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 ($1.1bn this quarter). Holder counts are more reliable. Shares outstanding: 969.0m as of 2024-05-24, 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 ≈ $256.97. Options: 81 managers hold calls ($5.6bn notional), 78 hold puts ($8.5bn).
Trends to Q2 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 |
| Q2 2024 | 2,630 |
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 |
| Q2 2024 | 1,379 | 1,250 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q3 2023 | $3.3bn | $4.9bn | 1.49 |
| Q4 2023 | $5.1bn | $7.0bn | 1.37 |
| Q1 2024 | $5.1bn | $5.4bn | 1.05 |
| Q2 2024 | $5.6bn | $8.5bn | 1.53 |
Biggest buyers
| Capital Research Global Investors | Added | +9.8m |
| Capital International Investors | Added | +4.2m |
| GOLDMAN SACHS GROUP INC | Added | +2.4m |
| BlackRock Inc. | Added | +2.1m |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Added | +1.9m |
| HARRIS ASSOCIATES L P | Added | +1.9m |
| JANUS HENDERSON GROUP PLC | Added | +1.8m |
| VANGUARD GROUP INC | Added | +1.6m |
| T. Rowe Price Investment Management, Inc. | Added | +1.6m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Added | +1.4m |
Biggest sellers
| MORGAN STANLEY | Reduced | -40.5m |
| JPMORGAN CHASE & CO | Reduced | -11.6m |
| FMR LLC | Reduced | -6.6m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -5.6m |
| JENNISON ASSOCIATES LLC | Reduced | -4.5m |
| Capital World Investors | Reduced | -3.4m |
| GQG Partners LLC | Sold out | -3.0m |
| COATUE MANAGEMENT LLC | Reduced | -2.8m |
| LONE PINE CAPITAL LLC | Sold out | -2.4m |
| Winslow Capital Management, LLC | Reduced | -2.3m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3bn5.2m shares |
| CITADEL ADVISORS LLC | Added | $966.8m3.8m shares |
| JPMORGAN CHASE & CO | Added | $408.9m1.6m shares |
| IMC-Chicago, LLC | Added | $352.5m1.4m shares |
| BANK OF AMERICA CORP /DE/ | Added | $281.4m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $196.9m766.0k shares |
| JANE STREET GROUP, LLC | Added | $178.1m692.8k shares |
| WOLVERINE TRADING, LLC | Added | $153.8m598.3k shares |
| CITIGROUP INC | Added | $127.0m493.8k shares |
| PUBLIC INVESTMENT FUND | Reduced | $120.6m469.1k shares |
Biggest puts
| LM Advisors LLC | New | $2.9bn0 shares |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.0bn4.1m shares |
| CITADEL ADVISORS LLC | Added | $562.7m2.2m shares |
| JPMORGAN CHASE & CO | Added | $363.6m1.4m shares |
| JANE STREET GROUP, LLC | Added | $362.1m1.4m shares |
| UBS Group AG | Added | $337.4m1.3m shares |
| IMC-Chicago, LLC | Added | $302.1m1.2m shares |
| Twin Tree Management, LP | Added | $299.2m1.2m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $294.9m1.1m shares |
| SIMPLEX TRADING, LLC | Reduced | $188.9m734.7k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q2 2024 | 2 | $100.3m | 8 | $266.3m | $259.0m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-06-28 | Millham Brian President and COO | Sold plan | $524.7k2.0k shares |
| 2024-06-27 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.4m5.6k shares |
| 2024-06-25 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $676.0k2.8k shares |
| 2024-06-25 | Millham Brian President and COO | Sold plan | $402.2k1.7k shares |
| 2024-06-24 | Millham Brian President and COO | Sold plan | $495.6k2.0k shares |
| 2024-06-24 | Millham Brian President and COO | Sold | $406.6k1.7k shares |
| 2024-06-24 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $228.3k942 shares |
| 2024-06-24 | Weaver Amy E President and CFO | Sold | $228.3k942 shares |
| 2024-06-24 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $228.3k942 shares |
| 2024-06-24 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold | $152.9k631 shares |
| 2024-06-24 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $15.8k65 shares |
| 2024-06-21 | MUNOZ OSCAR Director | Bought | $499.8k2.1k shares |
| 2024-06-18 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $645.9k2.8k shares |
| 2024-06-11 | Conway Craig Director | Sold | $1.4m6.0k shares |
| 2024-06-11 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $673.1k2.8k shares |
| 2024-06-10 | Benioff Marc Chair and CEO, director | Sold plan | $3.6m15.0k shares |
| 2024-06-07 | Benioff Marc Chair and CEO, director | Sold plan | $3.6m15.0k shares |
| 2024-06-06 | Benioff Marc Chair and CEO, director | Sold plan | $3.5m14.3k shares |
| 2024-06-06 | Benioff Marc Chair and CEO, director | Sold plan | $158.6k660 shares |
| 2024-06-05 | Benioff Marc Chair and CEO, director | Sold plan | $3.5m15.0k shares |
| 2024-06-04 | Benioff Marc Chair and CEO, director | Sold plan | $3.5m15.0k shares |
| 2024-06-04 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $660.8k2.8k shares |
| 2024-06-03 | Morfit G Mason +7 Director · See footnotes | Bought | $99.8m428.0k shares |
| 2024-06-03 | Benioff Marc Chair and CEO, director | Sold plan | $3.5m15.0k shares |
| 2024-05-31 | Benioff Marc Chair and CEO, director | Sold plan | $3.4m15.0k shares |
| 2024-05-30 | Benioff Marc Chair and CEO, director | Sold plan | $3.2m15.0k shares |
| 2024-05-29 | Benioff Marc Chair and CEO, director | Sold plan | $4.1m15.0k shares |
| 2024-05-28 | Benioff Marc Chair and CEO, director | Sold plan | $4.0m15.0k shares |
| 2024-05-28 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-05-24 | Benioff Marc Chair and CEO, director | Sold plan | $4.1m15.0k shares |
The latest 30 of 93 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 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.43% of their portfolio | 86.3m $22.2bn | Added +1.6m |
| BlackRock Inc. 0.43% of their portfolio | 74.6m $19.2bn | Added +2.1m |
| STATE STREET CORP 0.54% of their portfolio | 48.1m $12.4bn | Added +1.1m |
| FMR LLC 0.50% of their portfolio | 30.3m $7.8bn | Reduced -6.6m |
| JPMORGAN CHASE & CO 0.29% of their portfolio | 25.8m $6.6bn | Reduced -11.6m |
| Capital Research Global Investors 1.36% of their portfolio | 24.2m $6.2bn | Added +9.8m |
| GEODE CAPITAL MANAGEMENT, LLC 0.44% of their portfolio | 19.5m $5.0bn | Added +510.3k |
| MORGAN STANLEY 0.39% of their portfolio | 19.5m $5.0bn | Reduced -40.5m |
| Capital International Investors 0.97% of their portfolio | 18.3m $4.7bn | Added +4.2m |
| Fisher Asset Management, LLC 1.34% of their portfolio | 12.0m $3.1bn | Added +1.1m |
| Capital World Investors 0.50% of their portfolio | 11.8m $3.0bn | Reduced -3.4m |
| NORGES BANK 0.39% of their portfolio | 10.2m $2.6bn | Added +75.4k |
| NORTHERN TRUST CORP 0.44% of their portfolio | 10.1m $2.6bn | Reduced -1.9k |
| BANK OF AMERICA CORP /DE/ 0.25% of their portfolio | 10.1m $2.6bn | Reduced -330.1k |
| Nuveen Asset Management, LLC 0.73% of their portfolio | 9.6m $2.5bn | Added +372.0k |
| WELLINGTON MANAGEMENT GROUP LLP 0.41% of their portfolio | 8.9m $2.3bn | Reduced -1.1m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.63% of their portfolio | 8.5m $2.2bn | Added +1.4m |
| GOLDMAN SACHS GROUP INC 0.42% of their portfolio | 8.3m $2.1bn | Added +2.4m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.25% of their portfolio | 8.1m $2.1bn | Reduced -5.6m |
| LOOMIS SAYLES & CO L P 2.47% of their portfolio | 7.0m $1.8bn | Reduced -198.0k |
| Bank of New York Mellon Corp 0.33% of their portfolio | 6.8m $1.7bn | Reduced -274.7k |
| POLEN CAPITAL MANAGEMENT LLC 4.33% of their portfolio | 6.7m $1.7bn | Reduced -240.1k |
| Legal & General Group Plc 0.47% of their portfolio | 6.4m $1.6bn | Reduced -51.9k |
| PARNASSUS INVESTMENTS, LLC 3.39% of their portfolio | 6.1m $1.6bn | Added +284.6k |
| ROYAL BANK OF CANADA 0.38% of their portfolio | 6.0m $1.6bn | Reduced -644.4k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.47% of their portfolio | 5.9m $1.5bn | Added +1.9m |
| Amundi 0.58% of their portfolio | 5.8m $1.5bn | Reduced -1.5k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.28% of their portfolio | 5.8m $1.5bn | Added +293.0k |
| T. Rowe Price Investment Management, Inc. 0.89% of their portfolio | 5.5m $1.4bn | Added +1.6m |
| UBS Group AG 0.41% of their portfolio | 5.1m $1.3bn | Reduced -158.9k |
| HARRIS ASSOCIATES L P 2.18% of their portfolio | 5.0m $1.3bn | Added +1.9m |
| FRANKLIN RESOURCES INC 0.38% of their portfolio | 4.8m $1.2bn | Reduced -1.4m |
| AMERIPRISE FINANCIAL INC 0.30% of their portfolio | 4.4m $1.1bn | Added +877.5k |
| ValueAct Holdings, L.P. 28.30% of their portfolio | 3.9m $1.0bn | Added +428.0k |
| Invesco Ltd. 0.21% of their portfolio | 3.8m $982.0m | Added +338.5k |
| AMERICAN CENTURY COMPANIES INC 0.59% of their portfolio | 3.7m $959.0m | Reduced -308.7k |
| Pictet Asset Management Holding SA 1.09% of their portfolio | 3.7m $949.2m | Added +833.8k |
| DEUTSCHE BANK AG\ 0.42% of their portfolio | 3.6m $933.0m | Reduced -154.2k |
| HSBC HOLDINGS PLC 0.59% of their portfolio | 3.6m $922.1m | Added +153.9k |
| JENNISON ASSOCIATES LLC 0.59% of their portfolio | 3.6m $915.8m | Reduced -4.5m |
| DIMENSIONAL FUND ADVISORS LP 0.23% of their portfolio | 3.5m $897.9m | Added +646.1k |
| WELLS FARGO & COMPANY/MN 0.23% of their portfolio | 3.5m $887.8m | Reduced -4.3k |
| Clearbridge Investments, LLC 0.72% of their portfolio | 3.4m $881.6m | Added +292.9k |
| FIL Ltd 0.86% of their portfolio | 3.4m $874.0m | Added +808.1k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.84% of their portfolio | 3.0m $762.3m | Added +317.7k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 4.47% of their portfolio | 2.9m $757.6m | Added +994.7k |
| BARCLAYS PLC 0.34% of their portfolio | 2.9m $740.9m | Reduced -2.0m |
| Swiss National Bank 0.51% of their portfolio | 2.9m $738.4m | Reduced -27.0k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.67% of their portfolio | 2.8m $715.7m | Added +186.0k |
| Sustainable Growth Advisers, LP 3.14% of their portfolio | 2.8m $712.3m | Added +317.4k |
| Swedbank AB 0.91% of their portfolio | 2.7m $682.0m | Reduced -251.7k |
| First Eagle Investment Management, LLC 1.53% of their portfolio | 2.6m $674.8m | Added +692.5k |
| Sumitomo Mitsui Trust Group, Inc. 0.48% of their portfolio | 2.5m $655.1m | Reduced -186.0k |
| RAYMOND JAMES & ASSOCIATES 0.42% of their portfolio | 2.5m $638.0m | Added +73.3k |
| JANUS HENDERSON GROUP PLC 0.34% of their portfolio | 2.5m $635.2m | Added +1.8m |
| VOYA INVESTMENT MANAGEMENT LLC 0.61% of their portfolio | 2.4m $619.3m | Reduced -905.7k |
| Grantham, Mayo, Van Otterloo & Co. LLC 1.84% of their portfolio | 2.1m $544.5m | Added +133.5k |
| NEUBERGER BERMAN GROUP LLC 0.42% of their portfolio | 2.0m $517.0m | Added +162.3k |
| BANK OF MONTREAL /CAN/ 0.15% of their portfolio | 2.0m $507.6m | Added +183.8k |
| AXA S.A. 0.75% of their portfolio | 2.0m $503.4m | Added +913.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.59% of their portfolio | 2.0m $503.9m | Added +384.3k |
| CIBC Private Wealth Group LLC 0.94% of their portfolio | 1.9m $498.6m | Added +266.0k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.48% of their portfolio | 1.9m $491.6m | Added +673.0k |
| BlueSpruce Investments, LP 9.02% of their portfolio | 1.9m $491.4m | Added +54.9k |
| COATUE MANAGEMENT LLC 1.91% of their portfolio | 1.9m $490.5m | Reduced -2.8m |
| California Public Employees Retirement System 0.36% of their portfolio | 1.9m $488.8m | Reduced -491.9k |
| RHUMBLINE ADVISERS 0.45% of their portfolio | 1.9m $479.9m | Added +46.4k |
| ONTARIO TEACHERS PENSION PLAN BOARD 4.63% of their portfolio | 1.8m $473.2m | Added +466.9k |
| GENERATION INVESTMENT MANAGEMENT LLP 2.18% of their portfolio | 1.8m $452.2m | Added +355.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.15% of their portfolio | 1.7m $438.7m | Added +112.7k |
| National Pension Service 0.50% of their portfolio | 1.7m $435.4m | Added +39.3k |
| Starboard Value LP 10.07% of their portfolio | 1.7m $432.4m | Added +473.4k |
| PRINCIPAL FINANCIAL GROUP INC 0.25% of their portfolio | 1.7m $427.1m | Reduced -55.9k |
| FIRST TRUST ADVISORS LP 0.43% of their portfolio | 1.6m $422.8m | Added +144.4k |
| MACQUARIE GROUP LTD 0.46% of their portfolio | 1.6m $405.4m | Added +4.6k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.49% of their portfolio | 1.6m $401.0m | Added +4.0k |
| ALLIANCEBERNSTEIN L.P. 0.13% of their portfolio | 1.5m $385.0m | Reduced -287.1k |
| LAZARD ASSET MANAGEMENT LLC 0.48% of their portfolio | 1.5m $382.5m | Added +200.7k |
| Vulcan Value Partners, LLC 5.75% of their portfolio | 1.5m $379.5m | Added +637.7k |
| Allianz Asset Management GmbH 0.60% of their portfolio | 1.4m $372.7m | Added +162.2k |
| AMF Tjanstepension AB 2.77% of their portfolio | 1.4m $370.9m | Added +1.1m |
| JANE STREET GROUP, LLC 0.40% of their portfolio | 1.4m $370.2m | Added +951.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.44% of their portfolio | 1.4m $363.4m | Added +145.8k |
| CITIGROUP INC 0.32% of their portfolio | 1.3m $333.7m | Added +95.9k |
| BNP PARIBAS FINANCIAL MARKETS 0.35% of their portfolio | 1.3m $324.7m | Reduced -137.0k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.42% of their portfolio | 1.2m $320.1m | Reduced -106.8k |
| DekaBank Deutsche Girozentrale 0.58% of their portfolio | 1.2m $319.8m | Added +12.8k |
| STIFEL FINANCIAL CORP 0.36% of their portfolio | 1.2m $316.0m | Reduced -126.1k |
| PRUDENTIAL FINANCIAL INC 0.47% of their portfolio | 1.2m $314.8m | Reduced -129.4k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.27% of their portfolio | 1.2m $303.6m | Reduced -3.3k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.76% of their portfolio | 1.1m $291.1m | Reduced -262.7k |
| Aberdeen Group plc 0.54% of their portfolio | 1.1m $282.4m | Added +120.1k |
| Caisse de depot et placement du Quebec 0.68% of their portfolio | 1.1m $280.4m | Added +284.3k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 13.38% of their portfolio | 1.1m $272.2m | Added +334.2k |
| Harding Loevner LP 1.50% of their portfolio | 1.1m $271.9m | Added +184.6k |
| Raymond James Financial Services Advisors, Inc. 0.38% of their portfolio | 1.1m $270.3m | Added +31.5k |
| ADAGE CAPITAL PARTNERS GP, L.L.C. 0.48% of their portfolio | 1.0m $260.1m | Reduced -3.5k |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM 0.53% of their portfolio | 980.0k $252.0m | Added +6.6k |
| Robeco Institutional Asset Management B.V. 0.54% of their portfolio | 972.9k $250.1m | Added +71.9k |
| NATIXIS ADVISORS, LLC 0.53% of their portfolio | 952.4k $244.9m | Reduced -331.8k |