Newman Dignan & Sheerar, Inc.

Position in CRM — Salesforce, Inc.

CIK 1566493 PROVIDENCE, RI

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$456,663

-$147,961 QoQ

Shares Held

2,915

-10.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,612

of 2,451 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Newman Dignan & Sheerar, Inc. holds $2,430,570 across 3 Software - Application names. CRM ranks #3 (18.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	5,718	$1,280,546
2	ROP	Roper Technologies Inc	2,049	$693,361
3	CRM	Salesforce, Inc. This page	2,915	$456,663

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$456,663	2,915	-10.0%	Shares	Sole	2026-07-14
2026-03-31	$604,624	3,239	-22.5%	Shares	Sole	2026-04-13
2025-12-31	$1,107,588	4,181	+0.3%	Shares	Sole	2026-01-22
2025-09-30	$988,290	4,170	-0.7%	Shares	Sole	2025-10-09
2025-06-30	$1,145,025	4,199	-1.3%	Shares	Sole	2025-07-18
2025-03-31	$1,141,603	4,254	+9.7%	Shares	Sole	2025-05-14
2024-12-31	$1,296,531	3,878	-0.9%	Shares	Sole	2025-01-30
2024-09-30	$1,071,027	3,913	+0.0%	Shares	Sole	2024-11-12
2024-06-30	$1,005,775	3,912	-3.0%	Shares	Sole	2024-07-15
2024-03-31	$1,214,056	4,031	+0.2%	Shares	Sole	2024-04-29
2023-12-31	$1,058,875	4,024	+3.7%	Shares	Sole	2024-02-09
2023-09-30	$786,786	3,880	+0.7%	Shares	Sole	2023-11-08
2023-06-30	$814,196	3,854	-1.2%	Shares	Sole	2023-08-02
2023-03-31	$779,142	3,900	-9.4%	Shares	Sole	2023-04-28
2022-09-30	$619,087	4,304	-1.4%	Shares	Sole	2022-10-18
2022-06-30	$720,234	4,364	-9.1%	Shares	Sole	2022-08-03
2022-03-31	$1,018,923	4,799	+7.4%	Shares	Sole	2022-04-14
2021-12-31	$1,135,198	4,467	-1.4%	Shares	Sole	2022-01-18
2021-09-30	$1,228,626	4,530	-0.0%	Shares	Sole	2021-10-07
2021-06-30	$1,106,787	4,531	+0.1%	Shares	Sole	2021-07-28
2021-03-31	$959,347	4,528	-0.4%	Shares	Sole	2021-05-05
2020-12-31	$1,011,843	4,547	-3.7%	Shares	Sole	2021-01-29
2020-09-30	$1,187,235	4,724	+22.7%	Shares	Sole	2020-10-14
2020-06-30	$721,033	3,849	+8.5%	Shares	Sole	2020-08-06
2020-03-31	$510,553	3,546	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.