Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionSavant Capital, LLC
Latest Disclosed Ownership19,176 shares
Latest Disclosed Value $ 3,579,526
Savant Capital, LLC reports 35.99% increase in ownership of FOO / Salesforce, Inc.

On May 4, 2026 - Savant Capital, LLC filed a 13F-HR form disclosing ownership of 19,176 shares of Salesforce, Inc. (DE:FOO) valued at $3,095,773 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 14,101 shares of Salesforce, Inc.. This represents a change in shares of 35.99% during the quarter. The current value of the position is $3,135,276 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)
2026-05-04 2026-03-31 13F SALESFORCE COM 79466L302 19,176 5,075 35.99 3,580 -4.18 0.0173
2026-02-10 2025-12-31 13F SALESFORCE COM 79466L302 14,101 -934 -6.21 3,736 4.83 0.0212
2026-03-04 2025-09-30 13F/A-1 SALESFORCE COM 79466L302 15,035 906 6.41 3,563 -7.50 0.0216
2025-11-05 2025-09-30 13F SALESFORCE COM 79466L302 19,826 1,249 4,699 0.0249
2026-03-04 2025-06-30 13F/A-1 SALESFORCE COM 79466L302 14,129 807 6.06 3,853 7.75 0.0277
2025-08-06 2025-06-30 13F SALESFORCE COM 79466L302 18,577 -3,839 5,066 0.0314
2026-03-04 2025-03-31 13F/A-1 SALESFORCE COM 79466L302 13,322 -2,005 -13.08 3,575 -30.23 0.0303
2025-05-08 2025-03-31 13F SALESFORCE COM 79466L302 22,416 7,089 6,016 0.0436
2025-01-29 2024-12-31 13F SALESFORCE COM 79466L302 15,327 -72 -0.47 5,124 21.59 0.0403
2024-11-04 2024-09-30 13F SALESFORCE COM 79466L302 15,399 2,035 15.23 4,215 22.68 0.0350
2024-08-05 2024-06-30 13F SALESFORCE COM 79466L302 13,364 -3,668 -21.54 3,436 -33.03 0.0344
2024-05-06 2024-03-31 13F SALESFORCE COM 79466L302 17,032 456 2.75 5,130 17.61 0.0589
2024-02-05 2023-12-31 13F SALESFORCE COM 79466L302 16,576 3,595 27.69 4,362 65.69 0.0562
2023-11-07 2023-09-30 13F SALESFORCE COM 79466L302 12,981 416 3.31 2,632 -0.83 0.0393
2023-08-04 2023-06-30 13F SALESFORCE COM 79466L302 12,565 2,008 19.02 2,654 25.84 0.0415
2023-05-03 2023-03-31 13F SALESFORCE COM 79466L302 10,557 1,119 11.86 2,109 73.15 0.0393
2023-02-13 2022-12-31 13F/A-1 SALESFORCE COM 79466L302 9,438 -277 -2.85 1,219 -12.81 0.0298
2023-02-07 2022-12-31 13F SALESFORCE COM 79466L302 9,438 -277 1,219 0.0297
2022-10-31 2022-09-30 13F SALESFORCE COM 79466L302 9,715 -669 -6.44 1,397 -18.49 0.0435
2022-07-22 2022-06-30 13F SALESFORCE COM 79466L302 10,384 375 3.75 1,714 -19.34 0.0520
2022-05-05 2022-03-31 13F SALESFORCE COM COM 79466L302 10,009 689 7.39 2,125 -10.26 0.0696
2022-02-08 2021-12-31 13F SALESFORCE COM COM 79466L302 9,320 3,478 59.53 2,368 49.49 0.0766
2021-11-12 2021-09-30 13F SALESFORCE COM COM 79466L302 5,842 2,029 53.21 1,584 70.14 0.0578
2021-08-04 2021-06-30 13F SALESFORCE COM COM 79466L302 3,813 137 3.73 931 19.51 0.0376
2021-05-04 2021-03-31 13F SALESFORCE COM COM 79466L302 3,676 213 6.15 779 1.04 0.0417
2021-02-03 2020-12-31 13F SALESFORCE COM COM 79466L302 3,463 118 3.53 771 -8.32 0.0449
2020-11-04 2020-09-30 13F SALESFORCE COM COM 79466L302 3,345 50 1.52 841 36.30 0.0575
2020-08-11 2020-06-30 13F SALESFORCE COM COM 79466L302 3,295 7 0.21 617 30.44 0.0467
2020-04-30 2020-03-31 13F SALESFORCE COM COM 79466L302 3,288 42 1.29 473 -10.42 0.0449
2020-01-31 2019-12-31 13F SALESFORCE COM COM 79466L302 3,246 82 2.59 528 12.34 0.0647
2019-11-12 2019-09-30 13F SALESFORCE COM COM 79466L302 3,164 176 5.89 470 3.75 0.0653
2019-08-06 2019-06-30 13F SALESFORCE COM COM 79466L302 2,988 -135 -4.32 453 -8.48 0.0638
2019-05-02 2019-03-31 13F SALESFORCE COM COM 79466L302 3,123 70 2.29 495 18.42 0.0929
2019-02-05 2018-12-31 13F SALESFORCE COM COM 79466L302 3,053 -130 -4.08 418 -17.39 0.0875
2018-10-22 2018-09-30 13F SALESFORCE COM COM 79466L302 3,183 81 2.61 506 19.62 0.0909
2018-08-07 2018-06-30 13F SALESFORCE COM COM 79466L302 3,102 210 7.26 423 25.89 0.0903
2018-04-27 2018-03-31 13F SALESFORCE COM COM 79466L302 2,892 108 3.88 336 17.89 0.0709
2018-01-30 2017-12-31 13F SALESFORCE COM COM 79466L302 2,784 0 0.00 285 9.62 0.0599
2017-10-31 2017-09-30 13F SALESFORCE COM COM 79466L302 2,784 10 0.36 260 8.33 0.0583
2017-08-03 2017-06-30 13F SALESFORCE COM COM 79466L302 2,774 230 9.04 240 14.29 0.0567
2017-05-09 2017-03-31 13F SALESFORCE COM COM 79466L302 2,544 2,544 210 0.0519
2016-10-28 2016-09-30 13F SALESFORCE COM COM 79466L302 0 -2,524 -100.00 0 -100.00
2016-07-28 2016-06-30 13F SALESFORCE COM COM 79466L302 2,524 2,524 200 0.0572
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.