Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionCornerstone Wealth Management, LLC
Latest Disclosed Ownership11,138 shares
Latest Disclosed Value $ 2,079,155
Cornerstone Wealth Management, LLC reports 5.44% increase in ownership of FOO / Salesforce, Inc.

On April 23, 2026 - Cornerstone Wealth Management, LLC filed a 13F-HR form disclosing ownership of 11,138 shares of Salesforce, Inc. (DE:FOO) valued at $1,798,119 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 10,563 shares of Salesforce, Inc.. This represents a change in shares of 5.44% during the quarter. The current value of the position is $1,821,063 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)
2026-04-23 2026-03-31 13F SALESFORCE COM 79466L302 11,138 575 5.44 2,079 -25.70 0.1040
2026-02-05 2025-12-31 13F SALESFORCE COM 79466L302 10,563 6,115 137.48 2,798 165.46 0.1456
2025-11-04 2025-09-30 13F SALESFORCE COM 79466L302 4,448 -28 -0.63 1,054 -13.61 0.0582
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 4,476 265 6.29 1,221 7.96 0.0741
2025-04-18 2025-03-31 13F SALESFORCE COM 79466L302 4,211 370 9.63 1,130 -11.99 0.0765
2025-01-21 2024-12-31 13F SALESFORCE COM 79466L302 3,841 -437 -10.22 1,284 9.74 0.0867
2024-10-16 2024-09-30 13F SALESFORCE COM 79466L302 4,278 -302 -6.59 1,171 -0.59 0.0824
2024-07-16 2024-06-30 13F SALESFORCE COM 79466L302 4,580 -22 -0.48 1,178 -15.08 0.0906
2024-04-19 2024-03-31 13F SALESFORCE COM 79466L302 4,602 -111 -2.36 1,386 11.77 0.1122
2024-01-10 2023-12-31 13F SALESFORCE COM 79466L302 4,713 -58 -1.22 1,240 28.23 0.1067
2023-11-07 2023-09-30 13F SALESFORCE COM 79466L302 4,771 25 0.53 967 -3.49 0.0913
2023-07-14 2023-06-30 13F SALESFORCE COM 79466L302 4,746 441 10.24 1,003 16.51 0.0895
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 4,305 975 29.28 860 79.54 0.0845
2022-10-14 2022-09-30 13F SALESFORCE COM 79466L302 3,330 156 4.91 479 -8.59 0.0533
2022-08-04 2022-06-30 13F SALESFORCE COM 79466L302 3,174 167 5.55 524 -17.87 0.0581
2022-04-21 2022-03-31 13F SALESFORCE COM COM 79466L302 3,007 -157 -4.96 638 -20.45 0.0620
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 3,164 -11 -0.35 802 -6.85 0.0765
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 3,175 230 7.81 861 19.75 0.0916
2021-08-09 2021-06-30 13F SALESFORCE COM COM 79466L302 2,945 191 6.94 719 23.33 0.0757
2021-04-30 2021-03-31 13F SALESFORCE COM COM 79466L302 2,754 493 21.80 583 15.90 0.0690
2021-01-29 2020-12-31 13F SALESFORCE COM COM 79466L302 2,261 331 17.15 503 3.71 0.0631
2020-10-13 2020-09-30 13F SALESFORCE COM COM 79466L302 1,930 -22 -1.13 485 32.51 0.0719
2020-07-16 2020-06-30 13F SALESFORCE COM COM 79466L302 1,952 -73 -3.60 366 25.34 0.0592
2020-05-13 2020-03-31 13F SALESFORCE COM COM 79466L302 2,025 -42 -2.03 292 -13.10 0.0563
2020-02-20 2019-12-31 13F SALESFORCE COM COM 79466L302 2,067 378 22.38 336 33.86 0.0544
2019-10-28 2019-09-30 13F SALESFORCE COM COM 79466L302 1,689 -88 -4.95 251 -8.39 0.0443
2019-08-02 2019-06-30 13F SALESFORCE COM COM 79466L302 1,777 -1,259 -41.47 274 -59.29 0.0492
2019-05-13 2019-03-31 13F SALESFORCE COM COM 79466L302 3,036 3,036 673 0.0817
2019-02-13 2018-12-31 13F SALESFORCE COM COM 79466L302 0 -75,667 -100.00 0 -100.00
2018-10-19 2018-09-30 13F SALESFORCE COM COM 79466L302 75,667 -112,651 -59.82 786 -41.39 0.0099
2018-07-20 2018-06-30 13F SALESFORCE COM COM 79466L302 188,318 188,318 1,341 0.0151
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.