SFE Investment Counsel

Position in CRM — Salesforce, Inc.

CIK 1317784 LOS ANGELES, CA

Position in CRM

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

Position Value

$2,091,880

-$632,195 QoQ

Shares Held

13,353

-8.5% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.33%

of 13F equity value

Holder Rank

#925

of 2,451 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 28% Shared 0% None 72%

Technology · as of Jun 30, 2026

SFE Investment Counsel holds $13,873,810 across 5 Software - Application names. CRM ranks #3 (15.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	87,107	$6,285,641
2	NOW	ServiceNow, Inc.	31,595	$3,136,751
3	CRM	Salesforce, Inc. This page	13,353	$2,091,880
4	ROP	Roper Technologies Inc	5,748	$1,945,065
5	SHOP	Shopify Inc.	3,630	$414,473

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,091,880	13,353	-8.5%	Shares	Sole	2026-08-05
2026-03-31	$2,724,075	14,593	-16.1%	Shares	Sole	2026-05-01
2025-12-31	$4,607,844	17,394	+82.7%	Shares	Sole	2026-02-05
2025-09-30	$2,256,951	9,523	—	Shares	Sole	2025-11-14
No filing history on record for this holder in this stock.