Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionApollon Wealth Management, LLC
Latest Disclosed Ownership49,073 shares
Latest Disclosed Value $ 9,160,534
Apollon Wealth Management, LLC reports 70.69% increase in ownership of FOO / Salesforce, Inc.

On April 22, 2026 - Apollon Wealth Management, LLC filed a 13F-HR form disclosing ownership of 49,073 shares of Salesforce, Inc. (DE:FOO) valued at $7,922,345 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 22, 2026 disclosing 28,749 shares of Salesforce, Inc.. This represents a change in shares of 70.69% during the quarter. The current value of the position is $8,023,436 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)
2026-04-22 2026-03-31 13F SALESFORCE COM 79466L302 49,073 20,324 70.69 9,161 20.29 0.1489
2026-01-22 2025-12-31 13F SALESFORCE COM 79466L302 28,749 653 2.32 7,616 14.37 0.1320
2025-10-17 2025-09-30 13F SALESFORCE COM 79466L302 28,096 -785 -2.72 6,659 -15.45 0.1184
2025-07-25 2025-06-30 13F SALESFORCE COM 79466L302 28,881 -5,686 -16.45 7,876 -15.10 0.1555
2025-05-02 2025-03-31 13F SALESFORCE COM 79466L302 34,567 4,202 13.84 9,276 -8.63 0.2041
2025-01-28 2024-12-31 13F SALESFORCE COM 79466L302 30,365 4,564 17.69 10,152 43.78 0.2341
2024-11-05 2024-09-30 13F SALESFORCE COM 79466L302 25,801 1,434 5.89 7,062 12.72 0.1997
2024-07-19 2024-06-30 13F SALESFORCE COM 79466L302 24,367 3,373 16.07 6,265 -0.92 0.1907
2024-05-02 2024-03-31 13F SALESFORCE COM 79466L302 20,994 2,443 13.17 6,323 29.52 0.1991
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 18,551 4,889 35.79 4,881 76.21 0.1686
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 13,662 177 1.31 2,770 -2.74 0.1391
2023-08-04 2023-06-30 13F SALESFORCE COM 79466L302 13,485 1,931 16.71 2,849 23.40 0.1374
2023-05-16 2023-03-31 13F SALESFORCE COM 79466L302 11,554 -818 -6.61 2,308 40.73 0.1416
2023-02-15 2022-12-31 13F SALESFORCE COM 79466L302 12,372 -1,307 -9.55 1,640 -16.67 0.1164
2022-11-08 2022-09-30 13F SALESFORCE COM 79466L302 13,679 -283 -2.03 1,968 -14.58 0.1621
2022-08-11 2022-06-30 13F SALESFORCE COM 79466L302 13,962 -680 -4.64 2,304 -25.89 0.1918
2022-05-16 2022-03-31 13F SALESFORCE COM COM 79466L302 14,642 -5,817 -28.43 3,109 -40.20 0.2209
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 20,459 9,824 92.37 5,199 80.27 0.3884
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 10,635 3,527 49.62 2,884 66.13 0.3952
2021-08-12 2021-06-30 13F SALESFORCE COM COM 79466L302 7,108 -232 -3.16 1,736 11.64 0.3104
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 7,340 3,173 76.15 1,555 67.75 0.3006
2021-01-29 2020-12-31 13F SALESFORCE COM COM 79466L302 4,167 2,938 239.06 927 200.00 0.2512
2020-11-03 2020-09-30 13F SALESFORCE COM COM 79466L302 1,229 362 41.75 309 90.74 0.1387
2020-08-14 2020-06-30 13F SALESFORCE COM COM 79466L302 867 867 162 0.0895
2019-11-14 2019-09-30 13F SALESFORCE COM COM 79466L302 0 -818 -100.00 0 -100.00
2019-08-14 2019-06-30 13F SALESFORCE COM COM 79466L302 818 818 124 0.1424
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.