Form 13-F position report

SALESFORCE,INC

Reported by Western Pacific Wealth Management LP

Company profile Manager portfolio Source filing
CRM CUSIP 79466L302 Manager CIK 0001907320
Latest reported change

Reported 3,989 shares, down 2 (0.1%) from the prior quarter.

Reported value -22.3%; share count -0.1% vs. the prior quarter.

Reduced
% of reported 13F value 0.64% This manager · Q2 2022
Shares 3,989 Quarter-end amount reported
Reported value $658,000 Fair value at quarter end
Consecutive quarters held 3 Through Q2 2022

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

20 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q3 2026 Added 1,299 +280 (27.5%) 0.25% $298,211 2026-10-16
Q2 2026 Reduced 1,019 -1,880 (-64.8%) 0.14% $159,637 2026-08-07
Q1 2026 Reduced 2,899 -84 (-2.8%) 0.55% $541,156 2026-04-17
Q4 2025 Added 2,983 +249 (9.1%) 0.77% $790,227 2026-02-04
Q3 2025 Added 2,734 +792 (40.8%) 0.63% $647,958 2025-10-21
Q2 2025 Reduced 1,942 -154 (-7.3%) 0.51% $529,564 2025-07-10
Q1 2025 Reduced 2,096 -32 (-1.5%) 0.51% $562,483 2025-04-17
Q4 2024 Added 2,128 +12 (0.6%) 0.57% $711,454 2025-01-24
Q3 2024 Reduced 2,116 -2,573 (-54.9%) 0.39% $579,170 2024-10-31
Q2 2024 Reduced 4,689 -85 (-1.8%) 0.91% $1,205,542 2024-08-14
Q1 2024 Added 4,774 +178 (3.9%) 1.04% $1,437,833 2024-05-15
Q4 2023 Unchanged 4,596 0 (0.0%) 0.88% $1,209,391 2024-02-09
Q3 2023 Added 4,596 +65 (1.4%) 0.77% $931,977 2023-10-26
Q2 2023 Reduced 4,531 -14 (-0.3%) 0.73% $957,219 2023-08-08
Q1 2023 Added 4,545 +53 (1.2%) 0.69% $908,000 2023-05-11
Q4 2022 Added 4,492 +151 (3.5%) 0.5% $595,594 2023-02-03
Q3 2022 Added 4,341 +352 (8.8%) 0.62% $624,000 2022-10-27
Q2 2022 Reduced 3,989 -2 (-0.1%) 0.64% $658,000 2022-08-01
Q1 2022 Added 3,991 +1 (0.0%) 0.62% $847,000 2022-04-21
Q4 2021 New 3,990 +3,990 (0.0%) 0.65% $1,013,000 2022-02-14
Institutional context

Who else reported the position

2315 managers reported SALESFORCE,INC for Q2 2022.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 79,345,967 +1,725,030 0.37% $13,095,258,000 37 qtrs
BlackRock Inc Added 69,085,012 +507,481 0.37% $11,401,788,000 37 qtrs
FMR LLC Reduced 48,977,216 -11,742,745 0.81% $8,083,199,674 37 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 46,707,038 +13,483,854 0.97% $7,708,529,000 37 qtrs
STATE STREET CORPORATION Reduced 44,239,852 -447,664 0.44% $7,301,345,000 37 qtrs
MORGAN STANLEY Added 19,070,817 +2,381,298 0.41% $3,147,448,000 37 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 16,569,006 +578,464 0.4% $2,728,874,000 37 qtrs
Fisher Asset Management LLC Added 15,674,961 +440,246 1.83% $2,586,996,000 28 qtrs
JENNISON ASSOCIATES LLC Reduced 13,478,130 -36,538 2.22% $2,224,431,000 37 qtrs
WELLINGTON MANAGEMENT GROUP LLP Added 13,034,036 +556,718 0.43% $2,151,139,000 37 qtrs
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Filing details and methodology As reported
Report period
June 30, 2022
Filed
August 01, 2022
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
3,989
Shared
0
None
0

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.