WHALEROCK POINT PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 1389709 West Palm Beach, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$2,988,759

-$534,637 QoQ

Shares Held

19,078

+1.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#803

of 2,450 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

WHALEROCK POINT PARTNERS, LLC holds $6,021,401 across 3 Software - Application names. CRM ranks #1 (49.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	19,078	$2,988,759
2	ADP	Automatic Data Processing Inc	11,903	$2,665,676
3	INTU	Intuit Inc.	1,406	$366,966

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,988,759	19,078	+1.1%	Shares	Sole	2026-08-13
2026-03-31	$3,523,396	18,875	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$4,914,080	18,550	-2.7%	Shares	Sole	2026-02-13
2025-09-30	$4,517,220	19,060	+1.3%	Shares	Sole	2025-11-12
2025-06-30	$5,129,298	18,810	+1.8%	Shares	Sole	2025-08-13
2025-03-31	$4,957,145	18,472	+8.8%	Shares	Sole	2025-05-15
2024-12-31	$5,677,592	16,982	+2.1%	Shares	Sole	2025-02-14
2024-09-30	$4,553,713	16,637	+2.4%	Shares	Sole	2024-11-13
2024-06-30	$4,177,617	16,249	+0.4%	Shares	Sole	2024-08-13
2024-03-31	$4,875,803	16,189	+2.4%	Shares	Sole	2024-05-15
2023-12-31	$4,161,295	15,814	-0.3%	Shares	Sole	2024-02-14
2023-09-30	$3,215,888	15,859	+0.9%	Shares	Sole	2023-11-14
2023-06-30	$3,321,007	15,720	+0.7%	Shares	Sole	2023-08-14
2023-03-31	$3,118,166	15,608	-3.2%	Shares	Sole	2023-05-10
2022-12-31	$2,138,411	16,128	-10.5%	Shares	Sole	2023-02-14
2022-09-30	$2,590,989	18,013	+4.6%	Shares	Sole	2022-11-16
2022-06-30	$2,843,309	17,228	-12.6%	Shares	Sole	2022-08-12
2022-03-31	$4,183,977	19,706	-2.8%	Shares	Sole	2022-05-16
2021-12-31	$5,150,198	20,266	+1.1%	Shares	Sole	2022-02-15
2021-09-30	$5,435,520	20,041	+4.4%	Shares	Sole	2021-11-12
2021-06-30	$4,688,029	19,192	-0.8%	Shares	Sole	2021-08-10
2021-03-31	$4,097,989	19,342	+5.0%	Shares	Sole	2021-05-13
2020-12-31	$4,100,782	18,428	+522.8%	Shares	Sole	2021-02-12
2020-09-30	$743,655	2,959	-73.7%	Shares	Sole	2020-11-13
2020-06-30	$2,108,961	11,258	+22.6%	Shares	Sole	2020-08-11
2020-03-31	$1,321,736	9,180	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.