Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMarietta Wealth Management, LLC
Latest Disclosed Ownership35,073 shares
Latest Disclosed Value $ 6,547,077
Marietta Wealth Management, LLC reports 19.94% increase in ownership of FOO / Salesforce, Inc.

On April 21, 2026 - Marietta Wealth Management, LLC filed a 13F-HR form disclosing ownership of 35,073 shares of Salesforce, Inc. (DE:FOO) valued at $5,662,185 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 29,241 shares of Salesforce, Inc.. This represents a change in shares of 19.94% during the quarter. The current value of the position is $5,734,436 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 35,073 5,832 19.94 6,547 -15.48 0.7781
2026-01-28 2025-12-31 13F SALESFORCE COM 79466L302 29,241 1,380 4.95 7,746 17.31 0.8960
2025-10-20 2025-09-30 13F SALESFORCE COM 79466L302 27,861 1,341 5.06 6,603 -8.68 0.8074
2025-07-22 2025-06-30 13F SALESFORCE COM 79466L302 26,520 974 3.81 7,232 5.49 0.9430
2025-04-22 2025-03-31 13F SALESFORCE COM 79466L302 25,546 965 3.93 6,856 -16.59 1.0063
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 24,581 310 1.28 8,218 23.71 1.1789
2024-10-22 2024-09-30 13F SALESFORCE COM 79466L302 24,271 1,076 4.64 6,643 11.40 0.9652
2024-07-19 2024-06-30 13F SALESFORCE COM 79466L302 23,195 723 3.22 5,963 -11.89 0.9296
2024-04-25 2024-03-31 13F SALESFORCE COM 79466L302 22,472 -2,585 -10.32 6,768 2.65 1.1170
2024-01-30 2023-12-31 13F SALESFORCE COM 79466L302 25,057 -363 -1.43 6,593 27.92 1.1745
2023-10-30 2023-09-30 13F SALESFORCE COM 79466L302 25,420 -371 -1.44 5,155 -5.40 1.0241
2023-07-18 2023-06-30 13F SALESFORCE COM 79466L302 25,791 -52 -0.20 5,449 5.54 1.0267
2023-04-27 2023-03-31 13F SALESFORCE COM 79466L302 25,843 2,009 8.43 5,163 63.35 1.0962
2023-01-30 2022-12-31 13F SALESFORCE COM 79466L302 23,834 -3,763 -13.64 3,160 -20.40 0.7147
2022-10-20 2022-09-30 13F SALESFORCE COM 79466L302 27,597 1,394 5.32 3,970 -8.21 0.9908
2022-08-08 2022-06-30 13F SALESFORCE COM 79466L302 26,203 2,638 11.19 4,325 -13.55 1.0457
2022-04-12 2022-03-31 13F SALESFORCE COM COM 79466L302 23,565 1,654 7.55 5,003 -10.15 1.0462
2022-01-28 2021-12-31 13F SALESFORCE COM COM 79466L302 21,911 197 0.91 5,568 -5.45 1.1185
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 21,714 706 3.36 5,889 14.75 1.2862
2021-08-12 2021-06-30 13F Salesforce.com com 79466L302 21,008 775 3.83 5,132 19.71 1.1581
2021-05-06 2021-03-31 13F Salesforce.com com 79466L302 20,233 2,260 12.57 4,287 7.18 1.0679
2021-02-09 2020-12-31 13F Salesforce.com com 79466L302 17,973 1,587 9.69 4,000 -2.87 1.1001
2020-11-04 2020-09-30 13F Salesforce.com com 79466L302 16,386 -660 -3.87 4,118 28.97 1.2840
2020-08-05 2020-06-30 13F Salesforce.com com 79466L302 17,046 998 6.22 3,193 38.17 1.0907
2020-05-14 2020-03-31 13F Salesforce.com com 79466L302 16,048 2,065 14.77 2,311 1.63 0.9006
2020-02-07 2019-12-31 13F Salesforce.com com 79466L302 13,983 2,570 22.52 2,274 34.24 0.7497
2019-11-14 2019-09-30 13F Salesforce.com com 79466L302 11,413 11,413 1,694 0.6175
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.