Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionGlobal Retirement Partners, LLC
Latest Disclosed Ownership25,208 shares
Latest Disclosed Value $ 6,677,970
Global Retirement Partners, LLC reports 28.66% increase in ownership of FOO / Salesforce, Inc.

On February 6, 2026 - Global Retirement Partners, LLC filed a 13F-HR form disclosing ownership of 25,208 shares of Salesforce, Inc. (DE:FOO) valued at $5,715,914 USD as of December 31, 2025. The entity filed a previous 13F-HR on October 21, 2025 disclosing 19,592 shares of Salesforce, Inc.. This represents a change in shares of 28.66% during the quarter. The current value of the position is $4,121,508 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)
2026-02-06 2025-12-31 13F SALESFORCE COM 79466L302 25,208 5,616 28.66 6,678 43.81 0.1185
2025-10-21 2025-09-30 13F SALESFORCE COM 79466L302 19,592 3,133 19.04 4,643 3.45 0.1039
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 16,459 1,093 7.11 4,488 -12.63 0.1112
2025-01-31 2024-12-31 13F SALESFORCE COM 79466L302 15,366 1,341 9.56 5,137 33.85 0.1472
2024-10-16 2024-09-30 13F SALESFORCE COM 79466L302 14,025 -4 -0.03 3,839 6.43 0.1160
2024-07-23 2024-06-30 13F SALESFORCE COM 79466L302 14,029 5,235 59.53 3,607 36.18 0.1129
2024-04-23 2024-03-31 13F SALESFORCE COM 79466L302 8,794 1,095 14.22 2,649 27.80 0.0988
2024-01-18 2023-12-31 13F SALESFORCE COM 79466L302 7,699 548 7.66 2,072 43.59 0.0867
2023-10-13 2023-09-30 13F SALESFORCE COM 79466L302 7,151 161 2.30 1,444 -2.24 0.0727
2023-07-20 2023-06-30 13F SALESFORCE COM 79466L302 6,990 319 4.78 1,477 14.95 0.0721
2023-05-08 2023-03-31 13F SALESFORCE COM 79466L302 6,671 1,491 28.78 1,285 87.17 0.0683
2023-02-13 2022-12-31 13F SALESFORCE COM 79466L302 5,180 -782 -13.12 687 -29.21 0.0472
2022-11-03 2022-09-30 13F SALESFORCE COM 79466L302 5,962 3,777 172.86 969 168.42 0.0733
2022-07-15 2022-06-30 13F SALESFORCE COM 79466L302 2,185 104 5.00 361 10.40 0.0290
2022-07-14 2022-03-31 13F SALESFORCE COM COM 79466L302 2,081 2,081 327 0.0257
2022-01-21 2021-12-31 13F SALESFORCE COM COM 79466L302 0 -2,459 -100.00 0 -100.00
2021-10-22 2021-09-30 13F SALESFORCE COM COM 79466L302 2,459 15 0.61 667 11.73 0.0660
2021-07-15 2021-06-30 13F SALESFORCE COM COM 79466L302 2,444 -10,417 -81.00 597 -78.09 0.0612
2021-04-14 2021-03-31 13F SALESFORCE COM COM 79466L302 12,861 9,601 294.51 2,725 275.86 0.3190
2021-01-13 2020-12-31 13F SALESFORCE COM COM 79466L302 3,260 597 22.42 725 8.37 0.0908
2020-10-09 2020-09-30 13F SALESFORCE COM COM 79466L302 2,663 -684 -20.44 669 6.70 0.0979
2020-07-13 2020-06-30 13F SALESFORCE COM COM 79466L302 3,347 -675 -16.78 627 8.29 0.1000
2020-04-28 2020-03-31 13F SALESFORCE COM COM 79466L302 4,022 -810 -16.76 579 -26.34 0.1095
2020-01-23 2019-12-31 13F SALESFORCE COM COM 79466L302 4,832 -8,940 -64.91 786 -61.55 0.1204
2019-11-19 2019-09-30 13F SALESFORCE COM COM 79466L302 13,772 6,159 80.90 2,044 76.97 0.3360
2019-11-19 2019-06-30 13F SALESFORCE COM COM 79466L302 7,613 1,592 26.44 1,155 21.07 0.2212
2019-05-07 2019-03-31 13F SALESFORCE COM COM 79466L302 6,021 -201 -3.23 954 11.97 0.2307
2019-02-22 2018-12-31 13F SALESFORCE COM COM 79466L302 6,222 5,710 1,115.23 852 951.85 0.2177
2018-10-17 2018-09-30 13F SALESFORCE COM COM 79466L302 512 364 245.95 81 305.00 0.0183
2018-08-13 2018-06-30 13F SALESFORCE COM COM 79466L302 148 98 196.00 20 233.33 0.0051
2018-08-10 2018-03-31 13F SALESFORCE COM COM 79466L302 50 0 0.00 6 20.00 0.0017
2018-08-13 2017-12-31 13F SALESFORCE COM COM 79466L302 50 -3 -5.66 5 25.00 0.0014
2018-08-10 2017-09-30 13F SALESFORCE COM COM 79466L302 53 0 0.00 4 0.00 0.0017
2018-08-10 2017-06-30 13F SALESFORCE COM COM 79466L302 53 -11 -17.19 4 -20.00 0.0019
2018-08-10 2017-03-31 13F SALESFORCE COM COM 79466L302 64 64 5 0.0028
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.