Southeast Asset Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1390003 Thomasville, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$587,161

-$19,143 QoQ

Shares Held

3,748

+15.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,496

of 2,457 holders

Holding Since

Sep 2025

4 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Southeast Asset Advisors, LLC holds $3,453,444 across 4 Software - Application names. CRM ranks #3 (17.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	13,434	$1,320,965
2	ADP	Automatic Data Processing Inc	5,271	$1,180,440
3	CRM	Salesforce, Inc. This page	3,748	$587,161
4	INTU	Intuit Inc.	1,398	$364,878

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$587,161	3,748	+15.4%	Shares	Sole	2026-08-14
2026-03-31	$606,304	3,248	+195.3%	Shares	Sole	2026-05-13
2025-12-31	$291,401	1,100	-49.3%	Shares	Sole	2026-02-13
2025-09-30	$513,816	2,168	—	Shares	Sole	2025-11-07
No filing history on record for this holder in this stock.