Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionResources Management Corp /ct/ /adv
Latest Disclosed Ownership13,904 shares
Latest Disclosed Value $ 2,595
Resources Management Corp /ct/ /adv reports 13.36% increase in ownership of CRM / Salesforce, Inc.

On May 15, 2026 - Resources Management Corp /ct/ /adv filed a 13F-HR form disclosing ownership of 13,904 shares of Salesforce, Inc. (MX:CRM) valued at $2,595 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 12,265 shares of Salesforce, Inc.. This represents a change in shares of 13.36% 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 Ordinary Share 79466L302 13,904 1,639 13.36 3 -33.33 0.3445
2026-02-13 2025-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 12,265 184 1.52 3 50.00 0.4209
2025-11-14 2025-09-30 13F/A-1 SALESFORCE.COM Ordinary Share 79466L302 12,081 2,597 27.38 3 0.00 0.3700
2025-11-14 2025-09-30 13F GOLDMAN SACHS GROUP Ordinary Share 79466L302 737 -8,747 1 0.0758
2025-08-15 2025-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 9,484 2,188 29.99 3 100.00 0.3512
2025-05-16 2025-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 7,296 1,689 30.12 2 0.00 0.2753
2025-02-14 2024-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 5,607 -400 -6.66 2 0.00 0.2559
2024-11-15 2024-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 6,007 65 1.09 2 0.00 0.2218
2024-08-14 2024-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 5,942 323 5.75 2 0.00 0.2224
2024-05-15 2024-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 5,619 -2,500 -30.79 2 -50.00 0.2473
2024-02-14 2023-12-31 13F/A-1 SALESFORCE.COM Ordinary Share 79466L302 8,119 31 0.38 2 100.00 0.3173
2024-02-14 2023-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 263 2
2023-11-16 2023-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 8,088 97 1.21 2 0.00 0.2670
2023-08-16 2023-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 7,991 7,988 266,266.67 2 0.2634
2023-05-11 2023-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 3 -9,228 -99.97 0 -100.00
2023-02-08 2022-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 9,231 -1,092 -10.58 1 -99.93 0.1933
2022-11-15 2022-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 10,323 169 1.66 1,485 -11.40 0.2562
2022-08-10 2022-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 10,154 435 4.48 1,676 -18.80 0.2708
2022-05-20 2022-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 9,719 210 2.21 2,064 -14.60 0.2884
2022-02-04 2021-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 9,509 606 6.81 2,417 0.08 0.3145
2021-11-12 2021-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 8,903 60 0.68 2,415 11.81 0.3472
2021-08-10 2021-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 8,843 848 10.61 2,160 27.51 0.3034
2021-05-13 2021-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 7,995 2,322 40.93 1,694 34.23 0.2561
2021-02-16 2020-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 5,673 5,207 1,117.38 1,262 978.63 0.2030
2020-11-12 2020-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 466 0 0.00 117 34.48 0.0211
2020-08-11 2020-06-30 13F SALESFORCE.COM Ordinary Share 79466L302 466 0 0.00 87 29.85 0.0166
2020-05-04 2020-03-31 13F SALESFORCE.COM Ordinary Share 79466L302 466 16 3.56 67 -8.22 0.0149
2020-02-13 2019-12-31 13F SALESFORCE.COM Ordinary Share 79466L302 450 0 0.00 73 8.96 0.0126
2019-12-04 2019-09-30 13F SALESFORCE.COM Ordinary Share 79466L302 450 150 50.00 67 63.41 0.0124
2019-02-21 2018-12-31 13F SALESFORCE.COM Ordinary Shares 79466L302 300 0 0.00 41 -12.77 0.0091
2018-11-15 2018-09-30 13F SALESFORCE.COM Ordinary Shares 79466L302 300 300 47 0.0086
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.