Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionLinscomb & Williams, Inc.
Latest Disclosed Ownership13,531 shares
Latest Disclosed Value $ 2,525,848
Linscomb & Williams, Inc. reports 22.06% decrease in ownership of CRM / Salesforce, Inc.

On May 11, 2026 - Linscomb & Williams, Inc. filed a 13F-HR form disclosing ownership of 13,531 shares of Salesforce, Inc. (MX:CRM) valued at $2,525,848 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 17,360 shares of Salesforce, Inc.. This represents a change in shares of -22.06% 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)
2026-05-11 2026-03-31 13F SALESFORCE COM 79466L302 13,531 -3,829 -22.06 2,526 -45.08 0.1124
2026-02-10 2025-12-31 13F SALESFORCE COM 79466L302 17,360 172 1.00 4,599 12.89 0.1931
2025-11-05 2025-09-30 13F SALESFORCE COM 79466L302 17,188 696 4.22 4,074 -9.43 0.1755
2025-08-04 2025-06-30 13F SALESFORCE COM 79466L302 16,492 530 3.32 4,497 5.00 0.2067
2025-05-12 2025-03-31 13F SALESFORCE COM 79466L302 15,962 90 0.57 4,283 -19.28 0.2133
2025-02-05 2024-12-31 13F SALESFORCE COM 79466L302 15,872 329 2.12 5,306 24.73 0.2642
2024-11-06 2024-09-30 13F SALESFORCE COM 79466L302 15,543 -515 -3.21 4,254 3.05 0.2109
2024-08-07 2024-06-30 13F SALESFORCE COM 79466L302 16,058 154 0.97 4,129 -13.80 0.2136
2024-05-14 2024-03-31 13F SALESFORCE COM 79466L302 15,904 23 0.14 4,790 14.62 0.2464
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 15,881 -267 -1.65 4,179 27.61 0.2300
2023-10-10 2023-09-30 13F SALESFORCE COM 79466L302 16,148 -580 -3.47 3,274 -7.33 0.1915
2023-08-09 2023-06-30 13F SALESFORCE COM 79466L302 16,728 -200 -1.18 3,534 4.50 0.1907
2023-05-11 2023-03-31 13F SALESFORCE COM 79466L302 16,928 47 0.28 3,382 51.07 0.1774
2023-02-14 2022-12-31 13F SALESFORCE COM 79466L302 16,881 266 1.60 2,238 -6.36 0.1136
2022-11-09 2022-09-30 13F SALESFORCE COM 79466L302 16,615 446 2.76 2,390 -10.45 0.1451
2022-08-15 2022-06-30 13F SALESFORCE COM 79466L302 16,169 -463 -2.78 2,669 -24.43 0.1530
2022-05-17 2022-03-31 13F SALESFORCE COM COM 79466L302 16,632 398 2.45 3,532 -14.40 0.1687
2022-02-10 2021-12-31 13F SALESFORCE COM COM 79466L302 16,234 682 4.39 4,126 -2.18 0.1970
2021-11-03 2021-09-30 13F SALESFORCE COM COM 79466L302 15,552 1,337 9.41 4,218 21.49 0.2174
2021-08-10 2021-06-30 13F SALESFORCE COM COM 79466L302 14,215 824 6.15 3,472 22.38 0.1778
2021-05-12 2021-03-31 13F SALESFORCE COM COM 79466L302 13,391 307 2.35 2,837 -2.58 0.1543
2021-02-11 2020-12-31 13F SALESFORCE COM COM 79466L302 13,084 165 1.28 2,912 -10.32 0.1740
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 12,919 293 2.32 3,247 37.29 0.2236
2020-08-11 2020-06-30 13F SALESFORCE COM COM 79466L302 12,626 4,104 48.16 2,365 92.75 0.1730
2020-05-11 2020-03-31 13F SALESFORCE COM COM 79466L302 8,522 1,670 24.37 1,227 10.14 0.1084
2020-02-13 2019-12-31 13F SALESFORCE COM COM 79466L302 6,852 353 5.43 1,114 15.44 0.0727
2019-11-08 2019-09-30 13F SALESFORCE COM COM 79466L302 6,499 441 7.28 965 5.01 0.0776
2019-08-06 2019-06-30 13F SALESFORCE COM COM 79466L302 6,058 -138 -2.23 919 -6.32 0.0754
2019-05-09 2019-03-31 13F SALESFORCE COM COM 79466L302 6,196 93 1.52 981 17.34 0.0826
2019-02-08 2018-12-31 13F SALESFORCE COM COM 79466L302 6,103 692 12.79 836 -2.90 0.0790
2018-11-08 2018-09-30 13F SALESFORCE COM COM 79466L302 5,411 -46 -0.84 861 15.73 0.0707
2018-08-07 2018-06-30 13F SALESFORCE COM COM 79466L302 5,457 869 18.94 744 39.33 0.0632
2018-05-04 2018-03-31 13F SALESFORCE COM COM 79466L302 4,588 354 8.36 534 23.33 0.0454
2018-02-02 2017-12-31 13F SALESFORCE COM COM 79466L302 4,234 -133 -3.05 433 6.13 0.0356
2017-10-27 2017-09-30 13F SALESFORCE COM COM 79466L302 4,367 180 4.30 408 12.40 0.0350
2017-08-15 2017-06-30 13F SALESFORCE COM COM 79466L302 4,187 104 2.55 363 7.72 0.0325
2017-04-28 2017-03-31 13F SALESFORCE COM COM 79466L302 4,083 290 7.65 337 29.62 0.0305
2017-02-07 2016-12-31 13F SALESFORCE COM COM 79466L302 3,793 3,793 260 0.0242
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.