Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionEP Wealth Advisors, Inc.
Latest Disclosed Ownership116,293 shares
Latest Disclosed Value $ 21,708,505
EP Wealth Advisors, Inc. reports 1.20% decrease in ownership of CRM / Salesforce, Inc.

On May 14, 2026 - EP Wealth Advisors, Inc. filed a 13F-HR form disclosing ownership of 116,293 shares of Salesforce, Inc. (MX:CRM) valued at $21,708,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 18, 2026 disclosing 117,707 shares of Salesforce, Inc.. This represents a change in shares of -1.20% 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)
2026-05-14 2026-03-31 13F SALESFORCE COM 79466L302 116,293 -1,414 -1.20 21,709 -30.38 0.1066
2026-02-18 2025-12-31 13F SALESFORCE COM 79466L302 117,707 8,905 8.18 31,182 5.10 0.1620
2025-08-14 2025-06-30 13F Salesforce COM 79466L302 108,802 1,021 0.95 29,669 2.58 0.1950
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 107,781 2,882 2.75 28,924 -17.53 0.2311
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 104,899 2,506 2.45 35,071 25.14 0.2862
2024-11-15 2024-09-30 13F SALESFORCE COM 79466L302 102,393 72,362 240.96 28,026 263.02 0.2409
2024-08-19 2024-06-30 13F SALESFORCE COM 79466L302 30,031 3,580 13.53 7,721 -3.09 0.0820
2024-05-14 2024-03-31 13F SALESFORCE COM 79466L302 26,451 4,553 20.79 7,967 38.25 0.0931
2024-02-28 2023-12-31 13F SALESFORCE COM 79466L302 21,898 1,930 9.67 5,762 42.31 0.0735
2023-11-24 2023-09-30 13F SALESFORCE COM 79466L302 19,968 -1,025,458 -98.09 4,049 -29.26 0.0628
2023-08-14 2023-06-30 13F SALESFORCE COM 79466L302 1,045,426 1,043,421 52,040.95 5,725 2,421.59 0.0825
2023-06-05 2023-03-31 13F SALESFORCE COM 79466L302 2,005 -10,009 -83.31 228 -85.74 0.0039
2023-06-12 2022-12-31 13F SALESFORCE COM 79466L302 12,014 12,014 1,593 0.0287
2022-12-02 2022-09-30 13F SALESFORCE COM 79466L302 0 -9,237 -100.00 0 -100.00
2022-08-11 2022-06-30 13F SALESFORCE COM 79466L302 9,237 1,778 23.84 1,524 -3.79 0.0343
2022-05-20 2022-03-31 13F SALESFORCE COM COM 79466L302 7,459 -155 -2.04 1,584 -18.14 0.0348
2022-02-17 2021-12-31 13F SALESFORCE COM COM 79466L302 7,614 1,686 28.44 1,935 20.34 0.0457
2021-11-23 2021-09-30 13F/A-1 SALESFORCE COM COM 79466L302 5,928 1,724 41.01 1,608 56.57 0.0441
2021-11-16 2021-09-30 13F SALESFORCE COM COM 79466L302 59,080 54,876 1,608 0.0441
2021-08-24 2021-06-30 13F SALESFORCE COM COM 79466L302 4,204 51 1.23 1,027 16.70 0.0285
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 4,153 2,476 147.64 880 135.92 0.0280
2021-02-18 2020-12-31 13F SALESFORCE COM COM 79466L302 1,677 -83 -4.72 373 -15.61 0.0131
2020-11-17 2020-09-30 13F SALESFORCE COM COM 79466L302 1,760 -5,853 -76.88 442 -69.00 0.0190
2020-08-14 2020-06-30 13F SALESFORCE COM COM 79466L302 7,613 -119 -1.54 1,426 28.12 0.0609
2020-05-18 2020-03-31 13F SALESFORCE COM COM 79466L302 7,732 -1,420 -15.52 1,113 -25.20 0.0545
2020-02-14 2019-12-31 13F SALESFORCE COM COM 79466L302 9,152 -187 -2.00 1,488 7.36 0.0613
2019-11-18 2019-09-30 13F SALESFORCE COM COM 79466L302 9,339 6,812 269.57 1,386 261.88 0.0687
2019-08-27 2019-06-30 13F SALESFORCE COM COM 79466L302 2,527 472 22.97 383 17.85 0.0239
2019-05-20 2019-03-31 13F SALESFORCE COM COM 79466L302 2,055 241 13.29 325 31.05 0.0312
2019-02-15 2018-12-31 13F SALESFORCE COM COM 79466L302 1,814 -225 -11.03 248 -23.46 0.0191
2018-11-15 2018-09-30 13F SALESFORCE COM COM 79466L302 2,039 2,039 324 0.0253
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.