Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionCfm Wealth Partners Llc
Latest Disclosed Ownership1,892 shares
Latest Disclosed Value $ 353,180
Cfm Wealth Partners Llc reports 94.08% decrease in ownership of FOO / Salesforce, Inc.

On April 21, 2026 - Cfm Wealth Partners Llc filed a 13F-HR form disclosing ownership of 1,892 shares of Salesforce, Inc. (DE:FOO) valued at $305,444 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 31,959 shares of Salesforce, Inc.. This represents a change in shares of -94.08% during the quarter. The current value of the position is $309,342 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)
2026-04-21 2026-03-31 13F SALESFORCE COM 79466L302 1,892 -30,067 -94.08 353 -95.83 0.0529
2026-01-27 2025-12-31 13F SALESFORCE COM 79466L302 31,959 -3,119 -8.89 8,466 1.84 1.2221
2025-11-03 2025-09-30 13F SALESFORCE COM 79466L302 35,078 -8,103 -18.77 8,313 -29.40 1.2069
2025-07-23 2025-06-30 13F SALESFORCE COM 79466L302 43,181 694 1.63 11,775 3.28 1.8740
2025-04-25 2025-03-31 13F SALESFORCE COM 79466L302 42,487 681 1.63 11,402 -18.42 2.0107
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 41,806 -199 -0.47 13,977 21.56 2.3574
2024-10-23 2024-09-30 13F/A-1 SALESFORCE COM 79466L302 42,005 -538 -1.26 11,497 5.12 2.0080
2024-10-15 2024-09-30 13F SALESFORCE COM 79466L302 42,478 -65 12,794 2.5687
2024-07-18 2024-06-30 13F SALESFORCE COM 79466L302 42,543 -27 -0.06 10,938 -14.69 2.0093
2024-04-15 2024-03-31 13F SALESFORCE COM 79466L302 42,570 1,004 2.42 12,821 17.23 2.5727
2024-01-12 2023-12-31 13F SALESFORCE COM 79466L302 41,566 -205 -0.49 10,938 29.13 2.4739
2023-10-11 2023-09-30 13F SALESFORCE COM 79466L302 41,771 -54 -0.13 8,470 -4.13 2.2187
2023-07-14 2023-06-30 13F SALESFORCE COM 79466L302 41,825 -121 -0.29 8,836 5.44 2.1454
2023-04-12 2023-03-31 13F SALESFORCE COM 79466L302 41,946 -613 -1.44 8,380 48.51 2.2589
2023-01-20 2022-12-31 13F/A-1 SALESFORCE Equity 79466L302 42,559 -1,245 -2.84 5,643 -10.46 1.6893
2022-10-17 2022-09-30 13F SALESFORCE Common 79466L302 43,804 -606 -1.36 6,301 -14.03 2.0127
2022-07-12 2022-06-30 13F SALESFORCE Common 79466L302 44,410 -696 -1.54 7,329 -23.47 2.1998
2022-04-14 2022-03-31 13F SALESFORCE COM Common 79466L302 45,106 -77 -0.17 9,577 -17.02 2.2923
2022-01-21 2021-12-31 13F SALESFORCE COM Common 79466L302 45,183 2,339 5.46 11,542 -0.67 2.5768
2021-10-25 2021-09-30 13F SALESFORCE COM Common 79466L302 42,844 811 1.93 11,620 13.18 2.9223
2021-07-21 2021-06-30 13F SALESFORCE COM Common 79466L302 42,033 311 0.75 10,267 16.14 2.7264
2021-05-17 2021-03-31 13F SALESFORCE COM Common 79466L302 41,722 967 2.37 8,840 -2.53 2.6658
2021-02-10 2020-12-31 13F SALESFORCE COM Equity 79466L302 40,755 2,403 6.27 9,069 -5.90 2.8922
2020-11-10 2020-09-30 13F SALESFORCE COM Equity 79466L302 38,352 2,126 5.87 9,638 42.03 3.5158
2020-08-14 2020-06-30 13F SALESFORCE COM Equity 79466L302 36,226 336 0.94 6,786 31.33 2.5788
2020-05-12 2020-03-31 13F SALESFORCE COM Equity 79466L302 35,890 1,673 4.89 5,167 -17.34 2.4004
2020-01-30 2019-12-31 13F SALESFORCE COM Equity 79466L302 34,217 34,217 6,251 2.3037
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.