WOODMONT INVESTMENT COUNSEL LLC

Position in CRM — Salesforce, Inc.

CIK 1133653 NASHVILLE, TN

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$2,832,256

-$424,762 QoQ

Shares Held

18,079

+3.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

#828

of 2,451 holders

Holding Since

Sep 2020

24 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WOODMONT INVESTMENT COUNSEL LLC holds $8,810,235 across 5 Software - Application names. CRM ranks #2 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	30,348	$2,984,118
2	CRM	Salesforce, Inc. This page	18,079	$2,832,256
3	WDAY	Workday, Inc.	13,481	$1,650,344
4	ADP	Automatic Data Processing Inc	4,121	$922,897
5	UBER	Uber Technologies, Inc	5,829	$420,620

24 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,832,256	18,079	+3.6%	Shares	Sole	2026-07-27
2026-03-31	$3,257,018	17,448	+20.1%	Shares	Sole	2026-05-05
2025-12-31	$3,849,142	14,530	+0.2%	Shares	Sole	2026-01-21
2025-09-30	$3,435,315	14,495	-24.5%	Shares	Sole	2025-11-04
2025-06-30	$5,237,284	19,206	+2.6%	Shares	Sole	2025-07-22
2025-03-31	$5,021,820	18,713	+1.9%	Shares	Sole	2025-04-22
2024-12-31	$6,138,967	18,362	-1.0%	Shares	Sole	2025-02-11
2024-09-30	$5,074,583	18,540	+1.6%	Shares	Sole	2024-10-31
2024-06-30	$4,693,874	18,257	+2.0%	Shares	Sole	2024-07-18
2024-03-31	$5,389,917	17,896	+0.1%	Shares	Sole	2024-04-18
2023-12-31	$4,703,890	17,876	-0.5%	Shares	Sole	2024-01-19
2023-09-30	$3,641,320	17,957	-2.0%	Shares	Sole	2023-10-24
2023-06-30	$3,870,071	18,319	-0.4%	Shares	Sole	2023-08-02
2023-03-31	$3,675,552	18,398	+23.0%	Shares	Sole	2023-05-09
2022-12-31	$1,982,485	14,952	+28.8%	Shares	Sole	2023-01-31
2022-09-30	$1,670,413	11,613	+89.9%	Shares	Sole	2022-11-08
2022-06-30	$1,009,384	6,116	+430.4%	Shares	Sole	2022-08-09
2022-03-31	$244,804	1,153	+1.2%	Shares	Sole	2022-05-12
2021-12-31	$289,454	1,139	+3.2%	Shares	Sole	2022-02-02
2021-09-30	$299,426	1,104	+0.4%	Shares	Sole	2021-11-12
2021-06-30	$268,697	1,100	+10.0%	Shares	Sole	2021-08-16
2021-03-31	$211,870	1,000	0.0%	Shares	Sole	2021-05-17
2020-12-31	$222,530	1,000	0.0%	Shares	Sole	2021-02-16
2020-09-30	$251,320	1,000	—	Shares	Sole	2020-11-16
No filing history on record for this holder in this stock.