Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionBedel Financial Consulting, Inc.
Latest Disclosed Ownership1,246 shares
Latest Disclosed Value $ 232,591
Bedel Financial Consulting, Inc. reports 0.95% decrease in ownership of FOO / Salesforce, Inc.

On May 4, 2026 - Bedel Financial Consulting, Inc. filed a 13F-HR form disclosing ownership of 1,246 shares of Salesforce, Inc. (DE:FOO) valued at $201,154 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 1,258 shares of Salesforce, Inc.. This represents a change in shares of -0.95% during the quarter. The current value of the position is $203,721 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)
2026-05-04 2026-03-31 13F SALESFORCE COM 79466L302 1,246 -12 -0.95 233 -30.33 0.0258
2026-01-28 2025-12-31 13F SALESFORCE COM 79466L302 1,258 -96 -7.09 333 4.06 0.0359
2025-11-07 2025-09-30 13F SALESFORCE COM 79466L302 1,354 0 0.00 321 -13.28 0.0410
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 1,354 0 0.00 369 -0.27 0.0504
2025-05-07 2025-03-31 13F SALESFORCE COM 79466L302 1,354 171 14.45 370 -9.98 0.0530
2025-02-06 2024-12-31 13F SALESFORCE COM 79466L302 1,183 -35 -2.87 412 23.42 0.0572
2024-11-12 2024-09-30 13F SALESFORCE COM 79466L302 1,218 -123 -9.17 333 -3.20 0.0470
2024-08-05 2024-06-30 13F SALESFORCE COM 79466L302 1,341 113 9.20 345 -6.78 0.0505
2024-05-07 2024-03-31 13F SALESFORCE COM 79466L302 1,228 14 1.15 370 15.67 0.0580
2024-02-13 2023-12-31 13F/A-1 SALESFORCE COM 79466L302 1,214 -6 -0.49 319 29.15 0.0585
2024-02-08 2023-12-31 13F SALESFORCE COM 79466L302 1,214 -6 319 0.0585
2024-02-08 2023-09-30 13F SALESFORCE COM 79466L302 1,220 0 0.00 247 -3.89 0.0501
2023-08-10 2023-06-30 13F SALESFORCE COM 79466L302 1,220 -22 -1.77 258 3.63 0.0538
2023-05-02 2023-03-31 13F SALESFORCE COM 79466L302 1,242 1,242 248 0.0604
2022-11-08 2022-09-30 13F SALESFORCE COM 79466L302 0 -1,438 -100.00 0 -100.00
2022-08-04 2022-06-30 13F SALESFORCE COM 79466L302 1,438 718 99.72 237 54.90 0.0693
2022-04-19 2022-03-31 13F SALESFORCE COM COM 79466L302 720 -18 -2.44 153 -18.62 0.0481
2022-01-11 2021-12-31 13F SALESFORCE COM COM 79466L302 738 48 6.96 188 0.53 0.0585
2021-10-12 2021-09-30 13F SALESFORCE COM COM 79466L302 690 2 0.29 187 11.31 0.0642
2021-08-03 2021-06-30 13F SALESFORCE COM COM 79466L302 688 -131 -16.00 168 -3.45 0.0585
2021-04-26 2021-03-31 13F SALESFORCE COM COM 79466L302 819 73 9.79 174 4.82 0.0673
2021-02-02 2020-12-31 13F SALESFORCE COM COM 79466L302 746 50 7.18 166 -5.14 0.0737
2020-10-20 2020-09-30 13F SALESFORCE COM COM 79466L302 696 -32 -4.40 175 28.68 0.0875
2020-07-14 2020-06-30 13F SALESFORCE COM COM 79466L302 728 0 0.00 136 29.52 0.0733
2020-05-06 2020-03-31 13F SALESFORCE COM COM 79466L302 728 50 7.37 105 -4.55 0.0694
2020-01-28 2019-12-31 13F SALESFORCE COM COM 79466L302 678 53 8.48 110 18.28 0.0624
2019-10-09 2019-09-30 13F SALESFORCE COM COM 79466L302 625 355 131.48 93 126.83 0.0560
2019-08-01 2019-06-30 13F SALESFORCE COM COM 79466L302 270 14 5.47 41 0.00 0.0249
2019-05-02 2019-03-31 13F SALESFORCE COM COM 79466L302 256 56 28.00 41 51.85 0.0262
2019-01-28 2018-12-31 13F SALESFORCE COM COM 79466L302 200 0 0.00 27 -6.90 0.0194
2018-11-01 2018-09-30 13F SALESFORCE COM COM 79466L302 200 200 29 0.0194
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.