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 4,774 shares, up 178 (3.9%) from the prior quarter.

Reported value 18.9%; share count 3.9% vs. the prior quarter.

Added
% of reported 13F value 1.04% This manager · Q1 2024
Shares 4,774 Quarter-end amount reported
Reported value $1,437,833 Fair value at quarter end
Consecutive quarters held 10 Through Q1 2024

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

2869 managers reported SALESFORCE,INC for Q1 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 84,635,254 +1,008,841 0.5% $25,490,445,799 44 qtrs
BlackRock Inc Reduced 72,465,977 -65,003 0.51% $21,825,303,019 44 qtrs
STATE STREET CORPORATION Added 47,039,941 +1,003,214 0.63% $14,185,832,006 44 qtrs
FMR LLC Added 36,891,791 +661,970 0.75% $11,111,069,682 44 qtrs
MORGAN STANLEY Reduced 19,990,916 -191,997 0.48% $6,020,865,328 44 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 19,012,516 +512,992 0.53% $5,711,375,064 44 qtrs
JPMorgan Chase & Co Added 18,684,706 +5,363,993 0.48% $5,627,459,871 44 qtrs
Capital World Investors Reduced 15,207,188 -4,354,137 0.76% $4,580,100,707 9 qtrs
Capital Research Global Investors Added 14,376,536 +3,044,611 0.98% $4,329,925,186 6 qtrs
Capital International Investors Added 14,116,449 +407,834 0.86% $4,251,592,074 5 qtrs
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Filing details and methodology As reported
Report period
March 31, 2024
Filed
May 15, 2024
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
4,774
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.