Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionEquitable Trust Co
Latest Disclosed Ownership15,880 shares
Latest Disclosed Value $ 2,964,320
Equitable Trust Co reports 66.23% decrease in ownership of CRM / Salesforce, Inc.

On April 30, 2026 - Equitable Trust Co filed a 13F-HR form disclosing ownership of 15,880 shares of Salesforce, Inc. (MX:CRM) valued at $2,964,320 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 47,028 shares of Salesforce, Inc.. This represents a change in shares of -66.23% 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)
2026-04-30 2026-03-31 13F Salesforce Com 79466L302 15,880 -31,148 -66.23 2,964 -76.21 0.0807
2026-02-02 2025-12-31 13F Salesforce Com 79466L302 47,028 8,385 21.70 12,458 36.03 0.5562
2025-11-10 2025-09-30 13F Salesforce Com 79466L302 38,643 -13,118 -25.34 9,158 -35.11 0.4210
2025-07-23 2025-06-30 13F Salesforce Com 79466L302 51,761 14,604 39.30 14,115 41.55 0.7032
2025-04-25 2025-03-31 13F Salesforce Com 79466L302 37,157 493 1.34 9,971 -18.65 0.5524
2025-01-28 2024-12-31 13F Salesforce Com 79466L302 36,664 -8,603 -19.01 12,258 -1.07 0.6841
2024-10-29 2024-09-30 13F Salesforce Com 79466L302 45,267 -262 -0.58 12,390 5.85 0.7950
2024-07-31 2024-06-30 13F Salesforce Com 79466L302 45,529 12,984 39.90 11,706 19.43 0.8051
2024-04-24 2024-03-31 13F Salesforce Com 79466L302 32,545 -15,240 -31.89 9,802 -22.05 0.6799
2024-01-25 2023-12-31 13F Salesforce Com 79466L302 47,785 -60 -0.13 12,574 29.60 0.9454
2023-11-06 2023-09-30 13F Salesforce Com 79466L302 47,845 1,830 3.98 9,702 -0.20 0.8020
2023-08-08 2023-06-30 13F Salesforce Com 79466L302 46,015 7,925 20.81 9,721 27.76 0.7435
2023-05-02 2023-03-31 13F Salesforce Com 79466L302 38,090 2,925 8.32 7,610 63.21 0.5993
2023-02-17 2022-12-31 13F Salesforce Com 79466L302 35,165 -41,958 -54.40 4,663 -57.97 0.3674
2022-10-31 2022-09-30 13F Salesforce Com 79466L302 77,123 -4,458 -5.46 11,093 -17.61 0.9246
2022-07-15 2022-06-30 13F Salesforce Com 79466L302 81,581 12,610 18.28 13,464 -8.06 1.0030
2022-05-06 2022-03-31 13F Salesforce Com 79466L302 68,971 614 0.90 14,644 -15.70 0.9409
2022-01-31 2021-12-31 13F Salesforce Com 79466L302 68,357 1,646 2.47 17,371 -3.99 1.0729
2021-10-26 2021-09-30 13F Salesforce Com 79466L302 66,711 2,284 3.55 18,093 14.96 1.1551
2021-08-03 2021-06-30 13F Salesforce Com 79466L302 64,427 1,674 2.67 15,738 18.37 1.0093
2021-05-14 2021-03-31 13F Salesforce Com 79466L302 62,753 21,901 53.61 13,296 46.25 0.9905
2021-02-12 2020-12-31 13F Salesforce Com 79466L302 40,852 7,892 23.94 9,091 9.75 0.6749
2020-11-13 2020-09-30 13F Salesforce Com 79466L302 32,960 -628 -1.87 8,283 31.64 0.7052
2020-08-18 2020-06-30 13F Salesforce Com 79466L302 33,588 -118 -0.35 6,292 29.65 0.5786
2020-05-21 2020-03-31 13F Salesforce Com 79466L302 33,706 15,664 86.82 4,853 65.35 0.5334
2020-02-18 2019-12-31 13F Salesforce Com 79466L302 18,042 15,999 783.11 2,935 868.65 0.2867
2019-11-19 2019-09-30 13F Salesforce Com 79466L302 2,043 681 50.00 303 47.09 0.0319
2019-08-16 2019-06-30 13F Salesforce Com 79466L302 1,362 1,362 206 0.0219
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.