Salesforce, Inc.
CH ˙ SWX ˙ LU1834985845
SecurityCH:CRM / Salesforce, Inc.
InstitutionOssiam
Latest Disclosed Ownership15,806 shares
Latest Disclosed Value $ 2,950,506
Ossiam reports 9.76% increase in ownership of CRM / Salesforce, Inc.

On May 14, 2026 - Ossiam filed a 13F-HR form disclosing ownership of 15,806 shares of Salesforce, Inc. (CH:CRM) valued at $2,950,506 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 14,400 shares of Salesforce, Inc.. This represents a change in shares of 9.76% 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)
2026-05-14 2026-03-31 13F SALESFORCE COM 79466L302 15,806 1,406 9.76 2,951 -22.65 0.0519
2026-02-13 2025-12-31 13F SALESFORCE COM 79466L302 14,400 -80,481 -84.82 3,815 -83.04 0.0762
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 94,881 76,604 419.13 22,487 351.25 0.2894
2025-08-13 2025-06-30 13F SALESFORCE COM 79466L302 18,277 -1,006 -5.22 4,984 -3.69 0.0561
2025-05-14 2025-03-31 13F SALESFORCE COM 79466L302 19,283 1,691 9.61 5,175 -12.02 0.0723
2025-02-13 2024-12-31 13F SALESFORCE COM 79466L302 17,592 -2,509 -12.48 5,882 6.91 0.1015
2024-11-13 2024-09-30 13F SALESFORCE COM 79466L302 20,101 -52,567 -72.34 5,502 -70.55 0.1064
2024-08-13 2024-06-30 13F SALESFORCE COM 79466L302 72,668 50,422 226.66 18,683 178.84 0.3541
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 22,246 -443,578 -95.22 6,700 -94.53 0.1174
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 465,824 101,189 27.75 122,577 65.78 1.9740
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 364,635 109,073 42.68 73,941 36.95 1.3066
2023-08-11 2023-06-30 13F SALESFORCE COM 79466L302 255,562 -306,576 -54.54 53,990 -51.92 0.9700
2023-05-12 2023-03-31 13F SALESFORCE COM 79466L302 562,138 13,257 2.42 112,304 54.31 2.3334
2023-02-13 2022-12-31 13F SALESFORCE COM 79466L302 548,881 2,174 0.40 72,776 -7.45 1.8865
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 546,707 12,503 2.34 78,638 -10.81 2.2775
2022-08-12 2022-06-30 13F SALESFORCE COM 79466L302 534,204 7,182 1.36 88,165 -21.21 2.6529
2022-05-13 2022-03-31 13F SALESFORCE COM COM 79466L302 527,022 112,241 27.06 111,897 6.16 2.9277
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 414,781 502 0.12 105,408 -6.19 2.7618
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 414,279 -12,276 -2.88 112,361 8.88 3.1799
2021-08-13 2021-06-30 13F SALESFORCE COM COM 79466L302 426,555 150,787 54.68 103,196 76.62 2.8004
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 275,768 -2,152 -0.77 58,427 -5.53 1.8189
2021-02-12 2020-12-31 13F SALESFORCE COM COM 79466L302 277,920 14,334 5.44 61,846 -6.64 2.1583
2020-11-12 2020-09-30 13F SALESFORCE COM COM 79466L302 263,586 113,609 75.75 66,244 135.79 2.7729
2020-08-13 2020-06-30 13F SALESFORCE COM COM 79466L302 149,977 190 0.13 28,095 30.27 1.7962
2020-05-14 2020-03-31 13F SALESFORCE COM COM 79466L302 149,787 91,432 156.68 21,566 127.23 1.4679
2020-02-14 2019-12-31 13F SALESFORCE COM COM 79466L302 58,355 58,020 17,319.40 9,491 18,882.00 0.7237
2019-11-13 2019-09-30 13F SALESFORCE COM COM 79466L302 335 -2,618 -88.66 50 -88.84 0.0035
2019-08-13 2019-06-30 13F SALESFORCE COM COM 79466L302 2,953 -2,485 -45.70 448 -47.97 0.0349
2019-05-15 2019-03-31 13F SALESFORCE COM COM 79466L302 5,438 1,197 28.22 861 48.19 0.0711
2019-02-14 2018-12-31 13F SALESFORCE COM COM 79466L302 4,241 4,241 581 0.0873
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.