Vision Capital Management, Inc.

Position in CRM — Salesforce, Inc.

CIK 1417889 PORTLAND, OR

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$4,268,515

-$957,311 QoQ

Shares Held

27,247

-2.7% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.79%

of 13F equity value

Holder Rank

#688

of 2,451 holders

Holding Since

Jun 2021

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Vision Capital Management, Inc. holds $8,461,248 across 5 Software - Application names. CRM ranks #1 (50.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	27,247	$4,268,515
2	CVLT	Commvault Systems Inc	18,048	$2,557,943
3	ADBE	Adobe Inc.	4,214	$863,954
4	ADP	Automatic Data Processing Inc	2,398	$537,032
5	NOW	ServiceNow, Inc.	2,355	$233,804

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,268,515	27,247	-2.7%	Shares	Sole	2026-08-10
2026-03-31	$5,225,826	27,995	+15.6%	Shares	Sole	2026-04-24
2025-12-31	$6,415,060	24,216	-2.6%	Shares	Sole	2026-01-27
2025-09-30	$5,889,924	24,852	-1.7%	Shares	Sole	2025-10-23
2025-06-30	$6,896,875	25,292	+4.5%	Shares	Sole	2025-07-16
2025-03-31	$6,494,848	24,202	+6.9%	Shares	Sole	2025-04-30
2024-12-31	$7,566,222	22,631	+0.2%	Shares	Sole	2025-01-27
2024-09-30	$6,184,203	22,594	+1.7%	Shares	Sole	2024-11-05
2024-06-30	$5,711,219	22,214	+8.6%	Shares	Sole	2024-08-07
2024-03-31	$6,158,227	20,447	-10.0%	Shares	Sole	2024-05-09
2023-12-31	$5,979,856	22,725	+0.5%	Shares	Sole	2024-01-17
2023-09-30	$4,584,450	22,608	+8.8%	Shares	Sole	2023-10-25
2023-06-30	$4,391,039	20,785	+0.1%	Shares	Sole	2023-08-01
2023-03-31	$4,147,432	20,760	+40.4%	Shares	Sole	2023-05-03
2022-12-31	$1,960,740	14,788	-31.5%	Shares	Sole	2023-01-26
2022-09-30	$3,107,231	21,602	-0.4%	Shares	Sole	2022-10-21
2022-06-30	$3,578,067	21,680	+41.9%	Shares	Sole	2022-08-10
2022-03-31	$3,243,400	15,276	+65.1%	Shares	Sole	2022-04-28
2021-12-31	$2,350,956	9,251	+2.5%	Shares	Sole	2022-01-24
2021-09-30	$2,447,760	9,025	+6.2%	Shares	Sole	2021-10-07
2021-06-30	$2,075,562	8,497	—	Shares	Sole	2021-07-15
No filing history on record for this holder in this stock.