Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionJSF Financial, LLC
Latest Disclosed Ownership1,644 shares
Latest Disclosed Value $ 306,950
JSF Financial, LLC reports 12.37% decrease in ownership of FOO / Salesforce, Inc.

On May 7, 2026 - JSF Financial, LLC filed a 13F-HR form disclosing ownership of 1,644 shares of Salesforce, Inc. (DE:FOO) valued at $265,407 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,876 shares of Salesforce, Inc.. This represents a change in shares of -12.37% during the quarter. The current value of the position is $268,794 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)
2026-05-07 2026-03-31 13F SALESFORCE COM 79466L302 1,644 -232 -12.37 307 -38.31 0.0602
2026-02-04 2025-12-31 13F SALESFORCE COM 79466L302 1,876 139 8.00 497 20.68 0.1030
2025-11-03 2025-09-30 13F SALESFORCE COM 79466L302 1,737 2 0.12 412 -13.11 0.0913
2025-07-22 2025-06-30 13F SALESFORCE COM 79466L302 1,735 158 10.02 473 11.82 0.1125
2025-05-07 2025-03-31 13F SALESFORCE COM 79466L302 1,577 5 0.32 423 -19.43 0.1117
2025-01-29 2024-12-31 13F SALESFORCE COM 79466L302 1,572 373 31.11 526 60.06 0.1406
2024-11-12 2024-09-30 13F SALESFORCE COM 79466L302 1,199 -6 -0.50 328 6.15 0.0957
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 1,205 0 0.00 310 -14.64 0.0949
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 1,205 0 0.00 363 14.20 0.1136
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 1,205 6 0.50 317 30.45 0.1100
2023-11-08 2023-09-30 13F SALESFORCE COM 79466L302 1,199 -24 -1.96 243 -5.81 0.0942
2023-08-02 2023-06-30 13F SALESFORCE COM 79466L302 1,223 20 1.66 258 7.50 0.0914
2023-05-12 2023-03-31 13F SALESFORCE COM 79466L302 1,203 1,203 240 0.0898
2022-11-10 2022-09-30 13F SALESFORCE COM 79466L302 0 -1,230 -100.00 0 -100.00
2022-07-28 2022-06-30 13F SALESFORCE COM 79466L302 1,230 107 9.53 203 -14.71 0.0920
2022-05-12 2022-03-31 13F SALESFORCE COM COM 79466L302 1,123 6 0.54 238 -16.20 0.1013
2022-02-10 2021-12-31 13F SALESFORCE COM COM 79466L302 1,117 -799 -41.70 284 -45.38 0.1382
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 1,916 717 59.80 520 77.47 0.2576
2021-08-12 2021-06-30 13F SALESFORCE COM COM 79466L302 1,199 -280 -18.93 293 -6.39 0.1727
2021-05-04 2021-03-31 13F SALESFORCE COM COM 79466L302 1,479 56 3.94 313 -1.26 0.1965
2021-02-04 2020-12-31 13F SALESFORCE COM COM 79466L302 1,423 30 2.15 317 -9.43 0.2215
2020-11-12 2020-09-30 13F SALESFORCE COM COM 79466L302 1,393 50 3.72 350 38.89 0.2748
2020-07-31 2020-06-30 13F SALESFORCE COM COM 79466L302 1,343 1,343 252 0.2181
2020-04-29 2020-03-31 13F SALESFORCE COM COM 79466L302 0 -1,343 -100.00 0 -100.00
2020-02-12 2019-12-31 13F SALESFORCE COM COM 79466L302 1,343 1,343 0.00 218 6.86 0.2156
2020-02-27 2019-09-30 13F SALESFORCE COM COM 79466L302 0 -1,343 -100.00 0 -100.00
2020-02-27 2019-06-30 13F SALESFORCE COM COM 79466L302 1,343 0 0.00 204 -4.23 0.2216
2020-02-27 2019-03-31 13F SALESFORCE COM COM 79466L302 1,343 1,343 213 0.2353
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.