Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionRevolve Wealth Partners, LLC
Latest Disclosed Ownership1,578 shares
Latest Disclosed Value $ 294,565
Revolve Wealth Partners, LLC reports 18.11% decrease in ownership of FOO / Salesforce, Inc.

On April 10, 2026 - Revolve Wealth Partners, LLC filed a 13F-HR form disclosing ownership of 1,578 shares of Salesforce, Inc. (DE:FOO) valued at $254,752 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,927 shares of Salesforce, Inc.. This represents a change in shares of -18.11% during the quarter. The current value of the position is $258,003 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)
2026-04-10 2026-03-31 13F SALESFORCE COM 79466L302 1,578 -349 -18.11 295 -42.35 0.0383
2026-01-20 2025-12-31 13F SALESFORCE COM 79466L302 1,927 9 0.47 510 12.33 0.0600
2025-10-14 2025-09-30 13F SALESFORCE COM 79466L302 1,918 -188 -8.93 455 -20.91 0.0545
2025-07-28 2025-06-30 13F SALESFORCE COM 79466L302 2,106 160 8.22 574 9.96 0.0746
2025-04-14 2025-03-31 13F SALESFORCE COM 79466L302 1,946 119 6.51 522 -14.43 0.0755
2025-03-19 2024-12-31 13F/A-1 SALESFORCE COM 79466L302 1,827 205 12.64 611 37.70 0.0883
2025-01-22 2024-12-31 13F SALESFORCE COM 79466L302 1,827 205 611 0.0878
2024-10-18 2024-09-30 13F SALESFORCE COM 79466L302 1,622 -188 -10.39 444 -4.73 0.0676
2024-07-19 2024-06-30 13F SALESFORCE COM 79466L302 1,810 -88 -4.64 465 -18.56 0.0765
2024-04-15 2024-03-31 13F SALESFORCE COM 79466L302 1,898 92 5.09 572 20.21 0.0973
2024-01-12 2023-12-31 13F SALESFORCE COM 79466L302 1,806 -10 -0.55 475 29.08 0.0916
2023-10-10 2023-09-30 13F SALESFORCE COM 79466L302 1,816 28 1.57 368 -2.39 0.0848
2023-07-20 2023-06-30 13F SALESFORCE COM 79466L302 1,788 77 4.50 378 10.56 0.0884
2023-04-06 2023-03-31 13F SALESFORCE COM 79466L302 1,711 -137 -7.41 342 39.18 0.0869
2023-01-17 2022-12-31 13F SALESFORCE COM 79466L302 1,848 -298 -13.89 245 -20.71 0.0701
2022-10-12 2022-09-30 13F SALESFORCE COM 79466L302 2,146 -295 -12.09 309 -23.33 0.1032
2022-07-11 2022-06-30 13F SALESFORCE COM 79466L302 2,441 142 6.18 403 -17.42 0.1323
2022-04-19 2022-03-31 13F SALESFORCE COM COM 79466L302 2,299 -49 -2.09 488 -18.26 0.1408
2022-02-04 2021-12-31 13F SALESFORCE COM COM 79466L302 2,348 2,348 597 0.1718
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.