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: 957.0m as of 2024-11-27, 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 ≈ $333.72. Options: 86 managers hold calls ($7.3bn notional), 79 hold puts ($7.4bn).
Trends to Q4 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 |
| Q4 2024 | 3,110 |
Buyers vs sellers
Managers adding to or starting a position, vs cutting or selling out
Numbers
| Quarter | Bought or added | Cut or sold out |
|---|---|---|
| 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 |
| Q4 2024 | 1,508 | 1,116 |
Calls vs puts
Options held, notional value, last 4 quarters. P/C = puts ÷ calls
Numbers
| Quarter | Calls | Puts | P/C |
|---|---|---|---|
| Q1 2024 | $5.1bn | $5.4bn | 1.05 |
| Q2 2024 | $5.6bn | $8.5bn | 1.53 |
| Q3 2024 | $5.5bn | $5.5bn | 1.00 |
| Q4 2024 | $7.3bn | $7.4bn | 1.01 |
Biggest buyers
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | Added | +3.8m |
| BlackRock, Inc. | Added | +3.1m |
| Invesco Ltd. | Added | +2.3m |
| NORTHERN TRUST CORP | Added | +1.7m |
| PRICE T ROWE ASSOCIATES INC /MD/ | Added | +1.7m |
| CITADEL ADVISORS LLC | Added | +1.6m |
| JENNISON ASSOCIATES LLC | Added | +1.5m |
| MACKENZIE FINANCIAL CORP | Added | +1.5m |
| VOYA INVESTMENT MANAGEMENT LLC | Added | +1.3m |
| Swedbank AB | Added | +1.2m |
Biggest sellers
| JPMORGAN CHASE & CO | Reduced | -10.1m |
| ValueAct Holdings, L.P. | Reduced | -4.9m |
| T. Rowe Price Investment Management, Inc. | Reduced | -3.9m |
| HARRIS ASSOCIATES L P | Reduced | -3.7m |
| Capital World Investors | Reduced | -2.9m |
| FMR LLC | Reduced | -2.9m |
| Capital International Investors | Reduced | -2.3m |
| PARNASSUS INVESTMENTS, LLC | Reduced | -2.2m |
| FIL Ltd | Reduced | -1.8m |
| GENERATION INVESTMENT MANAGEMENT LLP | Sold out | -1.4m |
Biggest calls
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.2bn3.6m shares |
| CITADEL ADVISORS LLC | Added | $1.0bn3.0m shares |
| PUBLIC INVESTMENT FUND | Added | $818.7m2.4m shares |
| PEAK6 LLC | First filing | $369.2m1.1m shares |
| GOLDMAN SACHS GROUP INC | Added | $346.5m1.0m shares |
| IMC-Chicago, LLC | Added | $340.3m1.0m shares |
| JPMORGAN CHASE & CO | Reduced | $278.0m831.6k shares |
| SIMPLEX TRADING, LLC | Added | $269.0m804.7k shares |
| BANK OF AMERICA CORP /DE/ | Reduced | $258.4m773.0k shares |
| UBS Group AG | Added | $242.8m726.3k shares |
Biggest puts
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | Added | $1.3bn3.8m shares |
| CITADEL ADVISORS LLC | Added | $821.6m2.5m shares |
| MILLENNIUM MANAGEMENT LLC | Reduced | $385.5m1.2m shares |
| JANE STREET GROUP, LLC | Added | $372.4m1.1m shares |
| UBS Group AG | Added | $344.7m1.0m shares |
| Twin Tree Management, LP | Added | $306.8m917.8k shares |
| SIMPLEX TRADING, LLC | Added | $284.5m850.9k shares |
| IMC-Chicago, LLC | Reduced | $261.9m783.4k shares |
| BANK OF AMERICA CORP /DE/ | Added | $236.5m707.3k shares |
| BNP PARIBAS FINANCIAL MARKETS | Added | $201.9m6.0k 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 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 |
|---|---|---|---|---|---|
| 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 |
| Q4 2024 | 0 | — | 10 | $565.3m | $103.4m |
| Date | Insider | Trade | Value |
|---|---|---|---|
| 2024-12-26 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold plan | $614.0k1.8k shares |
| 2024-12-24 | Weaver Amy E President and CFO | Sold plan | $2.1m6.2k shares |
| 2024-12-24 | Millham Brian President and COO | Sold plan | $570.1k1.7k shares |
| 2024-12-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold plan | $59.1m174.1k shares |
| 2024-12-23 | Millham Brian President and COO | Sold plan | $5.6m16.5k shares |
| 2024-12-23 | Weaver Amy E President and CFO | Sold | $320.1k942 shares |
| 2024-12-23 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $320.1k942 shares |
| 2024-12-23 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold | $214.4k631 shares |
| 2024-12-23 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $22.1k65 shares |
| 2024-12-20 | Morfit G Mason +7 Director · See footnotes | Sold | $5.2m15.4k shares |
| 2024-12-19 | Morfit G Mason +7 Director · See footnotes | Sold | $94.8m278.1k shares |
| 2024-12-18 | Morfit G Mason +7 Director · See footnotes | Sold | $250.0m722.3k shares |
| 2024-12-18 | Benioff Marc Chair and CEO, director | Sold | $110.0m317.1k shares |
| 2024-11-26 | Niles Sabastian President and CLO | Sold plan | $187.4k548 shares |
| 2024-11-25 | Niles Sabastian President and CLO | Sold | $319.2k931 shares |
| 2024-11-25 | Milano Miguel President and CRO | Sold | $246.5k719 shares |
| 2024-11-22 | Millham Brian President and COO | Sold plan | $5.0m14.8k shares |
| 2024-11-05 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.2m4.0k shares |
| 2024-11-01 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold plan | $145.1k500 shares |
| 2024-10-29 | Millham Brian President and COO | Sold plan | $18.2m60.5k shares |
| 2024-10-29 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.3m4.2k shares |
| 2024-10-24 | Millham Brian President and COO | Sold plan | $277.7k969 shares |
| 2024-10-23 | Millham Brian President and COO | Sold | $279.3k979 shares |
| 2024-10-23 | Harris Parker Co-Founder and CTO, Slack, director | Sold | $255.9k897 shares |
| 2024-10-23 | Weaver Amy E President and CFO | Sold | $255.9k897 shares |
| 2024-10-23 | Tallapragada Srinivas Pres/Chief Engineering Officer | Sold | $255.9k897 shares |
| 2024-10-23 | SCHMAIER R DAVID Pres. & Chief Product Officer | Sold | $253.6k889 shares |
| 2024-10-23 | Reddy Sundeep G. EVP & Chief Accounting Officer | Sold | $117.8k413 shares |
| 2024-10-22 | Millham Brian President and COO | Sold plan | $1.8m6.2k shares |
| 2024-10-22 | Harris Parker Co-Founder and CTO, Slack, director | Sold plan | $1.2m4.2k 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, Q4 2024
| Manager | Shares | Change |
|---|---|---|
| VANGUARD GROUP INC 0.50% of their portfolio | 86.5m $28.9bn | Reduced -367.4k |
| BlackRock, Inc. 0.52% of their portfolio | 76.7m $25.6bn | Added +3.1m |
| STATE STREET CORP 0.65% of their portfolio | 48.9m $16.4bn | Reduced -59.2k |
| Capital Research Global Investors 1.66% of their portfolio | 24.1m $8.1bn | Reduced -233.4k |
| FMR LLC 0.46% of their portfolio | 23.2m $7.8bn | Reduced -2.9m |
| GEODE CAPITAL MANAGEMENT, LLC 0.52% of their portfolio | 20.0m $6.7bn | Added +175.0k |
| JPMORGAN CHASE & CO 0.51% of their portfolio | 19.2m $6.4bn | Reduced -10.1m |
| MORGAN STANLEY 0.45% of their portfolio | 19.2m $6.4bn | Reduced -51.4k |
| Capital International Investors 1.04% of their portfolio | 16.6m $5.6bn | Reduced -2.3m |
| Fisher Asset Management, LLC 1.66% of their portfolio | 12.5m $4.2bn | Added +177.3k |
| NORTHERN TRUST CORP 0.53% of their portfolio | 11.2m $3.8bn | Added +1.7m |
| NORGES BANK 0.47% of their portfolio | 10.8m $3.6bn | Added +532.3k |
| BANK OF AMERICA CORP /DE/ 0.29% of their portfolio | 9.2m $3.1bn | Reduced -657.1k |
| Capital World Investors 0.46% of their portfolio | 9.0m $3.0bn | Reduced -2.9m |
| PRICE T ROWE ASSOCIATES INC /MD/ 0.34% of their portfolio | 8.9m $3.0bn | Added +1.7m |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.68% of their portfolio | 8.7m $2.9bn | Added +602.4k |
| Nuveen Asset Management, LLC 0.81% of their portfolio | 8.6m $2.9bn | Added +114.3k |
| WELLINGTON MANAGEMENT GROUP LLP 0.51% of their portfolio | 8.4m $2.8bn | Reduced -337.4k |
| Invesco Ltd. 0.48% of their portfolio | 7.8m $2.6bn | Added +2.3m |
| GOLDMAN SACHS GROUP INC 0.49% of their portfolio | 7.7m $2.6bn | Reduced -430.0k |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 0.70% of their portfolio | 6.6m $2.2bn | Added +628.6k |
| Legal & General Group Plc 0.58% of their portfolio | 6.5m $2.2bn | Reduced -206.5k |
| LOOMIS SAYLES & CO L P 2.74% of their portfolio | 6.5m $2.2bn | Reduced -234.7k |
| Bank of New York Mellon Corp 0.39% of their portfolio | 6.4m $2.1bn | Reduced -256.9k |
| ROYAL BANK OF CANADA 0.45% of their portfolio | 6.2m $2.1bn | Reduced -488.6k |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC 0.37% of their portfolio | 6.1m $2.0bn | Added +153.5k |
| Amundi 0.67% of their portfolio | 5.9m $1.9bn | Reduced -430.9k |
| FRANKLIN RESOURCES INC 0.52% of their portfolio | 5.6m $1.9bn | Added +1.2m |
| UBS Group AG 0.41% of their portfolio | 5.5m $1.8bn | Reduced -93.8k |
| AMERIPRISE FINANCIAL INC 0.40% of their portfolio | 4.7m $1.6bn | Reduced -552.8k |
| JENNISON ASSOCIATES LLC 0.90% of their portfolio | 4.4m $1.5bn | Added +1.5m |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 1.52% of their portfolio | 4.3m $1.4bn | Added +3.8m |
| DEUTSCHE BANK AG\ 0.54% of their portfolio | 4.2m $1.4bn | Reduced -136.1k |
| DIMENSIONAL FUND ADVISORS LP 0.31% of their portfolio | 3.9m $1.3bn | Reduced -156.2k |
| Swedbank AB 1.57% of their portfolio | 3.8m $1.3bn | Added +1.2m |
| AMERICAN CENTURY COMPANIES INC 0.73% of their portfolio | 3.8m $1.3bn | Added +67.9k |
| Pictet Asset Management Holding SA 1.30% of their portfolio | 3.6m $1.2bn | Reduced -113.8k |
| HSBC HOLDINGS PLC 0.74% of their portfolio | 3.6m $1.2bn | Added +164.1k |
| VOYA INVESTMENT MANAGEMENT LLC 1.22% of their portfolio | 3.5m $1.2bn | Added +1.3m |
| RAYMOND JAMES FINANCIAL INC 0.43% of their portfolio | 3.5m $1.2bn | First filing |
| Clearbridge Investments, LLC 0.95% of their portfolio | 3.5m $1.2bn | Added +10.1k |
| BARCLAYS PLC 0.56% of their portfolio | 3.4m $1.1bn | Reduced -163.0k |
| PARNASSUS INVESTMENTS, LLC 2.40% of their portfolio | 3.2m $1.1bn | Reduced -2.2m |
| WELLS FARGO & COMPANY/MN 0.25% of their portfolio | 3.2m $1.1bn | Added +209.9k |
| SCHRODER INVESTMENT MANAGEMENT GROUP 0.96% of their portfolio | 3.0m $999.4m | Reduced -22.5k |
| ValueAct Holdings, L.P. 22.08% of their portfolio | 2.9m $969.1m | Reduced -4.9m |
| Swiss National Bank 0.60% of their portfolio | 2.7m $902.9m | Reduced -175.5k |
| JANUS HENDERSON GROUP PLC 0.44% of their portfolio | 2.6m $861.4m | Added +169.1k |
| Sumitomo Mitsui Trust Group, Inc. 0.55% of their portfolio | 2.4m $813.6m | Reduced -30.8k |
| Veritas Asset Management LLP 7.58% of their portfolio | 2.4m $813.3m | Reduced -248.2k |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE 0.70% of their portfolio | 2.4m $809.5m | Reduced -218.9k |
| First Eagle Investment Management, LLC 1.76% of their portfolio | 2.4m $787.4m | Reduced -263.2k |
| NORDEA INVESTMENT MANAGEMENT AB 0.80% of their portfolio | 2.3m $766.6m | Added +243.0k |
| Grantham, Mayo, Van Otterloo & Co. LLC 2.42% of their portfolio | 2.2m $743.2m | Reduced -35.4k |
| California Public Employees Retirement System 0.48% of their portfolio | 2.1m $713.8m | Reduced -68.9k |
| National Pension Service 0.65% of their portfolio | 2.0m $684.7m | Added +129.0k |
| BNP PARIBAS FINANCIAL MARKETS 0.53% of their portfolio | 2.0m $681.6m | Added +639.3k |
| MACQUARIE GROUP LTD 0.69% of their portfolio | 2.0m $577.1m | Added +360.8k |
| NEUBERGER BERMAN GROUP LLC 0.51% of their portfolio | 1.9m $643.4m | Added +156.7k |
| CIBC Private Wealth Group LLC 1.11% of their portfolio | 1.9m $609.9m | Reduced -67.8k |
| FIRST TRUST ADVISORS LP 0.54% of their portfolio | 1.8m $607.2m | Reduced -15.0k |
| RHUMBLINE ADVISERS 0.53% of their portfolio | 1.8m $594.4m | Reduced -56.0k |
| MACKENZIE FINANCIAL CORP 0.27% of their portfolio | 1.8m $588.1m | Added +1.5m |
| ALLIANCEBERNSTEIN L.P. 0.20% of their portfolio | 1.7m $583.3m | Added +307.2k |
| PRINCIPAL FINANCIAL GROUP INC 0.31% of their portfolio | 1.7m $564.2m | Added +105.4k |
| CITADEL ADVISORS LLC 0.51% of their portfolio | 1.6m $548.2m | Added +1.6m |
| BANK OF MONTREAL /CAN/ 0.27% of their portfolio | 1.6m $547.4m | Reduced -54.1k |
| Mitsubishi UFJ Asset Management Co., Ltd. 0.53% of their portfolio | 1.6m $543.6m | Added +112.0k |
| LONE PINE CAPITAL LLC 3.89% of their portfolio | 1.6m $523.3m | Reduced -772.6k |
| FIRST MANHATTAN CO. LLC. 1.55% of their portfolio | 1.6m $527.8m | Added +15.9k |
| ENVESTNET ASSET MANAGEMENT INC 0.16% of their portfolio | 1.5m $499.3m | Added +94.2k |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM 0.58% of their portfolio | 1.5m $496.3m | Reduced -66.5k |
| T. Rowe Price Investment Management, Inc. 0.30% of their portfolio | 1.4m $479.9m | Reduced -3.9m |
| CITIGROUP INC 0.45% of their portfolio | 1.4m $472.0m | Added +365.7k |
| KBC Group NV 1.30% of their portfolio | 1.4m $470.1m | Reduced -228.8k |
| CANADA PENSION PLAN INVESTMENT BOARD 0.44% of their portfolio | 1.4m $465.9m | Reduced -606.0k |
| NATIONAL BANK OF CANADA /FI/ 0.60% of their portfolio | 1.4m $460.4m | Added +401.8k |
| HARRIS ASSOCIATES L P 0.59% of their portfolio | 1.3m $445.2m | Reduced -3.7m |
| MARSHALL WACE, LLP 0.56% of their portfolio | 1.3m $442.7m | Added +966.7k |
| 1832 Asset Management L.P. 0.79% of their portfolio | 1.3m $439.4m | Added +387.4k |
| STIFEL FINANCIAL CORP 0.43% of their portfolio | 1.2m $416.4m | Added +46.5k |
| Balyasny Asset Management L.P. 0.96% of their portfolio | 1.2m $413.6m | Added +1.0m |
| DekaBank Deutsche Girozentrale 0.77% of their portfolio | 1.2m $414.8m | Unchanged |
| Allspring Global Investments Holdings, LLC 0.65% of their portfolio | 1.2m $407.8m | Added +734.3k |
| VIKING GLOBAL INVESTORS LP 1.31% of their portfolio | 1.2m $405.0m | Added +667.1k |
| FARALLON CAPITAL MANAGEMENT, L.L.C. 2.13% of their portfolio | 1.2m $404.6m | Reduced -834.8k |
| PRUDENTIAL FINANCIAL INC 0.55% of their portfolio | 1.2m $402.0m | Reduced -49.2k |
| AMF Tjanstepension AB 2.83% of their portfolio | 1.2m $397.9m | Reduced -238.3k |
| Sustainable Growth Advisers, LP 1.98% of their portfolio | 1.2m $394.6m | Reduced -1.0m |
| NEW YORK STATE COMMON RETIREMENT FUND 0.53% of their portfolio | 1.2m $394.2m | Reduced -12.6k |
| WILLIAM BLAIR INVESTMENT MANAGEMENT, LLC 0.96% of their portfolio | 1.2m $393.8m | Added +21.4k |
| Universal- Beteiligungs- und Servicegesellschaft mbH 0.78% of their portfolio | 1.2m $392.6m | First filing |
| Ensign Peak Advisors, Inc 0.67% of their portfolio | 1.1m $375.4m | Added +193.7k |
| AXA S.A. 1.14% of their portfolio | 1.1m $374.3m | Added +274.1k |
| FIL Ltd 0.34% of their portfolio | 1.1m $367.7m | Reduced -1.8m |
| LPL Financial LLC 0.15% of their portfolio | 1.1m $356.6m | Added +135.2k |
| PUBLIC EMPLOYEES RETIREMENT ASSOCIATION OF COLORADO 1.41% of their portfolio | 1.1m $354.7m | Reduced -28.0k |
| DARLINGTON PARTNERS CAPITAL MANAGEMENT, LP 12.83% of their portfolio | 1.0m $343.3m | Unchanged |
| Aberdeen Group plc 0.64% of their portfolio | 1.0m $342.3m | Reduced -85.0k |
| JANE STREET GROUP, LLC 0.54% of their portfolio | 1.0m $336.8m | Added +872.6k |