Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionMorgan Stanley
Latest Disclosed Ownership31,675,603 shares
Latest Disclosed Value $ 5,912,885,243
Morgan Stanley reports 66.63% increase in ownership of CRM / Salesforce, Inc.

On May 15, 2026 - Morgan Stanley filed a 13F-HR form disclosing ownership of 31,675,603 shares of Salesforce, Inc. (MX:CRM) valued at $5,912,885,243 USD as of March 31, 2026. The entity filed a previous 13F-HR/A on May 27, 2026 disclosing 19,009,146 shares of Salesforce, Inc.. This represents a change in shares of 66.63% 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)
2026-05-15 2026-03-31 13F SALESFORCE COM 79466L302 31,675,603 12,666,457 66.63 5,912,885 17.42 0.3562
2026-05-27 2025-12-31 13F/A-1 SALESFORCE COM 79466L302 19,009,146 -180,763 -0.94 5,035,714 10.72 0.3006
2026-02-13 2025-12-31 13F SALESFORCE COM 79466L302 19,009,146 -180,763 5,035,714 0.3006
2026-05-27 2025-09-30 13F/A-1 SALESFORCE COM 79466L302 19,189,909 -1,266,565 -6.19 4,548,009 -18.47 0.2754
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 19,189,909 -1,266,565 4,548,009 0.2754
2025-08-15 2025-06-30 13F SALESFORCE COM 79466L302 20,456,474 195,944 0.97 5,578,277 2.60 0.3634
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 20,260,530 1,082,983 5.65 5,437,116 -15.20 0.3888
2025-05-15 2024-12-31 13F/A-1 SALESFORCE COM 79466L302 19,177,547 -51,410 -0.27 6,411,630 21.82 0.4492
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 19,177,547 -51,410 6,411,630 0.4492
2025-05-14 2024-09-30 13F/A-2 SALESFORCE COM 79466L302 19,228,957 -223,544 -1.15 5,263,158 5.24 0.3816
2025-02-14 2024-09-30 13F/A-1 SALESFORCE COM 79466L302 19,228,957 -223,544 5,263,158 0.3816
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 19,228,957 -223,544 5,263,158 0.3816
2025-05-14 2024-06-30 13F/A-2 SALESFORCE COM 79466L302 19,452,501 -538,415 -2.69 5,001,239 -16.93 0.3870
2024-10-17 2024-06-30 13F/A-1 SALESFORCE COM 79466L302 19,452,501 -538,415 5,001,239 0.3869
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 19,452,501 -538,415 5,001,239 0.3870
2024-10-17 2024-03-31 13F/A-2 SALESFORCE COM 79466L302 19,990,916 -191,997 -0.95 6,020,865 13.37 0.4831
2024-08-16 2024-03-31 13F/A-1 SALESFORCE COM 79466L302 19,990,916 -191,997 6,020,865 0.0566
2024-05-15 2024-03-31 13F SALESFORCE COM 79466L302 19,990,916 -191,997 6,020,865 0.4831
2024-08-16 2023-12-31 13F/A-1 SALESFORCE COM 79466L302 20,182,913 2,480,904 14.01 5,310,932 47.95 0.4680
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 20,182,913 2,480,904 5,310,932 0.4680
2023-11-15 2023-09-30 13F SALESFORCE COM 79466L302 17,702,009 -1,856,950 -9.49 3,589,614 -13.13 0.3650
2023-08-14 2023-06-30 13F SALESFORCE COM 79466L302 19,558,959 896,395 4.80 4,132,026 10.83 0.4072
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 18,662,564 -341,272 -1.80 3,728,408 47.97 0.3998
2023-02-14 2022-12-31 13F SALESFORCE COM 79466L302 19,003,836 149,012 0.79 2,519,719 -7.09 0.2862
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 18,854,824 -215,993 -1.13 2,712,076 -13.83 0.3696
2022-10-27 2022-06-30 13F/A-1 SALESFORCE COM 79466L302 19,070,817 2,381,298 14.27 3,147,448 -11.18 0.4085
2022-08-15 2022-06-30 13F SALESFORCE COM 79466L302 19,070,817 2,381,298 3,147,448 0.4085
2022-10-27 2022-03-31 13F/A-1 SALESFORCE COM COM 79466L302 16,689,519 1,589,132 10.52 3,543,518 -7.66 0.4779
2022-05-13 2022-03-31 13F SALESFORCE COM COM 79466L302 16,689,519 1,589,132 3,543,518 0.4779
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 15,100,387 -100,885 -0.66 3,837,460 -6.92 0.4738
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 15,201,272 -1,362,625 -8.23 4,122,889 1.90 0.5553
2021-08-23 2021-06-30 13F/A-1 SALESFORCE COM COM 79466L302 16,563,897 2,787,393 20.23 4,046,065 38.62 0.5337
2021-08-16 2021-06-30 13F SALESFORCE COM COM 79466L302 16,563,897 2,787,393 4,046,065 0.1109
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 13,776,504 -110,196 -0.79 2,918,828 -5.55 0.4288
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 13,886,700 1,680,084 13.76 3,090,207 0.73 0.4773
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 12,206,616 1,118,889 10.09 3,067,766 47.70 0.5934
2020-08-14 2020-06-30 13F SALESFORCE COM COM 79466L302 11,087,727 253,376 2.34 2,077,063 33.15 0.4597
2020-05-26 2020-03-31 13F/A-1 SALESFORCE COM COM 79466L302 10,834,351 278,879 2.64 1,559,929 -9.13 0.4239
2020-05-15 2020-03-31 13F SALESFORCE COM COM 79466L302 10,834,351 278,879 1,559,929 119,835.0662
2020-02-14 2019-12-31 13F SALESFORCE COM COM 79466L302 10,555,472 1,403,459 15.33 1,716,742 26.37 0.3992
2019-11-14 2019-09-30 13F SALESFORCE COM COM 79466L302 9,152,013 -2,005,445 -17.97 1,358,526 -19.75 0.3596
2019-08-14 2019-06-30 13F SALESFORCE COM COM 79466L302 11,157,458 -2,209,993 -16.53 1,692,922 -20.03 0.4506
2019-05-15 2019-03-31 13F SALESFORCE COM COM 79466L302 13,367,451 -2,945,643 -18.06 2,117,003 -5.25 0.5993
2019-02-14 2018-12-31 13F SALESFORCE COM COM 79466L302 16,313,094 1,520,775 10.28 2,234,404 -5.02 0.6686
2019-04-23 2018-09-30 13F/A-2 SALESFORCE COM COM 79466L302 14,792,319 296,317 2.04 2,352,421 18.97 0.5888
2018-11-20 2018-09-30 13F/A-1 SALESFORCE COM COM 79466L302 14,792,319 0 2,352,421 0.5888
2018-11-14 2018-09-30 13F SALESFORCE COM COM 79466L302 14,792,319 296,317 2,352,421
2019-04-23 2018-06-30 13F/A-1 SALESFORCE COM COM 79466L302 14,496,002 214,578 1.50 1,977,256 19.05 0.5342
2018-08-14 2018-06-30 13F SALESFORCE COM COM 79466L302 14,496,002 214,578 1,977,256
2019-04-23 2018-03-31 13F/A-1 SALESFORCE COM COM 79466L302 14,281,424 -378,572 -2.58 1,660,929 10.83 0.4610
2018-05-14 2018-03-31 13F SALESFORCE COM COM 79466L302 14,281,424 -378,572 1,660,929
2019-04-23 2017-12-31 13F/A-1 SALESFORCE COM COM 79466L302 14,659,996 -926,487 -5.94 1,498,691 2.93 0.4102
2018-02-14 2017-12-31 13F SALESFORCE COM COM 79466L302 14,659,996 -926,487 1,498,691
2017-11-14 2017-09-30 13F SALESFORCE COM COM 79466L302 15,586,483 -458,566 -2.86 1,456,091 4.79 0.4361
2017-08-11 2017-06-30 13F SALESFORCE COM COM 79466L302 16,045,049 586,640 3.79 1,389,502 8.97 0.4198
2017-05-22 2017-03-31 13F/A-1 SALESFORCE COM COM 79466L302 15,458,409 319,907 2.11 1,275,166 23.04 0.3919
2017-05-12 2017-03-31 13F SALESFORCE COM COM 79466L302 15,458,409 1,275,166
2017-02-22 2016-12-31 13F/A-1 SALESFORCE COM COM 79466L302 15,138,502 101,950 0.68 1,036,382 -3.37 0.3392
2017-02-13 2016-12-31 13F SALESFORCE COM COM 79466L302 15,138,502 1,036,382
2016-11-10 2016-09-30 13F SALESFORCE COM COM 79466L302 15,036,552 729,106 5.10 1,072,555 -5.60 0.3663
2016-08-12 2016-06-30 13F SALESFORCE COM COM 79466L302 14,307,446 3,761,675 35.67 1,136,155 45.92 0.4104
2016-05-12 2016-03-31 13F SALESFORCE COM COM 79466L302 10,545,771 -634,802 -5.68 778,595 -11.18 0.2996
2016-02-09 2015-12-31 13F SALESFORCE COM COM 79466L302 11,180,573 1,728,707 18.29 876,557 33.57 0.3173
2016-02-08 2015-09-30 13F/A-1 SALESFORCE COM COM 79466L302 9,451,866 -53,975 -0.57 656,243 -0.85 0.2425
2015-11-09 2015-09-30 13F SALESFORCE COM COM 79466L302 9,451,866 656,243
2015-08-12 2015-06-30 13F SALESFORCE COM COM 79466L302 9,505,841 -545,764 -5.43 661,892 -1.44 0.2294
2015-05-14 2015-03-31 13F SALESFORCE COM COM 79466L302 10,051,605 69,037 0.69 671,547 13.42 0.2473
2015-02-13 2014-12-31 13F SALESFORCE COM COM 79466L302 9,982,568 574,420 6.11 592,067 9.39 0.2165
2014-12-16 2014-09-30 13F/A-1 SALESFORCE COM COM 79466L302 9,408,148 228,983 2.49 541,252 3.28 0.2081
2014-11-14 2014-09-30 13F SALESFORCE COM COM 79466L302 9,408,148 541,252
2014-05-13 2014-03-31 13F SALESFORCE COM COM 79466L302 9,179,165 1,493,894 19.44 524,039 23.55 0.2194
2014-02-13 2013-12-31 13F SALESFORCE COM COM 79466L302 7,685,271 726,418 10.44 424,150 17.42 0.1804
2013-11-13 2013-09-30 13F SALESFORCE COM INC COM ST COM 79466L302 6,958,853 -6,363,065 -47.76 361,234 -28.98 0.1708
2013-08-08 2013-06-30 13F SALESFORCE COM INC COM ST COM 79466L302 13,321,918 13,321,918 508,630 0.2566
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.