Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionBelpointe Asset Management LLC
Latest Disclosed Ownership4,890 shares
Latest Disclosed Value $ 912,823
Belpointe Asset Management LLC reports 38.68% decrease in ownership of FOO / Salesforce, Inc.

On April 28, 2026 - Belpointe Asset Management LLC filed a 13F-HR form disclosing ownership of 4,890 shares of Salesforce, Inc. (DE:FOO) valued at $789,442 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 7,974 shares of Salesforce, Inc.. This represents a change in shares of -38.68% during the quarter. The current value of the position is $799,515 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, Inc. COM 79466L302 4,890 -3,084 -38.68 913 -56.82 0.0333
2026-01-27 2025-12-31 13F SALESFORCE COM 79466L302 7,974 -1,257 -13.62 2,113 -3.43 0.0763
2025-11-03 2025-09-30 13F Salesforce, Inc. COM 79466L302 9,231 -25 -0.27 2,188 -13.35 0.0836
2025-07-22 2025-06-30 13F Salesforce, Inc. COM 79466L302 9,256 1,521 19.66 2,524 21.58 0.1052
2025-05-20 2025-03-31 13F SALESFORCE.COM COM 79466L302 7,735 3,694 91.41 2,077 102.93 0.1081
2025-02-13 2024-12-31 13F SALESFORCE.COM COM 79466L302 4,041 15 0.37 1,023 -7.17 0.0616
2024-11-13 2024-09-30 13F SALESFORCE COM 79466L302 4,026 796 24.64 1,102 32.77 0.0661
2024-08-02 2024-06-30 13F SALESFORCE COM 79466L302 3,230 -1,308 -28.82 831 -39.24 0.0579
2024-05-08 2024-03-31 13F SALESFORCE.COM COM 79466L302 4,538 -464 -9.28 1,367 3.80 0.1024
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 5,002 -576 -10.33 1,316 16.36 0.1156
2023-11-15 2023-09-30 13F SALESFORCE COM 79466L302 5,578 413 8.00 1,131 3.67 0.1171
2023-08-15 2023-06-30 13F SALESFORCE COM 79466L302 5,165 -8,253 -61.51 1,091 -59.29 0.1154
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 13,418 -1,195 -8.18 2,681 38.36 0.1448
2023-02-08 2022-12-31 13F SALESFORCE COM 79466L302 14,613 -2,166 -12.91 1,938 -19.73 0.1171
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 16,779 -768 -4.38 2,413 -16.65 0.1631
2022-08-02 2022-06-30 13F SALESFORCE COM 79466L302 17,547 -2,158 -10.95 2,895 -30.81 0.1941
2022-04-28 2022-03-31 13F SALESFORCE COM COM 79466L302 19,705 -2,997 -13.20 4,184 -27.47 0.2536
2022-02-15 2021-12-31 13F SALESFORCE COM COM 79466L302 22,702 -1,979 -8.02 5,769 -13.83 0.3596
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 24,681 2,520 11.37 6,695 23.68 0.4565
2021-08-09 2021-06-30 13F SALESFORCE COM COM 79466L302 22,161 2,069 10.30 5,413 27.16 0.3895
2021-05-14 2021-03-31 13F SALESFORCE COM COM 79466L302 20,092 -5,264 -20.76 4,257 -24.56 0.3644
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 25,356 1,903 8.11 5,643 -4.27 0.5065
2020-11-13 2020-09-30 13F/A-1 SALESFORCE COM COM 79466L302 23,453 -816 -3.36 5,895 29.67 0.6561
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 17,446 2,512
2020-07-20 2020-06-30 13F SALESFORCE COM COM 79466L302 24,269 6,823 39.11 4,546 80.97 0.5886
2020-07-20 2020-03-31 13F SALESFORCE COM COM 79466L302 17,446 3,419 24.37 2,512 10.13 0.4399
2020-02-18 2019-12-31 13F SALESFORCE COM COM 79466L302 14,027 2,996 27.16 2,281 39.34 0.2895
2020-01-16 2019-09-30 13F SALESFORCE COM COM 79466L302 11,031 -121 -1.09 1,637 -3.25 0.2648
2019-11-22 2019-06-30 13F SALESFORCE COM COM 79466L302 11,152 -663 -5.61 1,692 -9.62 0.3328
2019-06-11 2019-03-31 13F SALESFORCE COM COM 79466L302 11,815 -105 -0.88 1,872 14.64 0.3656
2019-03-06 2018-12-31 13F SALESFORCE COM COM 79466L302 11,920 6,658 126.53 1,633 95.10 0.4139
2018-11-23 2018-09-30 13F SALESFORCE COM COM 79466L302 5,262 5,262 837 0.1324
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.