Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionAdvisorNet Financial, Inc
Latest Disclosed Ownership1,456 shares
Latest Disclosed Value $ 271,877
AdvisorNet Financial, Inc reports 7.32% decrease in ownership of FOO / Salesforce, Inc.

On April 17, 2026 - AdvisorNet Financial, Inc filed a 13F-HR form disclosing ownership of 1,456 shares of Salesforce, Inc. (DE:FOO) valued at $235,057 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,571 shares of Salesforce, Inc.. This represents a change in shares of -7.32% during the quarter. The current value of the position is $238,056 USD.

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 Stock 79466L302 1,456 -115 -7.32 272 -34.86 0.0141
2026-01-20 2025-12-31 13F SALESFORCE COM Stock 79466L302 1,571 -53 -3.26 416 8.33 0.0222
2025-10-09 2025-09-30 13F SALESFORCE COM Stock 79466L302 1,624 -967 -37.32 385 -45.61 0.0218
2025-07-14 2025-06-30 13F SALESFORCE COM Stock 79466L302 2,591 -49 -1.86 707 -0.28 0.0455
2025-04-07 2025-03-31 13F SALESFORCE COM Stock 79466L302 2,640 106 4.18 708 -16.41 0.0526
2025-01-13 2024-12-31 13F SALESFORCE COM Stock 79466L302 2,534 18 0.72 847 23.11 0.0709
2024-10-15 2024-09-30 13F SALESFORCE COM Stock 79466L302 2,516 139 5.85 689 12.60 0.0514
2024-07-16 2024-06-30 13F SALESFORCE COM Stock 79466L302 2,377 -73 -2.98 611 -17.10 0.0555
2024-04-12 2024-03-31 13F SALESFORCE COM Stock 79466L302 2,450 -406 -14.22 738 -1.86 0.0710
2024-01-19 2023-12-31 13F SALESFORCE COM Stock 79466L302 2,856 162 6.01 752 37.55 0.0693
2023-10-12 2023-09-30 13F SALESFORCE COM Stock 79466L302 2,694 287 11.92 546 7.48 0.0496
2023-07-14 2023-06-30 13F SALESFORCE COM Stock 79466L302 2,407 -175 -6.78 509 -1.36 0.0435
2023-04-28 2023-03-31 13F SALESFORCE COM Stock 79466L302 2,582 184 7.67 516 62.46 0.0472
2023-01-13 2022-12-31 13F SALESFORCE COM Stock 79466L302 2,398 -148 -5.81 318 -13.39 0.0313
2022-10-04 2022-09-30 13F SALESFORCE COM Stock 79466L302 2,546 -620 -19.58 366 -30.02 0.0365
2022-07-07 2022-06-30 13F SALESFORCE COM Stock 79466L302 3,166 -96 -2.94 523 -24.53 0.0514
2022-04-14 2022-03-31 13F SALESFORCE COM Stock 79466L302 3,262 53 1.65 693 -15.07 0.0436
2022-01-19 2021-12-31 13F SALESFORCE COM Stock 79466L302 3,209 -137 -4.09 816 -10.13 0.0503
2021-10-15 2021-09-30 13F SALESFORCE COM Stock 79466L302 3,346 868 35.03 908 50.08 0.0632
2021-07-06 2021-06-30 13F SALESFORCE COM Stock 79466L302 2,478 -292 -10.54 605 3.07 0.0401
2021-04-14 2021-03-31 13F SALESFORCE COM Stock 79466L302 2,770 -39 -1.39 587 -6.08 0.0418
2021-02-04 2020-12-31 13F SALESFORCE COM Stock 79466L302 2,809 -169 -5.67 625 -16.44 0.0504
2020-11-06 2020-09-30 13F SALESFORCE COM Stock 79466L302 2,978 -292 -8.93 748 22.02 0.0641
2020-08-26 2020-06-30 13F SALESFORCE COM Stock 79466L302 3,270 3 0.09 613 30.43 0.0494
2020-05-14 2020-03-31 13F SALESFORCE COM Stock 79466L302 3,267 -1,215 -27.11 470 -35.53 0.0434
2020-02-12 2019-12-31 13F SALESFORCE COM Stock 79466L302 4,482 -949 -17.47 729 -9.55 0.0619
2019-10-23 2019-09-30 13F SALESFORCE COM Stock 79466L302 5,431 875 19.21 806 16.64 0.0741
2019-07-15 2019-06-30 13F SALESFORCE COM Stock 79466L302 4,556 2,966 186.54 691 174.21 0.0764
2019-05-14 2019-03-31 13F SALESFORCE COM Stock 79466L302 1,590 792 99.25 252 131.19 0.0308
2019-02-08 2018-12-31 13F SALESFORCE COM Stock 79466L302 798 490 159.09 109 122.45 0.0151
2018-11-14 2018-09-30 13F SALESFORCE COM Stock 79466L302 308 -65 -17.43 49 -3.92 0.0062
2018-07-26 2018-06-30 13F SALESFORCE COM Stock 79466L302 373 65 21.10 51 41.67 0.0069
2018-05-08 2018-03-31 13F SALESFORCE COM Stock 79466L302 308 100 48.08 36 71.43 0.0050
2018-02-27 2017-12-31 13F SALESFORCE COM Stock 79466L302 208 208 21 0.0032
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.