Salesforce, Inc.
IT ˙ BIT ˙ LU1834985845
168,32 € ↓ -12,34 (-6,83%)
2026-06-02
AKTIENPREIS
SecurityIT:1CRM / Salesforce, Inc.
InstitutionAtlantic Trust, LLC
Latest Disclosed Ownership2,233 shares
Latest Disclosed Value $ 416,832
Atlantic Trust, LLC reports 11.32% decrease in ownership of 1CRM / Salesforce, Inc.

On May 6, 2026 - Atlantic Trust, LLC filed a 13F-HR form disclosing ownership of 2,233 shares of Salesforce, Inc. (IT:1CRM) valued at $358,530 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 2,518 shares of Salesforce, Inc.. This represents a change in shares of -11.32% during the quarter. The current value of the position is $375,859 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)
2026-05-06 2026-03-31 13F SALESFORCE COM 79466L302 2,233 -285 -11.32 417 -37.54 0.0680
2026-02-09 2025-12-31 13F SALESFORCE COM 79466L302 2,518 66 2.69 667 14.63 0.1050
2025-11-10 2025-09-30 13F SALESFORCE COM 79466L302 2,452 -69 -2.74 581 -15.43 0.0993
2025-08-08 2025-06-30 13F SALESFORCE COM 79466L302 2,521 46 1.86 687 3.46 0.1301
2025-05-09 2025-03-31 13F Salesforce.com Com 79466L302 2,475 -59 -2.33 664 -21.61 0.1478
2025-02-10 2024-12-31 13F SALESFORCE COM 79466L302 2,534 1,950 333.90 847 432.70 0.1831
2024-11-13 2024-09-30 13F SALESFORCE COM 79466L302 584 21 3.73 160 10.42 0.0383
2024-08-09 2024-06-30 13F SALESFORCE COM 79466L302 563 -11,347 -95.27 145 -95.99 0.0360
2024-05-10 2024-03-31 13F SALESFORCE COM 79466L302 11,910 -2 -0.02 3,587 14.45 0.9381
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 11,912 1,976 19.89 3,135 55.61 0.8571
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 9,936 1,122 12.73 2,015 14.24 0.6627
2023-08-08 2023-06-30 13F Salesforce.com Com 79466L302 8,814 -700 -7.36 1,764 -7.21 0.5664
2023-05-10 2023-03-31 13F SALESFORCE COM 79466L302 9,514 8,324 699.50 1,901 0.6064
2023-02-01 2022-12-31 13F SALESFORCE COM 79466L302 1,190 389 48.56 0 -100.00 0.0527
2022-11-14 2022-09-30 13F Salesforce.com COM 79466L302 801 0 0.00 115 -12.88 0.0400
2022-08-11 2022-06-30 13F Salesforce.com COM 79466L302 801 -92 -10.30 132 -30.53 0.1004
2022-05-16 2022-03-31 13F Salesforce.com COM 79466L302 893 635 246.12 190 187.88 0.1232
2022-02-09 2021-12-31 13F Salesforce.com Com 79466L302 258 0 0.00 66 -5.71 0.0389
2021-11-02 2021-09-30 13F Salesforce.com Com 79466L302 258 2 0.78 70 11.11 0.0443
2021-08-12 2021-06-30 13F Salesforce.com Com 79466L302 256 256 63 0.0411
2021-04-30 2021-03-31 13F Salesforce.com Com 79466L302 0 -256 -100.00 0 -100.00
2021-02-16 2020-12-31 13F Salesforce.com Com 79466L302 256 85 49.71 57 32.56 0.0339
2020-10-23 2020-09-30 13F Salesforce.com Com 79466L302 171 0 0.00 43 34.38 0.0342
2020-08-17 2020-06-30 13F Salesforce.com Com 79466L302 171 35 25.74 32 60.00 0.0270
2020-05-12 2020-03-31 13F Salesforce.com Com 79466L302 136 0 0.00 20 -9.09 0.0181
2020-02-03 2019-12-31 13F Salesforce.com Com 79466L302 136 0 0.00 22 10.00 0.0161
2019-11-07 2019-09-30 13F Salesforce.com Com 79466L302 136 0 0.00 20 -4.76 0.0156
2019-07-31 2019-06-30 13F Salesforce.com Com 79466L302 136 0 0.00 21 -4.55 0.0168
2019-05-13 2019-03-31 13F Salesforce.com Com 79466L302 136 68 100.00 22 144.44 0.0184
2019-02-13 2018-12-31 13F/A-1 Salesforce.com Com 79466L302 68 -40 -37.04 9 -47.06 0.0084
2019-02-13 2018-12-31 13F Salesforce.com Com 79466L302 68 9
2018-11-15 2018-09-30 13F Salesforce.com COM 79466L302 108 28 35.00 17 54.55 0.0130
2018-08-20 2018-06-30 13F Salesforce.com Com 79466L302 80 80 11 0.0098
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.