Aviance Capital Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1542383 NAPLES, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$352,485

-$96,456 QoQ

Shares Held

2,250

-6.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#1,740

of 2,451 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Aviance Capital Partners, LLC holds $10,764,287 across 6 Software - Application names. CRM ranks #6 (3.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	58,097	$4,192,279
2	ADBE	Adobe Inc.	11,132	$2,282,282
3	ADP	Automatic Data Processing Inc	9,261	$2,074,000
4	PAYX	Paychex Inc	9,593	$943,279
5	LYFT	Lyft, Inc.	62,968	$919,962
6	CRM	Salesforce, Inc. This page	2,250	$352,485

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,485	2,250	-6.4%	Shares	Sole	2026-07-31
2026-03-31	$448,941	2,405	+21.6%	Shares	Sole	2026-05-06
2025-12-31	$523,727	1,977	-0.6%	Shares	Sole	2026-02-06
2025-09-30	$471,156	1,988	+2.8%	Shares	Sole	2025-10-29
2025-06-30	$527,109	1,933	+4.1%	Shares	Sole	2025-08-05
2025-03-31	$498,344	1,857	0.0%	Shares	Sole	2025-04-29
2024-12-31	$620,850	1,857	-72.7%	Shares	Sole	2025-02-07
2024-09-30	$1,860,406	6,797	+0.5%	Shares	Sole	2024-11-07
2024-06-30	$1,739,024	6,764	-3.7%	Shares	Sole	2024-08-09
2024-03-31	$2,114,584	7,021	+18.6%	Shares	Sole	2024-04-18
2023-12-31	$1,558,051	5,921	-20.2%	Shares	Sole	2024-02-06
2023-09-30	$1,503,816	7,416	-12.1%	Shares	Sole	2023-11-07
2023-06-30	$1,781,766	8,434	+34.6%	Shares	Sole	2023-08-04
2023-03-31	$1,252,221	6,268	+581.3%	Shares	Sole	2023-05-11
2021-12-31	$233,799	920	-9.6%	Shares	Sole	2022-02-07
2021-09-30	$276,101	1,018	-8.1%	Shares	Sole	2021-11-12
2021-06-30	$270,651	1,108	-94.7%	Shares	Sole	2021-08-06
2020-12-31	$4,608,818	20,711	+0.5%	Shares	Sole	2021-02-12
2020-09-30	$5,177,192	20,600	+17.0%	Shares	Sole	2020-11-03
2020-06-30	$3,297,008	17,600	+65.6%	Shares	Sole	2020-07-24
2020-03-31	$1,530,651	10,631	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.