Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionAE Wealth Management LLC
Latest Disclosed Ownership277,423 shares
Latest Disclosed Value $ 51,786,762
AE Wealth Management LLC reports 19.74% increase in ownership of CRM / Salesforce, Inc.

On May 13, 2026 - AE Wealth Management LLC filed a 13F-HR form disclosing ownership of 277,423 shares of Salesforce, Inc. (MX:CRM) valued at $51,786,762 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 231,697 shares of Salesforce, Inc.. This represents a change in shares of 19.74% during the quarter.

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)
2026-05-13 2026-03-31 13F SALESFORCE COM 79466L302 277,423 45,726 19.74 51,787 -15.63 0.0082
2026-01-26 2025-12-31 13F SALESFORCE COM 79466L302 231,697 40,661 21.28 61,379 35.57 0.3523
2025-11-03 2025-09-30 13F SALESFORCE COM 79466L302 191,036 19,772 11.54 45,276 -3.06 0.2886
2025-08-06 2025-06-30 13F SALESFORCE COM 79466L302 171,264 26,221 18.08 46,703 19.98 0.3414
2025-05-06 2025-03-31 13F SALESFORCE COM 79466L302 145,043 4,759 3.39 38,924 -17.01 0.3273
2025-02-13 2024-12-31 13F SALESFORCE COM 79466L302 140,284 6,996 5.25 46,902 28.56 0.3979
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 133,288 -17,502 -11.61 36,482 -5.90 0.3309
2024-08-12 2024-06-30 13F SALESFORCE COM 79466L302 150,790 1,628 1.09 38,768 -13.70 0.3878
2024-05-15 2024-03-31 13F SALESFORCE COM 79466L302 149,162 -10,357 -6.49 44,925 0.60 0.5078
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 159,519 26,785 20.18 44,656 65.91 0.2280
2023-10-11 2023-09-30 13F SALESFORCE COM 79466L302 132,734 33,326 33.52 26,916 28.17 0.1609
2023-07-10 2023-06-30 13F SALESFORCE COM 79466L302 99,408 3,316 3.45 21,001 9.39 0.1263
2023-04-14 2023-03-31 13F SALESFORCE COM 79466L302 96,092 6,325 7.05 19,197 61.29 0.1235
2023-01-31 2022-12-31 13F SALESFORCE COM 79466L302 89,767 2,519 2.89 11,902 -5.16 0.0861
2022-10-25 2022-09-30 13F SALESFORCE COM 79466L302 87,248 44,277 103.04 12,550 76.96 0.0995
2022-08-03 2022-06-30 13F SALESFORCE COM 79466L302 42,971 2,112 5.17 7,092 -18.25 0.0567
2022-04-18 2022-03-31 13F SALESFORCE COM COM 79466L302 40,859 -1,626 -3.83 8,675 -19.65 0.0595
2022-01-20 2021-12-31 13F SALESFORCE COM COM 79466L302 42,485 -2,101 -4.71 10,797 -10.72 0.0753
2021-11-01 2021-09-30 13F SALESFORCE COM COM 79466L302 44,586 10,471 30.69 12,093 45.12 0.0996
2021-07-21 2021-06-30 13F SALESFORCE COM COM 79466L302 34,115 -20,629 -37.68 8,333 -28.16 0.0728
2021-04-27 2021-03-31 13F SALESFORCE COM COM 79466L302 54,744 10,839 24.69 11,599 18.72 0.1171
2021-02-01 2020-12-31 13F SALESFORCE COM COM 79466L302 43,905 4,078 10.24 9,770 -2.39 0.1108
2020-11-06 2020-09-30 13F SALESFORCE COM COM 79466L302 39,827 6,139 18.22 10,009 58.60 0.1429
2020-08-05 2020-06-30 13F SALESFORCE COM COM 79466L302 33,688 7,140 26.89 6,311 65.12 0.0975
2020-05-07 2020-03-31 13F SALESFORCE COM COM 79466L302 26,548 7,238 37.48 3,822 21.68 0.0878
2020-01-15 2019-12-31 13F SALESFORCE COM COM 79466L302 19,310 3,572 22.70 3,141 34.46 0.0682
2019-11-05 2019-09-30 13F SALESFORCE COM COM 79466L302 15,738 1,085 7.40 2,336 5.08 0.0675
2019-07-22 2019-06-30 13F SALESFORCE COM COM 79466L302 14,653 8,941 156.53 2,223 145.64 0.0668
2019-05-14 2019-03-31 13F SALESFORCE COM COM 79466L302 5,712 2,568 81.68 905 109.98 0.0629
2019-02-14 2018-12-31 13F SALESFORCE COM COM 79466L302 3,144 1,147 57.44 431 35.53 0.0738
2018-11-13 2018-09-30 13F SALESFORCE COM COM 79466L302 1,997 1,997 318 0.0175
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.