Guinness Atkinson Asset Management Inc

Position in CRM — Salesforce, Inc.

CIK 1409765 PASADENA, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$4,985,704

-$1,081,817 QoQ

Shares Held

31,825

-2.1% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

2.24%

of 13F equity value

Holder Rank

#651

of 2,451 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Guinness Atkinson Asset Management Inc holds $12,144,421 across 3 Software - Application names. CRM ranks #2 (41.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	17,790	$6,019,958
2	CRM	Salesforce, Inc. This page	31,825	$4,985,704
3	PAYX	Paychex Inc	11,581	$1,138,759

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,985,704	31,825	-2.1%	Shares	Sole	2026-07-29
2026-03-31	$6,067,521	32,504	+25.8%	Shares	Sole	2026-04-21
2025-12-31	$6,843,949	25,835	+26.8%	Shares	Sole	2026-02-10
2025-09-30	$4,829,112	20,376	+11.8%	Shares	Sole	2025-11-05
2025-06-30	$4,969,502	18,224	-7.3%	Shares	Sole	2025-08-01
2025-03-31	$5,277,567	19,666	-4.6%	Shares	Sole	2025-05-12
2024-12-31	$6,893,550	20,619	-22.5%	Shares	Sole	2025-01-16
2024-09-30	$7,278,496	26,592	+0.2%	Shares	Sole	2024-10-10
2024-06-30	$6,825,233	26,547	-0.1%	Shares	Sole	2024-07-11
2024-03-31	$8,002,352	26,570	-0.4%	Shares	Sole	2024-04-12
2023-12-31	$7,016,364	26,664	-2.1%	Shares	Sole	2024-02-12
2023-09-30	$5,523,524	27,239	-0.3%	Shares	Sole	2023-11-06
2023-06-30	$5,769,721	27,311	-2.3%	Shares	Sole	2023-07-24
2023-03-31	$5,584,450	27,953	-2.2%	Shares	Sole	2023-04-10
2022-12-31	$3,789,024	28,577	-4.8%	Shares	Sole	2023-02-02
2022-09-30	$4,319,946	30,033	0.0%	Shares	Sole	2022-10-24
2022-06-30	$4,956,646	30,033	+7803.4%	Shares	Sole	2022-09-06
2022-03-31	$80,681	380	0.0%	Shares	Sole	2022-04-13
2021-12-31	$96,569	380	0.0%	Shares	Sole	2022-01-19
2021-09-30	$103,063	380	0.0%	Shares	Sole	2021-12-07
2021-06-30	$92,822	380	0.0%	Shares	Sole	2021-08-03
2021-03-31	$80,510	380	+900.0%	Shares	Sole	2021-04-21
2020-12-31	$8,456	38	—	Shares	Sole	2021-01-25
No filing history on record for this holder in this stock.