Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMarks Group Wealth Management, Inc
Latest Disclosed Ownership49,280 shares
Latest Disclosed Value $ 9,199,097
Marks Group Wealth Management, Inc reports 0.21% increase in ownership of FOO / Salesforce, Inc.

On May 5, 2026 - Marks Group Wealth Management, Inc filed a 13F-HR form disclosing ownership of 49,280 shares of Salesforce, Inc. (DE:FOO) valued at $7,955,763 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 49,177 shares of Salesforce, Inc.. This represents a change in shares of 0.21% during the quarter. The current value of the position is $8,057,280 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)
2026-05-05 2026-03-31 13F SALESFORCE COM 79466L302 49,280 103 0.21 9,199 -29.39 0.6563
2026-02-11 2025-12-31 13F SALESFORCE COM 79466L302 49,177 11,897 31.91 13,027 47.45 1.2474
2025-11-10 2025-09-30 13F SALESFORCE COM 79466L302 37,280 -1,141 -2.97 8,835 -15.67 0.8209
2025-07-22 2025-06-30 13F SALESFORCE COM 79466L302 38,421 426 1.12 10,477 2.76 0.9745
2025-05-01 2025-03-31 13F SALESFORCE COM 79466L302 37,995 -205 -0.54 10,196 -20.16 0.9812
2025-01-29 2024-12-31 13F SALESFORCE COM 79466L302 38,200 100 0.26 12,771 22.47 1.2579
2024-10-30 2024-09-30 13F SALESFORCE COM 79466L302 38,100 1,837 5.07 10,428 11.85 0.9956
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 36,263 768 2.16 9,323 -12.79 0.9820
2024-04-29 2024-03-31 13F SALESFORCE COM 79466L302 35,495 275 0.78 10,690 15.36 1.1175
2024-02-01 2023-12-31 13F SALESFORCE COM 79466L302 35,220 257 0.74 9,268 30.72 1.0562
2023-10-30 2023-09-30 13F SALESFORCE COM 79466L302 34,963 -395 -1.12 7,090 -5.09 0.8777
2023-07-19 2023-06-30 13F SALESFORCE COM 79466L302 35,358 -256 -0.72 7,470 4.99 0.8883
2023-05-03 2023-03-31 13F SALESFORCE COM 79466L302 35,614 8,056 29.23 7,115 94.74 0.9091
2023-02-06 2022-12-31 13F SALESFORCE COM 79466L302 27,558 1,058 3.99 3,654 -4.17 0.4988
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 26,500 659 2.55 3,812 -10.62 0.5801
2022-08-09 2022-06-30 13F SALESFORCE COM 79466L302 25,841 1,845 7.69 4,265 -16.29 0.6150
2022-05-10 2022-03-31 13F SALESFORCE COM COM 79466L302 23,996 2,818 13.31 5,095 -5.58 0.5301
2022-03-03 2021-12-31 13F/A-1 SALESFORCE COM COM 79466L302 21,178 345 1.66 5,396 -4.60 0.6576
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 21,178 345 4,119 0.7619
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 20,833 282 1.37 5,656 12.69 0.7650
2021-08-10 2021-06-30 13F SALESFORCE COM COM 79466L302 20,551 499 2.49 5,019 17.93 0.6891
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 20,052 1,204 6.39 4,256 1.48 0.6307
2021-02-08 2020-12-31 13F SALESFORCE COM COM 79466L302 18,848 780 4.32 4,194 -7.64 0.6535
2020-11-10 2020-09-30 13F SALESFORCE COM COM 79466L302 18,068 679 3.90 4,541 39.72 0.8204
2020-08-10 2020-06-30 13F SALESFORCE COM COM 79466L302 17,389 8,046 86.12 3,250 141.82 0.6606
2020-04-23 2020-03-31 13F SALESFORCE COM COM 79466L302 9,343 395 4.41 1,344 -7.63 0.3472
2020-02-12 2019-12-31 13F SALESFORCE COM COM 79466L302 8,948 8,948 1,455 0.2862
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.