Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionPlimoth Trust Co Llc
Latest Disclosed Ownership25,956 shares
Latest Disclosed Value $ 4,845,206
Plimoth Trust Co Llc reports 11.60% increase in ownership of CRM / Salesforce, Inc.

On April 27, 2026 - Plimoth Trust Co Llc filed a 13F-HR form disclosing ownership of 25,956 shares of Salesforce, Inc. (MX:CRM) valued at $4,845,206 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 23,259 shares of Salesforce, Inc.. This represents a change in shares of 11.60% 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)
2026-04-27 2026-03-31 13F Salesforce Com 79466L302 25,956 2,697 11.60 4,845 -21.36 1.0830
2026-01-27 2025-12-31 13F Salesforce Com 79466L302 23,259 2,303 10.99 6,162 24.06 1.3728
2025-10-17 2025-09-30 13F Salesforce Com 79466L302 20,956 2,091 11.08 4,967 -3.46 1.1247
2025-07-22 2025-06-30 13F Salesforce Com 79466L302 18,865 568 3.10 5,144 4.77 1.2336
2025-04-21 2025-03-31 13F Salesforce Com 79466L302 18,297 -4,456 -19.58 4,910 -35.45 1.2791
2025-01-23 2024-12-31 13F Salesforce Com 79466L302 22,753 -261 -1.13 7,607 20.77 1.9536
2024-10-21 2024-09-30 13F Salesforce Com 79466L302 23,014 172 0.75 6,299 7.27 1.5870
2024-07-23 2024-06-30 13F Salesforce Com 79466L302 22,842 699 3.16 5,873 -11.95 1.5669
2024-04-18 2024-03-31 13F Salesforce Com 79466L302 22,143 496 2.29 6,669 17.08 1.7769
2024-01-26 2023-12-31 13F Salesforce Com 79466L302 21,647 -33 -0.15 5,696 29.57 1.6437
2023-10-20 2023-09-30 13F Salesforce Com 79466L302 21,680 -1,250 -5.45 4,396 -9.25 1.3768
2023-07-24 2023-06-30 13F Salesforce Com 79466L302 22,930 -330 -1.42 4,844 4.26 1.4491
2023-04-26 2023-03-31 13F Salesforce Com 79466L302 23,260 -1,895 -7.53 4,647 154,766.67 1.4419
2023-01-19 2022-12-31 13F Salesforce Com 79466L302 25,155 1,489 6.29 3 -99.91 1.0759
2022-10-18 2022-09-30 13F Salesforce Com 79466L302 23,666 775 3.39 3,404 -9.90 1.1766
2022-07-15 2022-06-30 13F Salesforce Com 79466L302 22,891 2,102 10.11 3,778 -14.41 1.1917
2022-04-25 2022-03-31 13F Salesforce Com 79466L302 20,789 1,715 8.99 4,414 -8.95 1.1726
2022-01-27 2021-12-31 13F Salesforce.Com Com 79466L302 19,074 2,576 15.61 4,848 8.34 1.2292
2021-10-22 2021-09-30 13F Salesforce.Com Com 79466L302 16,498 57 0.35 4,475 11.43 1.2652
2021-07-20 2021-06-30 13F Salesforce.Com Com 79466L302 16,441 1,067 6.94 4,016 23.30 1.1272
2021-04-14 2021-03-31 13F Salesforce.Com Com 79466L302 15,374 1,629 11.85 3,257 6.47 0.9611
2021-01-22 2020-12-31 13F Salesforce.Com Com 79466L302 13,745 2,100 18.03 3,059 4.51 0.9553
2020-10-27 2020-09-30 13F Salesforce.Com Com 79466L302 11,645 2,865 32.63 2,927 77.93 0.9816
2020-07-20 2020-06-30 13F Salesforce.Com Com 79466L302 8,780 3,845 77.91 1,645 131.36 0.5850
2020-04-22 2020-03-31 13F Salesforce.Com Com 79466L302 4,935 590 13.58 711 0.57 0.2982
2020-01-29 2019-12-31 13F Salesforce.Com Com 79466L302 4,345 415 10.56 707 21.06 0.2286
2019-10-28 2019-09-30 13F Salesforce.Com Com 79466L302 3,930 860 28.01 584 25.32 0.1915
2019-08-05 2019-06-30 13F Salesforce.Com Com 79466L302 3,070 1,620 111.72 466 102.61 0.1533
2019-04-19 2019-03-31 13F Salesforce.Com Com 79466L302 1,450 -880 -37.77 230 -27.90 0.0765
2019-01-25 2018-12-31 13F Salesforce.Com Com 79466L302 2,330 105 4.72 319 -9.89 0.1176
2018-12-13 2018-09-30 13F Salesforce.Com Com 79466L302 2,225 40 1.83 354 18.79 0.1147
2018-12-12 2018-06-30 13F Salesforce.Com Com 79466L302 2,185 265 13.80 298 33.63 0.1021
2018-12-21 2018-03-31 13F Salesforce.Com Com 79466L302 1,920 1,920 223 0.0770
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.