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 4,596 shares, up 65 (1.4%) from the prior quarter.

Reported value -2.6%; share count 1.4% vs. the prior quarter.

Added
% of reported 13F value 0.77% This manager · Q3 2023
Shares 4,596 Quarter-end amount reported
Reported value $931,977 Fair value at quarter end
Consecutive quarters held 8 Through Q3 2023

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

2418 managers reported SALESFORCE,INC for Q3 2023.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Reduced 82,385,592 -813,295 0.41% $16,706,150,346 42 qtrs
BlackRock Inc Added 70,804,060 +173,106 0.41% $14,357,647,365 42 qtrs
STATE STREET CORPORATION Reduced 44,171,190 -1,482,117 0.5% $8,957,033,908 42 qtrs
FMR LLC Reduced 36,070,985 -1,803,774 0.63% $7,314,474,419 42 qtrs
ASAHI LIFE ASSET MANAGEMENT CO LTD Added 32,572 +1,406 2.28% $6,604,950,000 20 qtrs
Capital World Investors Reduced 19,103,862 -138,574 0.77% $3,873,886,951 7 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 18,099,761 +313,250 0.44% $3,661,479,620 42 qtrs
MORGAN STANLEY Reduced 17,702,009 -1,856,950 0.37% $3,589,613,939 42 qtrs
PRICE T ROWE ASSOCIATES INC MD Added 15,397,261 +226,969 0.46% $3,122,257,000 42 qtrs
JPMorgan Chase & Co Added 14,744,971 +1,190,767 0.33% $2,989,985,275 42 qtrs
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Filing details and methodology As reported
Report period
September 30, 2023
Filed
October 26, 2023
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
4,596
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.