Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionLaurel Wealth Advisors LLC
Latest Disclosed Ownership13,828 shares
Latest Disclosed Value $ 2,514,208
Laurel Wealth Advisors LLC reports 3.14% decrease in ownership of FOO / Salesforce, Inc.

On May 12, 2026 - Laurel Wealth Advisors LLC filed a 13F-HR form disclosing ownership of 13,828 shares of Salesforce, Inc. (DE:FOO) valued at $2,232,392 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 14,276 shares of Salesforce, Inc.. This represents a change in shares of -3.14% during the quarter. The current value of the position is $2,260,878 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)
2026-05-12 2026-03-31 13F SALESFORCE COM 79466L302 13,828 -448 -3.14 2,514 -33.51 0.2486
2026-01-30 2025-12-31 13F SALESFORCE COM 79466L302 14,276 -443 -3.01 3,782 8.40 0.5001
2025-11-12 2025-09-30 13F SALESFORCE COM 79466L302 14,719 2,162 17.22 3,488 1.87 0.4876
2025-11-24 2025-06-30 13F/A-1 SALESFORCE COM 79466L302 12,557 88 0.71 3,424 2.33 0.5120
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 3,424,169 3,411,700 13 0.1801
2025-04-15 2025-03-31 13F SALESFORCE COM 79466L302 12,469 -166 -1.31 3,346 -20.79 0.5239
2025-01-14 2024-12-31 13F SALESFORCE COM 79466L302 12,635 -4 -0.03 4,224 22.12 0.6602
2024-11-05 2024-09-30 13F SALESFORCE COM 79466L302 12,639 -4 -0.03 3,459 6.43 0.5512
2024-07-31 2024-06-30 13F SALESFORCE COM 79466L302 12,643 -345 -2.66 3,251 -16.90 0.5639
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 12,988 -40 -0.31 3,912 14.09 0.6670
2024-02-13 2023-12-31 13F SALESFORCE COM 79466L302 13,028 25 0.19 3,428 30.05 0.6503
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 13,003 -605 -4.45 2,637 -8.28 0.5577
2023-08-15 2023-06-30 13F SALESFORCE COM 79466L302 13,608 -640 -4.49 2,875 0.98 0.5757
2023-05-08 2023-03-31 13F SALESFORCE COM 79466L302 14,248 15 0.11 2,846 50.82 0.6019
2023-02-07 2022-12-31 13F SALESFORCE COM 79466L302 14,233 -649 -4.36 1,887 -11.86 0.4268
2022-11-15 2022-09-30 13F SALESFORCE COM 79466L302 14,882 -12 -0.08 2,141 -12.90 0.5333
2022-08-12 2022-06-30 13F SALESFORCE COM 79466L302 14,894 -175 -1.16 2,458 -23.16 0.5942
2022-05-02 2022-03-31 13F SALESFORCE COM COM 79466L302 15,069 -270 -1.76 3,199 -17.93 0.6722
2022-02-01 2021-12-31 13F SALESFORCE COM COM 79466L302 15,339 735 5.03 3,898 -1.59 0.7988
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 14,604 -400 -2.67 3,961 8.08 0.8754
2021-08-02 2021-06-30 13F SALESFORCE COM COM 79466L302 15,004 180 1.21 3,665 16.68 0.7908
2021-05-04 2021-03-31 13F SALESFORCE COM COM 79466L302 14,824 -65 -0.44 3,141 -5.19 0.7612
2021-02-04 2020-12-31 13F SALESFORCE COM COM 79466L302 14,889 1,065 7.70 3,313 -4.63 0.8611
2020-11-10 2020-09-30 13F SALESFORCE COM COM 79466L302 13,824 490 3.67 3,474 39.07 1.0798
2020-08-06 2020-06-30 13F SALESFORCE COM COM 79466L302 13,334 1,223 10.10 2,498 43.23 0.8534
2020-04-30 2020-03-31 13F SALESFORCE COM COM 79466L302 12,111 247 2.08 1,744 -9.64 0.6852
2020-01-31 2019-12-31 13F SALESFORCE COM COM 79466L302 11,864 455 3.99 1,930 13.93 0.6375
2019-11-13 2019-09-30 13F SALESFORCE COM COM 79466L302 11,409 861 8.16 1,694 5.88 0.6046
2019-08-07 2019-06-30 13F SALESFORCE COM COM 79466L302 10,548 1,199 12.82 1,600 8.04 0.5925
2019-05-09 2019-03-31 13F SALESFORCE COM COM 79466L302 9,349 1,000 11.98 1,481 29.46 0.5709
2019-02-08 2018-12-31 13F SALESFORCE COM COM 79466L302 8,349 8,349 1,144 0.4892
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.