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 4,689 shares, down 85 (1.8%) from the prior quarter.

Reported value -16.2%; share count -1.8% vs. the prior quarter.

Reduced
% of reported 13F value 0.91% This manager · Q2 2024
Shares 4,689 Quarter-end amount reported
Reported value $1,205,542 Fair value at quarter end
Consecutive quarters held 11 Through Q2 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

2920 managers reported SALESFORCE,INC for Q2 2024.

Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 86,266,606 +1,631,352 0.43% $22,179,144,403 45 qtrs
BlackRock Inc Added 74,577,218 +2,111,241 0.43% $19,173,802,872 45 qtrs
STATE STREET CORPORATION Added 48,143,211 +1,103,270 0.54% $12,377,619,548 45 qtrs
FMR LLC Reduced 30,326,110 -6,565,681 0.5% $7,796,843,021 45 qtrs
Capital Research Global Investors Added 24,160,210 +9,783,674 1.36% $6,211,520,693 7 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 19,522,817 +510,301 0.44% $5,005,892,468 45 qtrs
MORGAN STANLEY Reduced 19,452,501 -538,415 0.39% $5,001,238,507 45 qtrs
Capital International Investors Added 18,276,647 +4,160,198 0.97% $4,698,533,752 6 qtrs
JPMorgan Chase & Co Reduced 12,929,840 -5,754,866 0.27% $3,324,262,282 45 qtrs
Fisher Asset Management LLC Added 11,962,021 +1,120,843 1.34% $3,075,436,031 36 qtrs
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Filing details and methodology As reported
Report period
June 30, 2024
Filed
August 14, 2024
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
4,689
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.