Salesforce, Inc.
US ˙ NYSE ˙ US79466L3024

SecurityCRM / Salesforce, Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership31,538 shares
Latest Disclosed Value $ 5,887,198
IFP Advisors, Inc reports 36.57% increase in ownership of CRM / Salesforce, Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 31,538 shares of Salesforce, Inc. (US:CRM) valued at $5,887,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 23,093 shares of Salesforce, Inc.. This represents a change in shares of 36.57% during the quarter. The current value of the position is $6,011,458 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)
2026-04-13 2026-03-31 13F SALESFORCE cs 79466L302 31,538 8,445 36.57 5,887 -3.76 0.1221
2026-02-06 2025-12-31 13F SALESFORCE cs 79466L302 23,093 197 0.86 6,118 12.73 0.1373
2026-02-06 2025-09-30 13F/A-1 SALESFORCE cs 79466L302 22,896 3,386 17.36 5,426 1.97 0.1409
2025-12-02 2025-09-30 13F SALESFORCE cs 79466L302 22,914 3,404 5,432 0.1401
2025-07-24 2025-06-30 13F SALESFORCE cs 79466L302 19,510 8,483 76.93 5,322 79.76 0.1513
2025-05-05 2025-03-31 13F SALESFORCE cs 79466L302 11,027 1,294 13.29 2,960 -9.04 0.0913
2025-02-04 2024-12-31 13F SALESFORCE cs 79466L302 9,733 1,739 21.75 3,255 48.79 0.1066
2025-02-04 2024-09-30 13F SALESFORCE cs 79466L302 7,994 -191 -2.33 2,188 3.94 0.0789
2024-07-30 2024-06-30 13F SALESFORCE cs 79466L302 8,185 1,982 31.95 2,104 12.63 0.0835
2024-07-30 2024-03-31 13F SALESFORCE cs 79466L302 6,203 1,891 43.85 1,868 64.73 0.0819
2024-01-09 2023-12-31 13F SALESFORCE cs 79466L302 4,312 221 5.40 1,135 36.79 0.0536
2023-10-12 2023-09-30 13F SALESFORCE cs 79466L302 4,091 -3,215 -44.00 830 -46.27 0.0373
2023-08-14 2023-06-30 13F/A-1 SALESFORCE cs 79466L302 7,306 2,458 50.70 1,544 374.77 0.0645
2023-08-04 2023-06-30 13F SALESFORCE cs 79466L302 7,306 2,458 490 0.0227
2023-04-18 2023-03-31 13F SALESFORCE cs 79466L302 4,848 -8,253 -63.00 325 0.0142
2023-02-07 2022-12-31 13F SALESFORCE cs 79466L302 13,101 -6,077 -31.69 1 -100.00 0.0248
2022-11-08 2022-09-30 13F SALESFORCE cs 79466L302 19,178 1,945 11.29 1,419 10.69 0.0370
2022-09-06 2022-06-30 13F/A-1 SALESFORCE cs 79466L302 17,233 0 0.00 1,282 0.00 0.0411
2022-08-12 2022-06-30 13F SALESFORCE INC COM Stock 79466L302 27 -17,206 2 0.0036
2022-09-06 2022-03-31 13F/A-1 SALESFORCE cs 79466L302 17,233 2,759 19.06 1,282 -65.40 0.0411
2022-08-08 2022-03-31 13F SALESFORCE INC COM Stock 79466L302 15,308 834 1,111 0.0227
2022-01-12 2021-12-31 13F SALESFORCE COM INC COM Stock 79466L302 14,474 5,429 60.02 3,705 50.73 0.0724
2021-10-06 2021-09-30 13F SALESFORCE COM INC COM Stock 79466L302 9,045 -3,034 -25.12 2,458 -16.34 0.0492
2021-07-13 2021-06-30 13F SALESFORCE COM INC COM Stock 79466L302 12,079 4,370 56.69 2,938 79.69 0.0608
2021-04-30 2021-03-31 13F SALESFORCE COM INC COM Stock 79466L302 7,709 871 12.74 1,635 7.35 0.0318
2021-01-25 2020-12-31 13F SALESFORCE COM INC COM Stock 79466L302 6,838 331 5.09 1,523 -7.81 0.0617
2020-10-29 2020-09-30 13F SALESFORCE COM INC COM Stock 79466L302 6,507 600 10.16 1,652 52.96 0.0986
2020-08-05 2020-06-30 13F SALESFORCE COM INC COM Stock 79466L302 5,907 480 8.84 1,080 28.42 0.0856
2020-05-12 2020-03-31 13F SALESFORCE COM INC COM Stock 79466L302 5,427 -9,029 -62.46 841 -64.66 0.0849
2020-01-17 2019-12-31 13F SALESFORCE COM INC COM Stock 79466L302 14,456 7,555 109.48 2,380 133.79 0.1789
2019-11-07 2019-09-30 13F SALESFORCE COM INC COM Stock 79466L302 6,901 6,544 1,833.05 1,018 1,685.96 0.0682
2019-05-15 2019-03-31 13F SALESFORCE.COM Stock 79466L302 357 -4,615 -92.82 57 -91.49 0.0078
2019-06-03 2018-12-31 13F/A-10 SALESFORCE COM Stock 79466L302 4,972 2,444 96.68 670 66.67 0.0408
2019-01-23 2018-12-31 13F SALESFORCE COM Stock 79466L302 4,972 2,444 670 0.0408
2019-06-03 2018-09-30 13F/A-9 SALESFORCE COM Stock 79466L302 2,528 -3,347 -56.97 402 -49.81 0.0164
2018-10-25 2018-09-30 13F SALESFORCE COM Stock 79466L302 2,528 -3,347 402 0.0164
2019-06-03 2018-06-30 13F/A-8 SALESFORCE COM Stock 79466L302 5,875 252 4.48 801 39.30 0.0337
2018-08-07 2018-06-30 13F SALESFORCE COM Stock 79466L302 5,875 602 801
2019-06-03 2018-03-31 13F/A-7 SALESFORCE COM INC COM Stock 79466L302 5,623 0 0.00 575 0.00 0.0261
2018-05-09 2018-03-31 13F SALESFORCE COM Stock 79466L302 5,273 -350 613
2019-06-03 2017-12-31 13F/A-6 SALESFORCE COM INC COM Stock 79466L302 5,623 -374 -6.24 575 2.68 0.0261
2018-01-24 2017-12-31 13F SALESFORCE COM INC COM Stock 79466L302 5,623 -374 575
2017-10-30 2017-09-30 13F SALESFORCE COM INC COM Stock 79466L302 5,997 138 2.36 560 10.45 0.0222
2019-06-03 2017-06-30 13F/A-5 SALESFORCE COM INC COM Stock 79466L302 5,859 -783 -11.79 507 -7.48 0.0215
2017-07-31 2017-06-30 13F SALESFORCE COM INC COM Stock 79466L302 5,859 -783 507
2019-06-03 2017-03-31 13F/A-4 SALESFORCE COM INC COM Stock 79466L302 6,642 630 10.48 548 33.01 0.0239
2017-04-26 2017-03-31 13F SALESFORCE COM INC COM Stock 79466L302 6,642 630 548
2019-06-03 2016-12-31 13F/A-3 SALESFORCE COM INC COM Stock 79466L302 6,012 571 10.49 412 6.19 0.0199
2017-02-14 2016-12-31 13F SALESFORCE COM INC COM Stock 79466L302 6,012 571 412
2016-11-04 2016-09-30 13F SALESFORCE COM INC COM Stock 79466L302 5,441 -1,307 -19.37 388 -27.61 0.0202
2019-06-03 2016-06-30 13F/A-2 SALESFORCE COM INC COM Stock 79466L302 6,748 6,391 1,790.20 536 840.35 0.0299
2016-08-22 2016-06-30 13F SALESFORCE COM INC COM Stock 79466L302 6,748 6,391 536
2019-06-03 2016-03-31 13F/A-1 SALESFORCE.COM Stock 79466L302 357 -5,597 -94.00 57 -87.79 0.0078
2016-05-02 2016-03-31 13F SALESFORCE COM INC COM Stock 79466L302 5,727 -227 423
2016-02-11 2015-12-31 13F SALESFORCE COM INC COM Stock 79466L302 5,954 5,954 467 0.0313
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.