and COO | Sold plan | $366.0k1.7k shares |
| 2023-06-20 | Millham Brian President and COO | Sold plan | $16.6m78.9k shares |
| 2023-06-20 | Harris Parker Co-Founder and CTO, director | Sold | $260.8k1.2k shares |
| 2023-06-16 | Weaver Amy E President and CFO | Sold plan | $5.2m24.3k shares |
| 2023-06-14 | Benioff Marc Chair and CEO, director | Sold | $104.6m500.0k shares |
| 2023-06-13 | Harris Parker Co-Founder and CTO, director | Sold | $269.4k1.2k shares |
| 2023-06-06 | Harris Parker Co-Founder and CTO, director | Sold | $260.7k1.2k shares |
| 2023-06-05 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $31.7m150.3k shares |
| 2023-05-31 | Harris Parker Co-Founder and CTO, director | Sold | $860.4k3.8k shares |
| 2023-05-31 | Harris Parker Co-Founder and CTO, director | Sold | $180.0k800 shares |
| 2023-05-31 | Hyder Brent President/Chief People Officer | Sold | $85.3k379 shares |
| 2023-05-30 | Harris Parker Co-Founder and CTO, director | Sold | $274.1k1.2k shares |
| 2023-05-23 | Harris Parker Co-Founder and CTO, director | Sold | $259.7k1.2k shares |
| 2023-05-16 | Harris Parker Co-Founder and CTO, director | Sold | $252.4k1.2k shares |
| 2023-05-09 | Harris Parker Co-Founder and CTO, director | Sold | $246.0k1.2k shares |
| 2023-05-02 | Harris Parker Co-Founder and CTO, director | Sold | $247.5k1.2k shares |
| 2023-04-25 | Harris Parker Co-Founder and CTO, director | Sold | $242.5k1.2k shares |
| 2023-04-24 | Hyder Brent President/Chief People Officer | Sold | $153.3k781 shares |
| 2023-04-24 | Harris Parker Co-Founder and CTO, director | Sold | $110.1k561 shares |
| 2023-04-24 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $110.1k561 shares |
| 2023-04-24 | Weaver Amy E President and CFO | Sold | $100.1k510 shares |
The latest 30 of 35 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, Q2 2023
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.42% of their portfolio | 83.2m $17.6bn | Added +481.8k |
| BlackRock Inc. 0.41% of their portfolio | 70.6m $14.9bn | Added +93.9k |
| STATE STREET CORP 0.51% of their portfolio | 45.7m $9.6bn | Added +144.0k |
| FMR LLC 0.67% of their portfolio | 37.9m $8.0bn | Reduced -34.8m |
| MORGAN STANLEY 0.41% of their portfolio | 19.6m $4.1bn | Added +896.4k |
| Capital World Investors 0.78% of their portfolio | 19.2m $4.1bn | Added +4.5m |
| GEODE CAPITAL MANAGEMENT, LLC 0.44% of their portfolio | 17.8m $3.7bn | Added +37.2k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.45% of their portfolio | 15.2m $3.2bn | Reduced -4.0m |
| Fisher Asset Management, LLC 1.62% of their portfolio | 13.9m $2.9bn | Added +377.0k |
| JPMORGAN CHASE & CO 0.33% of their portfolio | 13.6m $2.9bn | Added +1.9m |
| WELLINGTON MANAGEMENT GROUP LLP 0.50% of their portfolio | 12.4m $2.6bn | Reduced -1.7m |
| Capital Research Global Investors 0.64% of their portfolio | 11.3m $2.4bn | Added +865.0k |
| NORGES BANK 0.47% of their portfolio | 11.3m $2.4bn | Added +270.5k |
| NORTHERN TRUST CORP 0.45% of their portfolio | 11.1m $2.3bn | Reduced -790.5k |
| Nuveen Asset Management, LLC 0.73% of their portfolio | 9.9m $2.1bn | Added +1.0m |
| JENNISON ASSOCIATES LLC 1.57% of their portfolio | 9.1m $1.9bn | Added +1.9m |
| BANK OF AMERICA CORP /DE/ 0.22% of their portfolio | 8.8m $1.9bn | Reduced -802.2k |
| Bank of New York Mellon Corp 0.38% of their portfolio | 8.5m $1.8bn | Reduced -331.0k |
| POLEN CAPITAL MANAGEMENT LLC 4.14% of their portfolio | 7.9m $1.7bn | Reduced -2.6m |
| LOOMIS SAYLES & CO L P 2.65% of their portfolio | 7.8m $1.6bn | Reduced -456.8k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.74% of their portfolio | 7.6m $1.5bn | Unchanged |
| Capital International Investors 0.36% of their portfolio | 7.1m $1.5bn | Added +6.5m |
| Legal & General Group Plc 0.45% of their portfolio | 6.6m $1.4bn | Added +141.7k |
| ROYAL BANK OF CANADA 0.37% of their portfolio | 6.2m $1.3bn | Added +3.2m |
| PARNASSUS INVESTMENTS, LLC 2.96% of their portfolio | 6.0m $1.3bn | Added +53.3k |
| GOLDMAN SACHS GROUP INC 0.32% of their portfolio | 6.0m $1.3bn | Reduced -627.0k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.32% of their portfolio | 5.2m $1.1bn | Reduced -57.6k |
| HARRIS ASSOCIATES L P 2.01% of their portfolio | 5.1m $1.1bn | Reduced -2.7m |
| Amundi 0.52% of their portfolio | 4.8m $1.0bn | Reduced -794.5k |
| Invesco Ltd. 0.26% of their portfolio | 4.7m $995.2m | Reduced -77.1k |
| FRANKLIN RESOURCES INC 0.46% of their portfolio | 4.5m $958.3m | Added +280.9k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.51% of their portfolio | 4.4m $922.9m | Reduced -636.6k |
| CIBC Private Wealth Group LLC 0.94% of their portfolio | 4.1m $860.2m | Reduced -68.8k |
| UBS Group AG 0.37% of their portfolio | 4.1m $859.3m | Added +346.0k |
| PICTET ASSET MANAGEMENT SA 0.96% of their portfolio | 3.8m $810.9m | Reduced -1.3m |
| DEUTSCHE BANK AG\ 0.41% of their portfolio | 3.7m $779.1m | Reduced -112.1k |
| VOYA INVESTMENT MANAGEMENT LLC 0.80% of their portfolio | 3.7m $772.1m | Reduced -192.6k |
| Clearbridge Investments, LLC 0.69% of their portfolio | 3.6m $766.4m | Reduced -185.9k |
| Swiss National Bank 0.52% of their portfolio | 3.6m $763.0m | Reduced -357.0k |
| ValueAct Holdings, L.P. 11.45% of their portfolio | 3.5m $736.5m | Unchanged |
| WELLS FARGO & COMPANY/MN 0.21% of their portfolio | 3.4m $725.1m | Added +31.1k |
| BARCLAYS PLC 0.44% of their portfolio | 3.2m $675.4m | Added +1.4m |
| T. Rowe Price Investment Management, Inc. 0.46% of their portfolio | 3.2m $669.5m | Reduced -603.5k |
| FIL Ltd 0.72% of their portfolio | 3.0m $637.9m | Reduced -1.4m |
| Sumitomo Mitsui Trust Group, Inc. 0.49% of their portfolio | 3.0m $625.4m | Reduced -378.9k |
| Independent Franchise Partners LLP 5.11% of their portfolio | 2.9m $611.1m | Reduced -1.0m |
| DIMENSIONAL FUND ADVISORS LP 0.19% of their portfolio | 2.8m $587.5m | Added +65.7k |
| AMERICAN CENTURY COMPANIES INC 0.44% of their portfolio | 2.8m $581.8m | Added +977.9k |
| Sustainable Growth Advisers, LP 2.74% of their portfolio | 2.7m $577.1m | Added +151.1k |
| BlueSpruce Investments, LP 9.85% of their portfolio | 2.7m $572.3m | Reduced -174.9k |
| AMERIPRISE FINANCIAL INC 0.18% of their portfolio | 2.7m $567.7m | Reduced -71.9k |
| PUBLIC INVESTMENT FUND 1.44% of their portfolio | 2.7m $559.9m | Unchanged |
| LAZARD ASSET MANAGEMENT LLC 0.63% of their portfolio | 2.4m $514.9m | Reduced -848.3k |
| Winslow Capital Management, LLC 2.23% of their portfolio | 2.3m $496.4m | New |
| HSBC HOLDINGS PLC 0.52% of their portfolio | 2.3m $489.7m | Added +321.5k |
| BANK OF MONTREAL /CAN/ 0.17% of their portfolio | 2.2m $475.9m | Added +875.5k |
| PUTNAM INVESTMENTS LLC 0.70% of their portfolio | 2.2m $472.9m | Added +145.9k |
| RAYMOND JAMES & ASSOCIATES 0.37% of their portfolio | 2.1m $452.4m | Added +46.2k |
| Vulcan Value Partners, LLC 5.59% of their portfolio | 2.1m $445.4m | Reduced -326.0k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.54% of their portfolio | 2.1m $440.5m | Added +582.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.14% of their portfolio | 2.1m $437.1m | Added +104.7k |
| CREDIT SUISSE AG/ 0.43% of their portfolio | 2.1m $436.6m | Reduced -30.6k |
| Starboard Value LP 9.16% of their portfolio | 2.0m $424.2m | Reduced -522.9k |
| California Public Employees Retirement System 0.36% of their portfolio | 2.0m $421.3m | Reduced -605.4k |
| First Eagle Investment Management, LLC 1.07% of their portfolio | 2.0m $419.2m | Reduced -3.9k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.45% of their portfolio | 1.9m $410.8m | Reduced -1.6m |
| NEUBERGER BERMAN GROUP LLC 0.36% of their portfolio | 1.9m $401.5m | Added +44.8k |
| RHUMBLINE ADVISERS 0.43% of their portfolio | 1.8m $388.3m | Added +21.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 1.79% of their portfolio | 1.8m $369.9m | Reduced -621.0k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.56% of their portfolio | 1.7m $361.8m | Reduced -1.5m |
| LONE PINE CAPITAL LLC 3.28% of their portfolio | 1.7m $358.1m | Reduced -340.3k |
| ONTARIO TEACHERS PENSION PLAN BOARD 3.68% of their portfolio | 1.7m $352.5m | New |
| FIRST TRUST ADVISORS LP 0.40% of their portfolio | 1.7m $351.7m | Added +155.2k |
| PRUDENTIAL FINANCIAL INC 0.51% of their portfolio | 1.7m $349.8m | Added +68.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.49% of their portfolio | 1.6m $345.2m | Reduced -107.1k |
| Meritage Group LP 9.48% of their portfolio | 1.6m $340.1m | Reduced -796.5k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.43% of their portfolio | 1.6m $339.0m | Reduced -118.9k |
| National Pension Service 0.54% of their portfolio | 1.6m $336.6m | Reduced -26.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.23% of their portfolio | 1.6m $330.9m | Added +25.6k |
| NORDEA INVESTMENT MANAGEMENT AB 0.45% of their portfolio | 1.5m $329.4m | Added +239.8k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.46% of their portfolio | 1.5m $319.0m | Added +145.5k |
| Grantham, Mayo, Van Otterloo & Co. LLC 1.40% of their portfolio | 1.4m $302.6m | Added +67.0k |
| MACQUARIE GROUP LTD 0.34% of their portfolio | 1.4m $299.8m | Added +293.3k |
| STIFEL FINANCIAL CORP 0.39% of their portfolio | 1.4m $288.6m | Added +32.0k |
| DNB Asset Management AS 1.60% of their portfolio | 1.3m $277.9m | Reduced -534.0k |
| JANE STREET GROUP, LLC 0.37% of their portfolio | 1.3m $274.8m | Added +1.1m |
| VAN ECK ASSOCIATES CORP 0.59% of their portfolio | 1.3m $269.2m | Added +33.1k |
| TORONTO DOMINION BANK 0.20% of their portfolio | 1.3m $264.5m | Added +648.6k |
| KBC Group NV 1.06% of their portfolio | 1.2m $258.7m | Added +20.2k |
| ALLIANCEBERNSTEIN L.P. 0.10% of their portfolio | 1.2m $256.2m | Reduced -93.0k |
| 1832 Asset Management L.P. 0.48% of their portfolio | 1.2m $248.8m | Added +40.1k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.18% of their portfolio | 1.2m $247.3m | Added +70.4k |
| CITADEL ADVISORS LLC 0.27% of their portfolio | 1.1m $240.0m | Added +849.9k |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. 0.74% of their portfolio | 1.1m $239.3m | Reduced -699.6k |
| ENVESTNET ASSET MANAGEMENT INC 0.10% of their portfolio | 1.1m $236.6m | Added +13.5k |
| NATIXIS ADVISORS, LLC 0.73% of their portfolio | 1.1m $236.5m | Reduced -53.3k |
| AXA S.A. 0.77% of their portfolio | 1.1m $232.1m | Added +125.2k |
| DekaBank Deutsche Girozentrale 0.52% of their portfolio | 1.1m $231.9m | Added +30.5k |
| SEI INVESTMENTS CO 0.40% of their portfolio | 1.1m $229.9m | Added +297.2k |
| HHLR ADVISORS, LTD. 4.83% of their portfolio | 1.1m $226.6m | Reduced -658.7k |