HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1484205 LONG BEACH, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$15,196

-$2,164 QoQ

Shares Held

+4.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,320

of 2,451 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $1,238,896 across 20 Software - Application names. CRM ranks #3 (1.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	U	Unity Software Inc.	21,725	$620,900
2	SNOW	Snowflake Inc.	2,252	$573,134
3	CRM	Salesforce, Inc. This page	97	$15,196
4	ADBE	Adobe Inc.	53	$10,866
5	INTU	Intuit Inc.	27	$7,047
6	PAYX	Paychex Inc	34	$3,343
7	SAP	Sap SE	13	$2,003
8	CDNS	Cadence Design Systems Inc	3	$1,125

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$15,196	97	+4.3%	Shares	Sole	2026-07-21
2026-03-31	$17,360	93	-11.4%	Shares	Sole	2026-04-17
2025-12-31	$27,815	105	-61.3%	Shares	Sole	2026-01-23
2025-09-30	$64,227	271	+150.9%	Shares	Sole	2025-10-16
2025-06-30	$29,450	108	-16.9%	Shares	Sole	2025-07-17
2025-03-31	$34,886	130	+23.8%	Shares	Sole	2025-04-18
2024-12-31	$35,104	105	-92.2%	Shares	Sole	2025-07-17
2023-03-31	$268,104	1,342	-0.2%	Shares	Sole	2023-04-25
2022-03-31	$285,569	1,345	+12.5%	Shares	Sole	2022-05-13
2021-12-31	$303,938	1,196	-20.7%	Shares	Other	2022-02-14
2021-09-30	$409,270	1,509	+3.1%	Shares	Other	2021-10-29
2021-06-30	$357,610	1,464	+10.4%	Shares	Sole	2021-07-29
2021-03-31	$280,939	1,326	-1.3%	Shares	Sole	2021-05-06
2020-12-31	$299,080	1,344	+44.5%	Shares	Sole	2021-02-04
2020-09-30	$233,727	930	—	Shares	Other	2020-11-10
No filing history on record for this holder in this stock.