Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionFinancial Advisors Network, Inc.
Latest Disclosed Ownership1,416 shares
Latest Disclosed Value $ 264,336
Financial Advisors Network, Inc. reports 13.19% increase in ownership of FOO / Salesforce, Inc.

On May 14, 2026 - Financial Advisors Network, Inc. filed a 13F-HR form disclosing ownership of 1,416 shares of Salesforce, Inc. (DE:FOO) valued at $228,599 USD as of March 31, 2026. The entity filed a previous 13F-HR on May 14, 2026 disclosing 1,251 shares of Salesforce, Inc.. This represents a change in shares of 13.19% during the quarter. The current value of the position is $231,516 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)
2026-05-14 2026-03-31 13F SALESFORCE COM 79466L302 1,416 165 13.19 264 -20.24 0.0365
2026-05-14 2025-12-31 13F SALESFORCE COM 79466L302 1,251 1,251 331 0.0454
2025-05-13 2025-03-31 13F SALESFORCE COM 79466L302 0 -626 -100.00 0 -100.00
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 626 626 209 0.0348
2022-08-03 2022-06-30 13F SALESFORCE COM COM 79466L302 0 -1,116 -100.00 0 -100.00
2022-05-13 2022-03-31 13F SALESFORCE COM COM 79466L302 1,116 -14 -1.24 237 -17.42 0.0584
2022-02-11 2021-12-31 13F SALESFORCE COM COM 79466L302 1,130 15 1.35 287 -16.08 0.0646
2021-12-27 2021-09-30 13F SALESFORCE COM COM 79466L302 1,115 105 10.40 342 38.46 0.0788
2021-08-13 2021-06-30 13F SALESFORCE COM COM 79466L302 1,010 5 0.50 247 15.96 0.0728
2021-05-14 2021-03-31 13F SALESFORCE COM COM 79466L302 1,005 49 5.13 213 0.00 0.0688
2021-02-11 2020-12-31 13F SALESFORCE COM COM 79466L302 956 27 2.91 213 -8.58 0.0732
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 929 929 233 0.0912
2017-05-17 2017-03-31 13F SALESFORCE COM COM 79466L302 0 -350,000 -100.00 0 -100.00
2017-02-13 2016-12-31 13F SALESFORCE COM COM 79466L302 350,000 350,000 27,374 0.0233
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.