Form 13-F position report

SALESFORCE INC

Reported by Western Pacific Wealth Management LP

CRM CUSIP 79466L302 Manager CIK 0001907320

Reported 2,983 shares, up 249 (9.1%) from the prior quarter.

Reported value 22.0%; share count 9.1% vs. the prior quarter.

Added
% of reported 13F value 0.77% This manager · Q4 2025
Shares 2,983 Quarter-end amount reported
Reported value $790,227 Fair value at quarter end
Consecutive quarters held 17 Through Q4 2025

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.

Reported position value by quarter
Date Holding Value
2021-12-31 1013000
2022-03-31 847000
2022-06-30 658000
2022-09-30 624000
2022-12-31 595594
2023-03-31 908000
2023-06-30 957219
2023-09-30 931977
2023-12-31 1209391
2024-03-31 1437833
2024-06-30 1205542
2024-09-30 579170
2024-12-31 711454
2025-03-31 562483
2025-06-30 529564
2025-09-30 647958
2025-12-31 790227
2026-03-31 541156
2026-06-30 159637
2026-09-30 298211

Quarterly position history

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

20 quarters
Quarterly reported position history for SALESFORCE INC held by Western Pacific Wealth Management LP.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
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

Who else reported the position

3187 managers reported SALESFORCE INC for Q4 2025.

Managers reporting SALESFORCE INC in Q4 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 89,843,166 +270,913 0.35% $23,800,353,106 51 qtrs
BlackRock Inc Reduced 80,685,764 -490,122 0.36% $21,374,465,692 6 qtrs
STATE STREET CORPORATION Added 50,080,230 +659,573 0.45% $13,286,909,115 51 qtrs
Capital International Investors Added 22,721,010 +2,669,891 0.94% $6,019,198,862 12 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 21,782,556 +791,345 0.35% $5,751,073,087 51 qtrs
Capital World Investors Added 19,672,684 +2,347,478 0.71% $5,211,514,701 16 qtrs
MORGAN STANLEY Reduced 19,009,146 -180,763 0.3% $5,035,713,812 51 qtrs
NORGES BANK New 12,015,218 +12,015,218 0.34% $3,182,951,400 51 qtrs
NORTHERN TRUST CORPORATION Reduced 10,501,627 -65,526 0.35% $2,781,986,010 51 qtrs
FMR LLC Added 10,250,709 +379,893 0.14% $2,715,515,284 51 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
December 31, 2025
Filed
February 04, 2026
Filing type
13F-HR
Position type
Stock

Voting authority reported

Sole
2,983
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.