Salesforce, Inc.
CH ˙ SWX ˙ LU1834985845
SecurityCH:CRM / Salesforce, Inc.
InstitutionClean Yield Group
Latest Disclosed Ownership30,792 shares
Latest Disclosed Value $ 5,747,976
Clean Yield Group reports 21.79% increase in ownership of CRM / Salesforce, Inc.

On April 14, 2026 - Clean Yield Group filed a 13F-HR form disclosing ownership of 30,792 shares of Salesforce, Inc. (CH:CRM) valued at $5,747,976 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 25,282 shares of Salesforce, Inc.. This represents a change in shares of 21.79% 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)
2026-04-14 2026-03-31 13F SALESFORCE INC COM Stock 79466L302 30,792 5,510 21.79 5,748 -14.19 1.6181
2026-01-26 2025-12-31 13F SALESFORCE INC COM Stock 79466L302 25,282 80 0.32 6,697 12.14 1.8592
2025-10-23 2025-09-30 13F SALESFORCE INC COM Stock 79466L302 25,202 1,911 8.20 5,973 -5.97 1.6882
2025-07-17 2025-06-30 13F SALESFORCE INC COM Stock 79466L302 23,291 -314 -1.33 6,351 0.27 1.8999
2025-04-14 2025-03-31 13F SALESFORCE INC COM Stock 79466L302 23,605 404 1.74 6,335 -18.33 2.0639
2025-01-13 2024-12-31 13F SALESFORCE INC COM Stock 79466L302 23,201 -62 -0.27 7,757 21.82 2.4672
2024-10-07 2024-09-30 13F SALESFORCE INC COM Stock 79466L302 23,263 3,149 15.66 6,367 23.13 2.0174
2024-07-10 2024-06-30 13F SALESFORCE INC COM Stock 79466L302 20,114 19,653 4,263.12 5,171 3,647.10 1.9317
2024-05-29 2024-03-31 13F SALESFORCE INC COM Stock 79466L302 461 0 0.00 139 14.05 0.0540
2024-01-24 2023-12-31 13F SALESFORCE INC COM Stock 79466L302 461 0 0.00 121 27.37 0.0511
2023-10-12 2023-09-30 13F SALESFORCE INC COM Stock 79466L302 461 0 0.00 95 -2.06 0.0423
2023-07-26 2023-06-30 13F SALESFORCE INC COM Stock 79466L302 461 0 0.00 97 5.43 0.0401
2023-04-26 2023-03-31 13F SALESFORCE INC COM Stock 79466L302 461 0 0.00 92 50.82 0.0392
2023-01-31 2022-12-31 13F SALESFORCE INC COM Stock 79466L302 461 5 1.10 61 -7.58 0.0263
2022-10-31 2022-09-30 13F SALESFORCE INC COM Stock 79466L302 456 0 0.00 66 -12.00 0.0306
2022-07-18 2022-06-30 13F SALESFORCE INC COM Stock 79466L302 456 61 15.44 75 -10.71 0.0310
2022-04-25 2022-03-31 13F SALESFORCE INC COM Stock 79466L302 395 -20 -4.82 84 -20.00 0.0297
2022-01-24 2021-12-31 13F SALESFORCE COM INC COM Stock 79466L302 415 10 2.47 105 -4.55 0.0336
2021-10-27 2021-09-30 13F SALESFORCE COM INC COM Stock 79466L302 405 0 0.00 110 11.11 0.0361
2021-07-26 2021-06-30 13F SALESFORCE COM INC COM Stock 79466L302 405 405 99 0.0336
2021-04-26 2021-03-31 13F SALESFORCE COM INC COM Stock 79466L302 0 -281 -100.00 0 -100.00
2021-01-26 2020-12-31 13F SALESFORCE COM INC COM Stock 79466L302 281 0 0.00 63 -11.27 0.0226
2020-10-16 2020-09-30 13F SALESFORCE COM INC COM Stock 79466L302 281 0 0.00 71 33.96 0.0288
2020-07-22 2020-06-30 13F SALESFORCE COM INC COM Stock 79466L302 281 -180 -39.05 53 -19.70 0.0229
2020-04-20 2020-03-31 13F SALESFORCE COM INC COM Stock 79466L302 461 461 66 0.0313
2019-04-24 2019-03-31 13F SALESFORCE COM INC COM Stock 79466L302 0 -175 -100.00 0 -100.00
2019-01-23 2018-12-31 13F SALESFORCE COM INC COM Stock 79466L302 175 175 24 0.0104
2017-01-24 2016-12-31 13F SALESFORCE COM INC COM Stock 79466L302 0 -283 -100.00 0 -100.00
2016-10-28 2016-09-30 13F SALESFORCE COM INC COM Stock 79466L302 283 283 0.00 20 0.0087
2015-07-31 2015-06-30 13F SALESFORCE COM INC COM Stock 79466L302 0 -470 -100.00 0 -100.00
2015-04-24 2015-03-31 13F SALESFORCE COM INC COM Stock 79466L302 470 470 31 0.0133
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.