Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionBoomfish Wealth Group, LLC
Latest Disclosed Ownership11,329 shares
Latest Disclosed Value $ 2,114,794
Boomfish Wealth Group, LLC reports 2.07% increase in ownership of FOO / Salesforce, Inc.

On April 22, 2026 - Boomfish Wealth Group, LLC filed a 13F-HR form disclosing ownership of 11,329 shares of Salesforce, Inc. (DE:FOO) valued at $1,828,954 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 11,099 shares of Salesforce, Inc.. This represents a change in shares of 2.07% during the quarter. The current value of the position is $1,852,292 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)
2026-04-22 2026-03-31 13F SALESFORCE COM 79466L302 11,329 230 2.07 2,115 -28.10 1.1289
2026-01-21 2025-12-31 13F SALESFORCE COM 79466L302 11,099 -35 -0.31 2,940 11.45 1.5715
2025-10-29 2025-09-30 13F SALESFORCE COM 79466L302 11,134 1,739 18.51 2,639 3.01 1.4232
2025-07-24 2025-06-30 13F SALESFORCE COM 79466L302 9,395 588 6.68 2,562 8.38 1.4800
2025-04-18 2025-03-31 13F SALESFORCE COM 79466L302 8,807 -84 -0.94 2,363 -20.49 1.5338
2025-01-23 2024-12-31 13F SALESFORCE COM 79466L302 8,891 -421 -4.52 2,973 16.64 1.8035
2024-10-15 2024-09-30 13F SALESFORCE COM 79466L302 9,312 38 0.41 2,549 6.88 1.5627
2024-07-19 2024-06-30 13F SALESFORCE COM 79466L302 9,274 711 8.30 2,384 -7.53 1.5416
2024-05-03 2024-03-31 13F SALESFORCE COM 79466L302 8,563 -796 -8.51 2,579 4.71 1.7353
2024-02-09 2023-12-31 13F SALESFORCE COM 79466L302 9,359 9,359 2,463 1.7774
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.