Salesforce, Inc.
US ˙ NYSE ˙ US79466L3024

SecurityCRM / Salesforce, Inc.
InstitutionTruist Financial Corp
Latest Disclosed Ownership302,143 shares
Latest Disclosed Value $ 56,401,118
Truist Financial Corp reports 17.35% decrease in ownership of CRM / Salesforce, Inc.

On April 27, 2026 - Truist Financial Corp filed a 13F-HR form disclosing ownership of 302,143 shares of Salesforce, Inc. (US:CRM) valued at $56,401,034 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 365,583 shares of Salesforce, Inc.. This represents a change in shares of -17.35% during the quarter. The current value of the position is $57,591,477 USD.

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)
2026-04-27 2026-03-31 13F SALESFORCE COM 79466L302 302,143 -63,440 -17.35 56,401 -41.76 0.0760
2026-02-02 2025-12-31 13F SALESFORCE COM 79466L302 365,583 -104,026 -22.15 96,847 -12.98 0.1291
2025-11-03 2025-09-30 13F SALESFORCE COM 79466L302 469,609 -67,031 -12.49 111,297 -23.94 0.1505
2025-07-18 2025-06-30 13F SALESFORCE COM 79466L302 536,640 126,289 30.78 146,336 32.89 0.2141
2025-04-29 2025-03-31 13F SALESFORCE COM 79466L302 410,351 -12,247 -2.90 110,122 -22.06 0.1761
2025-01-31 2024-12-31 13F SALESFORCE COM 79466L302 422,598 26,160 6.60 141,287 30.21 0.2211
2024-11-13 2024-09-30 13F SALESFORCE COM 79466L302 396,438 -13,813 -3.37 108,509 2.88 0.1701
2024-08-21 2024-06-30 13F SALESFORCE COM 79466L302 410,251 2,897 0.71 105,476 -14.03 0.1604
2024-05-13 2024-03-31 13F SALESFORCE COM 79466L302 407,354 1,791 0.44 122,687 14.96 0.1858
2024-02-02 2023-12-31 13F SALESFORCE COM 79466L302 405,563 -36,499 -8.26 106,720 19.05 0.1696
2023-11-14 2023-09-30 13F SALESFORCE COM 79466L302 442,062 97,453 28.28 89,641 23.13 0.1498
2023-08-01 2023-06-30 13F SALESFORCE COM 79466L302 344,609 4,104 1.21 72,802 7.02 0.1210
2023-05-05 2023-03-31 13F SALESFORCE COM 79466L302 340,505 7,017 2.10 68,026 53.85 0.1170
2023-02-17 2022-12-31 13F SALESFORCE COM 79466L302 333,488 -89,907 -21.23 44,217 -27.40 0.0778
2022-10-26 2022-09-30 13F SALESFORCE COM 79466L302 423,395 -10,956 -2.52 60,902 -15.04 0.1168
2022-07-22 2022-06-30 13F SALESFORCE COM 79466L302 434,351 -41,029 -8.63 71,686 -28.98 0.1316
2022-04-22 2022-03-31 13F SALESFORCE COM COM 79466L302 475,380 15,104 3.28 100,933 -13.71 0.1593
2022-02-14 2021-12-31 13F SALESFORCE COM COM 79466L302 460,276 17,146 3.87 116,971 -2.68 0.1782
2021-11-05 2021-09-30 13F SALESFORCE COM COM 79466L302 443,130 9,511 2.19 120,186 13.47 0.1972
2021-08-16 2021-06-30 13F SALESFORCE COM COM 79466L302 433,619 -10,741 -2.42 105,920 12.50 0.1732
2021-05-17 2021-03-31 13F SALESFORCE COM COM 79466L302 444,360 10,950 2.53 94,147 -2.38 0.1637
2021-11-19 2020-12-31 13F/A-1 SALESFORCE COM COM 79466L302 433,410 -52,001 -10.71 96,446 -20.94 0.1845
2021-02-18 2020-12-31 13F SALESFORCE COM COM 79466L302 436,546 -48,865 97,144 0.1804
2021-11-05 2020-09-30 13F/A-1 SALESFORCE COM COM 79466L302 485,411 76,471 18.70 121,993 59.25 0.2666
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 485,169 76,391 121,932 0.2635
2021-11-16 2020-06-30 13F/A-1 SALESFORCE COM COM 79466L302 408,940 89,211 27.90 76,607 66.41 0.1722
2020-08-14 2020-06-30 13F SALESFORCE COM COM 79466L302 408,778 89,049 76,577 0.1700
2021-11-05 2020-03-31 13F/A-1 SALESFORCE COM COM 79466L302 319,729 27,377 9.36 46,034 -3.18 0.1212
2020-05-15 2020-03-31 13F SALESFORCE COM COM 79466L302 319,567 27,377 46,011 0.1200
2021-11-16 2019-12-31 13F/A-1 SALESFORCE COM COM 79466L302 292,352 257,877 748.01 47,548 829.03 0.0966
2020-02-14 2019-12-31 13F SALESFORCE COM COM 79466L302 292,190 257,715 47,522 0.0957
2019-10-31 2019-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 34,475 2,686 8.45 5,118 6.09 0.0878
2019-07-24 2019-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 31,789 -2 -0.01 4,824 -4.19 0.0835
2019-04-23 2019-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 31,791 875 2.83 5,035 18.89 0.0899
2019-01-22 2018-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 30,916 1,639 5.60 4,235 -9.04 0.0868
2018-10-17 2018-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 29,277 2,296 8.51 4,656 26.49 0.0837
2018-07-26 2018-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 26,981 3,579 15.29 3,681 35.23 0.0700
2018-04-20 2018-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 23,402 2,651 12.78 2,722 28.34 0.0519
2018-01-29 2017-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 20,751 533 2.64 2,121 12.34 0.0396
2017-10-23 2017-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 20,218 525 2.67 1,888 10.73 0.0366
2017-07-20 2017-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 19,693 -772 -3.77 1,705 1.01 0.0338
2017-04-28 2017-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 20,465 -413 -1.98 1,688 18.12 0.0339
2017-02-02 2016-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 20,878 -1,131 -5.14 1,429 -8.98 0.0292
2016-11-01 2016-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 22,009 -1,460 -6.22 1,570 -15.73 0.0323
2016-08-01 2016-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,469 465 2.02 1,863 9.72 0.0391
2016-05-05 2016-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 23,004 -1,777 -7.17 1,698 -12.61 0.0439
2016-01-28 2015-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 24,781 1,766 7.67 1,943 21.59 0.0504
2015-11-04 2015-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,015 -539 -2.29 1,598 -2.56 0.0415
2015-07-29 2015-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 23,554 987 4.37 1,640 8.75 0.0443
2015-04-23 2015-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 22,567 4,743 26.61 1,508 42.53 0.0433
2015-01-26 2014-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 17,824 -639 -3.46 1,058 -0.38 0.0311
2014-10-21 2014-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 18,463 299 1.65 1,062 0.66 0.0321
2014-07-21 2014-06-30 13F SALESFORCE.COM COMMON STOCK 79466L302 18,164 -143 -0.78 1,055 0.96 0.0316
2014-04-28 2014-03-31 13F SALESFORCE.COM COMMON STOCK 79466L302 18,307 -150 -0.81 1,045 2.65 0.0329
2014-01-27 2013-12-31 13F SALESFORCE.COM COMMON STOCK 79466L302 18,457 -1,210 -6.15 1,018 -0.29 0.0328
2013-10-22 2013-09-30 13F SALESFORCE.COM COMMON STOCK 79466L302 19,667 -653 -3.21 1,021 31.57 0.0362
2013-07-15 2013-06-30 13F SALESFORCE.COM COM 79466L302 20,320 20,320 776 0.0289
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.