Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionKPP Advisory Services LLC
Latest Disclosed Ownership11,795 shares
Latest Disclosed Value $ 2,201,703
KPP Advisory Services LLC reports 2.66% decrease in ownership of CRM / Salesforce, Inc.

On April 24, 2026 - KPP Advisory Services LLC filed a 13F-HR form disclosing ownership of 11,795 shares of Salesforce, Inc. (MX:CRM) valued at $2,201,703 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 12,117 shares of Salesforce, Inc.. This represents a change in shares of -2.66% 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)
2026-04-24 2026-03-31 13F SALESFORCE COM 79466L302 11,795 -322 -2.66 2,202 -31.41 0.3197
2026-02-02 2025-12-31 13F SALESFORCE COM 79466L302 12,117 -136 -1.11 3,210 10.54 0.4662
2025-11-03 2025-09-30 13F SALESFORCE COM 79466L302 12,253 555 4.74 2,904 -8.97 0.4299
2025-07-30 2025-06-30 13F/A-1 SALESFORCE COM 79466L302 11,698 1,340 12.94 3,190 14.75 0.5262
2025-07-23 2025-06-30 13F SALESFORCE COM 79466L302 11,698 1,340 3,190 0.7949
2025-04-23 2025-03-31 13F SALESFORCE COM 79466L302 10,358 2,983 40.45 2,780 12.74 0.5271
2025-01-24 2024-12-31 13F SALESFORCE COM 79466L302 7,375 36 0.49 2,466 22.76 0.5814
2024-11-06 2024-09-30 13F SALESFORCE COM 79466L302 7,339 418 6.04 2,009 12.87 0.4820
2024-08-27 2024-06-30 13F SALESFORCE COM 79466L302 6,921 487 7.57 1,779 -8.16 0.4730
2024-05-14 2024-03-31 13F SALESFORCE Com 79466L302 6,434 460 7.70 1,938 23.30 0.5319
2024-02-14 2023-12-31 13F SALESFORCE Common Stock 79466L302 5,974 457 8.28 1,572 40.52 1.3813
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 5,517 5,517 1,119 0.3694
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.