Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership137,994 shares
Latest Disclosed Value $ 25,759,351
Mercer Global Advisors Inc /adv reports 1.00% increase in ownership of FOO / Salesforce, Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 137,994 shares of Salesforce, Inc. (DE:FOO) valued at $22,277,751 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 136,626 shares of Salesforce, Inc.. This represents a change in shares of 1.00% during the quarter. The current value of the position is $22,562,019 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)
2026-05-15 2026-03-31 13F SALESFORCE COM 79466L302 137,994 1,368 1.00 25,759 -28.33 0.0381
2026-02-17 2025-12-31 13F SALESFORCE COM 79466L302 136,626 1,288 0.95 35,940 12.05 0.0548
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 135,338 -6,770 -4.76 32,075 -17.23 0.0535
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 142,108 -2,758 -1.90 38,752 -0.32 0.0789
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 144,866 -64 -0.04 38,876 -19.77 0.0892
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 144,930 -12,384 -7.87 48,454 13.54 0.1182
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 157,314 -12,792 -7.52 42,675 11.68 0.0999
2024-08-12 2024-06-30 13F SALESFORCE COM 79466L302 170,106 1,328 0.79 38,211 76,322.00 0.1042
2024-05-15 2024-03-31 13F SALESFORCE COM 79466L302 168,778 94,384 126.87 51 163.16 0.1445
2024-02-15 2023-12-31 13F SALESFORCE COM 79466L302 74,394 12,871 20.92 20 58.33 0.0589
2023-11-15 2023-09-30 13F/A-1 SALESFORCE COM 79466L302 61,523 -6,760 -9.90 12 -14.29 0.0474
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 61,523 -6,760 12 0.0474
2023-08-14 2023-06-30 13F SALESFORCE COM 79466L302 68,283 3,047 4.67 14 7.69 0.0573
2023-05-16 2023-03-31 13F SALESFORCE COM 79466L302 65,236 1,843 2.91 13 62.50 0.0592
2023-02-09 2022-12-31 13F SALESFORCE COM 79466L302 63,393 16,970 36.56 8 -99.88 0.0421
2022-11-15 2022-09-30 13F SALESFORCE COM 79466L302 46,423 -3,652 -7.29 6,678 -19.20 0.0396
2022-08-10 2022-06-30 13F SALESFORCE COM 79466L302 50,075 -6,423 -11.37 8,265 -31.10 0.0506
2022-05-10 2022-03-31 13F SALESFORCE COM 79466L302 56,498 -2,178 -3.71 11,996 -19.55 0.0706
2022-02-04 2021-12-31 13F SALESFORCE COM 79466L302 58,676 4,791 8.89 14,911 2.03 0.0921
2021-11-10 2021-09-30 13F SALESFORCE COM 79466L302 53,885 7,058 15.07 14,615 27.78 0.1021
2021-08-10 2021-06-30 13F SALESFORCE COM 79466L302 46,827 2,997 6.84 11,438 23.17 0.0880
2021-08-10 2021-03-31 13F/A-1 SALESFORCE COM 79466L302 43,830 16,493 60.33 9,286 52.65 0.0845
2021-05-11 2021-03-31 13F SALESFORCE COM 79466L302 37,169 9,832 7,875 0.0754
2021-02-12 2020-12-31 13F SALESFORCE COM 79466L302 27,337 7,259 36.15 6,083 20.55 0.0760
2020-12-10 2020-09-30 13F SALESFORCE COM COM 79466L302 20,078 1,198 6.35 5,046 42.66 0.0759
2020-08-10 2020-06-30 13F SALESFORCE COM 79466L302 18,880 841 4.66 3,537 36.14 0.0642
2020-05-18 2020-03-31 13F SALESFORCE COM 79466L302 18,039 3,741 26.16 2,598 11.74 0.0572
2020-02-13 2019-12-31 13F SALESFORCE COM INC COM COM 79466L302 14,298 855 6.36 2,325 16.54 0.0464
2019-11-12 2019-09-30 13F SALESFORCE COM INC COM COM 79466L302 13,443 926 7.40 1,995 5.06 0.0469
2019-08-14 2019-06-30 13F SALESFORCE COM INC COM COM 79466L302 12,517 -1,563 -11.10 1,899 -14.84 0.0503
2019-04-23 2019-03-31 13F/A-1 SALESFORCE COM INC COM COM 79466L302 14,080 14,080 2,230 0.0802
2019-04-12 2019-03-31 13F SALESFORCE COM INC COM COM 79466L302 12,614 1,728 0.0921
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.