ALTA CAPITAL MANAGEMENT LLC/

Position in CRM — Salesforce, Inc.

CIK 1093589 SALT LAKE CITY, UT

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$1,791,563

-$263,860 QoQ

Shares Held

11,436

+3.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.14%

of 13F equity value

Holder Rank

#986

of 2,451 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 48% Shared 0% None 52%

Technology · as of Jun 30, 2026

ALTA CAPITAL MANAGEMENT LLC/ holds $23,300,712 across 4 Software - Application names. CRM ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	53,662	$14,005,782
2	ADSK	Autodesk, Inc.	21,169	$4,115,676
3	ADP	Automatic Data Processing Inc	15,127	$3,387,691
4	CRM	Salesforce, Inc. This page	11,436	$1,791,563

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,791,563	11,436	+3.9%	Shares	Sole	2026-07-28
2026-03-31	$2,055,423	11,011	+2.5%	Shares	Sole	2026-05-11
2025-12-31	$2,845,928	10,743	-20.4%	Shares	Sole	2026-02-06
2025-09-30	$3,197,841	13,493	+1104.7%	Shares	Sole	2025-11-04
2025-06-30	$305,412	1,120	—	Shares	Sole	2025-07-28
No filing history on record for this holder in this stock.