Salesforce, Inc.
DE ˙ XTRA ˙ LU1834985845
163,50 € ↓ -9,00 (-5,22%)
2026-06-03
CENA AKCJI
SecurityDE:FOO / Salesforce, Inc.
InstitutionHCR Wealth Advisors
Latest Disclosed Ownership2,069 shares
Latest Disclosed Value $ 386,220
HCR Wealth Advisors reports 0.05% increase in ownership of FOO / Salesforce, Inc.

On April 21, 2026 - HCR Wealth Advisors filed a 13F-HR form disclosing ownership of 2,069 shares of Salesforce, Inc. (DE:FOO) valued at $334,019 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 27, 2026 disclosing 2,068 shares of Salesforce, Inc.. This represents a change in shares of 0.05% during the quarter. The current value of the position is $338,282 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)
2026-04-21 2026-03-31 13F Salesforce Common Stock 79466L302 2,069 1 0.05 386 -29.43 0.0400
2026-01-27 2025-12-31 13F Salesforce Common Stock 79466L302 2,068 522 33.76 548 48.24 0.0543
2025-10-03 2025-09-30 13F Salesforce Common Stock 79466L302 1,546 -135 -8.03 369 -19.43 0.0382
2025-07-17 2025-06-30 13F Salesforce Common Stock 79466L302 1,681 -10 -0.59 458 1.10 0.0539
2025-04-21 2025-03-31 13F Salesforce Common Stock 79466L302 1,691 348 25.91 454 0.89 0.0591
2025-01-14 2024-12-31 13F Salesforce Common Stock 79466L302 1,343 -15 -1.10 449 21.02 0.0563
2024-10-10 2024-09-30 13F Salesforce Common Stock 79466L302 1,358 120 9.69 372 16.67 0.0486
2024-08-07 2024-06-30 13F Salesforce Common Stock 79466L302 1,238 59 5.00 318 -10.42 0.0455
2024-05-10 2024-03-31 13F Salesforce Common Stock 79466L302 1,179 0 0.00 355 14.52 0.0538
2024-02-09 2023-12-31 13F Salesforce Common Stock 79466L302 1,179 1,179 310 0.0490
2022-08-11 2022-06-30 13F SALESFORCE COM COM 79466L302 0 -1,167 -100.00 0 -100.00
2022-05-05 2022-03-31 13F SALESFORCE COM COM 79466L302 1,167 68 6.19 248 -11.11 0.0405
2022-02-04 2021-12-31 13F SALESFORCE COM COM 79466L302 1,099 -50 -4.35 279 -10.58 0.0432
2021-11-02 2021-09-30 13F SALESFORCE COM COM 79466L302 1,149 -14 -1.20 312 9.86 0.0521
2021-07-21 2021-06-30 13F SALESFORCE COM COM 79466L302 1,163 44 3.93 284 19.83 0.0493
2021-05-13 2021-03-31 13F SALESFORCE COM COM 79466L302 1,119 -2,330 -67.56 237 -69.14 0.0469
2021-02-04 2020-12-31 13F SALESFORCE COM COM 79466L302 3,449 717 26.24 768 11.79 0.1607
2020-11-05 2020-09-30 13F SALESFORCE COM COM 79466L302 2,732 110 4.20 687 36.58 0.1571
2020-07-30 2020-06-30 13F SALESFORCE COM COM 79466L302 2,622 65 2.54 503 36.68 0.1180
2020-05-08 2020-03-31 13F SALESFORCE COM COM 79466L302 2,557 -70 -2.66 368 -13.82 0.1053
2020-02-07 2019-12-31 13F SALESFORCE COM COM 79466L302 2,627 70 2.74 427 12.37 0.1036
2019-11-07 2019-09-30 13F SALESFORCE COM COM 79466L302 2,557 0 0.00 380 -2.06 0.1262
2019-07-25 2019-06-30 13F SALESFORCE COM COM 79466L302 2,557 -6,841 -72.79 388 -55.14 0.1103
2019-05-10 2019-03-31 13F SALESFORCE COM COM 79466L302 9,398 6,881 273.38 865 150.72 0.2485
2019-01-31 2018-12-31 13F SALESFORCE COM COM 79466L302 2,517 -97 -3.71 345 -6.50 0.1115
2018-11-08 2018-09-30 13F SALESFORCE COM COM 79466L302 2,614 -465 -15.10 369 -12.14 0.1202
2018-08-14 2018-06-30 13F SALESFORCE COM COM 79466L302 3,079 -400 -11.50 420 3.70 0.1378
2018-05-15 2018-03-31 13F SALESFORCE COM COM 79466L302 3,479 147 4.41 405 18.77 0.1405
2018-02-13 2017-12-31 13F SALESFORCE COM COM 79466L302 3,332 -250 -6.98 341 1.79 0.1191
2017-11-13 2017-09-30 13F SALESFORCE COM COM 79466L302 3,582 422 13.35 335 22.26 0.1410
2017-08-16 2017-06-30 13F/A-1 SALESFORCE COM COM 79466L302 3,160 0 0.00 274 4.98 0.1353
2017-05-11 2017-03-31 13F SALESFORCE COM COM 79466L302 3,160 0 0.00 261 20.83 0.1337
2017-02-14 2016-12-31 13F SALESFORCE COM COM 79466L302 3,160 3,160 216 0.1141
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.