Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMeridian Wealth Advisors, LLC
Latest Disclosed Ownership5,285 shares
Latest Disclosed Value $ 986,531
Meridian Wealth Advisors, LLC reports 73.99% decrease in ownership of FOO / Salesforce, Inc.

On May 11, 2026 - Meridian Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 5,285 shares of Salesforce, Inc. (DE:FOO) valued at $853,210 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 20,321 shares of Salesforce, Inc.. This represents a change in shares of -73.99% during the quarter. The current value of the position is $864,098 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)
2026-05-11 2026-03-31 13F SALESFORCE COM 79466L302 5,285 -15,036 -73.99 987 -81.68 0.1304
2026-02-17 2025-12-31 13F SALESFORCE COM 79466L302 20,321 -827 -3.91 5,383 7.40 0.7454
2025-11-12 2025-09-30 13F SALESFORCE COM 79466L302 21,148 293 1.40 5,012 -11.85 0.7116
2025-08-12 2025-06-30 13F SALESFORCE COM 79466L302 20,855 1,006 5.07 5,687 6.76 0.8991
2025-05-05 2025-03-31 13F SALESFORCE COM 79466L302 19,849 211 1.07 5,327 -18.87 0.9043
2025-02-11 2024-12-31 13F SALESFORCE COM 79466L302 19,638 -180 -0.91 6,566 21.04 1.0830
2024-10-24 2024-09-30 13F SALESFORCE COM 79466L302 19,818 449 2.32 5,424 8.94 0.9071
2024-08-02 2024-06-30 13F SALESFORCE COM 79466L302 19,369 150 0.78 4,980 -13.98 0.8881
2024-05-10 2024-03-31 13F SALESFORCE COM 79466L302 19,219 537 2.87 5,788 17.76 1.0872
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 18,682 141 0.76 4,916 30.75 1.0765
2023-11-13 2023-09-30 13F SALESFORCE COM 79466L302 18,541 143 0.78 3,760 -3.27 0.9395
2023-08-02 2023-06-30 13F SALESFORCE COM 79466L302 18,398 851 4.85 3,887 10.87 0.9403
2023-05-02 2023-03-31 13F SALESFORCE COM 79466L302 17,547 2,442 16.17 3,506 75.07 0.8775
2023-01-23 2022-12-31 13F SALESFORCE COM 79466L302 15,105 2,611 20.90 2,003 11.41 0.5161
2022-10-19 2022-09-30 13F SALESFORCE COM 79466L302 12,494 -1,381 -9.95 1,797 -21.53 0.5061
2022-07-26 2022-06-30 13F SALESFORCE COM 79466L302 13,875 611 4.61 2,290 -18.68 0.6086
2022-05-12 2022-03-31 13F SALESFORCE COM COM 79466L302 13,264 1,681 14.51 2,816 -4.35 0.6529
2022-02-02 2021-12-31 13F SALESFORCE COM COM 79466L302 11,583 510 4.61 2,944 -1.96 0.7155
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 11,073 257 2.38 3,003 13.66 0.8365
2021-08-10 2021-06-30 13F SALESFORCE COM COM 79466L302 10,816 921 9.31 2,642 26.05 0.7481
2021-05-07 2021-03-31 13F SALESFORCE COM COM 79466L302 9,895 657 7.11 2,096 1.95 0.6961
2021-05-07 2020-12-31 13F/A-1 SALESFORCE COM COM 79466L302 9,238 750 8.84 2,056 -3.61 0.7501
2020-11-16 2020-09-30 13F SALESFORCE COM COM 79466L302 8,488 -19 -0.22 2,133 33.81 0.9167
2020-08-14 2020-06-30 13F SALESFORCE COM COM 79466L302 8,507 2,252 36.00 1,594 76.91 0.7367
2020-05-15 2020-03-31 13F SALESFORCE COM COM 79466L302 6,255 -516 -7.62 901 -18.17 0.4980
2020-02-12 2019-12-31 13F SALESFORCE COM COM 79466L302 6,771 235 3.60 1,101 13.51 0.4337
2019-11-08 2019-09-30 13F SALESFORCE COM COM 79466L302 6,536 49 0.76 970 -1.72 0.4151
2019-08-08 2019-06-30 13F SALESFORCE COM COM 79466L302 6,487 -13 -0.20 987 -4.08 0.6885
2019-05-07 2019-03-31 13F SALESFORCE COM COM 79466L302 6,500 340 5.52 1,029 21.92 0.7500
2019-02-14 2018-12-31 13F SALESFORCE COM COM 79466L302 6,160 6,160 844 0.6480
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.