Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionBrandywine Oak Private Wealth Llc
Latest Disclosed Ownership1,961 shares
Latest Disclosed Value $ 366,059
Brandywine Oak Private Wealth Llc reports 3.16% increase in ownership of FOO / Salesforce, Inc.

On April 20, 2026 - Brandywine Oak Private Wealth Llc filed a 13F-HR form disclosing ownership of 1,961 shares of Salesforce, Inc. (DE:FOO) valued at $316,584 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 3, 2026 disclosing 1,901 shares of Salesforce, Inc.. This represents a change in shares of 3.16% during the quarter. The current value of the position is $320,624 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)
2026-04-20 2026-03-31 13F SALESFORCE COM 79466L302 1,961 60 3.16 366 -27.24 0.0308
2026-02-03 2025-12-31 13F SALESFORCE COM 79466L302 1,901 0 0.00 504 11.78 0.0423
2025-10-30 2025-09-30 13F SALESFORCE COM 79466L302 1,901 20 1.06 451 -12.11 0.0391
2025-07-24 2025-06-30 13F SALESFORCE COM 79466L302 1,881 -2 -0.11 513 1.39 0.0475
2025-05-07 2025-03-31 13F SALESFORCE COM 79466L302 1,883 5 0.27 505 -19.46 0.0495
2025-01-27 2024-12-31 13F SALESFORCE COM 79466L302 1,878 2 0.11 628 22.22 0.0614
2024-11-07 2024-09-30 13F SALESFORCE COM 79466L302 1,876 0 0.00 513 6.43 0.0497
2024-07-30 2024-06-30 13F SALESFORCE COM 79466L302 1,876 0 0.00 482 -14.69 0.0495
2024-05-07 2024-03-31 13F SALESFORCE COM 79466L302 1,876 0 0.00 565 14.60 0.0589
2024-02-05 2023-12-31 13F SALESFORCE COM 79466L302 1,876 0 0.00 494 29.74 0.0548
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 1,876 -400 -17.57 380 -20.83 0.0446
2023-08-11 2023-06-30 13F SALESFORCE COM 79466L302 2,276 1 0.04 481 5.73 0.0538
2023-05-10 2023-03-31 13F SALESFORCE COM 79466L302 2,275 -293 -11.41 454 33.53 0.0530
2023-02-06 2022-12-31 13F SALESFORCE COM 79466L302 2,568 -609 -19.17 340 -25.44 0.0423
2022-11-14 2022-09-30 13F SALESFORCE INC COM COM 79466L302 3,177 -265 -7.70 456 -19.72 0.0619
2022-07-22 2022-06-30 13F SALESFORCE INC COM COM 79466L302 3,442 -1,058 -23.51 568 -40.46 0.0727
2022-05-02 2022-03-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 4,500 -335 -6.93 954 -21.09 0.1091
2022-02-07 2021-12-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 4,835 -113 -2.28 1,209 -9.84 0.1320
2021-10-18 2021-09-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 4,948 384 8.41 1,341 20.38 0.1557
2021-08-09 2021-06-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 4,564 1,723 60.65 1,114 85.36 0.1300
2021-05-06 2021-03-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,841 -98 -3.33 601 -8.10 0.0885
2021-02-08 2020-12-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,939 38 1.31 654 -10.29 0.0997
2020-10-16 2020-09-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,901 116 4.17 729 39.92 0.1219
2020-08-06 2020-06-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,785 281 11.22 521 44.72 0.0926
2020-05-06 2020-03-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,504 -21 -0.83 360 -12.20 0.0743
2020-01-28 2019-12-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,525 -25 -0.98 410 8.47 0.0746
2019-10-30 2019-09-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,550 298 13.23 378 10.85 0.0716
2019-07-22 2019-06-30 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,252 25 1.12 341 -3.12 0.0682
2019-05-09 2019-03-31 13F SALESFORCE.COM INC COM USD0.001 COM 79466L302 2,227 -139 -5.87 352 8.64 0.0734
2019-02-14 2018-12-31 13F SALESFORCE COM COM 79466L302 2,366 2,366 324 0.0728
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.