Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionMonetary Management Group Inc
Latest Disclosed Ownership2,370 shares
Latest Disclosed Value $ 442,408
Monetary Management Group Inc reports 7.78% decrease in ownership of CRM / Salesforce, Inc.

On May 13, 2026 - Monetary Management Group Inc filed a 13F-HR form disclosing ownership of 2,370 shares of Salesforce, Inc. (MX:CRM) valued at $442,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 2,570 shares of Salesforce, Inc.. This represents a change in shares of -7.78% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-05-13 2026-03-31 13F Salesforce COM 79466L302 2,370 -200 -7.78 442 -35.00 0.1057
2026-02-11 2025-12-31 13F Salesforce COM 79466L302 2,570 -770 -23.05 681 -14.03 0.1574
2025-11-12 2025-09-30 13F Salesforce COM 79466L302 3,340 0 0.00 792 -13.08 0.1817
2025-08-14 2025-06-30 13F Salesforce COM 79466L302 3,340 0 0.00 911 1.56 0.2242
2025-05-14 2025-03-31 13F Salesforce COM 79466L302 3,340 100 3.09 896 -17.27 0.2422
2025-02-13 2024-12-31 13F Salesforce COM 79466L302 3,240 0 0.00 1,083 22.23 0.2815
2024-11-13 2024-09-30 13F Salesforce COM 79466L302 3,240 -125 -3.71 887 2.43 0.2279
2024-07-16 2024-06-30 13F Salesforce COM 79466L302 3,365 -675 -16.71 865 -28.87 0.2287
2024-05-13 2024-03-31 13F Salesforce COM 79466L302 4,040 1,765 77.58 1,217 103.34 0.3390
2024-02-14 2023-12-31 13F Salesforce.Com COM 79466L302 2,275 0 0.00 599 29.72 0.1867
2023-11-09 2023-09-30 13F Salesforce.Com COM 79466L302 2,275 325 16.67 461 12.17 0.1538
2023-08-11 2023-06-30 13F Salesforce.Com COM 79466L302 1,950 -1,250 -39.06 412 -35.68 0.1262
2023-05-11 2023-03-31 13F Salesforce.Com COM 79466L302 3,200 0 0.00 639 50.71 0.1881
2023-02-13 2022-12-31 13F Salesforce.Com COM 79466L302 3,200 -5,572 -63.52 424 -66.40 0.1325
2022-11-14 2022-09-30 13F Salesforce.Com COM 79466L302 8,772 -175 -1.96 1,262 -14.56 0.4159
2022-08-11 2022-06-30 13F Salesforce.Com COM 79466L302 8,947 -1,150 -11.39 1,477 -31.11 0.4630
2022-05-12 2022-03-31 13F Salesforce.Com COM 79466L302 10,097 -4,195 -29.35 2,144 -40.97 0.5679
2022-02-14 2021-12-31 13F Salesforce.Com COM 79466L302 14,292 -3,210 -18.34 3,632 -23.49 0.8986
2021-11-12 2021-09-30 13F Salesforce.Com COM 79466L302 17,502 -1,565 -8.21 4,747 1.93 1.3054
2021-08-12 2021-06-30 13F Salesforce.Com COM 79466L302 19,067 -300 -1.55 4,657 13.50 1.4035
2021-05-17 2021-03-31 13F Salesforce.Com COM 79466L302 19,367 -1,850 -8.72 4,103 -13.09 1.2906
2021-02-12 2020-12-31 13F Salesforce.Com COM 79466L302 21,217 8,977 73.34 4,721 53.48 1.5556
2020-11-12 2020-09-30 13F Salesforce.Com COM 79466L302 12,240 -800 -6.13 3,076 25.91 1.0959
2020-08-13 2020-06-30 13F Salesforce.Com COM 79466L302 13,040 1,100 9.21 2,443 42.12 0.9232
2020-05-14 2020-03-31 13F Salesforce.Com COM 79466L302 11,940 2,175 22.27 1,719 8.25 0.7608
2020-02-13 2019-12-31 13F Salesforce.Com COM 79466L302 9,765 -25 -0.26 1,588 9.29 0.5804
2019-11-12 2019-09-30 13F Salesforce.Com COM 79466L302 9,790 0 0.00 1,453 -2.15 0.5501
2019-08-13 2019-06-30 13F Salesforce.Com COM 79466L302 9,790 3,480 55.15 1,485 48.65 0.5703
2019-05-14 2019-03-31 13F Salesforce.Com COM 79466L302 6,310 0 0.00 999 15.63 0.3955
2019-02-13 2018-12-31 13F Salesforce.Com COM 79466L302 6,310 6,310 864 0.3904
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.