Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionBogart Wealth, LLC
Latest Disclosed Ownership1,096 shares
Latest Disclosed Value $ 204,682
Bogart Wealth, LLC reports 22.87% increase in ownership of FOO / Salesforce, Inc.

On April 28, 2026 - Bogart Wealth, LLC filed a 13F-HR form disclosing ownership of 1,096 shares of Salesforce, Inc. (DE:FOO) valued at $176,938 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 892 shares of Salesforce, Inc.. This represents a change in shares of 22.87% during the quarter. The current value of the position is $189,060 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)
2026-04-28 2026-03-31 13F SALESFORCE INC COM Stock 79466L302 1,096 204 22.87 205 -13.56 0.0079
2026-01-30 2025-12-31 13F SALESFORCE INC COM Stock 79466L302 892 -58,894 -98.51 236 -98.33 0.0095
2025-10-27 2025-09-30 13F SALESFORCE INC COM Stock 79466L302 59,786 11,152 22.93 14,169 6.85 0.5746
2025-07-30 2025-06-30 13F SALESFORCE INC COM Stock 79466L302 48,634 2,134 4.59 13,262 6.28 0.5665
2025-05-02 2025-03-31 13F SALESFORCE INC COM Stock 79466L302 46,500 4,433 10.54 12,479 -11.28 0.5887
2025-01-30 2024-12-31 13F SALESFORCE INC COM Stock 79466L302 42,067 -4,649 -9.95 14,064 10.00 0.6670
2024-10-23 2024-09-30 13F SALESFORCE INC COM Stock 79466L302 46,716 707 1.54 12,787 8.09 0.6052
2024-07-31 2024-06-30 13F SALESFORCE INC COM Stock 79466L302 46,009 8,895 23.97 11,829 5.83 0.6022
2024-04-25 2024-03-31 13F SALESFORCE INC COM Stock 79466L302 37,114 -3,991 -9.71 11,178 3.34 0.5750
2024-02-07 2023-12-31 13F SALESFORCE INC COM Stock 79466L302 41,105 1,364 3.43 10,816 34.23 0.6103
2023-10-30 2023-09-30 13F SALESFORCE INC COM Stock 79466L302 39,741 880 2.26 8,059 -1.84 0.4978
2023-07-31 2023-06-30 13F SALESFORCE INC COM Stock 79466L302 38,861 563 1.47 8,210 7.29 0.5203
2023-04-21 2023-03-31 13F SALESFORCE INC COM Stock 79466L302 38,298 1,675 4.57 7,651 57.59 0.5107
2023-02-06 2022-12-31 13F SALESFORCE INC COM Stock 79466L302 36,623 4,878 15.37 4,856 6.33 0.3380
2022-11-03 2022-09-30 13F SALESFORCE INC COM Stock 79466L302 31,745 4,344 15.85 4,566 0.97 0.3811
2022-07-22 2022-06-30 13F SALESFORCE INC COM Stock 79466L302 27,401 3,856 16.38 4,522 -9.54 0.3967
2022-04-22 2022-03-31 13F SALESFORCE INC COM Stock 79466L302 23,545 7,093 43.11 4,999 19.56 0.4275
2022-01-19 2021-12-31 13F SALESFORCE COM INC COM Stock 79466L302 16,452 2,850 20.95 4,181 13.34 0.3775
2021-10-15 2021-09-30 13F SALESFORCE COM INC COM Stock 79466L302 13,602 2,232 19.63 3,689 32.84 0.3755
2021-08-06 2021-06-30 13F SALESFORCE COM INC COM Stock 79466L302 11,370 1,985 21.15 2,777 39.69 0.3034
2021-04-16 2021-03-31 13F SALESFORCE COM INC COM Stock 79466L302 9,385 2,831 43.19 1,988 36.35 0.2769
2021-01-14 2020-12-31 13F SALESFORCE COM INC COM Stock 79466L302 6,554 1,325 25.34 1,458 10.96 0.2706
2020-10-06 2020-09-30 13F SALESFORCE COM INC COM Stock 79466L302 5,229 751 16.77 1,314 56.62 0.2916
2020-07-08 2020-06-30 13F SALESFORCE COM INC COM Stock 79466L302 4,478 916 25.72 839 63.55 0.1972
2020-04-20 2020-03-31 13F SALESFORCE COM INC COM Stock 79466L302 3,562 929 35.28 513 19.86 0.1399
2020-02-10 2019-12-31 13F SALESFORCE COM INC COM Stock 79466L302 2,633 186 7.60 428 17.91 0.1367
2019-11-06 2019-09-30 13F/A-1 SALESFORCE COM INC COM Stock 79466L302 2,447 241 10.92 363 8.68 0.1786
2019-10-10 2019-09-30 13F SALESFORCE COM INC COM Stock 79466L302 2,447 241 363 0.1671
2019-07-11 2019-06-30 13F SALESFORCE COM INC COM Stock 79466L302 2,206 541 32.49 334 27.00 0.2019
2019-04-08 2019-03-31 13F SALESFORCE COM INC COM Stock 79466L302 1,665 410 32.67 263 53.80 0.1269
2019-01-15 2018-12-31 13F SALESFORCE COM INC COM Stock 79466L302 1,255 1,255 171 0.0853
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.