Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionStrategic Wealth Designers
Latest Disclosed Ownership62,506 shares
Latest Disclosed Value $ 11,667,948
Strategic Wealth Designers reports 9.52% increase in ownership of FOO / Salesforce, Inc.

On May 11, 2026 - Strategic Wealth Designers filed a 13F-HR form disclosing ownership of 62,506 shares of Salesforce, Inc. (DE:FOO) valued at $10,090,969 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 57,074 shares of Salesforce, Inc.. This represents a change in shares of 9.52% during the quarter. The current value of the position is $10,219,731 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)
2026-05-11 2026-03-31 13F SALESFORCE COM 79466L302 62,506 5,432 9.52 11,668 -22.83 1.4806
2026-02-11 2025-12-31 13F SALESFORCE COM 79466L302 57,074 -22,453 -28.23 15,120 -19.78 1.8583
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 79,527 76,175 2,272.52 18,848 1,964.29 1.5863
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 3,352 324 10.70 914 12.44 1.3232
2025-04-14 2025-03-31 13F HUBBELL COMMON STOCK 79466L302 3,028 -45,592 -93.77 813 -95.00 1.4143
2025-01-23 2024-12-31 13F/A-2 SALESFORCE COM 79466L302 48,620 -2,242 -4.41 16,255 18.00 1.7959
2025-01-22 2024-12-31 13F/A-1 ISHARES CORE S&P 500 ETF IV CORE S&P500 ETF 79466L302 592 -50,270 349 0.0382
2025-01-22 2024-12-31 13F ISHARES CORE S&P 500 ETF IV CORE S&P500 ETF 79466L302 592 -50,270 349 0.0382
2024-10-24 2024-09-30 13F SALESFORCE COM 79466L302 50,862 -5,079 -9.08 13,777 -3.88 1.4761
2024-08-13 2024-06-30 13F SALESFORCE COM 79466L302 55,941 -1,779 -3.08 14,333 -5.64 1.8115
2024-01-16 2023-12-31 13F SALESFORCE COM 79466L302 57,720 5,486 10.50 15,189 43.40 2.2829
2023-11-03 2023-09-30 13F SALESFORCE COM 79466L302 52,234 5,059 10.72 10,592 6.27 1.9199
2023-07-17 2023-06-30 13F SALESFORCE INC COM COM 79466L302 47,175 3,219 7.32 9,966 13.50 1.5815
2023-04-24 2023-03-31 13F/A-1 SALESFORCE INC COM COM 79466L302 43,956 6,615 17.72 8,782 61.68 1.6287
2023-04-20 2023-03-31 13F SALESFORCE INC COM COM 79466L302 33,152 -4,189 8,782 1.6287
2023-01-27 2022-12-31 13F SALESFORCE INC COM COM 79466L302 37,341 6,671 21.75 5,431 23.10 1.2557
2022-10-21 2022-09-30 13F SALESFORCE INC COM COM 79466L302 30,670 2,601 9.27 4,412 -4.77 1.2685
2022-08-08 2022-06-30 13F SALESFORCE INC COM COM 79466L302 28,069 1,887 7.21 4,633 -16.66 1.1606
2022-04-26 2022-03-31 13F SALESFORCE INC COM COM 79466L302 26,182 4,929 23.19 5,559 2.93 1.3258
2022-01-21 2021-12-31 13F SALESFORCE COM COM 79466L302 21,253 1,945 10.07 5,401 2.90 1.4045
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 19,308 4,146 27.34 5,249 41.71 1.5682
2021-07-16 2021-06-30 13F SALESFORCE COM COM 79466L302 15,162 4,591 43.43 3,704 65.36 1.3126
2021-04-22 2021-03-31 13F SALESFORCE COM COM 79466L302 10,571 2,641 33.30 2,240 26.91 1.0744
2021-01-26 2020-12-31 13F/A-1 SALESFORCE COM COM 79466L302 7,930 -17 -0.21 1,765 -11.62 1.0340
2020-11-03 2020-09-30 13F SALESFORCE COM COM 79466L302 7,947 658 9.03 1,997 46.30 1.5022
2020-07-13 2020-06-30 13F SALESFORCE COM COM 79466L302 7,289 658 9.92 1,365 42.93 1.3372
2020-04-20 2020-03-31 13F SALESFORCE COM COM 79466L302 6,631 244 3.82 955 -8.08 1.5559
2020-02-11 2019-12-31 13F SALESFORCE COM COM 79466L302 6,387 6,387 1,039 1.0774
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.