Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionOakworth Capital, Inc.
Latest Disclosed Ownership731 shares
Latest Disclosed Value $ 136,456
Oakworth Capital, Inc. reports 3.94% decrease in ownership of CRM / Salesforce, Inc.

On April 24, 2026 - Oakworth Capital, Inc. filed a 13F-HR form disclosing ownership of 731 shares of Salesforce, Inc. (MX:CRM) valued at $136,456 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 761 shares of Salesforce, Inc.. This represents a change in shares of -3.94% 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 COMMON STOCK 79466L302 731 -30 -3.94 136 -32.34 0.0035
2026-01-30 2025-12-31 13F SALESFORCE COMMON STOCK 79466L302 761 139 22.35 202 36.73 0.0110
2025-11-04 2025-09-30 13F SALESFORCE COMMON STOCK 79466L302 622 102 19.62 147 4.26 0.0085
2025-07-17 2025-06-30 13F SALESFORCE COMMON STOCK 79466L302 520 56 12.07 142 13.71 0.0091
2025-04-24 2025-03-31 13F SALESFORCE COMMON STOCK 79466L302 464 23 5.22 125 -15.65 0.0087
2025-01-27 2024-12-31 13F SALESFORCE COMMON STOCK 79466L302 441 250 130.89 147 182.69 0.0101
2024-10-21 2024-09-30 13F SALESFORCE COMMON STOCK 79466L302 191 -24 -11.16 52 -5.45 0.0036
2024-07-19 2024-06-30 13F SALESFORCE COMMON STOCK 79466L302 215 100 86.96 55 61.76 0.0040
2024-04-22 2024-03-31 13F SALESFORCE COMMON STOCK 79466L302 115 0 0.00 35 13.33 0.0026
2024-01-31 2023-12-31 13F SALESFORCE COMMON STOCK 79466L302 115 -31 -21.23 30 3.45 0.0024
2023-10-31 2023-09-30 13F SALESFORCE COMMON STOCK 79466L302 146 -48 -24.74 30 -27.50 0.0027
2023-07-28 2023-06-30 13F SALESFORCE COMMON STOCK 79466L302 194 -1,010 -83.89 41 -83.33 0.0035
2023-05-02 2023-03-31 13F SALESFORCE COMMON STOCK 79466L302 1,204 0 0.00 241 50.94 0.0215
2023-02-03 2022-12-31 13F SALESFORCE COMMON STOCK 79466L302 1,204 -1 -0.08 160 -8.09 0.0153
2022-10-31 2022-09-30 13F SALESFORCE COMMON STOCK 79466L302 1,205 66 5.79 173 -7.98 0.0191
2022-08-05 2022-06-30 13F SALESFORCE COMMON STOCK 79466L302 1,139 -983 -46.32 188 -58.31 0.0189
2022-04-11 2022-03-31 13F SALESFORCE COMMON STOCK 79466L302 2,122 105 5.21 451 -12.09 0.0388
2022-02-07 2021-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 2,017 530 35.64 513 27.30 0.0436
2021-11-10 2021-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,487 21 1.43 403 12.57 0.0389
2021-07-20 2021-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,466 43 3.02 358 18.94 0.0357
2021-04-30 2021-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,423 -45 -3.07 301 -7.95 0.0342
2021-02-12 2020-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,468 0 0.00 327 -11.38 0.0424
2020-11-09 2020-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,468 29 2.02 369 36.67 0.0598
2020-08-11 2020-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 1,439 16 1.12 270 31.71 0.0485
2020-05-07 2020-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 1,423 799 128.04 205 84.68 0.0482
2020-01-31 2019-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 624 547 710.39 111 909.09 0.0195
2019-11-13 2019-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 77 -598 -88.59 11 -89.32 0.0021
2019-08-02 2019-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 675 208 44.54 103 39.19 0.0196
2019-05-06 2019-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 467 390 506.49 74 572.73 0.0152
2019-02-13 2018-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 77 0 0.00 11 -8.33 0.0025
2018-10-25 2018-09-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 77 0 0.00 12 9.09 0.0024
2018-08-07 2018-06-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 77 0 0.00 11 22.22 0.0023
2018-05-09 2018-03-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 77 53 220.83 9 200.00 0.0022
2018-01-22 2017-12-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 3 50.00 0.0007
2017-11-08 2017-09-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0005
2017-07-31 2017-06-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0005
2017-04-26 2017-03-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0006
2017-01-27 2016-12-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0007
2016-10-24 2016-09-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0007
2016-07-20 2016-06-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0007
2016-05-13 2016-03-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0008
2016-01-26 2015-12-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0008
2015-10-29 2015-09-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0011
2015-08-14 2015-06-30 13F/A-1 SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 0.00 0.0009
2015-07-14 2015-06-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 1
2015-05-12 2015-03-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 2 100.00 0.0009
2015-02-24 2014-12-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 1 0.00 0.0005
2014-10-09 2014-09-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 1 0.00 0.0006
2014-07-14 2014-06-30 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 1 0.00 0.0006
2014-04-10 2014-03-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 0 0.00 1 0.00 0.0007
2014-01-27 2013-12-31 13F SALESFORCE INC. COM COMMON STOCK 79466L302 24 24 1 0.0007
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.