ALBION FINANCIAL GROUP /UT

Position in CRM — Salesforce, Inc.

CIK 1054677 SALT LAKE CITY, UT

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$5,407,119

-$176,927 QoQ

Shares Held

34,515

+15.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#623

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ALBION FINANCIAL GROUP /UT holds $23,396,456 across 15 Software - Application names. CRM ranks #2 (23.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	168,751	$12,177,072
2	CRM	Salesforce, Inc. This page	34,515	$5,407,119
3	PAYX	Paychex Inc	46,330	$4,555,628
4	ADP	Automatic Data Processing Inc	3,653	$818,089
5	ADBE	Adobe Inc.	1,817	$372,521
6	INTU	Intuit Inc.	67	$17,487
7	SAP	Sap SE	81	$12,482
8	DDOG	Datadog, Inc.	43	$11,195

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,407,119	34,515	+15.4%	Shares	Sole	2026-07-22
2026-03-31	$5,584,046	29,914	-20.5%	Shares	Sole	2026-04-27
2025-12-31	$9,966,444	37,622	-18.6%	Shares	Sole	2026-01-21
2025-09-30	$10,953,666	46,218	+4.0%	Shares	Sole	2025-10-20
2025-06-30	$12,121,070	44,450	+82.9%	Shares	Sole	2025-07-17
2025-03-31	$6,522,489	24,305	+308.3%	Shares	Sole	2025-04-25
2024-12-31	$1,990,266	5,953	-23.9%	Shares	Sole	2025-01-17
2024-09-30	$2,140,138	7,819	-0.4%	Shares	Sole	2024-10-09
2024-06-30	$2,018,235	7,850	-0.5%	Shares	Sole	2024-07-10
2024-03-31	$2,376,611	7,891	+8.8%	Shares	Sole	2024-04-19
2023-12-31	$1,907,765	7,250	-0.3%	Shares	Sole	2024-01-26
2023-09-30	$1,474,818	7,273	+26.9%	Shares	Sole	2023-11-01
2023-06-30	$1,211,153	5,733	-16.3%	Shares	Sole	2023-07-25
2023-03-31	$1,367,893	6,847	+13.0%	Shares	Sole	2023-04-18
2022-12-31	$803,495	6,060	-7.5%	Shares	Sole	2023-02-03
2022-09-30	$942,439	6,552	+3.8%	Shares	Sole	2022-10-27
2022-06-30	$1,042,227	6,315	-2.6%	Shares	Sole	2022-07-29
2022-03-31	$1,376,895	6,485	+0.2%	Shares	Sole	2022-05-09
2021-12-31	$1,643,966	6,469	+1.2%	Shares	Sole	2022-02-15
2021-09-30	$1,733,095	6,390	+3.8%	Shares	Sole	2021-10-19
2021-06-30	$1,504,214	6,158	+34.9%	Shares	Sole	2021-08-12
2020-12-31	$1,015,849	4,565	+55.7%	Shares	Sole	2021-02-19
2020-09-30	$736,618	2,931	+16.3%	Shares	Sole	2020-11-13
2020-06-30	$472,258	2,521	+53.2%	Shares	Sole	2020-08-17
2020-03-31	$236,991	1,646	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.