Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionLiberty Wealth Management Llc
Latest Disclosed Ownership1,611 shares
Latest Disclosed Value $ 300,610
Liberty Wealth Management Llc reports 17.17% decrease in ownership of FOO / Salesforce, Inc.

On May 12, 2026 - Liberty Wealth Management Llc filed a 13F-HR form disclosing ownership of 1,611 shares of Salesforce, Inc. (DE:FOO) valued at $260,080 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 1,945 shares of Salesforce, Inc.. This represents a change in shares of -17.17% during the quarter. The current value of the position is $263,398 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 1,611 -334 -17.17 301 -41.75 0.0376
2026-02-04 2025-12-31 13F SALESFORCE COM 79466L302 1,945 -3 -0.15 515 11.71 0.0665
2025-10-31 2025-09-30 13F SALESFORCE COM 79466L302 1,948 -128 -6.17 462 -18.55 0.0650
2025-08-01 2025-06-30 13F SALESFORCE COM 79466L302 2,076 -285,296 -99.28 566 184.42 0.0887
2025-05-09 2025-03-31 13F SALESFORCE COM 79466L302 287,372 285,551 15,681.00 199 -67.27 0.0365
2025-02-10 2024-12-31 13F SALESFORCE COM 79466L302 1,821 923 102.78 609 147.15 0.1015
2024-11-04 2024-09-30 13F SALESFORCE COM 79466L302 898 -7,992 -89.90 246 0.0418
2024-08-07 2024-06-30 13F SALESFORCE COM 79466L302 8,890 8,066 978.88 0 0.0447
2024-05-03 2024-03-31 13F SALESFORCE COM 79466L302 824 -49 -5.61 0 0.0486
2024-02-09 2023-12-31 13F SALESFORCE COM 79466L302 873 873 0 0.0493
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 0 -998 -100.00 0 -100.00
2023-08-10 2023-06-30 13F SALESFORCE COM 79466L302 998 -525 -34.47 211 -29.53 0.0521
2023-05-03 2023-03-31 13F SALESFORCE COM 79466L302 1,523 1,523 299 0.0616
2022-05-09 2022-03-31 13F SALESFORCE COM COM 79466L302 0 -848 -100.00 0 -100.00
2022-02-15 2021-12-31 13F SALESFORCE COM COM 79466L302 848 -498 -37.00 215 -42.36 0.0093
2021-11-15 2021-09-30 13F SALESFORCE COM COM 79466L302 1,346 395 41.54 373 60.78 0.1331
2021-08-13 2021-06-30 13F/A-1 SALESFORCE COM COM 79466L302 951 440 86.11 232 100.00 0.0902
2021-08-13 2021-06-30 13F SALESFORCE COM COM 79466L302 232,301 231,790 951 0.0290
2021-05-17 2021-03-31 13F SALESFORCECOM INC COM COM 79466L302 511 0 0.00 116 0.00 0.0566
2021-02-09 2020-12-31 13F SALESFORCECOM INC COM COM 79466L302 511 9 1.79 116 -7.94 0.0568
2020-11-05 2020-09-30 13F SALESFORCE COM INC COM USD0 001 COM 79466L302 502 -2 -0.40 126 34.04 0.0743
2020-08-04 2020-06-30 13F SALESFORCE.COM INC COM COM 79466L302 504 247 96.11 94 154.05 0.0661
2020-04-27 2020-03-31 13F SALESFORCE.COM INC COM COM 79466L302 257 7 2.80 37 -9.76 0.0323
2020-02-05 2019-12-31 13F SALESFORCE.COM INC COM COM 79466L302 250 135 117.39 41 141.18 0.0323
2019-10-30 2019-09-30 13F SALESFORCE.COM INC COM COM 79466L302 115 -220 -65.67 17 -66.67 0.0161
2019-07-30 2019-06-30 13F SALESFORCE.COM INC COM COM 79466L302 335 223 199.11 51 200.00 0.0447
2019-04-18 2019-03-31 13F SALESFORCE.COM INC COM COM 79466L302 112 7 6.67 17 21.43 0.0128
2019-03-26 2018-12-31 13F SALESFORCE COM COM 79466L302 105 105 14 0.0104
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.