Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionFifth Third Wealth Advisors LLC
Latest Disclosed Ownership18,876 shares
Latest Disclosed Value $ 3,523,543
Fifth Third Wealth Advisors LLC reports 9.18% increase in ownership of FOO / Salesforce, Inc.

On April 17, 2026 - Fifth Third Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 18,876 shares of Salesforce, Inc. (DE:FOO) valued at $3,047,341 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 17,289 shares of Salesforce, Inc.. This represents a change in shares of 9.18% during the quarter. The current value of the position is $3,086,226 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)
2026-04-17 2026-03-31 13F SALESFORCE INC COM COM 79466L302 18,876 1,587 9.18 3,524 -23.08 0.1191
2026-01-15 2025-12-31 13F SALESFORCE INC COM COM 79466L302 17,289 -471 -2.65 4,580 8.81 0.1607
2025-10-21 2025-09-30 13F SALESFORCE INC COM COM 79466L302 17,760 -220 -1.22 4,209 -14.14 0.1551
2025-07-25 2025-06-30 13F SALESFORCE INC COM COM 79466L302 17,980 1,353 8.14 4,903 9.86 0.2057
2025-04-08 2025-03-31 13F SALESFORCE INC COM COM 79466L302 16,627 1,906 12.95 4,462 -9.33 0.2311
2025-01-14 2024-12-31 13F SALESFORCE INC COM COM 79466L302 14,721 731 5.23 4,922 28.52 0.2670
2024-11-07 2024-09-30 13F SALESFORCE INC COM COM 79466L302 13,990 492 3.64 3,829 10.35 0.2347
2024-07-23 2024-06-30 13F SALESFORCE INC COM COM 79466L302 13,498 8,493 169.69 3,470 130.26 0.2632
2024-04-16 2024-03-31 13F SALESFORCE INC COM COM 79466L302 5,005 279 5.90 1,507 21.24 0.2348
2024-01-08 2023-12-31 13F SALESFORCE COM 79466L302 4,726 308 6.97 1,244 38.88 0.4039
2023-10-17 2023-09-30 13F SALESFORCE COM 79466L302 4,418 4,418 896 0.3618
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.