Salesforce, Inc.
US ˙ NYSE ˙ US79466L3024

SecurityCRM / Salesforce, Inc.
InstitutionShell Asset Management Co
Latest Disclosed Ownership10,499 shares
Latest Disclosed Value $ 2,488
Shell Asset Management Co reports 70.04% decrease in ownership of CRM / Salesforce, Inc.

On November 7, 2025 - Shell Asset Management Co filed a 13F-HR form disclosing ownership of 10,499 shares of Salesforce, Inc. (US:CRM) valued at $2,488,263 USD as of September 30, 2025. The entity filed a previous 13F-HR on July 23, 2025 disclosing 35,045 shares of Salesforce, Inc.. This represents a change in shares of -70.04% during the quarter. The current value of the position is $1,981,686 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2025-11-07 2025-09-30 13F SALESFORCE COM 79466L302 10,499 -24,546 -70.04 2 -77.78 0.2499
2025-07-23 2025-06-30 13F SALESFORCE COM 79466L302 35,045 8,301 31.04 10 28.57 0.3300
2025-05-14 2025-03-31 13F SALESFORCE COM 79466L302 26,744 -1,014 -3.65 7 -22.22 0.3408
2025-02-14 2024-12-31 13F SALESFORCE COM 79466L302 27,758 510 1.87 9 28.57 0.4054
2024-11-07 2024-09-30 13F SALESFORCE COM 79466L302 27,248 -304 -1.10 7 0.00 0.3283
2024-07-25 2024-03-31 13F SALESFORCE COM 79466L302 27,552 -10,172 -26.96 7 -22.22 0.3226
2024-02-14 2023-12-31 13F SALESFORCE COM 79466L302 37,724 -6,486 -14.67 10 12.50 0.4585
2023-11-08 2023-09-30 13F SALESFORCE COM 79466L302 44,210 16,927 62.04 9 60.00 0.3704
2023-07-28 2023-06-30 13F SALESFORCE COM 79466L302 27,283 -3,534 -11.47 6 -16.67 0.2273
2023-05-15 2023-03-31 13F SALESFORCE COM 79466L302 30,817 637 2.11 6 50.00 0.2555
2023-02-07 2022-12-31 13F SALESFORCE COM 79466L302 30,180 -11,347 -27.32 4 -99.93 0.1753
2022-11-14 2022-09-30 13F SALESFORCE COM 79466L302 41,527 -10,596 -20.33 5,973 -30.56 0.2328
2022-08-09 2022-06-30 13F SALESFORCE COM 79466L302 52,123 -46,617 -47.21 8,602 -58.97 0.2545
2022-05-04 2022-03-31 13F SALESFORCE COM COM 79466L302 98,740 1,290 1.32 20,964 -15.35 0.4948
2022-02-09 2021-12-31 13F SALESFORCE COM COM 79466L302 97,450 12,571 14.81 24,765 7.58 0.5081
2021-11-04 2021-09-30 13F SALESFORCE COM COM 79466L302 84,879 26,742 46.00 23,021 62.11 0.5168
2021-08-12 2021-06-30 13F SALESFORCE COM COM 79466L302 58,137 -4,801 -7.63 14,201 6.49 0.2753
2021-05-10 2021-03-31 13F SALESFORCE COM COM 79466L302 62,938 -7,624 -10.80 13,335 -15.07 0.2668
2021-02-16 2020-12-31 13F SALESFORCE COM COM 79466L302 70,562 17,289 32.45 15,702 17.28 0.3242
2020-11-13 2020-09-30 13F SALESFORCE COM COM 79466L302 53,273 6,917 14.92 13,389 54.18 0.3113
2020-08-10 2020-06-30 13F SALESFORCE COM COM 79466L302 46,356 -13,979 -23.17 8,684 -0.03 0.2168
2020-05-11 2020-03-31 13F SALESFORCE COM COM 79466L302 60,335 -6,163 -9.27 8,687 -19.68 0.2420
2020-02-13 2019-12-31 13F SALESFORCE COM COM 79466L302 66,498 -7,158 -9.72 10,815 -1.08 0.2330
2019-11-12 2019-09-30 13F SALESFORCE COM COM 79466L302 73,656 9,373 14.58 10,933 12.09 0.2497
2019-08-12 2019-06-30 13F SALESFORCE COM COM 79466L302 64,283 -8,139 -11.24 9,754 -14.95 0.2158
2019-05-09 2019-03-31 13F SALESFORCE COM COM 79466L302 72,422 -9,051 -11.11 11,469 2.78 0.2529
2019-02-13 2018-12-31 13F SALESFORCE COM COM 79466L302 81,473 -10,643 -11.55 11,159 -23.82 0.2781
2018-11-13 2018-09-30 13F SALESFORCE COM COM 79466L302 92,116 -3,429 -3.59 14,649 12.41 0.2891
2018-08-10 2018-06-30 13F SALESFORCE COM COM 79466L302 95,545 12,025 14.40 13,032 34.17 0.2672
2018-05-14 2018-03-31 13F SALESFORCE COM COM 79466L302 83,520 3,112 3.87 9,713 18.16 0.1934
2018-02-09 2017-12-31 13F SALESFORCE COM COM 79466L302 80,408 10,725 15.39 8,220 26.27 0.1632
2017-10-20 2017-09-30 13F/A-1 SALESFORCE COM COM 79466L302 69,683 -9,257 -11.73 6,510 -4.77 0.1448
2017-10-18 2017-09-30 13F SALESFORCE COM COM 79466L302 91,062 12,122 5,239
2017-07-26 2017-06-30 13F SALESFORCE COM COM 79466L302 78,940 6,147 8.44 6,836 13.84 0.1696
2017-04-26 2017-03-31 13F SALESFORCE COM COM 79466L302 72,793 497 0.69 6,005 21.34 0.1533
2017-01-10 2016-12-31 13F SALESFORCE COM COM 79466L302 72,296 -2,119 -2.85 4,949 -6.76 0.1338
2016-10-28 2016-09-30 13F SALESFORCE COM COM 79466L302 74,415 -2,012 -2.63 5,308 -12.54 0.1271
2016-07-25 2016-06-30 13F SALESFORCE COM COM 79466L302 76,427 22,001 40.42 6,069 51.05 0.1408
2016-05-11 2016-03-31 13F SALESFORCE COM COM 79466L302 54,426 12,140 28.71 4,018 21.21 0.0962
2016-02-05 2015-12-31 13F SALESFORCE COM COM 79466L302 42,286 -48,776 -53.56 3,315 -36.72 0.0783
2015-10-13 2015-09-30 13F SALESFORCE COM COM 79466L302 91,062 42,077 85.90 5,239 53.59 0.0830
2015-07-30 2015-06-30 13F SALESFORCE COM COM 79466L302 48,985 -15,608 -24.16 3,411 -20.95 0.0683
2015-05-07 2015-03-31 13F SALESFORCE COM COM 79466L302 64,593 64,593 0.00 4,315 0.0751
2015-02-04 2014-12-31 13F SALESFORCE COM COM 79466L302 0 -91,062 -100.00 0 -100.00
2014-10-24 2014-09-30 13F SALESFORCE COM COM 79466L302 91,062 -21 -0.02 5,239 -0.96 0.0813
2014-08-08 2014-06-30 13F SALESFORCE COM COM 79466L302 91,083 -8,225 -8.28 5,290 -6.69 0.0815
2014-05-07 2014-03-31 13F SALESFORCE COM COM 79466L302 99,308 4,857 5.14 5,669 8.75 0.0942
2014-02-03 2013-12-31 13F/A-1 SALESFORCE COM COM 79466L302 94,451 -44,383 -31.97 5,213 -27.67 0.0887
2014-01-27 2013-12-31 13F SALESFORCE COM COM 79466L302 94,451 5,213
2013-10-28 2013-09-30 13F SALESFORCE COM COM 79466L302 138,834 -1,339 -0.96 7,207 34.66 0.1324
2013-08-01 2013-06-30 13F SALESFORCE COM COM 79466L302 140,173 140,173 5,352 0.1019
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.