Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionAtticus Wealth Management, Llc
Latest Disclosed Ownership1,332 shares
Latest Disclosed Value $ 248,656
Atticus Wealth Management, Llc reports 3.90% decrease in ownership of FOO / Salesforce, Inc.

On April 28, 2026 - Atticus Wealth Management, Llc filed a 13F-HR form disclosing ownership of 1,332 shares of Salesforce, Inc. (DE:FOO) valued at $215,038 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 9, 2026 disclosing 1,386 shares of Salesforce, Inc.. This represents a change in shares of -3.90% during the quarter. The current value of the position is $217,782 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)
2026-04-28 2026-03-31 13F SALESFORCE COM 79466L302 1,332 -54 -3.90 249 -32.43 0.0674
2026-02-09 2025-12-31 13F SALESFORCE COM 79466L302 1,386 -65 -4.48 367 7.00 0.0907
2025-11-07 2025-09-30 13F SALESFORCE COM 79466L302 1,451 672 86.26 344 61.79 0.0868
2025-07-10 2025-06-30 13F SALESFORCE COM 79466L302 779 766 5,892.31 212 6,966.67 0.0574
2025-04-22 2025-03-31 13F SALESFORCE COM 79466L302 13 0 0.00 3 -25.00 0.0011
2025-01-22 2024-12-31 13F SALESFORCE COM 79466L302 13 -24 -64.86 4 -60.00 0.0014
2024-10-15 2024-09-30 13F SALESFORCE COM 79466L302 37 -10 -21.28 10 -16.67 0.0033
2024-07-17 2024-06-30 13F SALESFORCE COM 79466L302 47 11 30.56 12 20.00 0.0040
2024-04-17 2024-03-31 13F SALESFORCE COM 79466L302 36 -12 -25.00 11 -16.67 0.0035
2024-01-17 2023-12-31 13F SALESFORCE COM 79466L302 48 0 0.00 13 33.33 0.0045
2023-11-16 2023-09-30 13F/A-1 SALESFORCE COM 79466L302 48 -136 -73.91 10 -76.32 0.0037
2023-10-16 2023-09-30 13F SALESFORCE COM 79466L302 184 0 39 0.0143
2023-07-21 2023-06-30 13F SALESFORCE COM 79466L302 184 -54 -22.69 39 -19.15 0.0143
2023-04-17 2023-03-31 13F SALESFORCE COM 79466L302 238 -109 -31.41 48 2.17 0.0182
2023-01-31 2022-12-31 13F SALESFORCE COM 79466L302 347 -2,007 -85.26 46 -88.17 0.0189
2022-10-18 2022-09-30 13F SALESFORCE COM 79466L302 2,354 0 0.00 389 0.00 0.1881
2022-07-13 2022-06-30 13F SALESFORCE COM 79466L302 2,354 -164 -6.51 389 -27.29 0.1616
2022-04-15 2022-03-31 13F SALESFORCE COM COM 79466L302 2,518 387 18.16 535 -1.29 0.1953
2022-01-26 2021-12-31 13F SALESFORCE COM COM 79466L302 2,131 33 1.57 542 -4.75 0.2115
2021-11-09 2021-09-30 13F/A-1 SALESFORCE COM COM 79466L302 2,098 -148 -6.59 569 3.64 0.2498
2021-10-18 2021-09-30 13F SALESFORCE COM COM 79466L302 2,098 -148 569 0.1633
2021-07-21 2021-06-30 13F SALESFORCE COM COM 79466L302 2,246 -60 -2.60 549 12.27 0.2390
2021-04-15 2021-03-31 13F SALESFORCE COM COM 79466L302 2,306 -1,436 -38.38 489 -41.30 0.2329
2021-01-20 2020-12-31 13F SALESFORCE COM COM 79466L302 3,742 385 11.47 833 -1.30 0.4193
2020-10-21 2020-09-30 13F SALESFORCE COM COM 79466L302 3,357 1,622 93.49 844 159.69 0.5032
2020-07-15 2020-06-30 13F SALESFORCE COM COM 79466L302 1,735 1,172 208.17 325 301.23 0.2146
2020-04-23 2020-03-31 13F SALESFORCE COM COM 79466L302 563 -267 -32.17 81 -40.00 0.0653
2020-02-03 2019-12-31 13F SALESFORCE COM COM 79466L302 830 830 135 0.0861
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.