SANDERS MORRIS HARRIS LLC

Position in CRM — Salesforce, Inc.

CIK 1053994 Houston, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 7, 2026 Compact

Position Value

$320,683

-$1,463,322 QoQ

Shares Held

2,047

-78.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.20%

of 13F equity value

Holder Rank

#1,807

of 2,451 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SANDERS MORRIS HARRIS LLC holds $1,157,060 across 3 Software - Application names. CRM ranks #2 (27.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	2,087	$531,141
2	CRM	Salesforce, Inc. This page	2,047	$320,683
3	UBER	Uber Technologies, Inc	4,230	$305,236

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$320,683	2,047	-78.6%	Shares	Sole	2026-07-07
2026-03-31	$1,784,005	9,557	+5.5%	Shares	Sole	2026-04-09
2025-09-30	$2,147,457	9,061	+49.5%	Shares	Sole	2025-10-07
2025-03-31	$1,626,529	6,061	0.0%	Shares	Sole	2025-04-09
2024-12-31	$2,026,374	6,061	0.0%	Shares	Sole	2025-01-15
2024-09-30	$1,658,956	6,061	0.0%	Shares	Sole	2024-10-09
2024-06-30	$1,558,283	6,061	0.0%	Shares	Sole	2024-07-12
2024-03-31	$1,825,451	6,061	+6.6%	Shares	Sole	2024-04-11
2023-12-31	$1,495,950	5,685	-6.2%	Shares	Sole	2024-01-10
2023-09-30	$1,229,049	6,061	0.0%	Shares	Sole	2023-10-13
2023-06-30	$1,280,446	6,061	0.0%	Shares	Sole	2023-07-11
2022-12-31	$803,627	6,061	0.0%	Shares	Sole	2023-01-13
2022-09-30	$871,814	6,061	+5.2%	Shares	Sole	2022-10-07
2022-06-30	$950,795	5,761	0.0%	Shares	Sole	2022-07-11
2022-03-31	$1,223,175	5,761	0.0%	Shares	Sole	2022-04-11
2021-12-31	$1,464,042	5,761	0.0%	Shares	Sole	2022-02-02
2021-09-30	$1,562,498	5,761	0.0%	Shares	Sole	2021-10-13
2021-06-30	$1,407,239	5,761	-0.3%	Shares	Sole	2021-07-13
2021-03-31	$1,224,820	5,781	-78.4%	Shares	Sole	2021-04-19
2020-12-31	$5,950,897	26,742	+335.4%	Shares	Sole	2021-01-26
2020-09-30	$1,543,607	6,142	+396.5%	Shares	Sole	2020-10-16
2020-06-30	$231,727	1,237	-38.5%	Shares	Sole	2020-07-09
2020-03-31	$289,687	2,012	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.