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 ($921.0m this quarter). Holder counts are more reliable. Shares outstanding: 956.0m as of 2024-08-23, 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 ≈ $273.56. Options: 74 managers hold calls ($5.5bn notional), 83 hold puts ($5.5bn).
Trends to Q3 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 |
| Q3 2024 | 2,656 |
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 |
| Q3 2024 | 1,315 | 1,172 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q4 2023 | $5.1bn | $7.0bn | 1.37 |
| Q1 2024 | $5.1bn | $5.4bn | 1.05 |
| Q2 2024 | $5.6bn | $8.5bn | 1.53 |
| Q3 2024 | $5.5bn | $5.5bn | 1.00 |
Biggest buyers
| ValueAct Holdings, L.P. | Added | +3.9m |
| JPMORGAN CHASE & CO | Added | +3.6m |
| Veritas Asset Management LLP | New | +2.7m |
| LONE PINE CAPITAL LLC | New | +2.3m |
| Invesco Ltd. | Added | +1.6m |
| KBC Group NV | Added | +1.0m |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC | Added | +998.6k |
| FIRST MANHATTAN CO. LLC. | Added | +867.4k |
| STATE STREET CORP | Added | +864.2k |
| AMERIPRISE FINANCIAL INC | Added | +863.3k |
Biggest sellers
| POLEN CAPITAL MANAGEMENT LLC | Reduced | -6.7m |
| FMR LLC | Reduced | -4.2m |
| COATUE MANAGEMENT LLC | Sold out | -1.9m |
| JANE STREET GROUP, LLC | Reduced | -1.3m |
| Nuveen Asset Management, LLC | Reduced | -1.2m |
| AXA S.A. | Reduced | -1.1m |
| FARALLON CAPITAL MANAGEMENT, L.L.C. | Reduced | -901.9k |
| PRICE T ROWE ASSOCIATES INC /MD/ | Reduced | -819.9k |
| LAZARD ASSET MANAGEMENT LLC | Reduced | -819.0k |
| Rokos Capital Management LLP | Reduced | -659.3k |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $819.9m3.0m shares |
| PUBLIC INVESTMENT FUND | Added | $659.7m2.4m shares |
| CITADEL ADVISORS LLC | Reduced | $641.7m2.3m shares |
| JPMORGAN CHASE & CO | Added | $497.3m1.8m shares |
| GOLDMAN SACHS GROUP INC | Added | $271.2m990.9k shares |
| IMC-Chicago, LLC | Reduced | $271.1m990.5k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $214.5m783.5k shares |
| UBS Group AG | Added | $172.5m630.4k shares |
| JANE STREET GROUP, LLC | Reduced | $168.9m617.1k shares |
| SIMPLEX TRADING, LLC | Reduced | $159.8m583.7k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Reduced | $995.4m3.6m shares |
| CITADEL ADVISORS LLC | Reduced | $529.1m1.9m shares |
| JPMORGAN CHASE & CO | Added | $436.5m1.6m shares |
| MILLENNIUM MANAGEMENT LLC | Added | $386.0m1.4m shares |
| IMC-Chicago, LLC | Reduced | $274.1m1.0m shares |
| JANE STREET GROUP, LLC | Reduced | $270.9m989.8k shares |
| UBS Group AG | Reduced | $253.4m925.8k shares |
| SIMPLEX TRADING, LLC | Reduced | $199.5m728.8k shares |
| BARCLAYS PLC | New | $163.6m597.8k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $161.8m591.1k 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 Q3 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 |
|---|---|---|---|---|---|
| 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 |
| Q3 2024 | 0 | — | 9 | $24.4m | $21.7m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-09-26 | WEBB MAYNARD G JR Director | Sold plan | $2.5m9.2k shares |
| 2024-09-24 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-09-24 | Millham Brian President and COO | Sold plan | $449.0k1.7k shares |
| 2024-09-23 | Millham Brian President and COO | Sold plan | $1.5m5.7k shares |
| 2024-09-23 | Weaver Amy E President and CFO | Sold | $249.4k942 shares |
| 2024-09-23 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $249.4k942 shares |
| 2024-09-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $249.4k942 shares |
| 2024-09-23 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold | $167.1k631 shares |
| 2024-09-23 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $17.2k65 shares |
| 2024-09-17 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-09-11 | Niles Sabastian President and CLO | Sold plan | $608.1k2.5k shares |
| 2024-09-11 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $518.0k2.1k shares |
| 2024-09-10 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $687.5k2.8k shares |
| 2024-09-03 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $884.1k3.5k shares |
| 2024-08-27 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-08-23 | Niles Sabastian President and CLO | Sold | $877.7k3.3k shares |
| 2024-08-23 | Milano Miguel President and CRO | Sold | $771.5k2.9k shares |
| 2024-08-22 | Millham Brian President and COO | Sold plan | $1.1m4.1k shares |
| 2024-08-20 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-08-13 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-08-09 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $352.3k1.4k shares |
| 2024-08-06 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $675.4k2.8k shares |
| 2024-07-30 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-07-25 | Millham Brian President and COO | Sold plan | $524.7k2.0k shares |
| 2024-07-24 | Millham Brian President and COO | Sold plan | $245.8k969 shares |
| 2024-07-23 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.1m4.2k shares |
| 2024-07-23 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold | $295.4k1.2k shares |
| 2024-07-23 | Millham Brian President and COO | Sold plan | $250.2k978 shares |
| 2024-07-23 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $229.4k897 shares |
| 2024-07-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $229.4k897 shares |
The latest 30 of 36 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, Q3 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.43% of their portfolio | 86.9m $23.8bn | Added +630.5k |
| BlackRock, Inc. 0.42% of their portfolio | 73.6m $20.1bn | First filing |
| STATE STREET CORP 0.55% of their portfolio | 49.0m $13.4bn | Added +864.2k |
| JPMORGAN CHASE & CO 0.32% of their portfolio | 29.4m $8.0bn | Added +3.6m |
| FMR LLC 0.44% of their portfolio | 26.1m $7.2bn | Reduced -4.2m |
| Capital Research Global Investors 1.39% of their portfolio | 24.4m $6.7bn | Added +189.9k |
| GEODE CAPITAL MANAGEMENT, LLC 0.44% of their portfolio | 19.8m $5.4bn | Added +257.5k |
| MORGAN STANLEY 0.38% of their portfolio | 19.2m $5.3bn | Reduced -223.5k |
| Capital International Investors 1.00% of their portfolio | 19.0m $5.2bn | Added +680.1k |
| Fisher Asset Management, LLC 1.38% of their portfolio | 12.3m $3.4bn | Added +314.5k |
| Capital World Investors 0.51% of their portfolio | 11.9m $3.3bn | Added +116.8k |
| NORGES BANK 0.39% of their portfolio | 10.2m $2.8bn | Added +3.3k |
| BANK OF AMERICA CORP /DE/ 0.24% of their portfolio | 9.9m $2.7bn | Reduced -156.8k |
| NORTHERN TRUST CORP 0.43% of their portfolio | 9.5m $2.6bn | Reduced -603.7k |
| WELLINGTON MANAGEMENT GROUP LLP 0.42% of their portfolio | 8.7m $2.4bn | Reduced -229.5k |
| Nuveen Asset Management, LLC 0.65% of their portfolio | 8.5m $2.3bn | Reduced -1.2m |
| GOLDMAN SACHS GROUP INC 0.43% of their portfolio | 8.2m $2.2bn | Reduced -195.6k |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.57% of their portfolio | 8.1m $2.2bn | Reduced -423.9k |
| ValueAct Holdings, L.P. 25.79% of their portfolio | 7.8m $2.1bn | Added +3.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.23% of their portfolio | 7.3m $2.0bn | Reduced -819.9k |
| Legal & General Group Plc 0.49% of their portfolio | 6.8m $1.8bn | Added +341.9k |
| LOOMIS SAYLES & CO L P 2.42% of their portfolio | 6.7m $1.8bn | Reduced -229.6k |
| ROYAL BANK OF CANADA 0.41% of their portfolio | 6.7m $1.8bn | Added +620.8k |
| Bank of New York Mellon Corp 0.34% of their portfolio | 6.6m $1.8bn | Reduced -161.9k |
| Amundi 0.67% of their portfolio | 6.3m $1.8bn | Added +449.2k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.49% of their portfolio | 6.0m $1.6bn | Added +57.8k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.31% of their portfolio | 5.9m $1.6bn | Added +96.4k |
| UBS Group AG 0.43% of their portfolio | 5.6m $1.5bn | Added +467.3k |
| Invesco Ltd. 0.29% of their portfolio | 5.5m $1.5bn | Added +1.6m |
| PARNASSUS INVESTMENTS, LLC 3.16% of their portfolio | 5.4m $1.5bn | Reduced -619.6k |
| T. Rowe Price Investment Management, Inc. 0.89% of their portfolio | 5.4m $1.5bn | Reduced -134.5k |
| AMERIPRISE FINANCIAL INC 0.37% of their portfolio | 5.2m $1.4bn | Added +863.3k |
| HARRIS ASSOCIATES L P 1.80% of their portfolio | 5.0m $1.4bn | Added +24.3k |
| FRANKLIN RESOURCES INC 0.36% of their portfolio | 4.4m $1.3bn | Reduced -404.1k |
| DEUTSCHE BANK AG\ 0.48% of their portfolio | 4.3m $1.2bn | Added +665.9k |
| DIMENSIONAL FUND ADVISORS LP 0.27% of their portfolio | 4.0m $1.1bn | Added +533.6k |
| AMERICAN CENTURY COMPANIES INC 0.60% of their portfolio | 3.7m $1.0bn | Added +13.5k |
| Pictet Asset Management Holding SA 1.12% of their portfolio | 3.7m $1.0bn | Added +26.8k |
| BARCLAYS PLC 0.43% of their portfolio | 3.6m $972.0m | Added +669.7k |
| Clearbridge Investments, LLC 0.75% of their portfolio | 3.5m $952.7m | Added +51.9k |
| HSBC HOLDINGS PLC 0.58% of their portfolio | 3.4m $932.7m | Reduced -167.4k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.84% of their portfolio | 3.0m $824.3m | Added +46.5k |
| WELLS FARGO & COMPANY/MN 0.20% of their portfolio | 2.9m $807.3m | Reduced -503.5k |
| FIL Ltd 0.73% of their portfolio | 2.9m $803.6m | Reduced -463.3k |
| JENNISON ASSOCIATES LLC 0.49% of their portfolio | 2.9m $794.6m | Reduced -658.9k |
| Swiss National Bank 0.51% of their portfolio | 2.9m $787.2m | Added +4.2k |
| Veritas Asset Management LLP 5.42% of their portfolio | 2.7m $733.8m | New |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.63% of their portfolio | 2.6m $722.6m | Reduced -143.8k |
| First Eagle Investment Management, LLC 1.47% of their portfolio | 2.6m $716.7m | Reduced -6.3k |
| Swedbank AB 0.91% of their portfolio | 2.6m $714.5m | Reduced -42.2k |
| Sumitomo Mitsui Trust Group, Inc. 0.47% of their portfolio | 2.5m $674.5m | Reduced -83.8k |
| JANUS HENDERSON GROUP PLC 0.34% of their portfolio | 2.4m $658.8m | Reduced -63.7k |
| RAYMOND JAMES & ASSOCIATES 0.40% of their portfolio | 2.4m $655.4m | Reduced -87.2k |
| LONE PINE CAPITAL LLC 4.77% of their portfolio | 2.3m $639.9m | New |
| VOYA INVESTMENT MANAGEMENT LLC 0.64% of their portfolio | 2.3m $618.1m | Reduced -150.6k |
| Grantham, Mayo, Van Otterloo & Co. LLC 1.94% of their portfolio | 2.3m $618.1m | Added +140.6k |
| California Public Employees Retirement System 0.42% of their portfolio | 2.2m $603.2m | Added +302.4k |
| Sustainable Growth Advisers, LP 2.54% of their portfolio | 2.2m $600.1m | Reduced -578.0k |
| ONTARIO TEACHERS PENSION PLAN BOARD 5.08% of their portfolio | 2.1m $564.0m | Added +220.4k |
| NORDEA INVESTMENT MANAGEMENT AB 0.63% of their portfolio | 2.0m $556.1m | Added +92.0k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 3.07% of their portfolio | 2.0m $559.7m | Reduced -901.9k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.52% of their portfolio | 2.0m $547.3m | Added +87.3k |
| CIBC Private Wealth Group LLC 0.95% of their portfolio | 1.9m $529.2m | Reduced -4.0k |
| National Pension Service 0.51% of their portfolio | 1.9m $525.2m | Added +225.3k |
| BlueSpruce Investments, LP 9.51% of their portfolio | 1.9m $516.0m | Reduced -26.0k |
| RHUMBLINE ADVISERS 0.45% of their portfolio | 1.8m $501.9m | Reduced -32.8k |
| FIRST TRUST ADVISORS LP 0.48% of their portfolio | 1.8m $501.2m | Added +186.6k |
| NEUBERGER BERMAN GROUP LLC 0.38% of their portfolio | 1.8m $483.9m | Reduced -243.0k |
| BANK OF MONTREAL /CAN/ 0.22% of their portfolio | 1.7m $467.9m | Reduced -280.8k |
| MACQUARIE GROUP LTD 0.49% of their portfolio | 1.7m $455.6m | Added +87.9k |
| KBC Group NV 1.35% of their portfolio | 1.6m $447.5m | Added +1.0m |
| VAN ECK ASSOCIATES CORP 0.58% of their portfolio | 1.6m $462.1m | Added +794.5k |
| PRINCIPAL FINANCIAL GROUP INC 0.24% of their portfolio | 1.6m $433.0m | Reduced -79.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.50% of their portfolio | 1.6m $424.5m | Reduced -8.5k |
| FIRST MANHATTAN CO. LLC. 1.25% of their portfolio | 1.5m $422.8m | Added +867.4k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.44% of their portfolio | 1.5m $416.3m | Added +107.6k |
| Starboard Value LP 8.39% of their portfolio | 1.4m $394.6m | Reduced -240.0k |
| ALLIANCEBERNSTEIN L.P. 0.13% of their portfolio | 1.4m $393.5m | Reduced -59.7k |
| AMF Tjanstepension AB 2.80% of their portfolio | 1.4m $391.0m | Reduced -14.2k |
| GENERATION INVESTMENT MANAGEMENT LLP 1.82% of their portfolio | 1.4m $389.1m | Reduced -337.4k |
| BNP PARIBAS FINANCIAL MARKETS 0.37% of their portfolio | 1.4m $383.0m | Added +136.5k |
| ENVESTNET ASSET MANAGEMENT INC 0.12% of their portfolio | 1.4m $383.0m | Reduced -307.0k |
| Vulcan Value Partners, LLC 6.37% of their portfolio | 1.4m $380.5m | Reduced -87.9k |
| Caisse de depot et placement du Quebec 0.71% of their portfolio | 1.3m $357.7m | Added +216.2k |
| PRUDENTIAL FINANCIAL INC 0.48% of their portfolio | 1.3m $342.6m | Added +27.3k |
| DekaBank Deutsche Girozentrale 0.63% of their portfolio | 1.2m $341.1m | Reduced -2.5k |
| STIFEL FINANCIAL CORP 0.34% of their portfolio | 1.2m $328.2m | Reduced -30.2k |
| NEW YORK STATE COMMON RETIREMENT FUND 0.44% of their portfolio | 1.2m $326.2m | Reduced -53.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.78% of their portfolio | 1.2m $316.5m | Added +24.2k |
| Aberdeen Group plc 0.55% of their portfolio | 1.1m $299.9m | Added +7.4k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.18% of their portfolio | 1.1m $298.0m | Reduced -91.9k |
| FERNBRIDGE CAPITAL MANAGEMENT LP 18.01% of their portfolio | 1.1m $293.5m | Added +172.5k |
| CITIGROUP INC 0.26% of their portfolio | 1.0m $286.3m | Reduced -252.0k |
| Harding Loevner LP 1.64% of their portfolio | 1.0m $284.0m | Reduced -19.7k |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP 0.48% of their portfolio | 1.0m $283.0m | Added +88.8k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 11.38% of their portfolio | 1.0m $281.1m | Reduced -32.0k |
| Raymond James Financial Services Advisors, Inc. 0.37% of their portfolio | 1.0m $279.8m | Reduced -28.9k |
| INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 0.01% of their portfolio | 1.0m $3.7k | Added +998.6k |
| DANSKE BANK A/S 0.90% of their portfolio | 989.7k $270.9m | Added +71.5k |
| NATIXIS ADVISORS, LLC 0.53% of their portfolio | 985.8k $269.8m | Added +33.4k |