Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionIFG Advisors, LLC
Latest Disclosed Ownership2,290 shares
Latest Disclosed Value $ 427,486
IFG Advisors, LLC reports 3.39% increase in ownership of FOO / Salesforce, Inc.

On April 9, 2026 - IFG Advisors, LLC filed a 13F-HR form disclosing ownership of 2,290 shares of Salesforce, Inc. (DE:FOO) valued at $369,698 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 2,215 shares of Salesforce, Inc.. This represents a change in shares of 3.39% during the quarter. The current value of the position is $395,025 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)
2026-04-09 2026-03-31 13F SALESFORCE COM 79466L302 2,290 75 3.39 427 -27.13 0.0700
2026-01-13 2025-12-31 13F SALESFORCE COM 79466L302 2,215 0 0.00 587 11.83 0.0977
2025-11-06 2025-09-30 13F SALESFORCE COM 79466L302 2,215 -1 -0.05 525 -13.25 0.0856
2025-07-28 2025-06-30 13F SALESFORCE COM 79466L302 2,216 501 29.21 604 31.30 0.1015
2025-04-08 2025-03-31 13F SALESFORCE COM 79466L302 1,715 15 0.88 460 -19.01 0.0887
2025-02-05 2024-12-31 13F SALESFORCE COM 79466L302 1,700 300 21.43 568 48.30 0.1130
2024-10-18 2024-09-30 13F SALESFORCE COM 79466L302 1,400 0 0.00 383 6.69 0.0819
2024-07-22 2024-06-30 13F SALESFORCE COM 79466L302 1,400 10 0.72 360 -14.11 0.0851
2024-04-24 2024-03-31 13F SALESFORCE COM 79466L302 1,390 0 0.00 419 14.52 0.1083
2024-01-29 2023-12-31 13F SALESFORCE COM 79466L302 1,390 0 0.00 366 29.89 0.1073
2023-10-31 2023-09-30 13F SALESFORCE COM 79466L302 1,390 0 0.00 282 -4.10 0.1001
2023-07-18 2023-06-30 13F SALESFORCE COM 79466L302 1,390 0 0.00 294 5.78 0.1041
2023-04-28 2023-03-31 13F SALESFORCE COM 79466L302 1,390 1,390 278 0.1093
2023-01-31 2022-12-31 13F SALESFORCE COM 79466L302 0 -1,390 -100.00 0 -100.00
2022-11-02 2022-09-30 13F SALESFORCE COM 79466L302 1,390 24 1.76 200 -11.11 0.1012
2022-08-01 2022-06-30 13F SALESFORCE COM 79466L302 1,366 -792 -36.70 225 -50.87 0.1138
2022-05-18 2022-03-31 13F/A-1 SALESFORCE COM COM 79466L302 2,158 -1 -0.05 458 -16.58 0.2023
2022-01-24 2021-12-31 13F SALESFORCE COM COM 79466L302 2,159 0 0.00 549 -6.31 0.2326
2021-10-26 2021-09-30 13F SALESFORCE COM COM 79466L302 2,159 1 0.05 586 11.20 0.2687
2021-07-26 2021-06-30 13F SALESFORCE COM COM 79466L302 2,158 5 0.23 527 15.57 0.2510
2021-04-22 2021-03-31 13F SALESFORCE COM COM 79466L302 2,153 0 0.00 456 -4.80 0.2495
2021-01-28 2020-12-31 13F SALESFORCE COM COM 79466L302 2,153 0 0.00 479 -11.46 0.2967
2020-11-09 2020-09-30 13F SALESFORCE COM COM 79466L302 2,153 0 0.00 541 34.24 0.3825
2020-07-23 2020-06-30 13F SALESFORCE COM COM 79466L302 2,153 0 0.00 403 30.00 0.3183
2020-04-17 2020-03-31 13F SALESFORCE COM COM 79466L302 2,153 2,153 310 0.3063
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.