FULTON BREAKEFIELD BROENNIMAN LLC

Position in CRM — Salesforce, Inc.

CIK 1119254 Bethesda, MD

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$283,397

-$167,037 QoQ

Shares Held

1,809

-25.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,868

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

FULTON BREAKEFIELD BROENNIMAN LLC holds $6,697,879 across 6 Software - Application names. CRM ranks #5 (4.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SAP	Sap SE	27,921	$4,302,905
2	SHOP	Shopify Inc.	7,035	$803,256
3	DDOG	Datadog, Inc.	2,793	$727,185
4	ROP	Roper Technologies Inc	921	$311,657
5	CRM	Salesforce, Inc. This page	1,809	$283,397
6	CDNS	Cadence Design Systems Inc	718	$269,479

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$283,397	1,809	-25.0%	Shares	Sole	2026-08-03
2026-03-31	$450,434	2,413	-45.5%	Shares	Sole	2026-04-27
2025-12-31	$1,172,491	4,426	-40.2%	Shares	Sole	2026-01-21
2025-09-30	$1,755,459	7,407	-86.8%	Shares	Sole	2025-10-16
2025-06-30	$15,340,994	56,258	-1.7%	Shares	Sole	2025-07-23
2025-03-31	$15,364,683	57,254	-2.5%	Shares	Sole	2025-05-01
2024-12-31	$19,642,556	58,752	-2.5%	Shares	Sole	2025-01-23
2024-09-30	$16,499,238	60,280	-3.1%	Shares	Sole	2024-10-16
2024-06-30	$15,986,992	62,182	+0.4%	Shares	Sole	2024-08-07
2024-03-31	$18,652,077	61,930	-1.3%	Shares	Sole	2024-04-29
2023-12-31	$16,511,245	62,747	+0.3%	Shares	Sole	2024-02-02
2023-09-30	$12,687,944	62,570	-0.2%	Shares	Sole	2023-10-20
2023-06-30	$13,251,283	62,725	-9.4%	Shares	Sole	2023-07-19
2023-03-31	$13,833,566	69,244	-1.4%	Shares	Sole	2023-04-25
2022-12-31	$9,315,375	70,257	-6.3%	Shares	Sole	2023-02-15
2022-09-30	$10,789,150	75,008	-2.5%	Shares	Sole	2022-10-17
2022-06-30	$12,698,837	76,944	-0.6%	Shares	Sole	2022-07-28
2022-03-31	$16,430,595	77,386	+15.0%	Shares	Sole	2022-04-27
2021-12-31	$17,100,661	67,291	+2.6%	Shares	Sole	2022-02-07
2021-09-30	$17,787,421	65,583	-0.1%	Shares	Sole	2021-10-25
2021-06-30	$16,030,463	65,626	+2.1%	Shares	Sole	2021-07-27
2021-03-31	$13,617,308	64,272	+26.1%	Shares	Sole	2021-04-09
2020-12-31	$11,344,356	50,979	-16.8%	Shares	Sole	2021-01-14
2020-09-30	$15,408,177	61,309	-10.2%	Shares	Sole	2020-10-20
2020-06-30	$12,786,021	68,254	+85.9%	Shares	Sole	2020-07-10
2020-03-31	$5,284,929	36,706	—	Shares	Sole	2020-04-10
No filing history on record for this holder in this stock.