Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionWelch & Forbes Llc
Latest Disclosed Ownership6,965 shares
Latest Disclosed Value $ 1,300,158
Welch & Forbes Llc reports 22.25% decrease in ownership of FOO / Salesforce, Inc.

On May 1, 2026 - Welch & Forbes Llc filed a 13F-HR form disclosing ownership of 6,965 shares of Salesforce, Inc. (DE:FOO) valued at $1,124,430 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 8,958 shares of Salesforce, Inc.. This represents a change in shares of -22.25% during the quarter. The current value of the position is $1,138,778 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)
2026-05-01 2026-03-31 13F SALESFORCE COM 79466L302 6,965 -1,993 -22.25 1,300 -45.22 0.0168
2026-02-10 2025-12-31 13F SALESFORCE COM 79466L302 8,958 -14 -0.16 2,373 11.62 0.0287
2025-11-04 2025-09-30 13F SALESFORCE COM 79466L302 8,972 -281 -3.04 2,126 -15.74 0.0256
2025-08-05 2025-06-30 13F SALESFORCE COM 79466L302 9,253 -273 -2.87 2,523 -1.29 0.0315
2025-05-02 2025-03-31 13F SALESFORCE COM 79466L302 9,526 131 1.39 2,556 -18.62 0.0334
2025-02-07 2024-12-31 13F SALESFORCE COM 79466L302 9,395 316 3.48 3,141 26.40 0.0404
2024-11-04 2024-09-30 13F SALESFORCE COM 79466L302 9,079 -165 -1.78 2,485 6.15 0.0316
2024-08-02 2024-06-30 13F SALESFORCE COM 79466L302 9,244 353 3.97 2,342 -12.55 0.0313
2024-05-03 2024-03-31 13F SALESFORCE COM 79466L302 8,891 -1,368 -13.33 2,678 -0.82 0.0368
2024-02-06 2023-12-31 13F SALESFORCE COM 79466L302 10,259 0 0.00 2,700 29.76 0.0408
2023-11-03 2023-09-30 13F SALESFORCE COM 79466L302 10,259 88 0.87 2,080 -3.17 0.0344
2023-07-28 2023-06-30 13F SALESFORCE COM 79466L302 10,171 -26 -0.25 2,149 5.45 0.0339
2023-04-14 2023-03-31 13F SALESFORCE COM 79466L302 10,197 -298 -2.84 2,037 46.44 0.0345
2023-02-02 2022-12-31 13F SALESFORCE COM 79466L302 10,495 45 0.43 1,392 -7.45 0.0249
2022-10-31 2022-09-30 13F SALESFORCE COM 79466L302 10,450 317 3.13 1,503 -10.11 0.0294
2022-07-22 2022-06-30 13F SALESFORCE COM 79466L302 10,133 -1,000 -8.98 1,672 -29.24 0.0306
2022-04-25 2022-03-31 13F SALESFORCE COM COM 79466L302 11,133 0 0.00 2,363 -16.47 0.0372
2022-01-19 2021-12-31 13F SALESFORCE COM COM 79466L302 11,133 0 0.00 2,829 -6.29 0.0424
2021-10-13 2021-09-30 13F SALESFORCE COM COM 79466L302 11,133 -44 -0.39 3,019 10.59 0.0502
2021-07-22 2021-06-30 13F SALESFORCE COM COM 79466L302 11,177 5,082 83.38 2,730 111.30 0.0461
2021-04-14 2021-03-31 13F SALESFORCE COM COM 79466L302 6,095 244 4.17 1,292 -0.77 0.0239
2021-01-20 2020-12-31 13F SALESFORCE COM COM 79466L302 5,851 794 15.70 1,302 2.44 0.0255
2020-10-23 2020-09-30 13F SALESFORCE COM COM 79466L302 5,057 268 5.60 1,271 41.54 0.0274
2020-07-15 2020-06-30 13F SALESFORCE COM COM 79466L302 4,789 390 8.87 898 41.64 0.0210
2020-04-17 2020-03-31 13F SALESFORCE COM COM 79466L302 4,399 -66 -1.48 634 -12.79 0.0177
2020-01-17 2019-12-31 13F SALESFORCE COM COM 79466L302 4,465 175 4.08 727 14.13 0.0162
2019-10-11 2019-09-30 13F SALESFORCE COM COM 79466L302 4,290 686 19.03 637 16.45 0.0152
2019-07-12 2019-06-30 13F SALESFORCE COM COM 79466L302 3,604 -568 -13.61 547 -17.25 0.0133
2019-04-29 2019-03-31 13F SALESFORCE COM COM 79466L302 4,172 78 1.91 661 18.04 0.0166
2019-02-05 2018-12-31 13F SALESFORCE COM COM 79466L302 4,094 0 0.00 560 -13.98 0.0158
2018-10-17 2018-09-30 13F SALESFORCE COM COM 79466L302 4,094 0 0.00 651 16.67 0.0155
2018-07-16 2018-06-30 13F SALESFORCE COM COM 79466L302 4,094 1,600 64.15 558 92.41 0.0144
2018-04-12 2018-03-31 13F SALESFORCE COM COM 79466L302 2,494 -196 -7.29 290 5.45 0.0075
2018-01-26 2017-12-31 13F SALESFORCE COM COM 79466L302 2,690 48 1.82 275 11.34 0.0073
2017-11-13 2017-09-30 13F SALESFORCE COM COM 79466L302 2,642 -330 -11.10 247 -3.89 0.0065
2017-07-31 2017-06-30 13F SALESFORCE COM COM 79466L302 2,972 306 11.48 257 17.35 0.0072
2017-07-31 2017-03-31 13F/A-1 SALESFORCE COM COM 79466L302 2,666 2,666 219 0.0063
2017-04-27 2017-03-31 13F SALESFORCE COM COM 79466L302 2,666 219
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.