Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionPrudential Financial Inc
Prudential Financial Inc ownership in CRM / Salesforce, Inc.
Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2013-02-06 2013-02-06 13G/A
2012-02-14 2012-02-14 13G/A 8,455,101 6.20

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

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)
2026-05-13 2026-03-31 13F SALESFORCE COM 79466L302 790,846 -153,192 -16.23 147,627 -40.97 0.1022
2026-02-13 2025-12-31 13F SALESFORCE COM 79466L302 944,038 -170,531 -15.30 250,085 -5.33 0.3020
2025-11-13 2025-09-30 13F SALESFORCE COM 79466L302 1,114,569 -186,529 -14.34 264,153 -25.55 0.3139
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 1,301,098 126,926 10.81 354,796 12.60 0.4584
2025-05-13 2025-03-31 13F SALESFORCE COM 79466L302 1,174,172 -28,312 -2.35 315,101 -21.62 0.4489
2025-02-11 2024-12-31 13F SALESFORCE COM 79466L302 1,202,484 -49,228 -3.93 402,026 17.34 0.5511
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 1,251,712 27,254 2.23 342,606 8.83 0.4827
2024-08-13 2024-06-30 13F SALESFORCE COM 79466L302 1,224,458 -129,393 -9.56 314,808 -22.79 0.4726
2024-05-14 2024-03-31 13F SALESFORCE COM 79466L302 1,353,851 -231,856 -14.62 407,753 -1.82 0.5741
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 1,585,707 -150,262 -8.66 415,291 17.97 0.6274
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 1,735,969 79,989 4.83 352,021 0.62 0.5524
2023-08-11 2023-06-30 13F SALESFORCE COM 79466L302 1,655,980 68,614 4.32 349,842 25.64 0.5095
2023-05-12 2023-03-31 13F SALESFORCE COM 79466L302 1,587,366 490,166 44.67 278,447 91.40 0.4360
2023-02-14 2022-12-31 13F SALESFORCE COM 79466L302 1,097,200 12,550 1.16 145,478 -8.09 0.2452
2022-11-04 2022-09-30 13F SALESFORCE COM 79466L302 1,084,650 46,054 4.43 158,274 -9.78 0.2683
2022-08-15 2022-06-30 13F SALESFORCE COM 79466L302 1,038,596 -60,839 -5.53 175,428 -24.85 0.2783
2022-05-13 2022-03-31 13F SALESFORCE COM COM 79466L302 1,099,435 -248,241 -18.42 233,433 -41.12 0.3102
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 1,347,676 -75,624 -5.31 396,473 5.84 0.4926
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 1,423,300 408,229 40.22 374,602 51.08 0.5228
2021-08-16 2021-06-30 13F SALESFORCE COM COM 79466L302 1,015,071 156,080 18.17 247,951 36.24 0.3411
2021-05-12 2021-03-31 13F SALESFORCE COM COM 79466L302 858,991 144,406 20.21 181,994 14.45 0.2726
2021-08-16 2020-12-31 13F/A-1 SALESFORCE COM COM 0222 79466L302 714,585 700,417 4,943.65 159,016 4,365.49 0.2673
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 714,585 700,417 159,016 0.2673
2021-08-05 2020-09-30 13F/A-1 SALESFORCE COM COM 79466L302 14,168 1,672 13.38 3,561 52.11 0.5146
2020-11-16 2020-09-30 13F SALESFORCE COM COM 79466L302 709,699 697,203 178,362 0.3365
2021-08-05 2020-06-30 13F/A-1 SALESFORCE COM COM 0187 79466L302 12,496 2,346 23.11 2,341 60.23 0.4334
2020-08-12 2020-06-30 13F SALESFORCE COM COM 79466L302 716,146 705,996 134,156 0.2583
2021-08-05 2020-03-31 13F/A-1 SALESFORCE COM COM 0143 79466L302 10,150 924 10.02 1,461 -2.66 0.3794
2020-05-12 2020-03-31 13F SALESFORCE COM COM 79466L302 845,669 836,443 121,760 0.2697
2021-08-05 2019-12-31 13F/A-1 SALESFORCE COM COM 0162 79466L302 9,226 3,589 63.67 1,501 79.33 0.3913
2020-02-11 2019-12-31 13F SALESFORCE COM COM 79466L302 837,839 832,202 136,266 0.2019
2021-08-05 2019-09-30 13F/A-1 SALESFORCE COM COM 0148 79466L302 5,637 556 10.94 837 8.56 0.2732
2019-11-13 2019-09-30 13F SALESFORCE COM COM 79466L302 799,679 794,598 118,704 0.1883
2021-08-05 2019-06-30 13F/A-1 SALESFORCE COM COM 79466L302 5,081 999 24.47 771 19.35 0.2677
2019-08-08 2019-06-30 13F SALESFORCE COM COM 79466L302 712,200 708,118 108,062 0.1684
2021-08-05 2019-03-31 13F/A-1 SALESFORCE COM COM 79466L302 4,082 2,159 112.27 646 145.63 0.2742
2019-05-15 2019-03-31 13F SALESFORCE COM COM 79466L302 711,306 709,383 112,650 0.1876
2021-08-05 2018-12-31 13F/A-1 SALESFORCE COM COM 79466L302 1,923 1,284 200.94 263 157.84 0.2130
2019-02-07 2018-12-31 13F SALESFORCE COM COM 79466L302 837,992 -12,217 114,780 0.2016
2021-09-01 2018-09-30 13F/A-1 SALESFORCE COM COM 0159 79466L302 639 295 85.76 102 117.02 0.1640
2018-11-07 2018-09-30 13F SALESFORCE COM COM 79466L302 850,209 849,865 135,209 0.1992
2021-09-01 2018-06-30 13F/A-1 SALESFORCE COM COM 79466L302 344 262 319.51 47 370.00 0.1685
2018-08-13 2018-06-30 13F SALESFORCE COM COM 79466L302 863,049 862,967 117,720 0.1760
2021-09-01 2018-03-31 13F/A-1 SALESFORCE COM COM 79466L302 82 -1,035,225 -99.99 10 -99.99 0.1303
2018-05-04 2018-03-31 13F SALESFORCE COM COM 79466L302 886,985 -148,322 103,156 0.1572
2018-02-13 2017-12-31 13F SALESFORCE COM COM 79466L302 1,035,307 96,275 10.25 105,839 20.65 0.1442
2017-11-02 2017-09-30 13F SALESFORCE COM COM 79466L302 939,032 27,783 3.05 87,724 11.16 0.1451
2017-08-07 2017-06-30 13F SALESFORCE COM COM 79466L302 911,249 12,516 1.39 78,914 6.44 0.1174
2017-05-10 2017-03-31 13F SALESFORCE COM COM 79466L302 898,733 19,240 2.19 74,136 23.13 0.1156
2017-02-07 2016-12-31 13F SALESFORCE COM COM 79466L302 879,493 -7,180 -0.81 60,210 -4.80 0.0968
2016-11-04 2016-09-30 13F SALESFORCE COM COM 79466L302 886,673 16,543 1.90 63,246 -8.47 0.1045
2016-08-09 2016-06-30 13F SALESFORCE COM COM 79466L302 870,130 47,350 5.75 69,097 13.75 0.1162
2016-05-09 2016-03-31 13F SALESFORCE COM COM 79466L302 822,780 6,100 0.75 60,745 -5.13 0.1087
2016-02-12 2015-12-31 13F SALESFORCE COM COM 79466L302 816,680 6,340 0.78 64,028 13.80 0.1159
2015-11-10 2015-09-30 13F SALESFORCE COM COM 79466L302 810,340 -13,490 -1.64 56,262 -1.92 0.1110
2015-08-06 2015-06-30 13F SALESFORCE COM COM 79466L302 823,830 50,180 6.49 57,363 10.98 0.1018
2015-05-01 2015-03-31 13F SALESFORCE COM COM 79466L302 773,650 14,950 1.97 51,688 14.86 0.0896
2015-02-06 2014-12-31 13F SALESFORCE COM COM 79466L302 758,700 -10,650 -1.38 44,999 1.67 0.0816
2014-11-12 2014-09-30 13F SALESFORCE COM COM 79466L302 769,350 -42,986 -5.29 44,261 -6.19 0.0833
2014-08-13 2014-06-30 13F SALESFORCE COM COM 79466L302 812,336 40,346 5.23 47,180 7.05 0.0832
2014-05-14 2014-03-31 13F SALESFORCE COM COM 79466L302 771,990 95,620 14.14 44,073 18.07 0.0820
2014-02-11 2013-12-31 13F SALESFORCE COM COM 79466L302 676,370 -21,340 -3.06 37,329 3.07 0.0741
2013-11-07 2013-09-30 13F SALESFORCE COM COM 79466L302 697,710 990 0.14 36,218 36.16 0.0770
2013-08-07 2013-06-30 13F SALESFORCE COM COM 79466L302 696,720 696,720 26,600 0.0589
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.