Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionPflug Koory, LLC
Latest Disclosed Ownership85 shares
Latest Disclosed Value $ 15,867
Pflug Koory, LLC ownership in CRM / Salesforce, Inc.

On April 21, 2026 - Pflug Koory, LLC filed a 13F-HR form disclosing ownership of 85 shares of Salesforce, Inc. (MX:CRM) valued at $15,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 85 shares of Salesforce, Inc.. This represents a change in shares of 0.00% 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)
2026-04-21 2026-03-31 13F SALESFORCE COM 79466L302 85 0 0.00 16 -31.82 0.0073
2026-01-20 2025-12-31 13F SALESFORCE COM 79466L302 85 0 0.00 23 10.00 0.0105
2025-10-21 2025-09-30 13F SALESFORCE COM 79466L302 85 -53 -38.41 20 -45.95 0.0096
2025-07-21 2025-06-30 13F SALESFORCE COM 79466L302 138 0 0.00 38 0.00 0.0191
2025-04-17 2025-03-31 13F SALESFORCE COM 79466L302 138 0 0.00 37 -19.57 0.0206
2025-01-21 2024-12-31 13F SALESFORCE COM 79466L302 138 0 0.00 46 24.32 0.0234
2025-01-15 2024-09-30 13F SALESFORCE COM 79466L302 138 0 0.00 38 -9.76 0.0186
2024-04-11 2024-03-31 13F SALESFORCE COM 79466L302 138 0 0.00 42 13.89 0.0204
2024-01-11 2023-12-31 13F SALESFORCE COM 79466L302 138 -7 -4.83 36 24.14 0.0192
2023-10-30 2023-09-30 13F SALESFORCE COM 79466L302 145 0 0.00 29 -3.33 0.0170
2023-07-21 2023-06-30 13F SALESFORCE COM 79466L302 145 0 0.00 31 7.14 0.0156
2023-04-20 2023-03-31 13F SALESFORCE COM 79466L302 145 0 0.00 29 0.0157
2023-01-18 2022-12-31 13F SALESFORCE COM 79466L302 145 0 0.00 0 -100.00 0.0106
2022-10-11 2022-09-30 13F SALESFORCE COM 79466L302 145 56 62.92 21 40.00 0.0128
2022-08-01 2022-06-30 13F SALESFORCE COM 79466L302 89 0 0.00 15 -21.05 0.0087
2022-04-14 2022-03-31 13F SALESFORCE COM COM 79466L302 89 0 0.00 19 -17.39 0.0096
2022-01-20 2021-12-31 13F SALESFORCE COM COM 79466L302 89 0 0.00 23 -4.17 0.0116
2021-10-19 2021-09-30 13F SALESFORCE COM COM 79466L302 89 9 11.25 24 20.00 0.0131
2021-07-14 2021-06-30 13F SALESFORCE COM COM 79466L302 80 0 0.00 20 17.65 0.0105
2021-07-13 2021-03-31 13F SALESFORCE COM COM 79466L302 80 0 0.00 17 -5.56 0.0094
2021-01-14 2020-12-31 13F SALESFORCE COM COM 79466L302 80 0 0.00 18 -10.00 0.0107
2020-10-20 2020-09-30 13F SALESFORCE COM COM 79466L302 80 0 0.00 20 33.33 0.0135
2020-07-30 2020-06-30 13F SALESFORCE COM COM 79466L302 80 0 0.00 15 25.00 0.0111
2020-04-24 2020-03-31 13F SALESFORCE COM COM 79466L302 80 0 0.00 12 -7.69 0.0107
2020-01-14 2019-12-31 13F SALESFORCE COM COM 79466L302 80 20 33.33 13 44.44 0.0092
2019-10-15 2019-09-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 9 0.00 0.0068
2019-08-02 2019-06-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 9 -10.00 0.0069
2019-04-11 2019-03-31 13F SALESFORCE COM COM 79466L302 60 0 0.00 10 25.00 0.0078
2019-01-24 2018-12-31 13F SALESFORCE COM COM 79466L302 60 0 0.00 8 -20.00 0.0068
2018-11-06 2018-09-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 10 25.00 0.0081
2018-08-13 2018-06-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 8 14.29 0.0063
2018-08-13 2018-03-31 13F SALESFORCE COM COM 79466L302 60 0 0.00 7 16.67 0.0058
2018-08-13 2017-12-31 13F SALESFORCE COM COM 79466L302 60 0 0.00 6 0.00 0.0047
2018-08-13 2017-09-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 6 20.00 0.0049
2018-08-13 2017-06-30 13F SALESFORCE COM COM 79466L302 60 0 0.00 5 0.00 0.0042
2018-08-13 2017-03-31 13F SALESFORCE COM COM 79466L302 60 0 0.00 5 25.00 0.0044
2018-08-13 2016-12-31 13F SALESFORCE COM COM 79466L302 60 60 4 0.0034
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.