Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionEvermay Wealth Management Llc
Latest Disclosed Ownership3,128 shares
Latest Disclosed Value $ 583,904
Evermay Wealth Management Llc reports 10.71% decrease in ownership of FOO / Salesforce, Inc.

On May 11, 2026 - Evermay Wealth Management Llc filed a 13F-HR form disclosing ownership of 3,128 shares of Salesforce, Inc. (DE:FOO) valued at $504,984 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 3,503 shares of Salesforce, Inc.. This represents a change in shares of -10.71% during the quarter. The current value of the position is $511,428 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)
2026-05-11 2026-03-31 13F SALESFORCE COM 79466L302 3,128 -375 -10.71 584 -37.18 0.0647
2026-01-22 2025-12-31 13F SALESFORCE COM 79466L302 3,503 818 30.47 929 45.68 0.1042
2025-11-05 2025-09-30 13F SALESFORCE COM 79466L302 2,685 78 2.99 637 -10.41 0.0729
2025-07-30 2025-06-30 13F SALESFORCE COM 79466L302 2,607 16 0.62 712 2.30 0.0876
2025-05-07 2025-03-31 13F SALESFORCE COM 79466L302 2,591 -20 -0.77 695 -20.39 0.0913
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 2,611 -102 -3.76 874 17.50 0.1323
2024-10-25 2024-09-30 13F SALESFORCE COM 79466L302 2,713 -66 -2.37 743 4.06 0.1194
2024-08-01 2024-06-30 13F SALESFORCE COM 79466L302 2,779 900 47.90 714 26.15 0.1146
2024-05-14 2024-03-31 13F SALESFORCE COM 79466L302 1,879 91 5.09 566 20.43 0.0855
2024-02-12 2023-12-31 13F SALESFORCE COM 79466L302 1,788 433 31.96 470 71.53 0.0869
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 1,355 -24 -1.74 275 -5.84 0.0561
2023-08-10 2023-06-30 13F SALESFORCE COM 79466L302 1,379 -10 -0.72 291 5.05 0.0561
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 1,389 -260 -15.77 277 27.06 0.0560
2023-01-19 2022-12-31 13F SALESFORCE COM 79466L302 1,649 -200 -10.82 219 -18.05 0.0445
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 1,849 -55 -2.89 266 -15.29 0.0529
2022-08-15 2022-06-30 13F SALESFORCE COM 79466L302 1,904 154 8.80 314 -15.59 0.0610
2022-05-16 2022-03-31 13F SALESFORCE COM COM 79466L302 1,750 -195 -10.03 372 -24.70 0.0624
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 1,945 64 3.40 494 -3.14 0.0883
2021-11-12 2021-09-30 13F/A-1 SALESFORCE COM COM 79466L302 1,881 -686 -26.72 510 -18.66 0.0988
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 2,567 0 627 0.1161
2021-08-13 2021-06-30 13F SALESFORCE COM COM 79466L302 2,567 -43 -1.65 627 13.38 0.1161
2021-05-10 2021-03-31 13F SALESFORCE COM COM 79466L302 2,610 86 3.41 553 -1.60 0.1106
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 2,524 1,164 85.59 562 64.33 0.1239
2020-11-05 2020-09-30 13F SALESFORCE COM COM 79466L302 1,360 0 0.00 342 34.12 0.0840
2020-07-20 2020-06-30 13F SALESFORCE COM COM 79466L302 1,360 -155 -10.23 255 16.97 0.0671
2020-04-24 2020-03-31 13F SALESFORCE COM COM 79466L302 1,515 0 0.00 218 -11.38 0.0662
2020-02-11 2019-12-31 13F SALESFORCE COM COM 79466L302 1,515 -90 -5.61 246 3.36 0.0605
2019-10-29 2019-09-30 13F SALESFORCE COM COM 79466L302 1,605 1,605 238 0.0649
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.