Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionEvercore Wealth Management, LLC
Latest Disclosed Ownership24,703 shares
Latest Disclosed Value $ 4,611,309
Evercore Wealth Management, LLC reports 0.79% decrease in ownership of FOO / Salesforce, Inc.

On May 15, 2026 - Evercore Wealth Management, LLC filed a 13F-HR form disclosing ownership of 24,703 shares of Salesforce, Inc. (DE:FOO) valued at $3,988,052 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 24,899 shares of Salesforce, Inc.. This represents a change in shares of -0.79% during the quarter. The current value of the position is $4,038,940 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)
2026-05-15 2026-03-31 13F SALESFORCE COM 79466L302 24,703 -196 -0.79 4,611 -30.08 0.0391
2026-02-17 2025-12-31 13F SALESFORCE COM 79466L302 24,899 -497 -1.96 6,596 9.59 0.0967
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 25,396 -586 -2.26 6,019 -15.06 0.0883
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 25,982 -75 -0.29 7,085 1.33 0.1102
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 26,057 -1,213 -4.45 6,993 -23.31 0.1123
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 27,270 250 0.93 9,117 23.29 0.1366
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 27,020 -117 -0.43 7,396 6.01 0.1109
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 27,137 145 0.54 6,977 -14.18 0.1098
2024-05-15 2024-03-31 13F SALESFORCE COM 79466L302 26,992 -745 -2.69 8,129 11.39 0.1274
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 27,737 585 2.15 7,299 32.57 0.1224
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 27,152 1,468 5.72 5,506 1.46 0.1031
2023-08-04 2023-06-30 13F SALESFORCE COM 79466L302 25,684 -1,414 -5.22 5,426 0.24 0.0995
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 27,098 -964 -3.44 5,414 45.51 0.1079
2023-02-14 2022-12-31 13F SALESFORCE COM 79466L302 28,062 -11,261 -28.64 3,721 -34.24 0.0780
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 39,323 -156 -0.40 5,657 -13.17 0.1276
2022-08-15 2022-06-30 13F SALESFORCE COM 79466L302 39,479 80 0.20 6,515 -22.12 0.1374
2022-05-16 2022-03-31 13F SALESFORCE COM COM 79466L302 39,399 -90 -0.23 8,365 -16.65 0.1479
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 39,489 -370 -0.93 10,036 -7.16 0.1632
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 39,859 -1,056 -2.58 10,810 8.16 0.1957
2021-08-16 2021-06-30 13F SALESFORCE COM COM 79466L302 40,915 4,833 13.39 9,994 30.74 0.1829
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 36,082 -104 -0.29 7,644 -5.07 0.1514
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 36,186 375 1.05 8,052 -10.53 0.1735
2020-11-16 2020-09-30 13F SALESFORCE COM COM 79466L302 35,811 259 0.73 9,000 35.14 0.2202
2020-08-13 2020-06-30 13F SALESFORCE COM COM 79466L302 35,552 1,252 3.65 6,660 34.87 0.1779
2020-05-14 2020-03-31 13F SALESFORCE COM COM 79466L302 34,300 -1,295 -3.64 4,938 -14.70 0.1628
2020-02-13 2019-12-31 13F SALESFORCE COM COM 79466L302 35,595 1,196 3.48 5,789 13.38 0.1559
2019-11-14 2019-09-30 13F SALESFORCE COM COM 79466L302 34,399 183 0.53 5,106 -1.66 0.1498
2019-08-13 2019-06-30 13F SALESFORCE COM COM 79466L302 34,216 178 0.52 5,192 -3.69 0.1577
2019-05-14 2019-03-31 13F SALESFORCE COM COM 79466L302 34,038 5,427 18.97 5,391 37.56 0.1736
2019-02-13 2018-12-31 13F SALESFORCE COM COM 79466L302 28,611 1,778 6.63 3,919 -8.16 0.1480
2018-11-13 2018-09-30 13F SALESFORCE COM COM 79466L302 26,833 211 0.79 4,267 17.52 0.1364
2018-08-14 2018-06-30 13F SALESFORCE COM COM 79466L302 26,622 -56 -0.21 3,631 17.02 0.1241
2018-05-14 2018-03-31 13F SALESFORCE COM COM 79466L302 26,678 -350 -1.29 3,103 12.31 0.1185
2018-02-13 2017-12-31 13F SALESFORCE COM COM 79466L302 27,028 -285 -1.04 2,763 8.27 0.1027
2017-11-13 2017-09-30 13F SALESFORCE COM COM 79466L302 27,313 185 0.68 2,552 8.60 0.0994
2017-08-11 2017-06-30 13F SALESFORCE COM COM 79466L302 27,128 -23 -0.08 2,350 4.96 0.0908
2017-05-12 2017-03-31 13F SALESFORCE COM COM 79466L302 27,151 -785 -2.81 2,239 17.04 0.0876
2017-02-08 2016-12-31 13F SALESFORCE COM COM 79466L302 27,936 -1,333 -4.55 1,913 -8.38 0.0793
2016-11-10 2016-09-30 13F SALESFORCE COM COM 79466L302 29,269 0 0.00 2,088 -10.15 0.0864
2016-09-20 2016-06-30 13F/A-1 SALESFORCE COM COM 79466L302 29,269 -276 -0.93 2,324 6.56 0.1027
2016-08-01 2016-06-30 13F SALESFORCE COM COM 79466L302 29,170 2,316
2016-05-02 2016-03-31 13F SALESFORCE COM COM 79466L302 29,545 -524 -1.74 2,181 -7.47 0.0964
2016-02-16 2015-12-31 13F SALESFORCE COM COM 79466L302 30,069 2,800 10.27 2,357 24.51 0.1094
2015-11-16 2015-09-30 13F SALESFORCE COM COM 79466L302 27,269 -300 -1.09 1,893 -1.41 0.0904
2015-08-06 2015-06-30 13F SALESFORCE COM COM 79466L302 27,569 99 0.36 1,920 4.58 0.0866
2015-05-06 2015-03-31 13F SALESFORCE COM COM 79466L302 27,470 0 0.00 1,836 12.71 0.0843
2015-02-13 2014-12-31 13F SALESFORCE COM COM 79466L302 27,470 5,350 24.19 1,629 27.97 0.0812
2014-11-13 2014-09-30 13F SALESFORCE COM COM 79466L302 22,120 0 0.00 1,273 -0.93 0.0638
2014-08-14 2014-06-30 13F SALESFORCE COM COM 79466L302 22,120 -1,855 -7.74 1,285 -6.14 0.0663
2014-05-15 2014-03-31 13F SALESFORCE COM COM 79466L302 23,975 23,975 1,369 0.0768
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.