Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionCapital Advantage, Inc.
Latest Disclosed Ownership1,724 shares
Latest Disclosed Value $ 321,870
Capital Advantage, Inc. reports 18.56% decrease in ownership of CRM / Salesforce, Inc.

On April 10, 2026 - Capital Advantage, Inc. filed a 13F-HR form disclosing ownership of 1,724 shares of Salesforce, Inc. (MX:CRM) valued at $321,870 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 2,117 shares of Salesforce, Inc.. This represents a change in shares of -18.56% during the quarter.

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)
2026-04-10 2026-03-31 13F SALESFORCE COM 79466L302 1,724 -393 -18.56 322 -42.68 0.0421
2026-01-07 2025-12-31 13F SALESFORCE COM 79466L302 2,117 137 6.92 561 19.40 0.0756
2025-10-22 2025-09-30 13F SALESFORCE COM 79466L302 1,980 -23 -1.15 469 -14.10 0.0706
2025-07-11 2025-06-30 13F SALESFORCE COM 79466L302 2,003 -35 -1.72 546 -19.82 0.0865
2025-04-10 2025-03-31 13F SALESFORCE COM 79466L302 2,038 0 0.00 681 0.00 0.1242
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 2,038 2,038 681 0.1242
2021-08-16 2021-06-30 13F Salesforce Com Com 79466L302 0 -1,432 -100.00 0 -100.00
2021-04-26 2021-03-31 13F Salesforce Com Com 79466L302 1,432 0 0.00 303 -4.42 0.0826
2021-02-17 2020-12-31 13F Salesforce Com COM 79466L302 1,432 0 0.00 317 -14.78 0.0945
2020-11-12 2020-09-30 13F Salesforce Com COM 79466L302 1,432 0 0.00 372 38.81 0.1225
2020-08-13 2020-06-30 13F Salesforce Com COM 79466L302 1,432 0 0.00 268 15.02 0.0952
2020-05-08 2020-03-31 13F Salesforce Com COM 79466L302 1,432 0 0.00 233 -10.73 0.0910
2020-02-14 2019-12-31 13F Salesforce Com COM 79466L302 1,432 0 0.00 261 22.54 0.0825
2019-11-12 2019-09-30 13F Salesforce Com COM 79466L302 1,432 0 0.00 213 -6.17 0.0737
2019-05-10 2019-03-31 13F Salesforce Com COM 79466L302 1,432 1,432 227 0.0806
2019-02-07 2018-12-31 13F Salesforce Com COM 79466L302 0 -1,432 -100.00 0 -100.00
2018-11-01 2018-09-30 13F Salesforce Com COM 79466L302 1,432 1,432 228 0.0524
2016-07-15 2014-06-30 13F Salesforce Com COM 79466L302 0 -3,600 -100.00 0 -100.00
2016-08-09 2014-03-31 13F Salesforce Com COM 79466L302 3,600 3,600 206 0.1435
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.