Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionArgent Trust Co
Latest Disclosed Ownership33,223 shares
Latest Disclosed Value $ 6,201,740
Argent Trust Co reports 6.26% increase in ownership of CRM / Salesforce, Inc.

On May 13, 2026 - Argent Trust Co filed a 13F-HR form disclosing ownership of 33,223 shares of Salesforce, Inc. (MX:CRM) valued at $6,201,740 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 31,267 shares of Salesforce, Inc.. This represents a change in shares of 6.26% 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 COMMON STOCK 79466L302 33,223 1,956 6.26 6,202 -25.13 0.0820
2026-02-10 2025-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 31,267 3,131 11.13 8,283 24.21 0.2841
2025-11-12 2025-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 28,136 1,133 4.20 6,668 -9.44 0.2363
2025-08-12 2025-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 27,003 2,818 11.65 7,363 13.45 0.2779
2025-05-09 2025-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 24,185 2,660 12.36 6,490 -9.81 0.2664
2025-02-13 2024-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 21,525 1,189 5.85 7,196 29.28 0.2934
2024-11-13 2024-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 20,336 -4,500 -18.12 5,566 -12.83 0.2304
2024-08-12 2024-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 24,836 2,589 11.64 6,385 -4.70 0.2811
2024-05-10 2024-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 22,247 1,138 5.39 6,700 20.63 0.3014
2024-02-09 2023-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 21,109 2,334 12.43 5,555 45.89 0.2763
2023-11-08 2023-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 18,775 773 4.29 3,807 0.11 0.2087
2023-08-11 2023-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 18,002 139 0.78 3,803 6.59 0.2060
2023-05-12 2023-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 17,863 394 2.26 3,569 54.06 0.2261
2023-02-10 2022-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 17,469 1,076 6.56 2,316 -1.74 0.1532
2022-11-10 2022-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 16,393 265 1.64 2,357 -11.46 0.1706
2022-08-11 2022-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 16,128 275 1.73 2,662 -20.92 0.1826
2022-05-11 2022-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 15,853 -1,892 -10.66 3,366 -25.37 0.2052
2022-02-09 2021-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 17,745 98 0.56 4,510 -5.77 0.2640
2021-11-09 2021-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 17,647 2,792 18.80 4,786 31.88 0.3075
2021-08-09 2021-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 14,855 861 6.15 3,629 22.39 0.2382
2021-05-12 2021-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 13,994 2,394 20.64 2,965 14.83 0.2084
2021-02-11 2020-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 11,600 1,408 13.81 2,582 0.78 0.1995
2020-11-13 2020-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 10,192 4,115 67.71 2,562 125.13 0.2257
2020-08-04 2020-06-30 13F SALESFORCE COM COMMON STOCK 79466L302 6,077 282 4.87 1,138 36.29 0.1066
2020-05-11 2020-03-31 13F SALESFORCE COM COMMON STOCK 79466L302 5,795 576 11.04 835 -1.65 0.0938
2020-02-11 2019-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 5,219 95 1.85 849 11.71 0.0755
2019-11-12 2019-09-30 13F SALESFORCE COM COMMON STOCK 79466L302 5,124 696 15.72 760 13.10 0.0733
2019-08-13 2019-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 4,428 75 1.72 672 -2.61 0.0681
2019-05-15 2019-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 4,353 -22 -0.50 690 15.19 0.0722
2019-02-06 2018-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 4,375 671 18.12 599 2.57 0.0703
2018-11-14 2018-09-30 13F SALESFORCE.COM COM 79466L302 3,704 579 18.53 584 37.41 0.0673
2019-04-15 2018-06-30 13F/A-1 SALESFORCE.COM COM 79466L302 3,125 3,125 425 0.0518
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.