Salesforce Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

WBAG:CRM Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
20 Dec 24	Sell€335,994,204	ValueAct Capital Management, L.P.	Company	1,015,800	€332.27
23 Sep 24	Sell€399,311	Brian Millham	Individual	1,679	€237.83
21 Jun 24	Buy€467,819	Oscar Munoz	Individual	2,051	€228.09
11 Jun 24	Sell€1,340,475	Craig Conway	Individual	6,000	€223.81
03 Jun 24	Buy€91,673,304	ValueAct Capital Management, L.P.	Company	428,000	€214.19
23 Apr 24	Sell€1,082,677	Brian Millham	Individual	4,241	€255.29
23 Apr 24	Sell€1,058,680	Srinivas Tallapragada	Individual	4,147	€255.29
23 Apr 24	Sell€172,575	R. Schmaier	Individual	676	€255.29
23 Apr 24	Sell€14,041	Sundeep Reddy	Individual	55	€255.29
16 Apr 24	Sell€1,516,040	Amy Weaver	Individual	5,864	€258.53
16 Apr 24	Sell€1,516,040	Srinivas Tallapragada	Individual	5,864	€258.53
16 Apr 24	Sell€1,010,866	R. Schmaier	Individual	3,910	€258.53
16 Apr 24	Sell€6,823,732	Marc Benioff	Individual	26,394	€258.53
16 Apr 24	Sell€1,516,040	Parker Harris	Individual	5,864	€258.53
29 Dec 23	Sell€119,804,567	Marc Benioff	Individual	500,000	€241.10

Insider Trading Volume

Insider Buying: CRM insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of CRM?
Owner Type	Number of Shares	Ownership Percentage
State or Government	1,036,926	0.108%
Individual Insiders	24,583,571	2.57%
General Public	149,781,713	15.7%
Institutions	781,597,790	81.7%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 50.72% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
9.08%	The Vanguard Group, Inc.	86,897,056	€28.6b	0.73%	0.43%
7.69%	BlackRock, Inc.	73,561,376	€24.2b	-1.36%	0.39%
5.84%	Capital Research and Management Company	55,899,118	€18.4b	1.85%	0.89%
5.12%	State Street Global Advisors, Inc.	49,007,404	€16.1b	1.8%	0.61%
2.54%	FMR LLC	24,271,143	€8.0b	-14.5%	0.48%
2.33%	Marc Benioff	22,269,457	€7.3b	0%	no data
2.07%	Geode Capital Management, LLC	19,780,318	€6.5b	1.32%	0.46%
1.43%	UBS Asset Management AG	13,665,206	€4.5b	0.32%	0.45%
1.32%	T. Rowe Price Group, Inc.	12,627,872	€4.2b	-7.03%	0.37%
1.28%	Fisher Asset Management, LLC	12,276,551	€4.0b	2.63%	1.67%
1.19%	Morgan Stanley, Investment Banking and Brokerage Investments	11,386,370	€3.8b	1.32%	0.44%
1.07%	Norges Bank Investment Management	10,231,777	€3.4b	0%	0.28%
1%	JP Morgan Asset Management	9,557,278	€3.1b	10.8%	0.36%
0.99%	Northern Trust Global Investments	9,488,260	€3.1b	-5.98%	0.48%
0.94%	Legal & General Investment Management Limited	8,959,932	€3.0b	7.57%	0.54%
0.91%	Wellington Management Group LLP	8,707,240	€2.9b	-2.57%	0.46%
0.87%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	8,363,102	€2.8b	-11.5%	0.68%
0.7%	Loomis Sayles & Company, L.P.	6,727,734	€2.2b	-3.3%	2.71%
0.68%	BNY Asset Management	6,470,636	€2.1b	-2.33%	0.42%
0.66%	Amundi Asset Management SAS	6,352,464	€2.1b	4.3%	0.44%
0.63%	Goldman Sachs Asset Management, L.P.	6,052,025	€2.0b	-3%	0.54%
0.62%	Massachusetts Financial Services Company	5,964,702	€2.0b	0.98%	0.43%
0.62%	Charles Schwab Investment Management, Inc.	5,912,854	€1.9b	1.66%	0.33%
0.58%	Eaton Vance Management	5,534,485	€1.8b	3.93%	0.43%
0.57%	Parnassus Investments, LLC	5,436,052	€1.8b	-10.2%	3.9%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/12/22 08:48
End of Day Share Price	2024/12/20 00:00
Earnings	2024/10/31
Annual Earnings	2024/01/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more here.

Analysis Model and Snowflake

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on .

Analyst Sources

Salesforce, Inc. is covered by 98 analysts. 51 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Harshit Gupta	Accountability Research Corporation
Kadambari Daptardar	Accountability Research Corporation
Adam Shepherd	Arete Research Services LLP