Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
PREZZO DELLE AZIONI
SecurityDE:FOO / Salesforce, Inc.
InstitutionModern Wealth Management, LLC
Latest Disclosed Ownership5,331 shares
Latest Disclosed Value $ 992,707
Modern Wealth Management, LLC reports 83.38% increase in ownership of FOO / Salesforce, Inc.

On May 14, 2026 - Modern Wealth Management, LLC filed a 13F-HR form disclosing ownership of 5,331 shares of Salesforce, Inc. (DE:FOO) valued at $860,637 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 2,907 shares of Salesforce, Inc.. This represents a change in shares of 83.38% during the quarter. The current value of the position is $871,618 USD.

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)
2026-05-14 2026-03-31 13F SALESFORCE COM 79466L302 5,331 2,424 83.38 993 28.83 0.0153
2026-02-17 2025-12-31 13F SALESFORCE COM 79466L302 2,907 304 11.68 770 25.00 0.0140
2025-11-12 2025-09-30 13F SALESFORCE COM 79466L302 2,603 -436 -14.35 617 -25.60 0.0122
2025-11-12 2025-06-30 13F/A-1 SALESFORCE COM 79466L302 3,039 289 10.51 829 12.20 0.0204
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 2,572 -178 701 0.0175
2025-06-02 2025-03-31 13F/A-1 SALESFORCE COM 79466L302 2,750 714 35.07 738 8.53 0.0236
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 2,751 715 738 0.0228
2025-05-30 2024-12-31 13F/A-3 SALESFORCE COM 79466L302 2,036 687 50.93 681 84.28 0.0255
2025-05-30 2024-12-31 13F/A-1 SALESFORCE COM 79466L302 2,036 687 681 0.0271
2025-02-11 2024-12-31 13F SALESFORCE COM 79466L302 2,232 883 730 0.0256
2025-05-30 2024-09-30 13F/A-3 SALESFORCE COM 79466L302 1,349 164 13.84 369 21.38 0.0226
2025-05-29 2024-09-30 13F/A-1 SALESFORCE COM 79466L302 1,349 164 369 0.0229
2024-11-05 2024-09-30 13F SALESFORCE COM 79466L302 1,349 164 369 0.0224
2025-05-29 2024-06-30 13F/A-1 SALESFORCE COM 79466L302 1,185 294 33.00 305 13.43 0.0234
2024-08-08 2024-06-30 13F SALESFORCE COM 79466L302 1,190 299 306 0.0224
2025-05-29 2024-03-31 13F/A-1 SALESFORCE COM 79466L302 891 891 268 0.0252
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 1,164 1,164 322 0.0290
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.