BENJAMIN EDWARDS INC

Position in CRM — Salesforce, Inc.

CIK 1451623 Clayton, MO

Position in CRM

as of Mar 31, 2026 · filed May 12, 2026 Compact

Position Value

$17,331,749

-$4,313,516 QoQ

Shares Held

92,847

+13.6% QoQ

Ownership

0.011%

of shares outstanding

% of Portfolio

0.32%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

BENJAMIN EDWARDS INC holds $151,705,189 across 22 Software - Application names. CRM ranks #3 (11.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	226,830	$46,087,318
2	INTU	Intuit Inc.	77,916	$33,689,320
3	CRM	Salesforce, Inc. This page	92,847	$17,331,749
4	PAYX	Paychex Inc	129,442	$11,924,196
5	CDNS	Cadence Design Systems Inc	25,535	$7,095,410
6	SSNC	SS&C Technologies Holdings Inc	101,356	$6,848,624
7	UBER	Uber Technologies, Inc	85,939	$6,181,591
8	SHOP	Shopify Inc.	47,692	$5,657,224

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$17,331,749	92,847	+13.6%	Shares	Defined	2026-05-12
2025-12-31	$21,645,265	81,708	+0.1%	Shares	Defined	2026-02-02
2025-09-30	$19,341,333	81,609	+14.9%	Shares	Defined	2025-10-23
2025-06-30	$19,366,170	71,019	+39.4%	Shares	Defined	2025-08-14
2025-03-31	$13,674,551	50,956	+10.0%	Shares	Defined	2025-05-12
2024-12-31	$15,491,180	46,335	+4.3%	Shares	Defined	2025-02-14
2024-09-30	$12,156,555	44,414	+3967.2%	Shares	Defined	2024-11-14
2024-06-30	$280,753	1,092	-5.9%	Shares	Defined	2024-08-12
2024-03-31	$349,368	1,160	+7.5%	Shares	Defined	2024-04-29
2023-12-31	$283,928	1,079	+2.3%	Shares	Defined	2024-02-06
2023-09-30	$213,932	1,055	-16.3%	Shares	Defined	2023-11-13
2023-06-30	$266,187	1,260	-19.7%	Shares	Defined	2023-08-15
2023-03-31	$313,454	1,569	+48.0%	Shares	Defined	2023-04-27
2022-12-31	$140,545	1,060	+4.4%	Shares	Defined	2023-02-07
2022-09-30	$145,997	1,015	-24.1%	Shares	Defined	2022-10-28
2022-06-30	$220,658	1,337	-36.4%	Shares	Defined	2022-08-12
2022-03-31	$446,296	2,102	+35.5%	Shares	Defined	2022-05-04
2021-12-31	$394,155	1,551	+1995.9%	Shares	Defined	2022-02-07
2020-06-30	$13,862	74	0.0%	Shares	Defined	2020-08-14
2020-03-31	$10,654	74	—	Shares	Defined	2020-05-07
No filing history on record for this holder in this stock.