Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
AKTIENPREIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionYoder Wealth Management, Inc.
Latest Disclosed Ownership1,391 shares
Latest Disclosed Value $ 259,658
Yoder Wealth Management, Inc. reports 1.68% increase in ownership of FOO / Salesforce, Inc.

On April 22, 2026 - Yoder Wealth Management, Inc. filed a 13F-HR form disclosing ownership of 1,391 shares of Salesforce, Inc. (DE:FOO) valued at $224,563 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 1,368 shares of Salesforce, Inc.. This represents a change in shares of 1.68% during the quarter. The current value of the position is $239,948 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-22 2026-03-31 13F SALESFORCE COM 79466L302 1,391 23 1.68 260 -28.45 0.1184
2026-01-22 2025-12-31 13F SALESFORCE COM 79466L302 1,368 7 0.51 362 12.42 0.1650
2025-10-22 2025-09-30 13F SALESFORCE COM 79466L302 1,361 54 4.13 323 -9.55 0.1526
2025-07-22 2025-06-30 13F SALESFORCE COM 79466L302 1,307 77 6.26 356 7.88 0.1858
2025-04-22 2025-03-31 13F SALESFORCE COM 79466L302 1,230 -9 -0.73 330 -20.29 0.1858
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 1,239 28 2.31 414 25.08 0.2288
2024-10-23 2024-09-30 13F SALESFORCE COM 79466L302 1,211 30 2.54 331 9.24 0.1991
2024-07-23 2024-06-30 13F SALESFORCE COM 79466L302 1,181 4 0.34 304 -14.41 0.1966
2024-04-19 2024-03-31 13F SALESFORCE COM 79466L302 1,177 -22 -1.83 354 12.38 0.2313
2024-02-02 2023-12-31 13F SALESFORCE COM 79466L302 1,199 -37 -2.99 316 26.00 0.2226
2023-10-18 2023-09-30 13F SALESFORCE COM 79466L302 1,236 54 4.57 251 0.40 0.2068
2023-08-04 2023-06-30 13F SALESFORCE COM 79466L302 1,182 60 5.35 250 11.16 0.1967
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 1,122 1,122 224 0.1863
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.