WBH ADVISORY INC

Position in CRM — Salesforce, Inc.

CIK 1259671 BALTIMORE, MD

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$302,823

-$61,743 QoQ

Shares Held

1,933

-1.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,830

of 2,451 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 34% Shared 0% None 66%

Technology · as of Jun 30, 2026

WBH ADVISORY INC holds $1,979,141 across 4 Software - Application names. CRM ranks #4 (15.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	6,317	$627,151
2	ADP	Automatic Data Processing Inc	2,784	$623,476
3	INTU	Intuit Inc.	1,631	$425,691
4	CRM	Salesforce, Inc. This page	1,933	$302,823

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$302,823	1,933	-1.0%	Shares	Sole	2026-08-05
2026-03-31	$364,566	1,953	-9.5%	Shares	Sole	2026-04-27
2025-12-31	$571,940	2,159	-8.2%	Shares	Sole	2026-01-26
2025-09-30	$557,187	2,351	+6.6%	Shares	Sole	2025-10-30
2025-06-30	$601,554	2,206	+1.1%	Shares	Sole	2025-07-30
2025-03-31	$585,561	2,182	-0.1%	Shares	Sole	2025-05-12
2024-12-31	$730,176	2,184	+0.9%	Shares	Sole	2025-01-31
2024-09-30	$592,308	2,164	-5.4%	Shares	Sole	2024-10-15
2024-06-30	$587,987	2,287	-0.2%	Shares	Sole	2024-07-11
2024-03-31	$690,304	2,292	+6.0%	Shares	Sole	2024-04-16
2023-12-31	$568,908	2,162	+14.1%	Shares	Sole	2024-01-09
2023-09-30	$384,065	1,894	+63.0%	Shares	Sole	2023-10-10
2023-06-30	$245,484	1,162	0.0%	Shares	Sole	2023-07-12
2023-03-31	$232,144	1,162	-40.3%	Shares	Sole	2023-04-20
2022-06-30	$321,002	1,945	+42.8%	Shares	Sole	2022-07-12
2022-03-31	$289,179	1,362	0.0%	Shares	Sole	2022-04-29
2021-12-31	$346,125	1,362	0.0%	Shares	Sole	2022-01-28
2021-09-30	$369,401	1,362	-18.1%	Shares	Sole	2021-10-25
2021-06-30	$405,976	1,662	-1.8%	Shares	Sole	2021-07-27
2021-03-31	$358,484	1,692	0.0%	Shares	Sole	2021-04-19
2020-12-31	$376,520	1,692	+6.3%	Shares	Sole	2021-01-21
2020-09-30	$400,101	1,592	-2.2%	Shares	Sole	2020-10-27
2020-06-30	$304,785	1,627	—	Shares	Sole	2020-08-05
No filing history on record for this holder in this stock.