Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionGolden State Wealth Management, LLC
Latest Disclosed Ownership949 shares
Latest Disclosed Value $ 177,253
Golden State Wealth Management, LLC ownership in FOO / Salesforce, Inc.

On April 28, 2026 - Golden State Wealth Management, LLC filed a 13F-HR form disclosing ownership of 949 shares of Salesforce, Inc. (DE:FOO) valued at $153,207 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 949 shares of Salesforce, Inc.. This represents a change in shares of 0.00% during the quarter. The current value of the position is $155,162 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)
2026-04-28 2026-03-31 13F SALESFORCE Common Stock 79466L302 949 0 0.00 177 -29.48 0.0194
2026-02-13 2025-12-31 13F SALESFORCE Common Stock 79466L302 949 -212 -18.26 252 -8.73 0.0266
2025-11-03 2025-09-30 13F SALESFORCE Common Stock 79466L302 1,161 -648 -35.82 275 -44.22 0.0304
2025-08-06 2025-06-30 13F SALESFORCE Common Stock 79466L302 1,809 -122 -6.32 493 -4.83 0.0600
2025-04-24 2025-03-31 13F/A-1 SALESFORCE Common Stock 79466L302 1,931 370 23.70 518 -0.58 0.0770
2025-04-23 2025-03-31 13F SALESFORCE Common Stock 79466L302 5,177 3,616 1,389 0.0006
2025-01-28 2024-12-31 13F SALESFORCE Common Stock 79466L302 1,561 -1,736 -52.65 522 -25.57 0.0782
2022-05-19 2022-03-31 13F/A-1 SALESFORCE.COM Common Stock 79466L302 3,297 -1,587 -32.49 700 -43.59 0.1372
2022-05-16 2022-03-31 13F SALESFORCE.COM Common Stock 79466L302 3,310 -1,574 701 0.2311
2022-02-14 2021-12-31 13F SALESFORCE.COM Common Stock 79466L302 4,884 1,236 33.88 1,241 25.48 0.2137
2021-11-15 2021-09-30 13F SALESFORCE.COM Common Stock 79466L302 3,648 -1,176 -24.38 989 -16.04 0.2151
2021-08-12 2021-06-30 13F SALESFORCE.COM Common Stock 79466L302 4,824 1,514 45.74 1,178 68.05 0.2597
2021-05-14 2021-03-31 13F SALESFORCE.COM Common Stock 79466L302 3,310 -967 -22.61 701 -26.37 0.2311
2021-01-28 2020-12-31 13F SALESFORCE.COM Common Stock 79466L302 4,277 2,775 184.75 952 152.52 0.2758
2020-11-12 2020-09-30 13F SALESFORCE.COM Common Stock 79466L302 1,502 -670 -30.85 377 -7.37 0.1260
2020-08-13 2020-06-30 13F/A-1 SALESFORCE.COM Common Stock 79466L302 2,172 253 13.18 407 47.46 0.1305
2020-04-17 2020-03-31 13F SALESFORCE.COM Common Stock 79466L302 1,919 1,919 276 0.1217
2020-02-13 2019-12-31 13F SALESFORCE.COM COM 79466L302 0 -2,509 -100.00 0 -100.00
2019-10-23 2019-09-30 13F SALESFORCE.COM COM 79466L302 2,509 -156 -5.85 372 -7.92 0.1227
2019-08-09 2019-06-30 13F SALESFORCE.COM COM 79466L302 2,665 415 18.44 404 13.48 0.1281
2019-05-14 2019-03-31 13F SALESFORCE.COM COM 79466L302 2,250 2,250 356 0.1189
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.