Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionMCF Advisors LLC
Latest Disclosed Ownership2,574 shares
Latest Disclosed Value $ 480,474
MCF Advisors LLC reports 165.09% increase in ownership of CRM / Salesforce, Inc.

On May 11, 2026 - MCF Advisors LLC filed a 13F-HR form disclosing ownership of 2,574 shares of Salesforce, Inc. (MX:CRM) valued at $480,474 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 971 shares of Salesforce, Inc.. This represents a change in shares of 165.09% 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 2,574 1,603 165.09 480 86.77 0.0210
2026-02-11 2025-12-31 13F SALESFORCE COM 79466L302 971 826 569.66 258 655.88 0.0142
2025-11-05 2025-09-30 13F SALESFORCE COM 79466L302 145 7 5.07 34 -8.11 0.0021
2025-07-15 2025-06-30 13F SALESFORCE COM 79466L302 138 44 46.81 38 48.00 0.0025
2025-05-06 2025-03-31 13F SALESFORCE COM 79466L302 94 -137 -59.31 25 -67.53 0.0018
2025-01-17 2024-12-31 13F SALESFORCE COM 79466L302 231 90 63.83 77 102.63 0.0054
2024-10-24 2024-09-30 13F SALESFORCE COM 79466L302 141 9 6.82 39 15.15 0.0027
2024-08-05 2024-06-30 13F SALESFORCE COM 79466L302 132 21 18.92 34 0.00 0.0026
2024-04-16 2024-03-31 13F SALESFORCE COM 79466L302 111 -55 -33.13 33 -23.26 0.0026
2024-02-01 2023-12-31 13F SALESFORCE COM 79466L302 166 47 39.50 44 79.17 0.0036
2023-10-19 2023-09-30 13F SALESFORCE COM 79466L302 119 23 23.96 24 20.00 0.0022
2023-07-24 2023-06-30 13F SALESFORCE COM 79466L302 96 11 12.94 20 25.00 0.0018
2023-04-18 2023-03-31 13F SALESFORCE COM 79466L302 85 1 1.19 17 45.45 0.0016
2023-01-31 2022-12-31 13F SALESFORCE COM 79466L302 84 -39 -31.71 11 -38.89 0.0011
2022-11-09 2022-09-30 13F SALESFORCE COM 79466L302 123 0 0.00 18 -10.00 0.0020
2022-08-11 2022-06-30 13F SALESFORCE COM 79466L302 123 -16 -11.51 20 -33.33 0.0021
2022-05-05 2022-03-31 13F SALESFORCE COM COM 79466L302 139 139 30 0.0028
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 0 -143 -100.00 0 -100.00
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 143 143 39 0.0039
2021-02-09 2020-12-31 13F SALESFORCE COM COM 79466L302 0 -164 -100.00 0 -100.00
2020-11-12 2020-09-30 13F SALESFORCE COM COM 79466L302 164 164 41 0.0054
2019-08-06 2019-06-30 13F SALESFORCE COM COM 79466L302 0 -85 -100.00 0 -100.00
2019-05-07 2019-03-31 13F SALESFORCE COM COM 79466L302 85 0 0.00 13 8.33 0.0022
2019-01-25 2018-12-31 13F SALESFORCE COM COM 79466L302 85 0 0.00 12 -14.29 0.0023
2018-10-24 2018-09-30 13F SALESFORCE COM COM 79466L302 85 85 14 0.0024
2017-10-30 2017-09-30 13F SALESFORCE COM COM 79466L302 0 -75 -100.00 0 -100.00
2017-07-25 2017-06-30 13F SALESFORCE COM COM 79466L302 75 75 6 0.0012
2016-11-10 2016-09-30 13F SALESFORCE COM COM 79466L302 0 -22 -100.00 0 -100.00
2016-08-11 2016-06-30 13F SALESFORCE COM COM 79466L302 22 22 0.00 2 0.0005
2014-11-03 2012-09-30 13F SALESFORCE COM COM 79466L302 0 0 0 0.0000
2014-10-31 2012-06-30 13F SALESFORCE COM COM 79466L302 0 -37 -100.00 0 -100.00
2014-10-31 2012-03-31 13F SALESFORCE COM COM 79466L302 37 0 0.00 2 0.00 0.0012
2014-11-03 2011-12-31 13F SALESFORCE COM COM 79466L302 37 37 2 0.0014
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.