Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionSavvy Advisors, Inc.
Latest Disclosed Ownership13,571 shares
Latest Disclosed Value $ 2,533,345
Savvy Advisors, Inc. reports 25.31% increase in ownership of FOO / Salesforce, Inc.

On May 11, 2026 - Savvy Advisors, Inc. filed a 13F-HR form disclosing ownership of 13,571 shares of Salesforce, Inc. (DE:FOO) valued at $2,190,902 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 10,830 shares of Salesforce, Inc.. This represents a change in shares of 25.31% during the quarter. The current value of the position is $2,218,858 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 13,571 2,741 25.31 2,533 -11.68 0.0676
2026-01-20 2025-12-31 13F SALESFORCE COM 79466L302 10,830 2,994 38.21 2,869 54.44 0.0927
2025-11-06 2025-09-30 13F SALESFORCE COM 79466L302 7,836 510 6.96 1,857 -7.01 0.0854
2025-08-04 2025-06-30 13F SALESFORCE COM 79466L302 7,326 1,498 25.70 1,998 27.69 0.1333
2025-05-12 2025-03-31 13F SALESFORCE COM 79466L302 5,828 1,031 21.49 1,564 -2.43 0.1573
2025-02-13 2024-12-31 13F SALESFORCE COM 79466L302 4,797 1,614 50.71 1,604 84.04 0.1929
2024-11-05 2024-09-30 13F SALESFORCE COM 79466L302 3,183 517 19.39 871 27.15 0.1769
2024-08-14 2024-06-30 13F SALESFORCE COM 79466L302 2,666 1,278 92.07 685 63.88 0.2234
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 1,388 146 11.76 418 28.22 0.2410
2024-02-08 2023-12-31 13F SALESFORCE COM 79466L302 1,242 1,242 327 0.3172
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.