Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionLegacy Financial Advisors, Inc.
Latest Disclosed Ownership11,379 shares
Latest Disclosed Value $ 2,124,196
Legacy Financial Advisors, Inc. reports 3.56% decrease in ownership of FOO / Salesforce, Inc.

On April 30, 2026 - Legacy Financial Advisors, Inc. filed a 13F-HR form disclosing ownership of 11,379 shares of Salesforce, Inc. (DE:FOO) valued at $1,837,026 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 11,799 shares of Salesforce, Inc.. This represents a change in shares of -3.56% during the quarter. The current value of the position is $1,860,466 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)
2026-04-30 2026-03-31 13F SALESFORCE COM Stock 79466L302 11,379 -420 -3.56 2,124 -32.03 0.2970
2026-02-04 2025-12-31 13F SALESFORCE COM Stock 79466L302 11,799 1,833 18.39 3,126 32.30 0.4324
2025-11-10 2025-09-30 13F SALESFORCE COM Stock 79466L302 9,966 1,703 20.61 2,362 4.84 0.3254
2025-08-07 2025-06-30 13F SALESFORCE COM Stock 79466L302 8,263 1,802 27.89 2,253 30.01 0.3520
2025-05-14 2025-03-31 13F SALESFORCE COM Stock 79466L302 6,461 -94 -1.43 1,734 -20.90 0.2900
2025-02-13 2024-12-31 13F SALESFORCE COM Stock 79466L302 6,555 188 2.95 2,192 25.77 0.3623
2024-11-14 2024-09-30 13F SALESFORCE COM Stock 79466L302 6,367 651 11.39 1,743 18.58 0.2927
2024-08-13 2024-06-30 13F SALESFORCE COM Stock 79466L302 5,716 -114 -1.96 1,470 -16.30 0.2617
2024-05-14 2024-03-31 13F SALESFORCE COM Stock 79466L302 5,830 544 10.29 1,756 26.26 0.3146
2024-02-13 2023-12-31 13F/A-1 SALESFORCE COM Stock 79466L302 5,286 557 11.78 1,391 45.09 0.2672
2024-02-06 2023-12-31 13F SALESFORCE COM Stock 79466L302 5,286 557 1,391 0.2680
2023-11-13 2023-09-30 13F SALESFORCE COM Stock 79466L302 4,729 858 22.16 959 17.26 0.1919
2023-08-08 2023-06-30 13F SALESFORCE COM Stock 79466L302 3,871 364 10.38 818 16.71 0.1527
2023-05-03 2023-03-31 13F SALESFORCE COM Stock 79466L302 3,507 1,228 53.88 701 131.79 0.1432
2023-02-06 2022-12-31 13F SALESFORCE COM Stock 79466L302 2,279 547 31.58 302 21.29 0.0651
2022-11-09 2022-09-30 13F SALESFORCE COM Stock 79466L302 1,732 -989 -36.35 249 -44.54 0.0595
2022-08-08 2022-06-30 13F SALESFORCE COM Stock 79466L302 2,721 907 50.00 449 16.62 0.1116
2022-05-04 2022-03-31 13F SALESFORCE COM Stock 79466L302 1,814 -410 -18.44 385 -31.86 0.0866
2022-02-04 2021-12-31 13F SALESFORCE COM Stock 79466L302 2,224 615 38.22 565 29.59 0.1296
2021-10-26 2021-09-30 13F SALESFORCE COM Stock 79466L302 1,609 251 18.48 436 31.33 0.1069
2021-07-21 2021-06-30 13F SALESFORCE COM Stock 79466L302 1,358 374 38.01 332 59.62 0.0841
2021-04-28 2021-03-31 13F SALESFORCE COM Stock 79466L302 984 -115 -10.46 208 -15.10 0.0570
2021-02-02 2020-12-31 13F SALESFORCE COM Stock 79466L302 1,099 192 21.17 245 7.46 0.0693
2020-11-09 2020-09-30 13F SALESFORCE COM Stock 79466L302 907 907 228 0.0695
2019-08-07 2019-06-30 13F SALESFORCE COM Stock 79466L302 0 -156 -100.00 0 -100.00
2019-05-14 2019-03-31 13F SALESFORCE COM Stock 79466L302 156 70 81.40 25 108.33 0.0085
2019-01-16 2018-12-31 13F SALESFORCE COM Stock 79466L302 86 4 4.88 12 -7.69 0.0046
2018-10-30 2018-09-30 13F SALESFORCE COM Stock 79466L302 82 0 0.00 13 8.33 0.0047
2018-07-17 2018-06-30 13F SALESFORCE COM Stock 79466L302 82 34 70.83 12 140.00 0.0046
2018-04-12 2018-03-31 13F SALESFORCE COM Stock 79466L302 48 0 0.00 5 25.00 0.0020
2018-02-09 2017-12-31 13F SALESFORCE COM INC COM Stock 79466L302 48 48 4 0.0016
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.