Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionSheets Smith Wealth Management
Latest Disclosed Ownership1,434 shares
Latest Disclosed Value $ 267,685
Sheets Smith Wealth Management reports 1.13% increase in ownership of FOO / Salesforce, Inc.

On April 16, 2026 - Sheets Smith Wealth Management filed a 13F-HR form disclosing ownership of 1,434 shares of Salesforce, Inc. (DE:FOO) valued at $231,505 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 20, 2026 disclosing 1,418 shares of Salesforce, Inc.. This represents a change in shares of 1.13% during the quarter. The current value of the position is $247,365 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-16 2026-03-31 13F SALESFORCE COM 79466L302 1,434 16 1.13 268 -28.80 0.0301
2026-01-20 2025-12-31 13F SALESFORCE COM 79466L302 1,418 12 0.85 376 12.61 0.0412
2025-10-16 2025-09-30 13F SALESFORCE COM 79466L302 1,406 -3 -0.21 333 -13.28 0.0377
2025-07-15 2025-06-30 13F SALESFORCE COM 79466L302 1,409 60 4.45 384 6.08 0.0450
2025-04-23 2025-03-31 13F SALESFORCE COM 79466L302 1,349 15 1.12 362 -18.65 0.0450
2025-01-17 2024-12-31 13F SALESFORCE COM 79466L302 1,334 50 3.89 446 26.78 0.0544
2024-11-01 2024-09-30 13F SALESFORCE COM 79466L302 1,284 -37 -2.80 351 3.54 0.0430
2024-07-30 2024-06-30 13F SALESFORCE COM 79466L302 1,321 -2,030 -60.58 340 -66.40 0.0406
2024-05-08 2024-03-31 13F SALESFORCE COM 79466L302 3,351 871 35.12 1,009 54.75 0.1130
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 2,480 427 20.80 653 56.73 0.0928
2023-10-23 2023-09-30 13F SALESFORCE COM 79466L302 2,053 2,053 416 0.0634
2022-05-02 2022-03-31 13F SALESFORCE COM COM 79466L302 0 -826 -100.00 0 -100.00
2022-01-20 2021-12-31 13F SALESFORCE COM COM 79466L302 826 826 210 0.0261
2021-01-13 2020-12-31 13F SALESFORCE COM COM 79466L302 0 -1,321 -100.00 0 -100.00
2020-10-26 2020-09-30 13F SALESFORCE COM COM 79466L302 1,321 1,321 332 0.0577
2020-07-17 2020-06-30 13F SALESFORCE COM COM 79466L302 0 -6,314 -100.00 0 -100.00
2020-04-28 2020-03-31 13F SALESFORCE COM COM 79466L302 6,314 100 1.61 909 -10.09 0.1904
2020-01-24 2019-12-31 13F SALESFORCE COM COM 79466L302 6,214 -3,613 -36.77 1,011 -30.71 0.1932
2019-10-28 2019-09-30 13F SALESFORCE COM COM 79466L302 9,827 -4,406 -30.96 1,459 -32.45 0.3000
2019-07-12 2019-06-30 13F SALESFORCE COM COM 79466L302 14,233 2,843 24.96 2,160 19.73 0.4434
2019-05-13 2019-03-31 13F SALESFORCE COM COM 79466L302 11,390 8,685 321.07 1,804 386.25 0.3905
2019-01-11 2018-12-31 13F SALESFORCE COM COM 79466L302 2,705 -3,519 -56.54 371 -62.53 0.1000
2018-10-15 2018-09-30 13F SALESFORCE COM COM 79466L302 6,224 135 2.22 990 19.13 0.2049
2018-07-26 2018-06-30 13F SALESFORCE COM COM 79466L302 6,089 124 2.08 831 19.74 0.1945
2018-04-09 2018-03-31 13F SALESFORCE COM COM 79466L302 5,965 -172 -2.80 694 10.69 0.1668
2018-01-12 2017-12-31 13F SALESFORCE COM COM 79466L302 6,137 112 1.86 627 11.37 0.1478
2017-10-12 2017-09-30 13F SALESFORCE COM COM 79466L302 6,025 -45 -0.74 563 7.03 0.1420
2017-07-19 2017-06-30 13F SALESFORCE COM COM 79466L302 6,070 6,070 526 0.1390
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.