Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionMeridian Wealth Management, LLC
Latest Disclosed Ownership27,776 shares
Latest Disclosed Value $ 5,185,030
Meridian Wealth Management, LLC reports 20.20% increase in ownership of FOO / Salesforce, Inc.

On May 6, 2026 - Meridian Wealth Management, LLC filed a 13F-HR form disclosing ownership of 27,776 shares of Salesforce, Inc. (DE:FOO) valued at $4,484,157 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 23,109 shares of Salesforce, Inc.. This represents a change in shares of 20.20% during the quarter. The current value of the position is $4,541,376 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)
2026-05-06 2026-03-31 13F SALESFORCE COM 79466L302 27,776 4,667 20.20 5,185 -15.29 0.1788
2026-02-04 2025-12-31 13F SALESFORCE COM 79466L302 23,109 -2,068 -8.21 6,122 2.60 0.2155
2025-11-04 2025-09-30 13F SALESFORCE COM 79466L302 25,177 1,438 6.06 5,967 -7.83 0.2287
2025-08-08 2025-06-30 13F SALESFORCE COM 79466L302 23,739 527 2.27 6,473 3.92 0.2764
2025-05-12 2025-03-31 13F SALESFORCE COM 79466L302 23,212 -1,922 -7.65 6,229 -25.87 0.3016
2025-02-06 2024-12-31 13F SALESFORCE COM 79466L302 25,134 1,405 5.92 8,403 29.40 0.3975
2024-11-12 2024-09-30 13F SALESFORCE COM 79466L302 23,729 850 3.72 6,495 10.40 0.3193
2024-08-08 2024-06-30 13F SALESFORCE COM 79466L302 22,879 22,879 5,882 0.7031
2024-04-25 2024-03-31 13F SALESFORCE COM 79466L302 0 -22,352 -100.00 0 -100.00
2024-02-08 2023-12-31 13F SALESFORCE COM 79466L302 22,352 1,316 6.26 5,882 37.89 0.3755
2023-10-17 2023-09-30 13F SALESFORCE COM 79466L302 21,036 528 2.57 4,266 -1.55 0.2614
2023-08-02 2023-06-30 13F SALESFORCE COM 79466L302 20,508 -1,595 -7.22 4,333 -1.88 0.3652
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 22,103 2,053 10.24 4,416 66.10 0.3851
2023-02-14 2022-12-31 13F SALESFORCE COM 79466L302 20,050 -4,318 -17.72 2,658 -24.17 0.2603
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 24,368 8,013 48.99 3,505 29.86 0.3771
2022-08-05 2022-06-30 13F SALESFORCE COM 79466L302 16,355 3,238 24.69 2,699 -3.09 0.2208
2022-05-12 2022-03-31 13F SALESFORCE COM COM 79466L302 13,117 -1,199 -8.38 2,785 -23.45 0.3044
2022-01-27 2021-12-31 13F SALESFORCE COM COM 79466L302 14,316 2,401 20.15 3,638 12.56 0.3885
2021-10-15 2021-09-30 13F SALESFORCE COM COM 79466L302 11,915 3,730 45.57 3,232 61.68 0.3987
2021-07-22 2021-06-30 13F SALESFORCE COM COM 79466L302 8,185 2,517 44.41 1,999 66.44 0.2548
2021-05-07 2021-03-31 13F SALESFORCE COM COM 79466L302 5,668 -1,859 -24.70 1,201 -28.26 0.1748
2021-01-19 2020-12-31 13F SALESFORCE COM COM 79466L302 7,527 537 7.68 1,674 -4.67 0.2656
2020-10-09 2020-09-30 13F SALESFORCE COM COM 79466L302 6,990 2,824 67.79 1,756 125.13 0.4305
2020-07-15 2020-06-30 13F SALESFORCE COM COM 79466L302 4,166 -6,624 -61.39 780 -49.77 0.2611
2020-04-16 2020-03-31 13F SALESFORCE COM COM 79466L302 10,790 5,623 108.83 1,553 84.88 0.6880
2020-01-09 2019-12-31 13F SALESFORCE COM COM 79466L302 5,167 -88 -1.67 840 7.69 0.4039
2019-11-08 2019-09-30 13F SALESFORCE COM COM 79466L302 5,255 -18,489 -77.87 780 -97.83 0.3672
2019-07-19 2019-06-30 13F SALESFORCE COM COM 79466L302 23,744 18,133 323.17 36,027 3,952.53 1.4581
2019-06-03 2019-03-31 13F/A-1 SALESFORCE COM COM 79466L302 5,611 1,363 32.09 889 52.75 0.4045
2019-05-15 2019-03-31 13F SALESFORCE COM COM 79466L302 5,611 1,363 8,886
2019-02-05 2018-12-31 13F SALESFORCE COM COM 79466L302 4,248 620 17.09 582 0.87 0.3428
2018-10-19 2018-09-30 13F SALESFORCE COM COM 79466L302 3,628 100 2.83 577 19.96 0.2481
2018-08-06 2018-06-30 13F SALESFORCE COM COM 79466L302 3,528 1,335 60.88 481 88.63 0.2263
2018-05-08 2018-03-31 13F SALESFORCE COM COM 79466L302 2,193 2,193 255 0.1272
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.