Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionDillon & Associates Inc
Latest Disclosed Ownership33,091 shares
Latest Disclosed Value $ 6,188
Dillon & Associates Inc reports 3.57% increase in ownership of CRM / Salesforce, Inc.

On May 7, 2026 - Dillon & Associates Inc filed a 13F-HR form disclosing ownership of 33,091 shares of Salesforce, Inc. (MX:CRM) valued at $6,188 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 31,949 shares of Salesforce, Inc.. This represents a change in shares of 3.57% 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)
2026-05-07 2026-03-31 13F Salesforce.com CRM 79466L302 33,091 1,142 3.57 6 -25.00 0.8518
2026-02-09 2025-12-31 13F Salesforce.com COMM 79466L302 31,949 1,382 4.52 8 14.29 1.0932
2025-10-28 2025-09-30 13F Salesforce.com COMM 79466L302 30,567 -197 -0.64 7 -12.50 0.9314
2025-08-05 2025-06-30 13F Salesforce.com COMM 79466L302 30,764 1,334 4.53 8 14.29 1.1401
2025-05-12 2025-03-31 13F Salesforce.com COMM 79466L302 29,430 1,779 6.43 8 -22.22 1.1718
2025-02-11 2024-12-31 13F Salesforce.com COMM 79466L302 27,651 67 0.24 9 28.57 1.2807
2024-11-05 2024-09-30 13F Salesforce.com COMM 79466L302 27,584 836 3.13 8 16.67 1.0635
2024-08-06 2024-06-30 13F Salesforce Com COMM 79466L302 26,748 1,283 5.04 7 -14.29 0.9994
2024-04-30 2024-03-31 13F Salesforce Com COMM 79466L302 25,465 1,044 4.28 8 16.67 1.2042
2024-02-08 2023-12-31 13F Salesforce Com COMM 79466L302 24,421 287 1.19 6 50.00 1.1651
2023-11-13 2023-09-30 13F Salesforce Com COMM 79466L302 24,134 3,191 15.24 5 0.00 0.9428
2023-08-08 2023-06-30 13F Salesforce Com COMM 79466L302 20,943 -215 -1.02 4 0.00 0.8129
2023-05-02 2023-03-31 13F/A-1 Salesforce Com COMM 79466L302 21,158 603 2.93 4 100.00 0.8397
2023-05-01 2023-03-31 13F Salesforce Com COMM 79466L302 16,480 -4,075 4 0.7295
2023-02-06 2022-12-31 13F Salesforce Com COMM 79466L302 20,555 823 4.17 3 -99.93 0.5914
2022-11-08 2022-09-30 13F Salesforce Com COMM 79466L302 19,732 1,095 5.88 2,841 -7.61 0.6590
2022-07-26 2022-06-30 13F Salesforce Com COMM 79466L302 18,637 437 2.40 3,075 -20.30 0.6931
2022-05-06 2022-03-31 13F Salesforce Com COMM 79466L302 18,200 1,720 10.44 3,858 -7.84 0.7318
2022-02-14 2021-12-31 13F Salesforce Com COMM 79466L302 16,480 225 1.38 4,186 -4.97 0.7295
2021-10-28 2021-09-30 13F Salesforce Com COMM 79466L302 16,255 527 3.35 4,405 14.77 0.8438
2021-08-02 2021-06-30 13F Salesforce Com COMM 79466L302 15,728 280 1.81 3,838 17.19 0.7515
2021-05-10 2021-03-31 13F Salesforce Com COMM 79466L302 15,448 370 2.45 3,275 -2.59 0.6994
2021-02-12 2020-12-31 13F Salesforce Com COMM 79466L302 15,078 1,600 11.87 3,362 -0.62 0.7299
2020-11-06 2020-09-30 13F Salesforce Com COMM 79466L302 13,478 120 0.90 3,383 35.43 0.8159
2020-07-28 2020-06-30 13F Salesforce Com COMM 79466L302 13,358 -22 -0.16 2,498 29.63 0.6762
2020-05-07 2020-03-31 13F Salesforce Com COMM 79466L302 13,380 1,320 10.95 1,927 -1.98 0.6488
2020-02-03 2019-12-31 13F Salesforce Com COMM 79466L302 12,060 305 2.59 1,966 12.99 0.5501
2019-10-25 2019-09-30 13F Salesforce Com COMM 79466L302 11,755 945 8.74 1,740 5.90 0.5295
2019-07-22 2019-06-30 13F Salesforce Com COMM 79466L302 10,810 3,765 53.44 1,643 47.62 0.5079
2019-05-07 2019-03-31 13F Salesforce Com COMM 79466L302 7,045 4,020 132.89 1,113 168.84 0.3615
2019-02-14 2018-12-31 13F Salesforce Com COMM 79466L302 3,025 3,025 414 0.1577
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.