Salesforce, Inc.
US ˙ NYSE ˙ US79466L3024

SecurityCRM / Salesforce, Inc.
InstitutionConning Inc.
Latest Disclosed Ownership24,208 shares
Latest Disclosed Value $ 4,518,909
Conning Inc. reports 21.18% increase in ownership of CRM / Salesforce, Inc.

On April 30, 2026 - Conning Inc. filed a 13F-HR form disclosing ownership of 24,208 shares of Salesforce, Inc. (US:CRM) valued at $4,518,907 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 5, 2026 disclosing 19,977 shares of Salesforce, Inc.. This represents a change in shares of 21.18% during the quarter. The current value of the position is $4,614,287 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.

Upgrade to unlock premium data and export to Excel .

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 24,208 4,231 21.18 4,519 -14.63 0.1502
2026-02-05 2025-12-31 13F SALESFORCE COM 79466L302 19,977 84 0.42 5,292 12.26 0.1772
2025-10-28 2025-09-30 13F SALESFORCE COM 79466L302 19,893 -158 -0.79 4,715 -13.77 0.1567
2025-07-24 2025-06-30 13F SALESFORCE COM 79466L302 20,051 1,805 9.89 5,468 11.66 0.1878
2025-04-29 2025-03-31 13F SALESFORCE COM 79466L302 18,246 985 5.71 4,896 -15.15 0.1713
2025-01-28 2024-12-31 13F SALESFORCE COM 79466L302 17,261 -4,469 -20.57 5,771 -2.98 0.2022
2024-10-29 2024-09-30 13F SALESFORCE COM 79466L302 21,730 -23 -0.11 5,948 6.35 0.1964
2024-07-26 2024-06-30 13F SALESFORCE COM 79466L302 21,753 15,824 266.89 5,593 213.28 0.2014
2024-04-26 2024-03-31 13F SALESFORCE COM 79466L302 5,929 -57 -0.95 1,786 13.33 0.0585
2024-01-30 2023-12-31 13F SALESFORCE COM 79466L302 5,986 0 0.00 1,575 29.84 0.0548
2023-10-26 2023-09-30 13F SALESFORCE COM 79466L302 5,986 40 0.67 1,214 -3.42 0.0442
2023-07-21 2023-06-30 13F SALESFORCE COM 79466L302 5,946 -860 -12.64 1,256 -7.58 0.0420
2023-04-27 2023-03-31 13F SALESFORCE COM 79466L302 6,806 -174 -2.49 1,360 46.92 0.0455
2023-02-08 2022-12-31 13F SALESFORCE COM 79466L302 6,980 -40 -0.57 925 -8.42 0.0301
2022-10-31 2022-09-30 13F SALESFORCE COM 79466L302 7,020 -722 -9.33 1,010 -20.97 0.0359
2022-07-20 2022-06-30 13F SALESFORCE COM 79466L302 7,742 -49 -0.63 1,278 -22.73 0.0383
2022-05-02 2022-03-31 13F SALESFORCE COM COM 79466L302 7,791 -663 -7.84 1,654 -23.00 0.0450
2022-01-27 2021-12-31 13F SALESFORCE COM COM 79466L302 8,454 -949 -10.09 2,148 -15.76 0.0573
2021-11-05 2021-09-30 13F SALESFORCE COM COM 79466L302 9,403 -949 -9.17 2,550 0.83 0.0732
2021-07-29 2021-06-30 13F SALESFORCE COM COM 79466L302 10,352 -1,475 -12.47 2,529 0.92 0.0733
2021-04-23 2021-03-31 13F SALESFORCE COM COM 79466L302 11,827 -1,060 -8.23 2,506 -12.62 0.0754
2021-01-28 2020-12-31 13F SALESFORCE COM COM 79466L302 12,887 40 0.31 2,868 -11.18 0.0911
2020-10-21 2020-09-30 13F SALESFORCE COM COM 79466L302 12,847 385 3.09 3,229 38.29 0.1137
2020-08-07 2020-06-30 13F SALESFORCE COM COM 79466L302 12,462 -140 -1.11 2,335 28.72 0.0867
2020-04-29 2020-03-31 13F SALESFORCE COM COM 79466L302 12,602 155 1.25 1,814 -10.38 0.0772
2020-01-29 2019-12-31 13F SALESFORCE COM COM 79466L302 12,447 -10 -0.08 2,024 9.46 0.0663
2019-10-30 2019-09-30 13F SALESFORCE COM COM 79466L302 12,457 362 2.99 1,849 0.76 0.0640
2019-07-25 2019-06-30 13F SALESFORCE COM COM 79466L302 12,095 -4,870 -28.71 1,835 -31.71 0.0607
2019-04-22 2019-03-31 13F SALESFORCE COM COM 79466L302 16,965 310 1.86 2,687 17.80 0.0840
2019-01-29 2018-12-31 13F SALESFORCE COM COM 79466L302 16,655 -810 -4.64 2,281 -17.86 0.0776
2018-10-26 2018-09-30 13F SALESFORCE COM COM 79466L302 17,465 -369 -2.07 2,777 14.14 0.0824
2018-07-25 2018-06-30 13F SALESFORCE COM COM 79466L302 17,834 -450 -2.46 2,433 14.44 0.0742
2018-05-03 2018-03-31 13F SALESFORCE COM COM 79466L302 18,284 130 0.72 2,126 14.55 0.0684
2018-01-30 2017-12-31 13F SALESFORCE COM COM 79466L302 18,154 -50 -0.27 1,856 9.11 0.0613
2017-10-20 2017-09-30 13F SALESFORCE COM COM 79466L302 18,204 20 0.11 1,701 8.00 0.0579
2017-08-03 2017-06-30 13F SALESFORCE COM COM 79466L302 18,184 -104 -0.57 1,575 4.37 0.0572
2017-04-27 2017-03-31 13F SALESFORCE COM COM 79466L302 18,288 40 0.22 1,509 20.82 0.0557
2017-02-02 2016-12-31 13F SALESFORCE COM COM 79466L302 18,248 2,650 16.99 1,249 12.22 0.0498
2016-10-25 2016-09-30 13F SALESFORCE COM COM 79466L302 15,598 540 3.59 1,113 -6.94 0.0444
2016-07-26 2016-06-30 13F SALESFORCE COM COM 79466L302 15,058 160 1.07 1,196 8.73 0.0494
2016-04-26 2016-03-31 13F SALESFORCE COM COM 79466L302 14,898 840 5.98 1,100 -0.18 0.0462
2016-02-04 2015-12-31 13F SALESFORCE COM COM 79466L302 14,058 -820 -5.51 1,102 6.68 0.0471
2015-10-23 2015-09-30 13F SALESFORCE COM COM 79466L302 14,878 -1,300 -8.04 1,033 -8.26 0.0454
2015-08-03 2015-06-30 13F SALESFORCE COM COM 79466L302 16,178 90 0.56 1,126 4.74 0.0462
2015-04-24 2015-03-31 13F SALESFORCE COM COM 79466L302 16,088 130 0.81 1,075 13.64 0.0457
2015-02-13 2014-12-31 13F SALESFORCE COM COM 79466L302 15,958 -350 -2.15 946 0.85 0.0462
2014-11-07 2014-09-30 13F SALESFORCE COM COM 79466L302 16,308 170 1.05 938 0.11 0.0491
2014-07-25 2014-06-30 13F SALESFORCE COM COM 79466L302 16,138 -1,100 -6.38 937 -4.78 0.0498
2014-04-25 2014-03-31 13F SALESFORCE COM COM 79466L302 17,238 1,040 6.42 984 10.07 0.0578
2014-02-04 2013-12-31 13F SALESFORCE COM COM 79466L302 16,198 2,900 21.81 894 29.57 0.0554
2013-11-04 2013-09-30 13F SALESFORCE COM COM 79466L302 13,298 230 1.76 690 38.28 0.0533
2013-08-13 2013-06-30 13F SALESFORCE COM COM 79466L302 13,068 13,068 499 0.0412
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.