Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMiddleton & Co Inc/ma
Latest Disclosed Ownership60,216 shares
Latest Disclosed Value $ 11,240,521
Middleton & Co Inc/ma reports 1.06% decrease in ownership of FOO / Salesforce, Inc.

On May 8, 2026 - Middleton & Co Inc/ma filed a 13F-HR form disclosing ownership of 60,216 shares of Salesforce, Inc. (DE:FOO) valued at $9,721,271 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 60,859 shares of Salesforce, Inc.. This represents a change in shares of -1.06% during the quarter. The current value of the position is $9,845,316 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)
2026-05-08 2026-03-31 13F Salesforce COM 79466L302 60,216 -643 -1.06 11,241 -30.28 1.2819
2026-01-29 2025-12-31 13F Salesforce COM 79466L302 60,859 1,242 2.08 16,122 14.11 1.7118
2025-10-29 2025-09-30 13F Salesforce COM 79466L302 59,617 232 0.39 14,129 -12.75 1.5270
2025-08-06 2025-06-30 13F Salesforce COM 79466L302 59,385 -132 -0.22 16,194 1.39 1.8189
2025-05-09 2025-03-31 13F Salesforce COM 79466L302 59,517 -1,125 -1.86 15,972 -21.22 1.8659
2025-02-05 2024-12-31 13F Salesforce COM 79466L302 60,642 -338 -0.55 20,274 21.47 2.2400
2024-10-23 2024-09-30 13F SALESFORCE COM 79466L302 60,980 959 1.60 16,691 8.16 1.8443
2024-08-12 2024-06-30 13F SALESFORCE COM 79466L302 60,021 -1,179 -1.93 15,431 -16.28 1.7929
2024-05-14 2024-03-31 13F SALESFORCE COM 79466L302 61,200 -1,333 -2.13 18,432 12.02 2.1256
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 62,533 -2,693 -4.13 16,455 24.41 2.0523
2023-10-26 2023-09-30 13F SALESFORCE COM 79466L302 65,226 -589 -0.89 13,227 -4.88 1.8277
2023-07-28 2023-06-30 13F SALESFORCE COM 79466L302 65,815 -581 -0.88 13,904 4.83 1.8438
2023-04-28 2023-03-31 13F SALESFORCE COM 79466L302 66,396 -994 -1.47 13,265 48.45 1.9060
2023-02-09 2022-12-31 13F SALESFORCE COM 79466L302 67,390 -4,057 -5.68 8,935 -13.06 1.3241
2022-11-02 2022-09-30 13F SALESFORCE COM 79466L302 71,447 -14,447 -16.82 10,277 -27.50 1.5638
2022-07-21 2022-06-30 13F SALESFORCE COM 79466L302 85,894 -1,517 -1.74 14,176 -23.62 1.8163
2022-05-12 2022-03-31 13F SALESFORCE COM COM 79466L302 87,411 -170 -0.19 18,559 -16.61 1.9808
2022-02-09 2021-12-31 13F SALESFORCE COM COM 79466L302 87,581 -783 -0.89 22,257 -7.13 2.1683
2021-11-08 2021-09-30 13F SALESFORCE COM COM 79466L302 88,364 -527 -0.59 23,966 10.38 2.5652
2021-08-13 2021-06-30 13F SALESFORCE COM COM 79466L302 88,891 -7,088 -7.38 21,713 6.78 2.3533
2021-05-06 2021-03-31 13F/A-1 SALESFORCE COM COM 79466L302 95,979 -15 -0.02 20,335 -4.81 2.2915
2021-05-06 2021-03-31 13F SALESFORCE COM COM 79466L302 97,016 22,345 2.3378
2021-01-29 2020-12-31 13F SALESFORCE COM COM 79466L302 95,994 350 0.37 21,362 -11.13 2.5265
2020-10-30 2020-09-30 13F SALESFORCE COM COM 79466L302 95,644 -2,258 -2.31 24,037 31.06 3.1839
2020-07-28 2020-06-30 13F SALESFORCE COM COM 79466L302 97,902 -414 -0.42 18,340 29.56 2.6416
2020-04-22 2020-03-31 13F SALESFORCE COM COM 79466L302 98,316 -1,477 -1.48 14,156 -12.78 2.4762
2020-01-29 2019-12-31 13F SALESFORCE COM COM 79466L302 99,793 190 0.19 16,230 9.77 2.3095
2019-10-21 2019-09-30 13F SALESFORCE COM COM 79466L302 99,603 -608 -0.61 14,785 -2.76 2.2791
2019-07-25 2019-06-30 13F SALESFORCE COM COM 79466L302 100,211 1,386 1.40 15,205 -2.85 2.3570
2019-04-25 2019-03-31 13F SALESFORCE COM COM 79466L302 98,825 -1,430 -1.43 15,651 13.97 2.5100
2019-02-01 2018-12-31 13F SALESFORCE COM COM 79466L302 100,255 -8,551 -7.86 13,732 -20.64 2.5257
2018-10-25 2018-09-30 13F SALESFORCE COM COM 79466L302 108,806 -329 -0.30 17,303 16.24 2.6993
2018-07-26 2018-06-30 13F SALESFORCE COM COM 79466L302 109,135 1,045 0.97 14,886 18.42 2.5477
2018-05-04 2018-03-31 13F SALESFORCE COM COM 79466L302 108,090 -8,332 -7.16 12,571 5.62 2.2505
2018-01-25 2017-12-31 13F SALESFORCE COM COM 79466L302 116,422 3,798 3.37 11,902 13.13 1.9974
2017-10-31 2017-09-30 13F SALESFORCE COM COM 79466L302 112,624 20,685 22.50 10,521 32.14 1.9008
2017-07-18 2017-06-30 13F SALESFORCE COM COM 79466L302 91,939 9,549 11.59 7,962 17.16 1.6958
2017-04-19 2017-03-31 13F SALESFORCE COM COM 79466L302 82,390 -2,654 -3.12 6,796 16.73 1.4902
2017-02-02 2016-12-31 13F SALESFORCE COM COM 79466L302 85,044 -7,497 -8.10 5,822 -11.80 1.3141
2016-10-27 2016-09-30 13F SALESFORCE COM COM 79466L302 92,541 3,799 4.28 6,601 -6.33 1.4790
2016-07-21 2016-06-30 13F SALESFORCE COM COM 79466L302 88,742 -3,127 -3.40 7,047 3.89 1.6200
2016-05-03 2016-03-31 13F SALESFORCE COM COM 79466L302 91,869 7,598 9.02 6,783 2.66 1.5725
2016-01-19 2015-12-31 13F SALESFORCE COM COM 79466L302 84,271 32,260 62.03 6,607 82.97 1.4739
2015-10-16 2015-09-30 13F SALESFORCE COM COM 79466L302 52,011 52,011 3,611 0.8563
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.