Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionApriem Advisors
Latest Disclosed Ownership2,570 shares
Latest Disclosed Value $ 479,742
Apriem Advisors reports 30.79% increase in ownership of FOO / Salesforce, Inc.

On May 14, 2026 - Apriem Advisors filed a 13F-HR form disclosing ownership of 2,570 shares of Salesforce, Inc. (DE:FOO) valued at $414,901 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 1,965 shares of Salesforce, Inc.. This represents a change in shares of 30.79% during the quarter. The current value of the position is $443,325 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)
2026-05-14 2026-03-31 13F SALESFORCE COM 79466L302 2,570 605 30.79 480 -7.88 0.0458
2026-02-13 2025-12-31 13F SALESFORCE COM 79466L302 1,965 80 4.24 521 16.59 0.0478
2025-11-10 2025-09-30 13F SALESFORCE COM 79466L302 1,885 -200 -9.59 447 -21.48 0.0423
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 2,085 1,060 103.41 569 106.55 0.0604
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 1,025 131 14.65 275 -7.72 0.0322
2025-02-05 2024-12-31 13F SALESFORCE COM 79466L302 894 894 299 0.0342
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 0 -897 -100.00 0 -100.00
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 897 92 11.43 231 -4.96 0.0282
2024-05-15 2024-03-31 13F SALESFORCE COM 79466L302 805 -100 -11.05 242 1.68 0.0305
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 905 905 238 0.0318
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 0 -955 -100.00 0 -100.00
2023-08-08 2023-06-30 13F SALESFORCE COM 79466L302 955 -200 -17.32 202 -12.61 0.0303
2023-05-12 2023-03-31 13F SALESFORCE COM 79466L302 1,155 1,155 231 0.0369
2023-02-13 2022-12-31 13F SALESFORCE COM 79466L302 0 -1,605 -100.00 0 -100.00
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 1,605 -75 -4.46 231 -16.61 0.0416
2022-08-08 2022-06-30 13F SALESFORCE COM 79466L302 1,680 230 15.86 277 -10.06 0.0477
2022-05-10 2022-03-31 13F SALESFORCE COM COM 79466L302 1,450 350 31.82 308 10.00 0.0452
2022-02-09 2021-12-31 13F SALESFORCE COM COM 79466L302 1,100 0 0.00 280 -6.04 0.0396
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 1,100 250 29.41 298 43.27 0.0427
2021-08-10 2021-06-30 13F SALESFORCE COM COM 79466L302 850 850 208 0.0310
2018-11-14 2018-09-30 13F SALESFORCE COM cs 79466L302 0 -425 -100.00 0 -100.00
2018-08-14 2018-06-30 13F SALESFORCE COM cs 79466L302 425 425 58 0.0130
2018-02-14 2017-12-31 13F SALESFORCE COM cs 79466L302 0 -2,225 -100.00 0 -100.00
2017-11-14 2017-09-30 13F SALESFORCE COM cs 79466L302 2,225 -625 -21.93 208 -15.79 0.0517
2017-08-04 2017-06-30 13F SALESFORCE COM cs 79466L302 2,850 -500 -14.93 247 -10.51 0.0654
2017-05-13 2017-03-31 13F SALESFORCE COM cs 79466L302 3,350 0 0.00 276 20.52 0.0750
2017-02-14 2016-12-31 13F SALESFORCE COM cs 79466L302 3,350 800 31.37 229 25.82 0.0680
2016-11-14 2016-09-30 13F SALESFORCE COM cs 79466L302 2,550 -1,800 -41.38 182 -47.25 0.0542
2016-08-12 2016-06-30 13F SALESFORCE COM cs 79466L302 4,350 2,000 85.11 345 98.28 0.1122
2016-05-13 2016-03-31 13F SALESFORCE COM cs 79466L302 2,350 -500 -17.54 174 -21.97 0.0685
2016-02-09 2015-12-31 13F SALESFORCE COM cs 79466L302 2,850 200 7.55 223 21.20 0.0795
2015-11-13 2015-09-30 13F SALESFORCE COM cs 79466L302 2,650 950 55.88 184 55.93 0.0681
2015-08-14 2015-06-30 13F SALESFORCE COM cs 79466L302 1,700 100 6.25 118 10.28 0.0405
2015-05-07 2015-03-31 13F SALESFORCE COM cs 79466L302 1,600 0 0.00 107 12.63 0.0371
2015-02-12 2014-12-31 13F SALESFORCE COM cs 79466L302 1,600 0 0.00 95 3.26 0.0350
2014-11-10 2014-09-30 13F SALESFORCE COM cs 79466L302 1,600 600 60.00 92 58.62 0.0351
2014-08-11 2014-06-30 13F SALESFORCE COM cs 79466L302 1,000 200 25.00 58 26.09 0.0221
2014-05-13 2014-03-31 13F SALESFORCE COM cs 79466L302 800 0 0.00 46 4.55 0.0174
2014-02-14 2013-12-31 13F SALESFORCE COM cs 79466L302 800 800 44 0.0172
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.