Position in CRM
as of Jun 30, 2026
· filed Aug 4, 2026
Position Value
$2,291,622
-$2,265,739 QoQ
Shares Held
14,628
-40.1% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.12%
of 13F equity value
Holder Rank
#897
of 2,457 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026ADELL HARRIMAN & CARPENTER INC holds $2,993,257 across 2 Software - Application names. CRM ranks #1 (76.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
14,628 | $2,291,622 | |
| 2 | ADP |
Automatic Data Processing Inc
|
3,133 | $701,635 |
All Filings in CRM
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,291,622 | 14,628 | Shares | Sole | 2026-08-04 | |
| 2026-03-31 | $4,557,361 | 24,414 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $8,986,806 | 33,924 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $7,961,304 | 33,592 | Shares | Sole | 2025-11-04 | |
| 2025-06-30 | $10,074,259 | 36,944 | Shares | Sole | 2025-08-04 | |
| 2025-03-31 | $10,310,122 | 38,419 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $12,733,292 | 38,086 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $10,627,885 | 38,829 | Shares | Sole | 2024-10-25 | |
| 2024-06-30 | $10,174,475 | 39,574 | Shares | Sole | 2024-08-01 | |
| 2024-03-31 | $13,790,731 | 45,789 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $11,761,568 | 44,697 | Shares | Sole | 2024-02-05 | |
| 2023-09-30 | $8,882,575 | 43,804 | Shares | Sole | 2023-11-07 | |
| 2023-06-30 | $9,166,993 | 43,392 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $8,791,518 | 44,006 | Shares | Sole | 2023-05-03 | |
| 2022-12-31 | $5,635,207 | 42,501 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $7,432,212 | 51,670 | Shares | Sole | 2022-11-03 | |
| 2022-06-30 | $9,429,395 | 57,134 | Shares | Sole | 2022-08-03 | |
| 2022-03-31 | $11,180,771 | 52,660 | Shares | Sole | 2022-04-29 | |
| 2021-12-31 | $13,251,354 | 52,144 | Shares | Sole | 2022-02-16 | |
| 2021-09-30 | $14,401,782 | 53,100 | Shares | Sole | 2021-11-05 | |
| 2021-06-30 | $13,105,085 | 53,650 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,488,650 | 54,225 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $12,274,309 | 55,158 | Shares | Sole | 2021-02-05 | |
| 2020-09-30 | $13,736,648 | 54,658 | Shares | Sole | 2020-11-06 | |
| 2020-06-30 | $10,121,252 | 54,029 | Shares | Sole | 2020-08-13 | |
| 2020-03-31 | $7,573,779 | 52,603 | Shares | Sole | 2020-05-07 | |
| No filing history on record for this holder in this stock. | ||||||