Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
172,50 € ↓ -9,08 (-5,00%)
2026-06-02
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionSimplicity Wealth,LLC
Latest Disclosed Ownership4,707 shares
Latest Disclosed Value $ 878,574
Simplicity Wealth,LLC reports 23.45% increase in ownership of FOO / Salesforce, Inc.

On April 30, 2026 - Simplicity Wealth,LLC filed a 13F-HR form disclosing ownership of 4,707 shares of Salesforce, Inc. (DE:FOO) valued at $759,898 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 3,813 shares of Salesforce, Inc.. This represents a change in shares of 23.45% during the quarter. The current value of the position is $811,958 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)
2026-04-30 2026-03-31 13F SALESFORCE COM 79466L302 4,707 894 23.45 879 -13.07 0.0498
2026-01-30 2025-12-31 13F SALESFORCE COM 79466L302 3,813 275 7.77 1,010 20.53 0.0602
2025-10-30 2025-09-30 13F SALESFORCE COM 79466L302 3,538 -2,585 -42.22 839 -49.79 0.0486
2025-07-22 2025-06-30 13F SALESFORCE COM 79466L302 6,123 560 10.07 1,670 11.86 0.0695
2025-04-15 2025-03-31 13F SALESFORCE COM 79466L302 5,563 4,021 260.77 1,493 189.71 0.1161
2025-02-07 2024-12-31 13F SALESFORCE COM 79466L302 1,542 -1,527 -49.76 515 -38.69 0.1075
2024-10-10 2024-09-30 13F SALESFORCE COM 79466L302 3,069 -25,519 -89.26 840 -88.57 0.0778
2024-07-10 2024-06-30 13F SALESFORCE COM 79466L302 28,588 1,141 4.16 7,350 -11.08 0.1661
2024-04-24 2024-03-31 13F SALESFORCE COM 79466L302 27,447 25,966 1,753.27 8,266 2,024.94 0.1970
2024-01-29 2023-12-31 13F SALESFORCE COM 79466L302 1,481 1,481 390 0.1508
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.