Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionNaples Global Advisors, Llc
Latest Disclosed Ownership19,415 shares
Latest Disclosed Value $ 3,624,129
Naples Global Advisors, Llc reports 4.24% decrease in ownership of FOO / Salesforce, Inc.

On April 20, 2026 - Naples Global Advisors, Llc filed a 13F-HR form disclosing ownership of 19,415 shares of Salesforce, Inc. (DE:FOO) valued at $3,134,358 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 20,274 shares of Salesforce, Inc.. This represents a change in shares of -4.24% during the quarter. The current value of the position is $3,174,352 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)
2026-04-20 2026-03-31 13F SALESFORCE COM 79466L302 19,415 -859 -4.24 3,624 -32.61 0.2644
2026-02-04 2025-12-31 13F SALESFORCE COM 79466L302 20,274 2,013 11.02 5,378 24.09 0.4019
2025-10-30 2025-09-30 13F SALESFORCE COM 79466L302 18,261 3,760 25.93 4,335 9.47 0.3376
2025-07-18 2025-06-30 13F SALESFORCE COM 79466L302 14,501 1,381 10.53 3,960 12.47 0.3407
2025-04-10 2025-03-31 13F SALESFORCE COM 79466L302 13,120 1,607 13.96 3,521 -8.64 0.3345
2025-01-29 2024-12-31 13F SALESFORCE COM 79466L302 11,513 927 8.76 3,853 32.82 0.3604
2024-10-24 2024-09-30 13F SALESFORCE COM 79466L302 10,586 3,555 50.56 2,901 60.54 0.2698
2024-07-18 2024-06-30 13F SALESFORCE COM 79466L302 7,031 4,375 164.72 1,808 125.88 0.1814
2024-04-29 2024-03-31 13F SALESFORCE COM 79466L302 2,656 0 0.00 801 14.61 0.0820
2024-01-11 2023-12-31 13F SALESFORCE COM 79466L302 2,656 99 3.87 699 34.75 0.0769
2023-10-16 2023-09-30 13F SALESFORCE COM 79466L302 2,557 363 16.55 519 11.88 0.0628
2023-07-17 2023-06-30 13F SALESFORCE COM 79466L302 2,194 321 17.14 464 23.80 0.0544
2023-04-17 2023-03-31 13F SALESFORCE COM 79466L302 1,873 -36 -1.89 374 47.83 0.0467
2023-04-17 2022-12-31 13F/A-1 SALESFORCE COM 79466L302 1,909 341 21.75 253 11.95 0.0322
2023-01-20 2022-12-31 13F SALESFORCE COM 79466L302 1,909 341 253 0.0000
2022-10-20 2022-09-30 13F SALESFORCE COM 79466L302 1,568 189 13.71 226 -0.88 0.0311
2022-08-11 2022-06-30 13F SALESFORCE COM 79466L302 1,379 233 20.33 228 -6.17 0.0296
2022-04-28 2022-03-31 13F SALESFORCE COM COM 79466L302 1,146 -75 -6.14 243 -21.61 0.0281
2022-02-04 2021-12-31 13F SALESFORCE COM COM 79466L302 1,221 0 0.00 310 -6.34 0.0359
2021-10-29 2021-09-30 13F/A-1 SALESFORCE COM COM 79466L302 1,221 6 0.49 331 11.45 0.0435
2021-10-25 2021-09-30 13F SALESFORCE COM COM 79466L302 1,221 6 331 0.0433
2021-08-06 2021-06-30 13F SALESFORCE COM COM 79466L302 1,215 -50 -3.95 297 10.82 0.0413
2021-05-10 2021-03-31 13F SALESFORCE COM COM 79466L302 1,265 50 4.12 268 -0.74 0.0407
2021-02-08 2020-12-31 13F SALESFORCE COM COM 79466L302 1,215 0 0.00 270 -11.48 0.0457
2020-10-26 2020-09-30 13F SALESFORCE COM COM 79466L302 1,215 -260 -17.63 305 10.51 0.0595
2020-08-04 2020-06-30 13F SALESFORCE COM COM 79466L302 1,475 0 0.00 276 30.19 0.0595
2020-04-27 2020-03-31 13F SALESFORCE COM COM 79466L302 1,475 1,475 212 0.0556
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.