Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionStrategic Wealth Partners, Ltd.
Latest Disclosed Ownership37,776 shares
Latest Disclosed Value $ 7,051,679
Strategic Wealth Partners, Ltd. reports 176.56% increase in ownership of FOO / Salesforce, Inc.

On May 12, 2026 - Strategic Wealth Partners, Ltd. filed a 13F-HR form disclosing ownership of 37,776 shares of Salesforce, Inc. (DE:FOO) valued at $6,098,557 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 12, 2026 disclosing 13,659 shares of Salesforce, Inc.. This represents a change in shares of 176.56% during the quarter. The current value of the position is $6,176,376 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)
2026-05-12 2026-03-31 13F SALESFORCE INC COM Stock 79466L302 37,776 24,117 176.56 7,052 94.89 0.4888
2026-05-12 2025-12-31 13F SALESFORCE INC COM Stock 79466L302 13,659 -28,475 -67.58 3,618 -63.77 0.2479
2025-11-14 2025-09-30 13F SALESFORCE INC COM Stock 79466L302 42,134 -11,870 -21.98 9,986 -32.19 0.7454
2025-08-11 2025-06-30 13F SALESFORCE INC COM Stock 79466L302 54,004 9,806 22.19 14,726 1.02 1.1588
2025-02-14 2024-12-31 13F SALESFORCE INC COM Stock 79466L302 44,198 8,323 23.20 14,578 48.47 1.2070
2024-10-08 2024-09-30 13F SALESFORCE COM 79466L302 35,875 2,148 6.37 9,819 13.24 0.9440
2024-10-08 2024-06-30 13F SALESFORCE COM 79466L302 33,727 12,876 61.75 8,671 38.10 0.9055
2024-05-20 2024-03-31 13F SALESFORCE COM 79466L302 20,851 15,278 274.14 6,280 328.31 0.6890
2024-05-20 2023-12-31 13F SALESFORCE COM 79466L302 5,573 3,521 171.59 1,466 252.40 0.1807
2024-05-20 2023-09-30 13F SALESFORCE COM 79466L302 2,052 55 2.75 416 -1.19 0.0548
2024-05-20 2023-06-30 13F SALESFORCE COM 79466L302 1,997 -265 -11.72 422 -6.65 0.0546
2023-04-24 2023-03-31 13F SALESFORCE COM 79466L302 2,262 -728 -24.35 452 13.89 0.0693
2023-04-24 2022-12-31 13F SALESFORCE COM 79466L302 2,990 238 8.65 396 0.25 0.0736
2023-04-24 2022-09-30 13F SALESFORCE COM 79466L302 2,752 256 10.26 396 -4.13 0.0840
2022-08-22 2022-06-30 13F SALESFORCE COM 79466L302 2,496 -272 -9.83 412 -29.93 0.0890
2022-05-19 2022-03-31 13F SALESFORCE COM COM 79466L302 2,768 127 4.81 588 -12.37 0.1148
2022-02-11 2021-12-31 13F SALESFORCE COM COM 79466L302 2,641 -308 -10.44 671 -16.12 0.1272
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 2,949 1,354 84.89 800 105.13 0.2349
2021-08-25 2021-06-30 13F SALESFORCE.COM INC COM COM 79466L302 1,595 -55 -3.33 390 11.43 0.1272
2021-05-24 2021-03-31 13F SALESFORCE.COM INC COM COM 79466L302 1,650 -1,779 -51.88 350 -54.13 0.1397
2021-02-18 2020-12-31 13F SALESFORCE.COM INC COM COM 79466L302 3,429 1,163 51.32 763 33.86 0.3201
2020-11-10 2020-09-30 13F SALESFORCE.COM INC COM COM 79466L302 2,266 -84 -3.57 570 29.55 0.2881
2020-08-11 2020-06-30 13F SALESFORCE.COM INC COM COM 79466L302 2,350 2,350 3.71 440 -22.81 0.2274
2020-01-30 2019-12-31 13F SALESFORCE.COM INC COM COM 79466L302 0 -156 -100.00 0 -100.00
2019-10-28 2019-09-30 13F SALESFORCE.COM INC COM COM 79466L302 156 38 32.20 5 -76.47 0.0253
2019-08-06 2019-06-30 13F SALESFORCE.COM INC COM COM 79466L302 118 26 28.26 17 13.33 0.0082
2019-05-14 2019-03-31 13F SALESFORCE.COM INC COM COM 79466L302 92 50 119.05 15 150.00 0.0069
2019-01-23 2018-12-31 13F SALESFORCE.COM INC COM COM 79466L302 42 42 -54.35 6 -60.00 0.0030
2018-09-04 2018-06-30 13F SALESFORCE.COM INC COM COM 79466L302 0 -81 -100.00 0 -100.00
2018-07-13 2018-03-31 13F SALESFORCE.COM INC COM COM 79466L302 81 0 0.00 9 0.00 0.0046
2018-04-16 2017-12-31 13F SALESFORCE.COM INC COM COM 79466L302 81 81 9 0.0050
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.