MARINO, STRAM & ASSOCIATES LLC

Position in CRM — Salesforce, Inc.

CIK 1099762 BRAINTREE, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$256,765

-$49,747 QoQ

Shares Held

1,639

-0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.15%

of 13F equity value

Holder Rank

#1,924

of 2,451 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MARINO, STRAM & ASSOCIATES LLC holds $892,774 across 3 Software - Application names. CRM ranks #2 (28.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	4,391	$431,767
2	CRM	Salesforce, Inc. This page	1,639	$256,765
3	ADP	Automatic Data Processing Inc	912	$204,242

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$256,765	1,639	-0.2%	Shares	Defined	2026-07-24
2026-03-31	$306,512	1,642	+3.1%	Shares	Defined	2026-04-29
2025-12-31	$422,001	1,593	-20.2%	Shares	Defined	2026-01-16
2025-09-30	$472,815	1,995	-17.7%	Shares	Sole	2025-11-03
2025-06-30	$661,273	2,425	+0.9%	Shares	Sole	2025-07-18
2025-03-31	$644,869	2,403	+6.5%	Shares	Defined	2025-04-21
2024-12-31	$754,582	2,257	+5.6%	Shares	Defined	2025-01-17
2024-09-30	$584,918	2,137	0.0%	Shares	Defined	2024-10-21
2024-06-30	$549,422	2,137	+15.6%	Shares	Sole	2024-07-18
2024-03-31	$556,881	1,849	+21.5%	Shares	Sole	2024-04-24
2023-12-31	$400,499	1,522	+0.7%	Shares	Sole	2024-01-30
2023-09-30	$306,603	1,512	0.0%	Shares	Sole	2023-10-30
2023-06-30	$319,425	1,512	+2.6%	Shares	Sole	2023-07-20
2023-03-31	$294,475	1,474	-2.5%	Shares	Sole	2023-04-20
2022-12-31	$200,476	1,512	0.0%	Shares	Sole	2023-01-19
2022-09-30	$217,486	1,512	+7.1%	Shares	Sole	2022-10-17
2022-06-30	$233,036	1,412	0.0%	Shares	Sole	2022-07-15
2022-03-31	$299,795	1,412	0.0%	Shares	Sole	2022-04-25
2021-12-31	$358,831	1,412	0.0%	Shares	Sole	2022-01-20
2021-09-30	$382,962	1,412	-93.5%	Shares	Sole	2021-10-14
2021-06-30	$5,307,742	21,729	+1786.2%	Shares	Sole	2021-07-22
2021-03-31	$244,074	1,152	—	Shares	Sole	2021-04-26
No filing history on record for this holder in this stock.