Salesforce, Inc.
CH ˙ SWX ˙ LU1834985845
SecurityCH:CRM / Salesforce, Inc.
InstitutionCENTRAL TRUST Co
Latest Disclosed Ownership21,321 shares
Latest Disclosed Value $ 3,979,992
CENTRAL TRUST Co reports 12.83% decrease in ownership of CRM / Salesforce, Inc.

On April 17, 2026 - CENTRAL TRUST Co filed a 13F-HR form disclosing ownership of 21,321 shares of Salesforce, Inc. (CH:CRM) valued at $3,979,992 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 24,460 shares of Salesforce, Inc.. This represents a change in shares of -12.83% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-17 2026-03-31 13F SALESFORCE COM 79466L302 21,321 -3,139 -12.83 3,980 -38.59 0.0424
2026-02-02 2025-12-31 13F SALESFORCE COM 79466L302 24,460 -1,550 -5.96 6,480 5.11 0.1269
2025-11-06 2025-09-30 13F SALESFORCE COM 79466L302 26,010 -2,180 -7.73 6,164 -19.81 0.1289
2025-08-07 2025-06-30 13F SALESFORCE COM 79466L302 28,190 938 3.44 7,687 5.11 0.1774
2025-04-18 2025-03-31 13F SALESFORCE COM 79466L302 27,252 1,810 7.11 7,313 -14.02 0.1798
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 25,442 1,850 7.84 8,506 31.72 0.2084
2024-10-22 2024-09-30 13F SALESFORCE COM 79466L302 23,592 -1,320 -5.30 6,457 0.83 0.1513
2024-08-05 2024-06-30 13F SALESFORCE COM 79466L302 24,912 -61 -0.24 6,405 -14.85 0.1569
2024-04-24 2024-03-31 13F SALESFORCE COM 79466L302 24,973 220 0.89 7,521 15.48 0.1872
2024-01-24 2023-12-31 13F SALESFORCE COM 79466L302 24,753 38 0.15 6,514 29.97 0.1731
2023-10-26 2023-09-30 13F SALESFORCE COM 79466L302 24,715 616 2.56 5,012 -1.57 0.1446
2023-07-26 2023-06-30 13F SALESFORCE COM 79466L302 24,099 -1,954 -7.50 5,091 -2.17 0.1420
2023-04-19 2023-03-31 13F SALESFORCE COM 79466L302 26,053 -2,646 -9.22 5,205 36.77 0.1523
2023-01-26 2022-12-31 13F SALESFORCE COM 79466L302 28,699 -10,230 -26.28 3,805 -32.04 0.1173
2022-11-17 2022-09-30 13F/A-2 SALESFORCE COM 79466L302 38,929 -1,576 -3.89 5,599 -16.25 0.1920
2022-11-04 2022-09-30 13F/A-1 SALESFORCE COM 79466L302 40,505 0 6,685 0.1199
2022-11-03 2022-09-30 13F SALESFORCE COM 79466L302 40,505 0 6,685 0.1199
2022-08-09 2022-06-30 13F SALESFORCE COM 79466L302 40,505 -498 -1.21 6,685 -23.21 0.2205
2022-05-03 2022-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 41,003 -299 -0.72 8,706 -17.05 0.2491
2022-02-08 2021-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 41,302 3,134 8.21 10,496 1.39 0.2958
2021-10-19 2021-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 38,168 -6,910 -15.33 10,352 -5.98 0.3690
2021-07-23 2021-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 45,078 -6,143 -11.99 11,011 1.46 0.3995
2021-04-23 2021-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 51,221 -791 -1.52 10,853 -6.24 0.4246
2021-01-29 2020-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 52,012 11,461 28.26 11,575 13.58 0.4733
2020-10-22 2020-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 40,551 1,408 3.60 10,191 38.97 0.4613
2020-07-14 2020-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 39,143 1,641 4.38 7,333 35.80 0.3678
2020-04-17 2020-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 37,502 2,203 6.24 5,400 -5.94 0.3308
2020-01-21 2019-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 35,299 -2,528 -6.68 5,741 2.24 0.2937
2019-10-28 2019-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 37,827 -351 -0.92 5,615 -7.43 0.3164
2019-07-12 2019-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 38,178 1,089 2.94 6,066 3.29 0.3454
2019-04-26 2019-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 37,089 4,043 12.23 5,873 29.73 0.3503
2019-01-08 2018-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 33,046 2,645 8.70 4,527 -6.37 0.3009
2018-10-04 2018-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 30,401 7,102 30.48 4,835 52.14 0.2811
2018-07-09 2018-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,299 6,651 39.95 3,178 64.07 0.2027
2018-04-04 2018-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 16,648 2,437 17.15 1,937 33.40 0.1230
2018-01-23 2017-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 14,211 816 6.09 1,452 16.07 0.0884
2017-10-17 2017-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 13,395 1,571 13.29 1,251 22.17 0.0809
2017-07-14 2017-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 11,824 4,536 62.24 1,024 70.38 0.0677
2017-04-06 2017-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 7,288 7,288 601 0.0400
2016-10-24 2016-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 0 -1,080 -100.00 0 -100.00
2016-08-08 2016-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,080 -275 -20.30 86 -14.00 0.0064
2016-04-11 2016-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,355 940 226.51 100 316.67 0.0079
2014-05-07 2014-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 415 -370 -47.13 24 -45.45 0.0020
2014-01-27 2013-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 785 -25 -3.09 44 4.76 0.0037
2013-10-24 2013-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 810 240 42.11 42 90.91 0.0038
2013-08-13 2013-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 570 570 22 0.0021
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.