Salesforce, Inc.
MX ˙ BMV ˙ LU1834985845
SecurityMX:CRM / Salesforce, Inc.
InstitutionWASHINGTON TRUST Co
Latest Disclosed Ownership71,336 shares
Latest Disclosed Value $ 13,316,252
WASHINGTON TRUST Co reports 1.13% increase in ownership of CRM / Salesforce, Inc.

On April 6, 2026 - WASHINGTON TRUST Co filed a 13F-HR form disclosing ownership of 71,336 shares of Salesforce, Inc. (MX:CRM) valued at $13,316,252 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 10, 2026 disclosing 70,538 shares of Salesforce, Inc.. This represents a change in shares of 1.13% 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)
2026-04-06 2026-03-31 13F SALESFORCE Equities 79466L302 71,336 798 1.13 13,316 -28.74 0.4331
2026-02-10 2025-12-31 13F SALESFORCE Equities 79466L302 70,538 -432 -0.61 18,686 11.10 0.6107
2025-11-12 2025-09-30 13F SALESFORCE Equities 79466L302 70,970 -281 -0.39 16,820 -13.43 0.5519
2025-08-08 2025-06-30 13F SALESFORCE Equities 79466L302 71,251 1,428 2.05 19,429 3.69 0.6869
2025-04-25 2025-03-31 13F SALESFORCE COM 79466L302 69,823 532 0.77 18,738 -19.12 0.7182
2025-01-30 2024-12-31 13F Salesforce COM 79466L302 69,291 -861 -1.23 23,166 20.65 0.8310
2024-10-25 2024-09-30 13F Salesforce COM 79466L302 70,152 132 0.19 19,201 6.66 0.6731
2024-07-15 2024-06-30 13F SALESFORCE.COM COM 79466L302 70,020 -1,911 -2.66 18,002 -16.90 0.6585
2024-04-23 2024-03-31 13F SALESFORCE.COM COM 79466L302 71,931 -1,246 -1.70 21,664 12.51 0.7959
2024-01-18 2023-12-31 13F SALESFORCE.COM COM 79466L302 73,177 1,410 1.96 19,256 32.32 0.7620
2023-10-18 2023-09-30 13F SALESFORCE.COM COM 79466L302 71,767 4,832 7.22 14,553 2.91 0.6402
2023-07-27 2023-06-30 13F SALESFORCE.COM COM 79466L302 66,935 1,410 2.15 14,141 8.02 0.5963
2023-05-10 2023-03-31 13F/A-1 SALESFORCE.COM COM 79466L302 65,525 2,493 3.96 13,091 56.64 0.5897
2023-05-04 2023-03-31 13F SALESFORCE.COM COM 79466L302 66 -62,926 13 0.5520
2023-07-27 2022-12-31 13F/A-1 SALESFORCE.COM COM 79466L302 63,032 -6,406 -9.23 8,357 -16.33 0.3894
2023-02-08 2022-12-31 13F SALESFORCE.COM COM 79466L302 62,992 -6,446 8 0.0004
2022-10-14 2022-09-30 13F SALESFORCE.COM COM 79466L302 69,438 -853 -1.21 9,988 -13.90 0.5030
2022-07-25 2022-06-30 13F SALESFORCE.COM COM 79466L302 70,291 604 0.87 11,600 -21.61 0.5446
2022-05-05 2022-03-31 13F SALESFORCE.COM COM 79466L302 69,687 6,647 10.54 14,797 -7.63 0.5855
2022-02-09 2021-12-31 13F/A-1 SALESFORCE.COM COM 79466L302 63,040 210 0.33 16,020 -5.99 0.6010
2022-02-09 2021-12-31 13F SALESFORCE.COM COM 79466L302 63,040 210 16,020 0.5606
2021-11-09 2021-09-30 13F SALESFORCE.COM COM 79466L302 62,830 14 0.02 17,041 11.05 0.4805
2021-08-05 2021-06-30 13F SALESFORCE.COM COM 79466L302 62,816 806 1.30 15,345 16.80 0.4328
2021-04-28 2021-03-31 13F SALESFORCE.COM COM 79466L302 62,010 1,078 1.77 13,138 -3.11 0.4033
2021-02-09 2020-12-31 13F SALESFORCE.COM COM 79466L302 60,932 1,188 1.99 13,560 -9.69 0.4377
2020-11-05 2020-09-30 13F SALESFORCE.COM COM 79466L302 59,744 69 0.12 15,015 37.24 0.5547
2020-08-04 2020-06-30 13F SALESFORCE.COM COM 79466L302 59,675 2,102 3.65 10,941 31.99 0.4544
2020-05-07 2020-03-31 13F SALESFORCE.COM COM 79466L302 57,573 778 1.37 8,289 -10.27 0.3952
2020-02-12 2019-12-31 13F SALESFORCE.COM COM 79466L302 56,795 1,670 3.03 9,238 7.09 0.3640
2019-11-06 2019-09-30 13F SALESFORCE.COM COM 79466L302 55,125 51,990 1,658.37 8,626 1,716.00 0.4617
2019-08-07 2019-06-30 13F SALESFORCE.COM COM 79466L302 3,135 185 6.27 475 2.59 0.0260
2019-05-13 2019-03-31 13F SALESFORCE.COM COM 79466L302 2,950 -185 -5.90 463 7.93 0.0259
2019-02-11 2018-12-31 13F salesforce.com COM 79466L302 3,135 205 7.00 429 -7.94 0.0273
2018-11-13 2018-09-30 13F salesforce.com COM 79466L302 2,930 0 0.00 466 16.79 0.0249
2018-08-10 2018-06-30 13F salesforce.com COM 79466L302 2,930 175 6.35 399 24.69 0.0214
2018-05-10 2018-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 2,755 0 0.00 320 13.48 0.0188
2018-02-05 2017-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 2,755 0 0.00 282 9.73 0.0159
2017-10-31 2017-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 2,755 -205 -6.93 257 0.39 0.0153
2017-08-03 2017-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 2,960 2,960 256 0.0156
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.