SMITH CHAS P & ASSOCIATES PA CPAS

Position in CRM — Salesforce, Inc.

CIK 1082509 LAKELAND, FL

Position in CRM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$466,488

New position

Shares Held

2,499

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

SMITH CHAS P & ASSOCIATES PA CPAS holds $28,087,357 across 4 Software - Application names. CRM ranks #3 (1.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	132,346	$26,890,060
2	ADBE	Adobe Inc.	1,984	$482,270
3	CRM	Salesforce, Inc. This page	2,499	$466,488
4	PAYX	Paychex Inc	2,698	$248,539

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$466,488	2,499	—	Shares	Sole	2026-05-12
No filing history on record for this holder in this stock.