Nelson Capital Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1512611 MENLO PARK, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$1,391,767

-$236,555 QoQ

Shares Held

8,884

+1.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,093

of 2,457 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nelson Capital Management, LLC holds $4,979,328 across 4 Software - Application names. CRM ranks #2 (28.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	8,271	$2,798,823
2	CRM	Salesforce, Inc. This page	8,884	$1,391,767
3	ADBE	Adobe Inc.	2,597	$532,436
4	INTU	Intuit Inc.	982	$256,302

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,391,767	8,884	+1.8%	Shares	Sole	2026-07-24
2026-03-31	$1,628,322	8,723	+1.7%	Shares	Sole	2026-05-07
2025-12-31	$2,273,192	8,581	-1.5%	Shares	Sole	2026-02-10
2025-09-30	$2,065,455	8,715	+0.3%	Shares	Sole	2025-11-13
2025-06-30	$2,369,403	8,689	+2.3%	Shares	Sole	2025-07-23
2025-03-31	$2,279,449	8,494	+3.8%	Shares	Sole	2025-05-06
2024-12-31	$2,735,488	8,182	+1.8%	Shares	Sole	2025-02-05
2024-09-30	$2,200,354	8,039	+11.8%	Shares	Sole	2024-11-04
2024-06-30	$1,849,320	7,193	+3.8%	Shares	Sole	2024-08-08
2024-03-31	$2,088,080	6,933	+397.0%	Shares	Sole	2024-05-07
2022-09-30	$200,656	1,395	-0.6%	Shares	Sole	2022-11-03
2022-06-30	$231,551	1,403	-94.5%	Shares	Sole	2022-07-27
2022-03-31	$5,429,659	25,573	-1.2%	Shares	Sole	2022-05-02
2021-12-31	$6,575,867	25,876	-0.9%	Shares	Sole	2022-02-14
2021-09-30	$7,085,080	26,123	-0.4%	Shares	Sole	2021-11-09
2021-06-30	$6,408,911	26,237	+1.1%	Shares	Sole	2021-08-10
2021-03-31	$5,498,662	25,953	-1.2%	Shares	Sole	2021-05-10
2020-12-31	$5,842,525	26,255	-31.0%	Shares	Sole	2021-02-17
2020-09-30	$9,556,443	38,025	-3.2%	Shares	Sole	2020-11-13
2020-06-30	$7,361,881	39,299	+0.0%	Shares	Sole	2020-08-13
2020-03-31	$5,657,118	39,291	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.