Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionCompton Wealth Advisory Group, LLC
Latest Disclosed Ownership9,487 shares
Latest Disclosed Value $ 1,766,787
Compton Wealth Advisory Group, LLC reports 1.08% increase in ownership of CRM / Salesforce, Inc.

On April 14, 2026 - Compton Wealth Advisory Group, LLC filed a 13F-HR form disclosing ownership of 9,487 shares of Salesforce, Inc. (MX:CRM) valued at $1,766,787 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 9,386 shares of Salesforce, Inc.. This represents a change in shares of 1.08% 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)
2026-04-14 2026-03-31 13F SALESFORCE COM 79466L302 9,487 101 1.08 1,767 -28.96 0.3935
2026-01-13 2025-12-31 13F SALESFORCE COM 79466L302 9,386 -306 -3.16 2,487 8.23 0.5435
2025-10-09 2025-09-30 13F SALESFORCE COM 79466L302 9,692 972 11.15 2,297 -3.37 0.5317
2025-07-10 2025-06-30 13F SALESFORCE COM 79466L302 8,720 431 5.20 2,378 6.88 0.6015
2025-04-29 2025-03-31 13F SALESFORCE COM 79466L302 8,289 122 1.49 2,224 -18.53 0.6172
2025-01-13 2024-12-31 13F SALESFORCE COM 79466L302 8,167 475 6.18 2,730 29.69 0.7046
2024-10-10 2024-09-30 13F SALESFORCE COM 79466L302 7,692 780 11.28 2,105 18.46 0.5317
2024-07-12 2024-06-30 13F SALESFORCE COM 79466L302 6,912 162 2.40 1,777 -12.55 0.4736
2024-04-11 2024-03-31 13F SALESFORCE COM 79466L302 6,750 0 0.00 2,033 14.41 0.5564
2024-01-19 2023-12-31 13F SALESFORCE COM 79466L302 6,750 1,002 17.43 1,776 52.45 0.5570
2023-10-12 2023-09-30 13F SALESFORCE COM 79466L302 5,748 15 0.26 1,166 -3.80 0.4001
2023-07-26 2023-06-30 13F SALESFORCE COM 79466L302 5,733 20 0.35 1,211 6.13 0.4040
2023-04-26 2023-03-31 13F SALESFORCE COM 79466L302 5,713 1,690 42.01 1,141 114.07 0.3943
2023-02-02 2022-12-31 13F SALESFORCE COM 79466L302 4,023 -3,399 -45.80 533 -50.09 0.2079
2022-10-19 2022-09-30 13F SALESFORCE COM 79466L302 7,422 -336 -4.33 1,068 -16.56 0.4541
2022-07-29 2022-06-30 13F SALESFORCE COM 79466L302 7,758 -120 -1.52 1,280 -23.49 0.5514
2022-04-20 2022-03-31 13F SALESFORCE COM COM 79466L302 7,878 460 6.20 1,673 -11.25 0.6452
2022-01-19 2021-12-31 13F SALESFORCE COM COM 79466L302 7,418 695 10.34 1,885 3.40 0.8080
2021-11-02 2021-09-30 13F SALESFORCE COM COM 79466L302 6,723 -168 -2.44 1,823 8.32 0.8562
2021-07-21 2021-06-30 13F SALESFORCE COM COM 79466L302 6,891 430 6.66 1,683 22.94 0.7853
2021-05-04 2021-03-31 13F SALESFORCE COM COM 79466L302 6,461 488 8.17 1,369 3.01 0.7832
2021-05-17 2020-12-31 13F/A-1 SALESFORCE COM COM 79466L302 5,973 -942 -13.62 1,329 -23.53 0.8279
2020-11-05 2020-09-30 13F SALESFORCE COM COM 79466L302 6,915 150 2.22 1,738 37.17 1.3000
2020-08-10 2020-06-30 13F SALESFORCE COM COM 79466L302 6,765 -690 -9.26 1,267 18.08 1.3493
2020-05-11 2020-03-31 13F SALESFORCE COM COM 79466L302 7,455 -600 -7.45 1,073 -18.09 1.3914
2020-02-03 2019-12-31 13F SALESFORCE COM COM 79466L302 8,055 -32 -0.40 1,310 9.17 1.1578
2019-11-12 2019-09-30 13F SALESFORCE COM COM 79466L302 8,087 5,525 215.65 1,200 208.48 0.6597
2019-08-08 2019-06-30 13F SALESFORCE COM COM 79466L302 2,562 0 0.00 389 -4.19 0.1995
2019-05-09 2019-03-31 13F SALESFORCE COM COM 79466L302 2,562 0 0.00 406 15.67 0.2149
2019-02-12 2018-12-31 13F SALESFORCE COM COM 79466L302 2,562 2,562 351 0.1805
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.