Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionProspera Financial Services Inc
Latest Disclosed Ownership44,265 shares
Latest Disclosed Value $ 8,265,022
Prospera Financial Services Inc reports 18.82% decrease in ownership of FOO / Salesforce, Inc.

On April 14, 2026 - Prospera Financial Services Inc filed a 13F-HR form disclosing ownership of 44,265 shares of Salesforce, Inc. (DE:FOO) valued at $7,146,142 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 54,526 shares of Salesforce, Inc.. This represents a change in shares of -18.82% during the quarter. The current value of the position is $7,635,712 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)
2026-04-14 2026-03-31 13F SALESFORCE COM 79466L302 44,265 -10,261 -18.82 8,265 -42.79 0.1331
2026-02-09 2025-12-31 13F SALESFORCE COM 79466L302 54,526 5,092 10.30 14,448 23.29 0.2371
2025-11-06 2025-09-30 13F SALESFORCE COM 79466L302 49,434 -2,754 -5.28 11,718 -17.67 0.1999
2025-08-06 2025-06-30 13F SALESFORCE COM 79466L302 52,188 -21,510 -29.19 14,234 -28.04 0.2652
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 73,698 7,365 11.10 19,779 -10.82 0.4545
2025-02-13 2024-12-31 13F SALESFORCE COM 79466L302 66,333 11,542 21.07 22,179 47.88 0.5166
2024-11-07 2024-09-30 13F SALESFORCE COM 79466L302 54,791 4,047 7.98 14,998 14.95 0.3830
2024-08-13 2024-06-30 13F SALESFORCE COM 79466L302 50,744 12,030 31.07 13,046 11.90 0.3628
2024-08-13 2024-03-31 13F SALESFORCE COM 79466L302 38,714 9,041 30.47 11,659 49.32 0.3473
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 29,673 -7,566 -20.32 7,808 3.40 0.2585
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 37,239 328 0.89 7,551 -3.16 0.2920
2023-08-08 2023-06-30 13F SALESFORCE COM 79466L302 36,911 -201 -0.54 7,798 5.17 0.2984
2023-05-12 2023-03-31 13F SALESFORCE COM 79466L302 37,112 294 0.80 7,414 51.90 0.3047
2023-02-08 2022-12-31 13F SALESFORCE COM 79466L302 36,818 -3,856 -9.48 4,882 -16.58 0.2446
2022-10-27 2022-09-30 13F SALESFORCE COM 79466L302 40,674 163 0.40 5,851 -12.49 0.3053
2022-08-08 2022-06-30 13F SALESFORCE COM 79466L302 40,511 5,829 16.81 6,686 -9.21 0.3409
2022-05-04 2022-03-31 13F SALESFORCE COM COM 79466L302 34,682 -11,399 -24.74 7,364 -37.12 0.3083
2022-02-10 2021-12-31 13F SALESFORCE COM COM 79466L302 46,081 22,324 93.97 11,711 81.76 0.5062
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 23,757 -5,830 -19.70 6,443 -10.85 0.3210
2021-08-16 2021-06-30 13F/A-1 SALESFORCE COM COM 79466L302 29,587 -5,251 -15.07 7,227 -2.07 0.3623
2021-08-12 2021-06-30 13F SALESFORCE COM COM 79466L302 29,587 -5,251 7,227 0.3721
2021-05-06 2021-03-31 13F SALESFORCE COM COM 79466L302 34,838 8,398 31.76 7,380 25.42 0.4379
2021-02-12 2020-12-31 13F SALESFORCE COM COM 79466L302 26,440 25,855 4,419.66 5,884 3,902.72 0.4054
2020-11-04 2020-09-30 13F SALESFORCE COM COM 79466L302 585 -2,341 -80.01 147 -73.18 0.0562
2020-08-10 2020-06-30 13F SALESFORCE COM COM 79466L302 2,926 787 36.79 548 77.92 0.0486
2020-05-15 2020-03-31 13F SALESFORCE COM COM 79466L302 2,139 -51 -2.33 308 -13.48 0.0327
2020-02-12 2019-12-31 13F SALESFORCE COM COM 79466L302 2,190 123 5.95 356 15.96 0.0274
2019-10-22 2019-09-30 13F SALESFORCE COM COM 79466L302 2,067 278 15.54 307 12.04 0.0315
2019-08-14 2019-06-30 13F/A-1 SALESFORCE COM COM 79466L302 1,789 106 6.30 274 2.62 0.0308
2019-05-02 2019-03-31 13F SALESFORCE COM COM 79466L302 1,683 1,683 267 0.0879
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.