Salesforce, Inc.
CH ˙ SWX ˙ LU1834985845
SecurityCH:CRM / Salesforce, Inc.
InstitutionBoston Trust Walden Corp
Latest Disclosed Ownership2,963 shares
Latest Disclosed Value $ 553,103
Boston Trust Walden Corp reports 5.09% decrease in ownership of CRM / Salesforce, Inc.

On April 24, 2026 - Boston Trust Walden Corp filed a 13F-HR form disclosing ownership of 2,963 shares of Salesforce, Inc. (CH:CRM) valued at $553,103 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 3,122 shares of Salesforce, Inc.. This represents a change in shares of -5.09% 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)
2026-04-24 2026-03-31 13F SALESFORCE COMMON STOCK 79466L302 2,963 -159 -5.09 553 -33.13 0.0027
2026-01-28 2025-12-31 13F SALESFORCE COMMON STOCK 79466L302 3,122 0 0.00 827 11.91 0.0062
2025-10-17 2025-09-30 13F SALESFORCE COMMON STOCK 79466L302 3,122 36 1.17 740 -12.13 0.0054
2025-07-28 2025-06-30 13F SALESFORCE COMMON STOCK 79466L302 3,086 1,030 50.10 842 52.63 0.0060
2025-04-21 2025-03-31 13F SALESFORCE COMMON STOCK 79466L302 2,056 0 0.00 552 -19.80 0.0040
2025-01-24 2024-12-31 13F SALESFORCE COMMON STOCK 79466L302 2,056 17 0.83 687 23.12 0.0048
2024-10-24 2024-09-30 13F SALESFORCE COMMON STOCK 79466L302 2,039 0 0.00 558 6.49 0.0039
2024-07-19 2024-06-30 13F SALESFORCE COMMON STOCK 79466L302 2,039 -24 -1.16 524 -15.62 0.0039
2024-04-22 2024-03-31 13F SALESFORCE COMMON STOCK 79466L302 2,063 0 0.00 621 14.58 0.0044
2024-01-24 2023-12-31 13F SALESFORCE COMMON STOCK 79466L302 2,063 -239 -10.38 543 16.31 0.0041
2023-10-18 2023-09-30 13F SALESFORCE COMMON STOCK 79466L302 2,302 0 0.00 467 -4.12 0.0039
2023-07-24 2023-06-30 13F SALESFORCE COMMON STOCK 79466L302 2,302 -109 -4.52 486 1.04 0.0040
2023-04-19 2023-03-31 13F SALESFORCE COMMON STOCK 79466L302 2,411 -532 -18.08 482 23.33 0.0042
2023-01-20 2022-12-31 13F SALESFORCE COMMON STOCK 79466L302 2,943 532 22.07 390 12.39 0.0034
2022-10-19 2022-09-30 13F SALESFORCE COMMON STOCK 79466L302 2,411 160 7.11 347 -6.72 0.0034
2022-07-22 2022-06-30 13F SALESFORCE COMMON STOCK 79466L302 2,251 534 31.10 372 1.92 0.0035
2022-04-20 2022-03-31 13F SALESFORCE COMMON STOCK 79466L302 1,717 0 0.00 365 -16.28 0.0030
2022-01-21 2021-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,717 280 19.49 436 11.79 0.0035
2021-10-25 2021-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,437 0 0.00 390 11.11 0.0035
2021-07-22 2021-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,437 0 0.00 351 15.46 0.0031
2021-04-21 2021-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,437 0 0.00 304 -5.00 0.0029
2021-01-15 2020-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,437 100 7.48 320 -4.76 0.0034
2020-10-14 2020-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,337 -82 -5.78 336 26.32 0.0042
2020-07-23 2020-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,419 0 0.00 266 30.39 0.0036
2020-04-24 2020-03-31 13F/A-1 SALESFORCE.COM COMMON STOCK 79466L302 1,419 -138 -8.86 204 -19.37 0.0033
2020-04-21 2020-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,419 -138 204 1,808.9298
2020-01-10 2019-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,557 1,557 253 0.0029
2019-10-21 2019-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 0 -1,337 -100.00 0 -100.00
2019-07-25 2019-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,337 24 1.83 203 -2.40 0.0026
2019-04-16 2019-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,313 1,313 208 0.0028
2019-01-17 2018-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 0 -1,313 -100.00 0 -100.00
2018-10-23 2018-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,313 1,313 209 0.0029
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.