Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionGradient Capital Advisors, LLC
Latest Disclosed Ownership1,264 shares
Latest Disclosed Value $ 235,886
Gradient Capital Advisors, LLC reports 1.17% decrease in ownership of FOO / Salesforce, Inc.

On April 15, 2026 - Gradient Capital Advisors, LLC filed a 13F-HR form disclosing ownership of 1,264 shares of Salesforce, Inc. (DE:FOO) valued at $204,060 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,279 shares of Salesforce, Inc.. This represents a change in shares of -1.17% during the quarter. The current value of the position is $218,040 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)
2026-04-15 2026-03-31 13F SALESFORCE INC COM Stock 79466L302 1,264 -15 -1.17 236 -30.47 0.0611
2026-02-06 2025-12-31 13F SALESFORCE INC COM Stock 79466L302 1,279 4 0.31 339 11.92 0.0873
2025-10-27 2025-09-30 13F SALESFORCE INC COM Stock 79466L302 1,275 -23 -1.77 302 -14.69 0.0810
2025-07-16 2025-06-30 13F SALESFORCE INC COM Stock 79466L302 1,298 17 1.33 354 3.21 0.1046
2025-05-05 2025-03-31 13F SALESFORCE INC COM Stock 79466L302 1,281 32 2.56 344 -17.75 0.1122
2025-01-29 2024-12-31 13F SALESFORCE INC COM Stock 79466L302 1,249 0 0.00 418 22.29 0.1346
2024-10-16 2024-09-30 13F SALESFORCE INC COM Stock 79466L302 1,249 48 4.00 342 10.71 0.1132
2024-07-22 2024-06-30 13F SALESFORCE INC COM Stock 79466L302 1,201 6 0.50 309 -14.21 0.1104
2024-04-17 2024-03-31 13F SALESFORCE INC COM Stock 79466L302 1,195 7 0.59 360 15.06 0.1321
2024-02-01 2023-12-31 13F SALESFORCE INC COM Stock 79466L302 1,188 -2 -0.17 313 29.46 0.1190
2023-10-25 2023-09-30 13F SALESFORCE INC COM Stock 79466L302 1,190 196 19.72 241 15.31 0.1009
2023-07-19 2023-06-30 13F SALESFORCE INC COM Stock 79466L302 994 994 210 0.0842
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.