DAVIDSON INVESTMENT ADVISORS

Position in CRM — Salesforce, Inc.

CIK 1140771 GREAT FALLS, MT

Position in CRM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$16,218,449

-$6,330,425 QoQ

Shares Held

86,883

+2.1% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.89%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

DAVIDSON INVESTMENT ADVISORS holds $50,496,847 across 3 Software - Application names. CRM ranks #3 (32.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	41,730	$18,043,217
2	DT	Dynatrace, Inc.	439,026	$16,235,181
3	CRM	Salesforce, Inc. This page	86,883	$16,218,449

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$16,218,449	86,883	+2.1%	Shares	Sole	2026-05-08
2025-12-31	$22,548,874	85,119	-2.4%	Shares	Sole	2026-01-27
2025-09-30	$20,663,793	87,189	+4.2%	Shares	Sole	2025-10-21
2025-06-30	$22,822,789	83,695	-1.8%	Shares	Sole	2025-07-28
2025-03-31	$22,861,051	85,188	+2.5%	Shares	Sole	2025-04-30
2024-12-31	$27,795,861	83,139	+1.4%	Shares	Sole	2025-01-31
2024-09-30	$22,442,304	81,993	+4.7%	Shares	Sole	2024-11-13
2024-06-30	$20,136,329	78,321	-22.5%	Shares	Sole	2024-07-31
2024-03-31	$30,417,674	100,995	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$26,481,883	100,638	+1.7%	Shares	Sole	2024-02-09
2023-09-30	$20,074,611	98,997	+1.4%	Shares	Sole	2023-11-09
2023-06-30	$20,625,736	97,632	-0.4%	Shares	Sole	2023-08-11
2023-03-31	$19,581,236	98,014	+15.1%	Shares	Sole	2023-08-23
2022-12-31	$11,288,845	85,141	+0.9%	Shares	Sole	2023-02-02
2022-09-30	$12,134,054	84,358	+4.1%	Shares	Sole	2022-11-07
2022-06-30	$13,371,210	81,018	+21.3%	Shares	Sole	2022-07-27
2022-03-31	$14,184,674	66,808	+2.0%	Shares	Sole	2022-05-12
2021-12-31	$16,651,105	65,522	-0.3%	Shares	Sole	2022-01-28
2021-09-30	$17,824,307	65,719	+3.7%	Shares	Sole	2021-11-03
2021-06-30	$15,487,206	63,402	-0.7%	Shares	Sole	2021-08-10
2021-03-31	$13,533,619	63,877	+4.6%	Shares	Sole	2021-05-07
2020-12-31	$13,590,574	61,073	+20.6%	Shares	Sole	2021-02-10
2020-09-30	$12,724,331	50,630	-0.9%	Shares	Sole	2020-11-02
2020-06-30	$9,568,816	51,080	-3.1%	Shares	Sole	2020-08-10
2020-03-31	$7,591,201	52,724	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.