W.G. Shaheen & Associates DBA Whitney & Co

Position in CRM — Salesforce, Inc.

CIK 1577001 ROCHESTER, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$8,772,490

-$1,395,238 QoQ

Shares Held

55,997

+2.8% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.78%

of 13F equity value

Holder Rank

#499

of 2,457 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 12% Shared 0% None 88%

Technology · as of Jun 30, 2026

W.G. Shaheen & Associates DBA Whitney & Co holds $38,087,444 across 5 Software - Application names. CRM ranks #3 (23.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	108,994	$10,717,380
2	ADBE	Adobe Inc.	46,633	$9,560,697
3	CRM	Salesforce, Inc. This page	55,997	$8,772,490
4	NOW	ServiceNow, Inc.	83,766	$8,316,288
5	SHOP	Shopify Inc.	6,311	$720,589

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,772,490	55,997	+2.8%	Shares	Sole	2026-07-28
2026-03-31	$10,167,728	54,469	+7.2%	Shares	Sole	2026-05-05
2025-12-31	$13,455,573	50,793	+0.7%	Shares	Sole	2026-01-30
2025-09-30	$11,951,673	50,429	+0.1%	Shares	Sole	2025-11-07
2025-06-30	$13,737,031	50,376	+44.0%	Shares	Sole	2025-08-05
2025-03-31	$9,390,453	34,992	+1.8%	Shares	Sole	2025-05-06
2024-12-31	$11,489,919	34,367	+0.5%	Shares	Sole	2025-02-04
2024-09-30	$9,361,976	34,204	+0.5%	Shares	Sole	2024-11-07
2024-06-30	$8,747,056	34,022	+0.4%	Shares	Sole	2024-07-30
2024-03-31	$10,209,098	33,897	+1.1%	Shares	Sole	2024-05-08
2023-12-31	$8,820,979	33,522	+1.5%	Shares	Sole	2024-02-13
2023-09-30	$6,696,809	33,025	-0.1%	Shares	Sole	2023-11-08
2023-06-30	$6,983,410	33,056	+1.1%	Shares	Sole	2023-08-14
2023-03-31	$6,531,207	32,692	+39.3%	Shares	Sole	2023-05-03
2022-12-31	$3,112,550	23,475	-3.2%	Shares	Sole	2023-02-03
2022-09-30	$3,487,688	24,247	-0.2%	Shares	Sole	2022-11-09
2022-06-30	$4,008,821	24,290	+1.4%	Shares	Sole	2022-08-05
2022-03-31	$5,088,461	23,966	+5.3%	Shares	Sole	2022-05-13
2021-12-31	$5,784,761	22,763	+2.1%	Shares	Sole	2022-02-11
2021-09-30	$6,043,866	22,284	+3.0%	Shares	Sole	2021-11-12
2021-06-30	$5,284,537	21,634	+3.5%	Shares	Sole	2021-08-13
2021-03-31	$4,429,566	20,907	+6.3%	Shares	Sole	2021-05-11
2020-12-31	$4,377,387	19,671	—	Shares	Sole	2021-02-10
No filing history on record for this holder in this stock.