Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
DEL PRIS
SecurityDE:FOO / Salesforce, Inc.
InstitutionWoodTrust Financial Corp
Latest Disclosed Ownership32,432 shares
Latest Disclosed Value $ 6,054
WoodTrust Financial Corp reports 45.63% decrease in ownership of FOO / Salesforce, Inc.

On May 6, 2026 - WoodTrust Financial Corp filed a 13F-HR form disclosing ownership of 32,432 shares of Salesforce, Inc. (DE:FOO) valued at $5,235,822 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 59,654 shares of Salesforce, Inc.. This represents a change in shares of -45.63% during the quarter. The current value of the position is $5,302,632 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)
2026-05-06 2026-03-31 13F SALESFORCE INC COM COMMON 79466L302 32,432 -27,222 -45.63 6 -60.00 0.5847
2026-01-30 2025-12-31 13F SALESFORCE INC COM COMMON 79466L302 59,654 4 0.01 16 7.14 1.8443
2025-10-28 2025-09-30 13F SALESFORCE INC COM COMMON 79466L302 59,650 519 0.88 14 -12.50 1.6834
2025-07-23 2025-06-30 13F SALESFORCE INC COM COMMON 79466L302 59,131 1,559 2.71 16 6.67 2.0499
2025-04-23 2025-03-31 13F SALESFORCE INC COM COMMON 79466L302 57,572 279 0.49 15 -21.05 2.1640
2025-02-06 2024-12-31 13F SALESFORCE INC COM COMMON 79466L302 57,293 -905 -1.56 19 26.67 2.6946
2024-10-31 2024-09-30 13F SALESFORCE INC COM COMMON 79466L302 58,198 1,897 3.37 16 7.14 2.2646
2024-08-13 2024-06-30 13F SALESFORCE INC COM COMMON STOCK 79466L302 56,301 39 0.07 14 -12.50 2.2505
2024-04-17 2024-03-31 13F SALESFORCE INC COM COMMON STOCK 79466L302 56,262 -1,711 -2.95 17 6.67 2.6841
2024-01-23 2023-12-31 13F SALESFORCE INC COM COMMON 79466L302 57,973 -895 -1.52 15 36.36 2.6049
2023-10-16 2023-09-30 13F SALESFORCE INC COM COMMON 79466L302 58,868 -719 -1.21 12 -8.33 2.2829
2023-07-28 2023-06-30 13F SALESFORCE INC COM COMMON 79466L302 59,587 1,808 3.13 13 -99.90 2.3320
2023-04-14 2023-03-31 13F SALESFORCE INC COM COMMON STOCK 79466L302 57,779 7,988 16.04 11,543 192,283.33 2.2406
2023-01-23 2022-12-31 13F SALESFORCE INC COM COMMON STOCK 79466L302 49,791 19,839 66.24 7 -99.86 1.3647
2022-10-28 2022-09-30 13F SALESFORCE INC COM COMMON STOCK 79466L302 29,952 1,228 4.28 4,309 -9.11 0.9691
2022-07-22 2022-06-30 13F SALESFORCE COMMON STOCK 79466L302 28,724 1,743 6.46 4,741 -17.23 1.0646
2022-04-25 2022-03-31 13F SALESFORCE COMMON STOCK 79466L302 26,981 1,899 7.57 5,728 -10.13 1.1631
2022-02-14 2021-12-31 13F SALESFORCE COM COMMON STOCK 79466L302 25,082 1,104 4.60 6,374 -1.98 1.3200
2021-11-08 2021-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,978 3,103 14.86 6,503 27.53 1.5281
2021-08-03 2021-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 20,875 563 2.77 5,099 18.47 1.3458
2021-04-22 2021-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 20,312 -1,207 -5.61 4,304 -10.13 1.2670
2021-01-21 2020-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 21,519 -2,147 -9.07 4,789 -19.49 1.4956
2020-10-13 2020-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,666 163 0.69 5,948 35.09 2.1515
2020-07-29 2020-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,503 9,160 63.86 4,403 113.22 1.7602
2020-04-07 2020-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 14,343 14,343 2,065 0.9695
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.