Salesforce Ownership

CRM Stock  USD 259.50  2.84  1.08%   
Salesforce shows a total of 956 Million outstanding shares. The majority of Salesforce outstanding shares are owned by institutional holders. These institutional investors are usually referred to as non-private investors looking to take positions in Salesforce to benefit from reduced commissions. Consequently, institutions are subject to a different set of regulations than regular investors in Salesforce. Please pay attention to any change in the institutional holdings of Salesforce as this could imply that something significant has changed or is about to change at the company. Please note that on June 3, 2025, Representative David Taylor of US Congress acquired under $15k worth of Salesforce's common stock.
 
Shares in Circulation  
First Issued
2003-06-30
Previous Quarter
974 M
Current Value
970 M
Avarage Shares Outstanding
670.5 M
Quarterly Volatility
201.8 M
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid
Please note, institutional investors have a lot of resources and new technology at their disposal. They can put in a lot of research and financial analysis when reviewing investment options. There are many different types of institutional investors, including banks, hedge funds, insurance companies, and pension plans. One of the main advantages they have over retail investors is the fees paid for trades. As they are buying in large quantities, they can manage their cost more effectively.
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Salesforce. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
To learn how to invest in Salesforce Stock, please use our How to Invest in Salesforce guide.

Salesforce Stock Ownership Analysis

About 84.0% of the company shares are held by institutions such as insurance companies. The book value of Salesforce was currently reported as 63.33. The company has Price/Earnings To Growth (PEG) ratio of 1.39. Salesforce recorded earning per share (EPS) of 6.38. The entity last dividend was issued on the 18th of June 2025. The firm had 4:1 split on the 18th of April 2013. Salesforce, Inc. provides customer relationship management technology that brings companies and customers together worldwide. Salesforce, Inc. was incorporated in 1999 and is headquartered in San Francisco, California. Salesforce operates under SoftwareApplication classification in the United States and is traded on New York Stock Exchange. It employs 78634 people. For more info on Salesforce please contact Bret Taylor at 415 901 7000 or go to https://www.salesforce.com.
Besides selling stocks to institutional investors, Salesforce also allocates a substantial amount of its earnings to a pull of share-based compensation to be paid out to its employees, managers, executives, and members of the board of directors. Share-Based compensation (also sometimes called Stock-Based Compensation) is a way of paying different Salesforce's stakeholders with equity in the business. It is typically used as a motivation factor for employees to contribute beyond their regular compensation (salary and bonus). It is also used as a tool to align Salesforce's strategic interests with those of the company's shareholders. Shares issued to employees are usually subject to a vesting period before they are earned and sold.

Salesforce Quarterly Liabilities And Stockholders Equity

98.61 Billion

Salesforce Insider Trades History

Roughly 3.0% of Salesforce are currently held by insiders. Unlike Salesforce's institutional investors, corporate insiders most likely have a limit on the maximum percentage of share ownership. This is done to align insiders' influence against Salesforce's private investors even though both sides will benefit from rising prices or experience loss when the share price declines. The good rule to have in mind is that the maximum share ownership percentage of the corporate insiders should not surpass 25%. View all of Salesforce's insider trades
 
Dot-com Bubble
 
Housing Crash
 
Credit Downgrade
 
Yuan Drop
 
Covid

Salesforce Stock Institutional Investors

Have you ever been surprised when a price of an equity instrument such as Salesforce is soaring high without any particular reason? This is usually happening because many institutional investors are aggressively trading Salesforce backward and forwards among themselves. Salesforce's institutional investor refers to the entity that pools money to purchase Salesforce's securities or originate loans. Institutional investors include commercial and private banks, credit unions, insurance companies, pension funds, hedge funds, endowments, and mutual funds. Operating companies that invest excess capital in these types of assets may also be included in the term and may influence corporate governance by exercising voting rights in their investments.
Shares
Bank Of America Corp2025-03-31
10.4 M
Ubs Asset Mgmt Americas Inc2025-03-31
9.3 M
Nuveen Asset Management, Llc2024-12-31
8.6 M
Goldman Sachs Group Inc2025-03-31
8.3 M
Fisher Asset Management, Llc2025-03-31
8.1 M
Wellington Management Company Llp2025-03-31
7.6 M
Nuveen, Llc2025-03-31
7.6 M
Amvescap Plc.2025-03-31
7.6 M
T. Rowe Price Associates, Inc.2025-03-31
7.3 M
Vanguard Group Inc2025-03-31
87.9 M
Blackrock Inc2025-03-31
80.1 M
Note, although Salesforce's institutional investors appear to be way more sophisticated than retail investors, it remains unclear if professional active investment managers can reliably enhance risk-adjusted returns by an amount that exceeds fees and expenses.

Salesforce Insider Trading Activities

Some recent studies suggest that insider trading raises the cost of capital for securities issuers and decreases overall economic growth. Trading by specific Salesforce insiders, such as employees or executives, is commonly permitted as long as it does not rely on Salesforce's material information that is not in the public domain. Local jurisdictions usually require such trading to be reported in order to monitor insider transactions. In many U.S. states, trading conducted by corporate officers, key employees, directors, or significant shareholders must be reported to the regulator or publicly disclosed, usually within a few business days of the trade. In these cases Salesforce insiders are required to file a Form 4 with the U.S. Securities and Exchange Commission (SEC) when buying or selling shares of their own companies.

Salesforce's latest congressional trading

Congressional trading in companies like Salesforce, is subject to rigorous scrutiny to prevent conflicts of interest and insider trading. This is governed by multiple SEC regulations which were established to foster transparency and deter members of Congress from leveraging non-public information for personal gain. This oversight helps maintain public trust and ensures that investments in Salesforce by those in governmental positions are based on the same information available to the general public.
2025-06-03Representative David TaylorAcquired Under $15KVerify
2025-05-19Representative Dan NewhouseAcquired Under $15KVerify
2025-05-14Senator John BoozmanAcquired Under $15KVerify
2025-05-13Senator John BoozmanAcquired Under $15KVerify
2025-04-17Representative Bruce WestermanAcquired Under $15KVerify
2025-04-09Representative Greg LandsmanAcquired $15K to $50KVerify
2025-04-08Representative Jonathan JacksonAcquired $15K to $50KVerify
2025-02-07Senator John BoozmanAcquired Under $15KVerify
2025-01-15Representative Josh GottheimerAcquired Under $15KVerify
2025-01-13Representative James ComerAcquired Under $15KVerify
2024-12-02Representative Jonathan JacksonAcquired $15K to $50KVerify
2024-11-29Representative Jonathan JacksonAcquired $15K to $50KVerify
2024-08-12Representative Jonathan JacksonAcquired $15K to $50KVerify
2024-06-08Representative Josh GottheimerAcquired Under $15KVerify
2024-04-07Representative Josh GottheimerAcquired Under $15KVerify
2024-01-07Representative Josh GottheimerAcquired Under $15KVerify
2023-10-31Senator Markwayne MullinAcquired Under $15KVerify
2023-10-11Senator Markwayne MullinAcquired $15K to $50KVerify
2023-07-27Representative Pete SessionsAcquired Under $15KVerify
2023-07-07Representative Jonathan JacksonAcquired $15K to $50KVerify
2023-03-09Representative Dwight EvansAcquired Under $15KVerify
2023-01-12Representative Nancy PelosiAcquired $0 - $1,000Verify
2022-12-21Representative Alan S LowenthalAcquired Under $15KVerify
2022-10-01Representative Alan S LowenthalAcquired Under $15KVerify
2021-12-29Representative Nancy PelosiAcquired $100K to $250KVerify
2021-12-08Representative Marie NewmanAcquired $15K to $50KVerify
2021-08-05Representative Marie NewmanAcquired $15K to $50KVerify
2021-05-12Representative Marjorie Taylor GreeneAcquired Under $15KVerify
2021-02-09Representative Josh GottheimerAcquired Under $15KVerify
2020-09-04Representative Alan S LowenthalAcquired $0 - $1,000Verify
2020-06-12Representative Alan S LowenthalAcquired Under $15KVerify
2020-05-20Representative Earl BlumenauerAcquired Under $15KVerify
2019-07-11Representative Nancy PelosiAcquired $100K to $250KVerify
2018-11-27Representative David E PriceAcquired Under $15KVerify
2018-05-14Senator James InhofeAcquired Under $15KVerify
2014-04-08Senator Susan M CollinsAcquired Under $15KVerify
2014-02-14Senator Susan M CollinsAcquired Under $15KVerify

Salesforce Outstanding Bonds

Salesforce issues bonds to finance its operations. Corporate bonds make up one of the largest components of the U.S. bond market, which is considered the world's largest securities market. Salesforce uses the proceeds from bond sales for a wide variety of purposes, including financing ongoing mergers and acquisitions, buying new equipment, investing in research and development, buying back their own stock, paying dividends to shareholders, and even refinancing existing debt. Most Salesforce bonds can be classified according to their maturity, which is the date when Salesforce has to pay back the principal to investors. Maturities can be short-term, medium-term, or long-term (more than ten years). Longer-term bonds usually offer higher interest rates but may entail additional risks.

Salesforce Corporate Filings

8K
9th of June 2025
Report filed with the SEC to announce major events that shareholders should know about
ViewVerify
10Q
29th of May 2025
Quarterly performance report mandated by Securities and Exchange Commission (SEC), to be filed by publicly traded corporations
ViewVerify
F4
23rd of May 2025
The report filed by a party regarding the acquisition or disposition of a company's common stock, as well as derivative securities such as options, warrants, and convertible securities
ViewVerify
19th of May 2025
Other Reports
ViewVerify

Building efficient market-beating portfolios requires time, education, and a lot of computing power!

The Portfolio Architect is an AI-driven system that provides multiple benefits to our users by leveraging cutting-edge machine learning algorithms, statistical analysis, and predictive modeling to automate the process of asset selection and portfolio construction, saving time and reducing human error for individual and institutional investors.

Try AI Portfolio Architect
When determining whether Salesforce is a strong investment it is important to analyze Salesforce's competitive position within its industry, examining market share, product or service uniqueness, and competitive advantages. Beyond financials and market position, potential investors should also consider broader economic conditions, industry trends, and any regulatory or geopolitical factors that may impact Salesforce's future performance. For an informed investment choice regarding Salesforce Stock, refer to the following important reports:
Check out Trending Equities to better understand how to build diversified portfolios, which includes a position in Salesforce. Also, note that the market value of any company could be closely tied with the direction of predictive economic indicators such as signals in metropolitan statistical area.
To learn how to invest in Salesforce Stock, please use our How to Invest in Salesforce guide.
You can also try the Odds Of Bankruptcy module to get analysis of equity chance of financial distress in the next 2 years.
Is Application Software space expected to grow? Or is there an opportunity to expand the business' product line in the future? Factors like these will boost the valuation of Salesforce. If investors know Salesforce will grow in the future, the company's valuation will be higher. The financial industry is built on trying to define current growth potential and future valuation accurately. All the valuation information about Salesforce listed above have to be considered, but the key to understanding future value is determining which factors weigh more heavily than others.
Quarterly Earnings Growth
0.019
Dividend Share
1.616
Earnings Share
6.38
Revenue Per Share
40.22
Quarterly Revenue Growth
0.076
The market value of Salesforce is measured differently than its book value, which is the value of Salesforce that is recorded on the company's balance sheet. Investors also form their own opinion of Salesforce's value that differs from its market value or its book value, called intrinsic value, which is Salesforce's true underlying value. Investors use various methods to calculate intrinsic value and buy a stock when its market value falls below its intrinsic value. Because Salesforce's market value can be influenced by many factors that don't directly affect Salesforce's underlying business (such as a pandemic or basic market pessimism), market value can vary widely from intrinsic value.
Please note, there is a significant difference between Salesforce's value and its price as these two are different measures arrived at by different means. Investors typically determine if Salesforce is a good investment by looking at such factors as earnings, sales, fundamental and technical indicators, competition as well as analyst projections. However, Salesforce's price is the amount at which it trades on the open market and represents the number that a seller and buyer find agreeable to each party.