Salesforce, Inc.
US ˙ NYSE ˙ US79466L3024

SecurityCRM / Salesforce, Inc.
InstitutionWiley Bros.-aintree Capital, Llc
Latest Disclosed Ownership172,223 shares
Latest Disclosed Value $ 32,158,649
Wiley Bros.-aintree Capital, Llc reports 18.58% increase in ownership of CRM / Salesforce, Inc.

On May 15, 2026 - Wiley Bros.-aintree Capital, Llc filed a 13F-HR form disclosing ownership of 172,223 shares of Salesforce, Inc. (US:CRM) valued at $32,148,867 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 145,232 shares of Salesforce, Inc.. This represents a change in shares of 18.58% during the quarter. The current value of the position is $32,827,426 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)
2026-05-15 2026-03-31 13F SALESFORCE COM 79466L302 172,223 26,991 18.58 32,159 -16.44 0.1590
2026-02-17 2025-12-31 13F SALESFORCE COM 79466L302 145,232 61,589 73.63 38,484 94.75 0.2013
2025-11-14 2025-09-30 13F SALESFORCE COM 79466L302 83,643 6,570 8.52 19,761 -6.20 0.1266
2025-08-14 2025-06-30 13F SALESFORCE COM 79466L302 77,073 26,072 51.12 21,066 53.39 0.1616
2025-05-15 2025-03-31 13F SALESFORCE COM 79466L302 51,001 6,922 15.70 13,734 -6.46 0.1459
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 44,079 18,670 73.48 14,681 111.97 0.1761
2024-11-14 2024-09-30 13F SALESFORCE COM 79466L302 25,409 13,926 121.27 6,927 134.54 0.1336
2024-07-24 2024-06-30 13F SALESFORCE COM 79466L302 11,483 7,153 165.20 2,954 126.46 0.1293
2024-04-11 2024-03-31 13F SALESFORCE COM 79466L302 4,330 3,015 229.28 1,304 281.29 0.1797
2024-01-09 2023-12-31 13F SALESFORCE COM 79466L302 1,315 288 28.04 342 64.42 0.0833
2023-10-06 2023-09-30 13F SALESFORCE COM 79466L302 1,027 9 0.88 208 -3.26 0.0972
2023-07-05 2023-06-30 13F SALESFORCE COM 79466L302 1,018 0 0.00 215 5.91 0.0963
2023-04-06 2023-03-31 13F SALESFORCE COM 79466L302 1,018 1,018 203 0.0978
2023-01-10 2022-12-31 13F SALESFORCE COM 79466L302 0 -1,725 -100.00 0 -100.00
2022-10-11 2022-09-30 13F SALESFORCE COM 79466L302 1,725 124 7.75 248 -6.06 0.1435
2022-07-06 2022-06-30 13F SALESFORCE COM 79466L302 1,601 97 6.45 264 -17.24 0.1525
2022-04-26 2022-03-31 13F/A-1 SALESFORCE COM COM 79466L302 1,504 190 14.46 319 -4.49 0.1790
2022-04-11 2022-03-31 13F SALESFORCE COM COM 79466L302 988 -326 210 0.1513
2022-01-12 2021-12-31 13F SALESFORCE COM COM 79466L302 1,314 0 0.00 334 -6.18 0.2014
2021-10-07 2021-09-30 13F SALESFORCE COM COM 79466L302 1,314 125 10.51 356 22.76 0.2263
2021-07-12 2021-06-30 13F SALESFORCE COM COM 79466L302 1,189 -6 -0.50 290 14.62 0.1877
2021-04-09 2021-03-31 13F SALESFORCE COM COM 79466L302 1,195 1,195 253 0.1841
2021-01-11 2020-12-31 13F SALESFORCE COM COM 79466L302 0 -1,890 -100.00 0 -100.00
2020-10-05 2020-09-30 13F SALESFORCE COM COM 79466L302 1,890 -200 -9.57 475 21.17 0.4829
2020-07-07 2020-06-30 13F SALESFORCE COM COM 79466L302 2,090 -32 -1.51 392 28.10 0.4735
2020-04-03 2020-03-31 13F SALESFORCE COM COM 79466L302 2,122 0 0.00 306 -11.30 0.4762
2020-01-10 2019-12-31 13F SALESFORCE COM COM 79466L302 2,122 0 0.00 345 9.52 0.4104
2019-10-10 2019-09-30 13F/A-1 SALESFORCE COM COM 79466L302 2,122 -26 -1.21 315 -3.37 0.4085
2019-07-10 2019-06-30 13F SALESFORCE COM COM 79466L302 2,148 0 0.00 326 -4.12 0.4500
2019-04-08 2019-03-31 13F SALESFORCE COM COM 79466L302 2,148 456 26.95 340 46.55 0.4867
2019-02-06 2018-12-31 13F SALESFORCE COM COM 79466L302 1,692 1,692 232 0.3892
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.