CRMNYSEServices-Prepackaged SoftwareFiscal year ends January 31
Salesforce, Inc.
Financials through Q2 FY2027, quarter ended Jul 31, 2026Last filing: 10-Q on Aug 27, 2026
$242.45+1.75 (+0.73%)
Close on Oct 19, 2026
- Market cap
- $199.05B
- P/E (TTM)
- 22.1
- Dividend yield
- –
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
86.1%
709M of 823M shares
Institutional holders
2,476
181 new, 343 sold out
Net institutional buying
-29M
In Q2 2026
Insider trades, 12 months
6 buys · 47 sales
Net sold $10.25M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 72,882,619 | 7.50% | 13G (passive) amendment | Dec 31, 2023 |
| Vanguard Capital Management | 68,562,595 | 7.42% | 13G (passive) | Mar 31, 2026 |
| State Street Corporation | 49,018,644 | 5.10% | 13G (passive) | Sep 30, 2024 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of CRM | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 72,748,909 | 8.84% | $11.40B | −6,942,275 | 0.17% |
| Vanguard Capital Management LLC | 52,065,228 | 6.33% | $8.16B | −7,268,548 | 0.17% |
| State Street Corp | 44,869,478 | 5.45% | $7.05B | −4,083,910 | 0.21% |
| Morgan Stanley | 23,311,316 | 2.83% | $3.65B | −8,364,287 | 0.19% |
| Geode Capital Management, LLC | 19,814,297 | 2.41% | $3.10B | −2,410,860 | 0.17% |
| Harris Associates L P | 16,151,269 | 1.96% | $2.53B | +1,233,276 | 3.35% |
| Vanguard Portfolio Management LLC | 16,104,722 | 1.96% | $2.52B | −3,314,685 | 0.11% |
| First Eagle Investment Management, LLC | 14,612,068 | 1.78% | $2.29B | +8,479,504 | 1.90% |
| Arrowstreet Capital, Limited Partnership | 13,278,612 | 1.61% | $2.08B | +619,395 | 0.92% |
| Bank Of America Corp /De/ | 12,218,090 | 1.48% | $1.91B | +493,300 | 0.12% |
| Capital Research Global Investors | 11,742,835 | 1.43% | $1.84B | −1,962,729 | 0.26% |
| JPMorgan Chase & Co | 10,440,961 | 1.27% | $1.65B | +5,419,231 | 0.09% |
| Sanders Capital, LLC | 9,615,354 | 1.17% | $1.51B | +83,051 | 1.51% |
| Price T Rowe Associates Inc /Md/ | 9,424,442 | 1.15% | $1.48M | +2,801,094 | 0.15% |
| FMR LLC | 9,381,826 | 1.14% | $1.47B | −504,739 | 0.06% |
| Northern Trust Corp | 8,994,463 | 1.09% | $1.41B | −1,247,937 | 0.16% |
| Norges Bank | 8,844,418 | 1.07% | $1.39B | New | 0.14% |
| Capital World Investors | 8,687,365 | 1.06% | $1.36B | −8,024,160 | 0.16% |
| Capital International Investors | 8,152,033 | 0.99% | $1.28B | −4,472,425 | 0.26% |
| UBS Asset Management Americas Inc | 7,953,999 | 0.97% | $1.25B | −917,304 | 0.23% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | % of shares | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 2,476 | 709M | 86.1% | 181 / 822 | 1287 / 343 | 74M | 103M |
| Q1 2026 | 2,689 | 738M | 89.7% | 239 / 1071 | 1178 / 456 | 162M | 147M |
| Q4 2025 | 2,953 | 815M | 99.1% | 409 / 1085 | 1235 / 207 | 121M | 76M |
| Q3 2025 | 2,814 | 773M | 93.9% | 205 / 1160 | 1218 / 296 | 75M | 80M |
| Q2 2025 | 2,959 | 778M | 94.5% | 239 / 1403 | 1042 / 191 | 67M | 72M |
| Q1 2025 | 2,954 | 784M | 95.2% | 200 / 1485 | 995 / 296 | 75M | 56M |
| Q4 2024 | 3,107 | 777M | 94.4% | 594 / 1197 | 1027 / 88 | 61M | 63M |
| Q3 2024 | 2,653 | 783M | 95.1% | 218 / 1139 | 1013 / 160 | 115M | 45M |
| Q2 2024 | 2,625 | 788M | 95.7% | 183 / 1241 | 963 / 286 | 68M | 120M |
| Q1 2024 | 2,764 | 843M | 100.0% | 309 / 1122 | 1030 / 101 | 79M | 51M |
| Q4 2023 | 2,596 | 818M | 99.3% | 442 / 987 | 908 / 99 | 82M | 29M |
| Q3 2023 | 2,290 | 766M | 93.0% | 154 / 949 | 881 / 129 | 33M | 34M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of CRM | Value | % of fund | As of |
|---|---|---|---|---|---|
| Vanguard Total Stock Market Index Fund | 24,701,687 | 3.00% | $3.87B | 0.17% | Jun 30, 2026 |
| Vanguard 500 Index Fund | 21,151,617 | 2.57% | $3.31B | 0.20% | Jun 30, 2026 |
| Fidelity 500 Index Fund | 11,990,810 | 1.46% | $2.29B | 0.28% | May 31, 2026 |
| iShares Core S&P 500 ETF | 11,253,261 | 1.37% | $1.76B | 0.20% | Jun 30, 2026 |
| Vanguard Value Index Fund | 7,406,493 | 0.90% | $1.16B | 0.46% | Jun 30, 2026 |
| Vanguard Information Technology Index Fund | 6,248,194 | 0.76% | $1.19B | 0.69% | May 31, 2026 |
| Vanguard Windsor Ii Fund | 6,024,612 | 0.73% | $1.11B | 1.66% | Jul 31, 2026 |
| State Street(R) Technology Select Sector SPDR(R) ETF | 5,647,498 | 0.69% | $884.74M | 0.71% | Jun 30, 2026 |
| Growth Fund of America | 5,084,207 | 0.62% | $971.59M | 0.27% | May 31, 2026 |
| First Eagle Global Fund | 4,973,780 | 0.60% | $915.27M | 1.20% | Jul 31, 2026 |
| Vanguard Institutional Index Fund | 4,441,036 | 0.54% | $695.73M | 0.20% | Jun 30, 2026 |
| iShares Expanded Tech-Software Sector ETF | 4,154,345 | 0.50% | $650.82M | 4.81% | Jun 30, 2026 |
| AMCAP Fund | 4,038,474 | 0.49% | $771.75M | 0.79% | May 31, 2026 |
| Oakmark Fund | 3,553,000 | 0.43% | $556.61M | 2.32% | Jun 30, 2026 |
| American Balanced Fund | 3,479,673 | 0.42% | $545.13M | 0.19% | Jun 30, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | % of shares | Latest filing |
|---|---|---|---|---|
| Robin L. Washington | President and COFO, Director | 50,658 | 0.01% | Sep 23, 2026 |
| Parker Harris | Co-Founder, Director | 1,941,035 | 0.24% | Sep 23, 2026 |
| Marc Benioff | Chair and CEO, Director | 22,041,486 | 2.68% | Apr 23, 2026 |
| Miguel Milano | President and COO | 33,759 | 0.00% | Sep 23, 2026 |
| Sabastian Niles | President and CLO | 19,179 | 0.00% | Sep 23, 2026 |
| Srinivas Tallapragada | Chief Eng/Cust Success Officer | 71,953 | 0.01% | Jul 23, 2026 |
| Guy Wanger | EVP & Chief Accounting Officer | – | – | Jun 23, 2026 |
| Sundeep G. Reddy | EVP & Chief Accounting Officer | 14,155 | 0.00% | Jan 23, 2026 |
| R. David Schmaier | Chief Product & Impact Officer | 36,970 | 0.00% | Apr 24, 2025 |
| Brian Millham | Advisor to CEO | 6,487 | 0.00% | Apr 24, 2025 |
| Amy E. Weaver | President and CFO | 46,750 | 0.01% | Mar 18, 2025 |
| David Blair Kirk | Director | 18,748 | 0.00% | Sep 21, 2026 |
| Craig Conway | Director | 5,437 | 0.00% | Sep 4, 2026 |
| Arnold W. Donald | Director | 6,017 | 0.00% | Aug 24, 2026 |
| J. Mehra Sachin | Director | 5,406 | 0.00% | Aug 24, 2026 |
| John Victor Roos | Director | 17,289 | 0.00% | Aug 24, 2026 |
| Amy Chang | Director | 2,173 | 0.00% | Aug 24, 2026 |
| Oscar Munoz | Director | 13,990 | 0.00% | Aug 24, 2026 |
| Laura Alber | Director | 10,413 | 0.00% | Aug 24, 2026 |
| Neelie Kroes | Director | 8,557 | 0.00% | Aug 24, 2026 |
| Maynard G. Webb Jr | Director | 3,861 | 0.00% | May 26, 2026 |
| ValueAct Capital Master Fund, L.P. | Director | 3,487,417 | 0.42% | Dec 8, 2025 |
| G. Mason Morfit | Director | – | – | Dec 8, 2025 |
| ValueAct Holdings II, L.P. | Director | 2,994,509 | 0.36% | Dec 8, 2025 |
| ValueAct Capital Management, L.P. | Director | 3,486,863 | 0.42% | Dec 8, 2025 |
| ValueAct Capital Management, LLC | Director | 2,898,509 | 0.35% | Dec 8, 2025 |
| ValueAct Holdings, L.P. | Director | 3,914,309 | 0.48% | Dec 8, 2025 |
| VA Partners I, LLC | Director | 3,487,972 | 0.42% | Dec 8, 2025 |
| ValueAct Holdings GP, LLC | Director | – | – | Dec 8, 2025 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Miguel Milano President and COO | Sep 22, 2026 | Tax withholding | −601 | $233.28 | $140.20K | 33,759 |
| Miguel Milano President and COO | Sep 22, 2026 | Option exercise | +1,526 | – | – | 34,360 |
| Miguel Milano President and COO | Sep 22, 2026 | Tax withholding | −400 | $233.28 | $93.31K | 32,834 |
| Miguel Milano President and COO | Sep 22, 2026 | Option exercise | +1,015 | – | – | 33,234 |
| Robin L. Washington President and COFO, Director | Sep 22, 2026 | Option exercise | +1,831 | – | – | 50,658 |
| Robin L. Washington President and COFO, Director | Sep 22, 2026 | Tax withholding | −908 | $233.28 | $211.82K | 49,750 |
| Parker Harris Co-Founder, Director | Sep 22, 2026 | Option exercise | +1,269 | – | – | 164,557 |
| Parker Harris Co-Founder, Director | Sep 22, 2026 | Tax withholding | −631 | $233.28 | $147.20K | 164,568 |
| Parker Harris Co-Founder, Director | Sep 22, 2026 | Option exercise | +1,272 | – | – | 165,199 |
| Parker Harris Co-Founder, Director | Sep 22, 2026 | Tax withholding | −630 | $233.28 | $146.97K | 163,927 |
| Sabastian Niles President and CLO | Sep 22, 2026 | Option exercise | +1,015 | – | – | 19,179 |
| Sabastian Niles President and CLO | Sep 22, 2026 | Option exercise | +1,017 | – | – | 19,634 |
| Sabastian Niles President and CLO | Sep 22, 2026 | Tax withholding | −562 | $233.28 | $131.10K | 18,617 |
| Sabastian Niles President and CLO | Sep 22, 2026 | Tax withholding | −563 | $233.28 | $131.34K | 19,071 |
| David Blair Kirk Director | Sep 18, 2026 | Buy | +4,176 | $239.33 | $999.44K | 18,748 |
| Sabastian Niles President and CLO | Sep 15, 2026 | Tax withholding | −8,873 | $255.65 | $2.27M | 18,164 |
| Miguel Milano President and COO | Sep 15, 2026 | Tax withholding | −6,535 | $255.65 | $1.67M | 32,219 |
| Craig Conway Director | Sep 4, 2026 | Sale | −3,082 | $260.66 | $803.35K | 5,437 |
| Craig Conway Director | Sep 4, 2026 | Sale | −1,418 | $260.50 | $369.39K | 8,519 |
| Parker Harris Co-Founder and CTO, Slack, Director | Aug 28, 2026 | Gift | −16,000 | – | – | 914,987 |
| Arnold W. Donald Director | Aug 22, 2026 | Option exercise | +441 | – | – | 5,856 |
| J. Mehra Sachin Director | Aug 22, 2026 | Option exercise | +441 | – | – | 5,406 |
| Sabastian Niles President and CLO | Aug 22, 2026 | Option exercise | +1,662 | – | – | 27,957 |
| Sabastian Niles President and CLO | Aug 22, 2026 | Tax withholding | −920 | $209.17 | $192.44K | 27,037 |
| John Victor Roos Director | Aug 22, 2026 | Option exercise | +441 | – | – | 17,289 |
| Amy Chang Director | Aug 22, 2026 | Option exercise | +441 | – | – | 2,173 |
| Miguel Milano President and COO | Aug 22, 2026 | Tax withholding | −678 | $209.17 | $141.82K | 38,754 |
| Miguel Milano President and COO | Aug 22, 2026 | Option exercise | +1,662 | – | – | 39,432 |
| Craig Conway Director | Aug 22, 2026 | Option exercise | +441 | – | – | 9,937 |
| Oscar Munoz Director | Aug 22, 2026 | Option exercise | +441 | – | – | 13,990 |
| Laura Alber Director | Aug 22, 2026 | Option exercise | +441 | – | – | 10,413 |
| David Blair Kirk Director | Aug 22, 2026 | Option exercise | +441 | – | – | 14,572 |
| Neelie Kroes Director | Aug 22, 2026 | Option exercise | +441 | – | – | 8,557 |
| Neelie Kroes Director | Aug 22, 2026 | Tax withholding | −67 | $209.17 | $14.01K | 8,490 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jul 22, 2026 | Tax withholding | −886 | $163.00 | $144.42K | 163,288 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jul 22, 2026 | Option exercise | +1,786 | – | – | 164,174 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jul 22, 2026 | Option exercise | +1,786 | – | – | 71,953 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jul 22, 2026 | Tax withholding | −886 | $163.00 | $144.42K | 71,067 |
| Miguel Milano President and CRO | Jun 22, 2026 | Tax withholding | −400 | $150.12 | $60.05K | 36,846 |
| Miguel Milano President and CRO | Jun 22, 2026 | Option exercise | +1,525 | – | – | 38,371 |
| Miguel Milano President and CRO | Jun 22, 2026 | Tax withholding | −601 | $150.12 | $90.22K | 37,770 |
| Miguel Milano President and CRO | Jun 22, 2026 | Option exercise | +1,016 | – | – | 37,246 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jun 22, 2026 | Tax withholding | −908 | $150.12 | $136.31K | 70,167 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jun 22, 2026 | Option exercise | +1,831 | – | – | 71,075 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jun 22, 2026 | Tax withholding | −756 | $150.12 | $113.49K | 69,244 |
| Srinivas Tallapragada Chief Eng/Cust Success Officer | Jun 22, 2026 | Option exercise | +1,523 | – | – | 70,000 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jun 22, 2026 | Tax withholding | −630 | $150.12 | $94.58K | 161,748 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jun 22, 2026 | Option exercise | +1,271 | – | – | 163,019 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jun 22, 2026 | Tax withholding | −631 | $150.12 | $94.73K | 162,388 |
| Parker Harris Co-Founder and CTO, Slack, Director | Jun 22, 2026 | Option exercise | +1,269 | – | – | 162,378 |
| Sabastian Niles President and CLO | Jun 22, 2026 | Option exercise | +1,017 | – | – | 26,858 |
| Sabastian Niles President and CLO | Jun 22, 2026 | Tax withholding | −563 | $150.12 | $84.52K | 26,295 |
| Sabastian Niles President and CLO | Jun 22, 2026 | Option exercise | +1,016 | – | – | 26,403 |
| Sabastian Niles President and CLO | Jun 22, 2026 | Tax withholding | −562 | $150.12 | $84.37K | 25,841 |
| Robin L. Washington President and COFO, Director | Jun 22, 2026 | Option exercise | +1,831 | – | – | 49,735 |
| Robin L. Washington President and COFO, Director | Jun 22, 2026 | Tax withholding | −908 | $150.12 | $136.31K | 48,827 |
| Neelie Kroes Director | May 22, 2026 | Option exercise | +442 | – | – | 8,183 |
| Neelie Kroes Director | May 22, 2026 | Tax withholding | −67 | $180.07 | $12.06K | 8,116 |
| Craig Conway Director | May 22, 2026 | Option exercise | +442 | – | – | 9,496 |
| Laura Alber Director | May 22, 2026 | Option exercise | +442 | – | – | 9,972 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| Conway Craig Officer | Sep 4, 2026 | 4,500 | $1.17M | Sep 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Reddy Sundeep Officer | Aug 27, 2026 | 5,250 | $1.23M | Aug 27, 2026 | Performance and Restricted Stock |
| Kroes Neelie Director | Jan 14, 2026 | 3,893 | $929.28K | Jan 14, 2026 | Restricted stock vesting under a registered plan |
| Harris Parker Officer, Director | Dec 2, 2025 | 134,662 | $31.61M | Dec 2, 2025 | Stock Option Exercise |
| Benioff Marc Officer, Director | Oct 1, 2025 | 51,872 | $12.26M | Oct 1, 2025 | Stock Option |
| Marc Benioff Officer, Director | Jul 1, 2025 | 144,000 | $39.24M | Jul 1, 2025 | Stock Option |
| Niles Sabastian Officer | May 27, 2025 | 547 | $149.19K | May 27, 2025 | Restricted Stock |
| Tallapragada Srinivas Officer | May 14, 2025 | 6,697 | $1.98M | May 14, 2025 | Stock Option Exercise |
| Reddy Sundeep Officer | May 2, 2025 | 500 | $137.50K | May 2, 2025 | Restricted Stock |
| Weaver Amy Officer | Apr 15, 2025 | 6,225 | $1.58M | Apr 15, 2025 | Stock Option Exercise |
| Weaver Amy Officer | Apr 1, 2025 | 6,221 | $1.67M | Apr 1, 2025 | Stock Option Exercise |
| David Schmaier Robert Officer | Mar 26, 2025 | 1,785 | $514.69K | Mar 26, 2025 | Performance Shares |
| Niles Sabastian Officer | Mar 25, 2025 | 1,537 | $440.15K | Mar 25, 2025 | Restricted Stock |
| Weaver Amy Officer | Mar 17, 2025 | 6,221 | $1.73M | Mar 17, 2025 | Stock Option Exercise |
| Weaver Amy Officer | Mar 3, 2025 | 6,221 | $1.87M | Mar 3, 2025 | Stock Option Exercise |