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 ($1.3bn this quarter). Holder counts are more reliable. Shares outstanding: 970.0m as of 2024-02-29, 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 ≈ $300.68. Options: 75 managers hold calls ($5.1bn notional), 78 hold puts ($5.4bn).
Trends to Q1 2024
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 |
| Q3 2023 | 2,294 |
| Q4 2023 | 2,600 |
| Q1 2024 | 2,768 |
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 |
| Q3 2023 | 1,067 | 1,011 |
| Q4 2023 | 1,225 | 1,007 |
| Q1 2024 | 1,379 | 1,130 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q2 2023 | $3.6bn | $4.9bn | 1.38 |
| Q3 2023 | $3.3bn | $4.9bn | 1.49 |
| Q4 2023 | $5.1bn | $7.0bn | 1.37 |
| Q1 2024 | $5.1bn | $5.4bn | 1.05 |
Biggest buyers
| MORGAN STANLEY | Added | +19.6m |
| JPMORGAN CHASE & CO | Added | +10.8m |
| Capital Research Global Investors | Added | +3.0m |
| GQG Partners LLC | New | +3.0m |
| FRANKLIN RESOURCES INC | Added | +2.6m |
| COATUE MANAGEMENT LLC | Added | +2.6m |
| BARCLAYS PLC | Added | +2.1m |
| Swedbank AB | Added | +2.0m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.8m |
| BANK OF AMERICA CORP /DE/ | Added | +1.5m |
Biggest sellers
| Capital World Investors | Reduced | -4.4m |
| Fisher Asset Management, LLC | Reduced | -4.1m |
| Cerity Partners LLC | Reduced | -3.1m |
| PUBLIC INVESTMENT FUND | Sold out | -2.7m |
| Independent Franchise Partners LLP | Sold out | -2.1m |
| AXA S.A. | Reduced | -1.3m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Reduced | -1.2m |
| BANK OF MONTREAL /CAN/ | Reduced | -1.0m |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | Reduced | -1.0m |
| CITADEL ADVISORS LLC | Reduced | -994.9k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $915.6m3.0m shares |
| CITADEL ADVISORS LLC | Reduced | $683.6m2.3m shares |
| JPMORGAN CHASE & CO | Added | $348.3m1.2m shares |
| SIMPLEX TRADING, LLC | Added | $257.3m854.2k shares |
| BlackRock Inc. | Added | $201.6m669.5k shares |
| IMC-Chicago, LLC | Reduced | $193.4m642.1k shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $185.4m615.5k shares |
| JANE STREET GROUP, LLC | Reduced | $164.1m545.0k shares |
| PUBLIC INVESTMENT FUND | New | $152.7m507.0k shares |
| MOORE CAPITAL MANAGEMENT, LP | New | $148.8m493.9k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $712.0m2.4m shares |
| CITADEL ADVISORS LLC | Reduced | $569.5m1.9m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $460.0m1.5m shares |
| SIMPLEX TRADING, LLC | Reduced | $255.9m849.7k shares |
| JPMORGAN CHASE & CO | Added | $240.7m799.2k shares |
| IMC-Chicago, LLC | Reduced | $232.5m771.8k shares |
| JANE STREET GROUP, LLC | Reduced | $202.9m673.6k shares |
| UBS Group AG | Reduced | $196.5m652.5k shares |
| CITIGROUP INC | Added | $191.4m635.5k shares |
| Walleye Capital LLC | Reduced | $151.0m501.5k 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 Q1 2024
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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2023 | 0 | — | 7 | $268.8m | $248.8m |
| Q4 2023 | 0 | — | 6 | $468.0m | $437.9m |
| Q1 2024 | 0 | — | 6 | $405.0m | $404.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-03-28 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
| 2024-03-27 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
| 2024-03-26 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-26 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.3m4.2k shares |
| 2024-03-26 | Millham Brian President and COO | Sold plan | $511.4k1.7k shares |
| 2024-03-25 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-25 | Millham Brian President and COO | Sold | $512.9k1.7k shares |
| 2024-03-25 | Weaver Amy E President and CFO | Sold | $287.7k942 shares |
| 2024-03-25 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $287.7k942 shares |
| 2024-03-25 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $287.7k942 shares |
| 2024-03-25 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $20.2k66 shares |
| 2024-03-22 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-22 | Millham Brian President and COO | Sold plan | $4.5m14.5k shares |
| 2024-03-22 | Weaver Amy E President and CFO | Sold plan | $2.2m7.1k shares |
| 2024-03-22 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold plan | $893.9k2.9k shares |
| 2024-03-21 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-20 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-19 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
| 2024-03-19 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.3m4.2k shares |
| 2024-03-18 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
| 2024-03-15 | Benioff Marc Chair and CEO, director | Sold plan | $4.4m15.0k shares |
| 2024-03-14 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-13 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-12 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-12 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.3m4.2k shares |
| 2024-03-11 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-08 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-07 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
| 2024-03-06 | Benioff Marc Chair and CEO, director | Sold plan | $4.6m15.0k shares |
| 2024-03-05 | Benioff Marc Chair and CEO, director | Sold plan | $4.5m15.0k shares |
The latest 30 of 104 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, Q1 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.50% of their portfolio | 84.6m $25.5bn | Added +1.0m |
| BlackRock Inc. 0.51% of their portfolio | 72.5m $21.8bn | Reduced -65.0k |
| MORGAN STANLEY 0.48% of their portfolio | 60.0m $18.1bn | Added +19.6m |
| STATE STREET CORP 0.63% of their portfolio | 47.0m $14.2bn | Added +1.0m |
| JPMORGAN CHASE & CO 0.50% of their portfolio | 37.4m $11.3bn | Added +10.8m |
| FMR LLC 0.75% of their portfolio | 36.9m $11.1bn | Added +662.0k |
| GEODE CAPITAL MANAGEMENT, LLC 0.53% of their portfolio | 19.0m $5.7bn | Added +513.0k |
| Capital World Investors 0.76% of their portfolio | 15.2m $4.6bn | Reduced -4.4m |
| Capital Research Global Investors 0.98% of their portfolio | 14.4m $4.3bn | Added +3.0m |
| Capital International Investors 0.86% of their portfolio | 14.1m $4.3bn | Added +407.8k |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.51% of their portfolio | 13.7m $4.1bn | Added +6.1k |
| Fisher Asset Management, LLC 1.52% of their portfolio | 10.8m $3.3bn | Reduced -4.1m |
| BANK OF AMERICA CORP /DE/ 0.31% of their portfolio | 10.4m $3.1bn | Added +1.5m |
| NORGES BANK 0.48% of their portfolio | 10.2m $3.1bn | Reduced -341.2k |
| NORTHERN TRUST CORP 0.53% of their portfolio | 10.1m $3.0bn | Reduced -509.1k |
| WELLINGTON MANAGEMENT GROUP LLP 0.54% of their portfolio | 10.1m $3.0bn | Reduced -400.7k |
| Nuveen Asset Management, LLC 0.83% of their portfolio | 9.3m $2.8bn | Added +842.0k |
| JENNISON ASSOCIATES LLC 1.63% of their portfolio | 8.1m $2.4bn | Reduced -505.7k |
| LOOMIS SAYLES & CO L P 3.06% of their portfolio | 7.2m $2.2bn | Reduced -108.5k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.76% of their portfolio | 7.1m $2.1bn | Reduced -638.3k |
| Bank of New York Mellon Corp 0.41% of their portfolio | 7.0m $2.1bn | Reduced -442.2k |
| POLEN CAPITAL MANAGEMENT LLC 4.84% of their portfolio | 7.0m $2.1bn | Reduced -320.6k |
| ROYAL BANK OF CANADA 0.49% of their portfolio | 6.7m $2.0bn | Reduced -364.3k |
| Legal & General Group Plc 0.56% of their portfolio | 6.5m $1.9bn | Added +26.5k |
| FRANKLIN RESOURCES INC 0.59% of their portfolio | 6.2m $1.9bn | Added +2.6m |
| GOLDMAN SACHS GROUP INC 0.38% of their portfolio | 6.0m $1.8bn | Reduced -775.4k |
| Amundi 0.68% of their portfolio | 5.8m $1.6bn | Reduced -85.1k |
| PARNASSUS INVESTMENTS, LLC 3.71% of their portfolio | 5.8m $1.7bn | Reduced -180.3k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.38% of their portfolio | 5.5m $1.7bn | Added +125.9k |
| UBS Group AG 0.53% of their portfolio | 5.3m $1.6bn | Added +1.4m |
| BARCLAYS PLC 0.67% of their portfolio | 4.9m $1.5bn | Added +2.1m |
| COATUE MANAGEMENT LLC 5.55% of their portfolio | 4.7m $1.4bn | Added +2.6m |
| AMERICAN CENTURY COMPANIES INC 0.76% of their portfolio | 4.0m $1.2bn | Reduced -323.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.36% of their portfolio | 4.0m $1.2bn | Added +1.8m |
| T. Rowe Price Investment Management, Inc. 0.72% of their portfolio | 3.9m $1.2bn | Added +200.8k |
| DEUTSCHE BANK AG\ 0.53% of their portfolio | 3.8m $1.1bn | Added +77.7k |
| AMERIPRISE FINANCIAL INC 0.29% of their portfolio | 3.5m $1.1bn | Added +119.3k |
| ValueAct Holdings, L.P. 23.11% of their portfolio | 3.5m $1.1bn | Unchanged |
| Invesco Ltd. 0.23% of their portfolio | 3.5m $1.0bn | Added +3.5k |
| WELLS FARGO & COMPANY/MN 0.27% of their portfolio | 3.5m $1.0bn | Added +63.0k |
| HSBC HOLDINGS PLC 0.73% of their portfolio | 3.4m $1.0bn | Added +742.6k |
| VOYA INVESTMENT MANAGEMENT LLC 0.98% of their portfolio | 3.3m $998.0m | Added +491.9k |
| Clearbridge Investments, LLC 0.75% of their portfolio | 3.1m $944.5m | Added +15.9k |
| HARRIS ASSOCIATES L P 1.52% of their portfolio | 3.1m $936.9m | Reduced -816.7k |
| GQG Partners LLC 1.46% of their portfolio | 3.0m $910.2m | New |
| Swedbank AB 1.23% of their portfolio | 2.9m $874.7m | Added +2.0m |
| Swiss National Bank 0.61% of their portfolio | 2.9m $873.1m | Reduced -143.6k |
| Pictet Asset Management Holding SA 0.94% of their portfolio | 2.9m $861.0m | Reduced -253.8k |
| DIMENSIONAL FUND ADVISORS LP 0.23% of their portfolio | 2.8m $857.3m | Added +269.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.57% of their portfolio | 2.7m $823.5m | Reduced -69.6k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.94% of their portfolio | 2.6m $797.3m | Added +826.5k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.72% of their portfolio | 2.6m $782.4m | Reduced -300.6k |
| FIL Ltd 0.77% of their portfolio | 2.6m $780.4m | Reduced -622.1k |
| Sustainable Growth Advisers, LP 3.09% of their portfolio | 2.5m $738.8m | Reduced -8.5k |
| RAYMOND JAMES & ASSOCIATES 0.49% of their portfolio | 2.4m $725.3m | Added +175.7k |
| Winslow Capital Management, LLC 2.73% of their portfolio | 2.4m $723.7m | Added +121.8k |
| LONE PINE CAPITAL LLC 5.71% of their portfolio | 2.4m $722.9m | Reduced -99.4k |
| California Public Employees Retirement System 0.51% of their portfolio | 2.4m $720.8m | Reduced -38.7k |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.74% of their portfolio | 2.2m $648.3m | Reduced -1.2m |
| MILLENNIUM MANAGEMENT LLC 0.53% of their portfolio | 2.1m $620.1m | Added +539.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 2.17% of their portfolio | 2.0m $597.6m | Added +309.3k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 3.46% of their portfolio | 2.0m $588.0m | Added +26.4k |
| First Eagle Investment Management, LLC 1.32% of their portfolio | 1.9m $581.9m | Reduced -2.2k |
| CREDIT SUISSE AG/ 0.56% of their portfolio | 1.9m $578.1m | Reduced -134.5k |
| BlueSpruce Investments, LP 10.00% of their portfolio | 1.9m $559.1m | Reduced -296.5k |
| NEUBERGER BERMAN GROUP LLC 0.46% of their portfolio | 1.8m $556.8m | Added +42.5k |
| RHUMBLINE ADVISERS 0.53% of their portfolio | 1.8m $548.2m | Reduced -2.3k |
| BANK OF MONTREAL /CAN/ 0.17% of their portfolio | 1.8m $552.9m | Reduced -1.0m |
| ALLIANCEBERNSTEIN L.P. 0.19% of their portfolio | 1.8m $537.4m | Added +91.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.30% of their portfolio | 1.7m $517.2m | Added +52.1k |
| CIBC Private Wealth Group LLC 0.99% of their portfolio | 1.7m $505.2m | Reduced -38.0k |
| National Pension Service 0.60% of their portfolio | 1.7m $498.3m | Added +24.1k |
| ENVESTNET ASSET MANAGEMENT INC 0.18% of their portfolio | 1.6m $480.0m | Added +108.2k |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP 0.44% of their portfolio | 1.6m $473.8m | Reduced -1.0m |
| MACQUARIE GROUP LTD 0.53% of their portfolio | 1.6m $473.5m | Reduced -12.0k |
| NORDEA INVESTMENT MANAGEMENT AB 0.56% of their portfolio | 1.6m $472.7m | Reduced -54.5k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.59% of their portfolio | 1.6m $468.5m | Added +2.2k |
| FIRST TRUST ADVISORS LP 0.46% of their portfolio | 1.5m $451.8m | Added +13.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 1.93% of their portfolio | 1.4m $422.7m | Reduced -617.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.52% of their portfolio | 1.4m $421.6m | Added +410.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 1.09% of their portfolio | 1.4m $420.1m | Added +144.5k |
| ONTARIO TEACHERS PENSION PLAN BOARD 3.80% of their portfolio | 1.4m $413.7m | Reduced -104.0k |
| STIFEL FINANCIAL CORP 0.47% of their portfolio | 1.4m $408.2m | Reduced -5.5k |
| PRUDENTIAL FINANCIAL INC 0.57% of their portfolio | 1.4m $407.8m | Reduced -231.9k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.54% of their portfolio | 1.4m $407.2m | Reduced -73.8k |
| Allianz Asset Management GmbH 0.65% of their portfolio | 1.3m $387.7m | Added +329.8k |
| LAZARD ASSET MANAGEMENT LLC 0.47% of their portfolio | 1.3m $387.7m | Reduced -441.3k |
| NATIXIS ADVISORS, LLC 0.89% of their portfolio | 1.3m $386.8m | Added +126.9k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.53% of their portfolio | 1.3m $381.7m | Added +197.5k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.39% of their portfolio | 1.2m $373.2m | Unchanged |
| DekaBank Deutsche Girozentrale 0.69% of their portfolio | 1.2m $369.7m | Added +101.1k |
| LOS ANGELES CAPITAL MANAGEMENT LLC 1.26% of their portfolio | 1.2m $368.0m | Reduced -144.8k |
| Starboard Value LP 7.52% of their portfolio | 1.2m $364.0m | Reduced -328.0k |
| CITIGROUP INC 0.39% of their portfolio | 1.2m $362.1m | Reduced -142.5k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.54% of their portfolio | 1.2m $356.6m | Reduced -16.0k |
| Ensign Peak Advisors, Inc 0.65% of their portfolio | 1.2m $354.8m | Added +153.9k |
| SEI INVESTMENTS CO 0.50% of their portfolio | 1.1m $341.6m | Added +43.0k |
| DANSKE BANK A/S 1.01% of their portfolio | 1.1m $320.5m | First filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM 0.49% of their portfolio | 1.1m $209.9m | Added +54.2k |
| AXA S.A. 0.94% of their portfolio | 1.0m $314.7m | Reduced -1.3m |