NAPLES GLOBAL ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1582151 NAPLES, FL

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$2,457,055

-$1,167,143 QoQ

Shares Held

15,684

-19.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#870

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

NAPLES GLOBAL ADVISORS, LLC holds $18,973,956 across 6 Software - Application names. CRM ranks #3 (12.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	75,915	$7,464,721
2	SAP	Sap SE	41,447	$6,387,397
3	CRM	Salesforce, Inc. This page	15,684	$2,457,055
4	ADP	Automatic Data Processing Inc	5,846	$1,309,211
5	OTEX	Open Text Corp	37,209	$824,179
6	SHOP	Shopify Inc.	4,654	$531,393

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,457,055	15,684	-19.2%	Shares	Sole	2026-07-23
2026-03-31	$3,624,198	19,415	-4.2%	Shares	Sole	2026-04-20
2025-12-31	$5,370,785	20,274	+11.0%	Shares	Sole	2026-02-04
2025-09-30	$4,327,857	18,261	+25.9%	Shares	Sole	2025-10-30
2025-06-30	$3,954,277	14,501	+10.5%	Shares	Sole	2025-07-18
2025-03-31	$3,520,883	13,120	+14.0%	Shares	Sole	2025-04-10
2024-12-31	$3,849,141	11,513	+8.8%	Shares	Sole	2025-01-29
2024-09-30	$2,897,494	10,586	+50.6%	Shares	Sole	2024-10-24
2024-06-30	$1,807,670	7,031	+164.7%	Shares	Sole	2024-07-18
2024-03-31	$799,934	2,656	0.0%	Shares	Sole	2024-04-29
2023-12-31	$698,899	2,656	+3.9%	Shares	Sole	2024-01-11
2023-09-30	$518,508	2,557	+16.5%	Shares	Sole	2023-10-16
2023-06-30	$463,504	2,194	+17.1%	Shares	Sole	2023-07-17
2023-03-31	$374,187	1,873	-1.9%	Shares	Sole	2023-04-17
2022-12-31	$253,114	1,909	+21.7%	Shares	Sole	2023-04-17
2022-09-30	$225,541	1,568	+13.7%	Shares	Sole	2022-10-20
2022-06-30	$227,590	1,379	+20.3%	Shares	Sole	2022-08-11
2022-03-31	$243,318	1,146	-6.1%	Shares	Sole	2022-04-28
2021-12-31	$310,292	1,221	0.0%	Shares	Sole	2022-02-04
2021-09-30	$331,159	1,221	+0.5%	Shares	Sole	2021-10-29
2021-06-30	$296,788	1,215	-4.0%	Shares	Sole	2021-08-06
2021-03-31	$268,015	1,265	+4.1%	Shares	Sole	2021-05-10
2020-12-31	$270,373	1,215	0.0%	Shares	Sole	2021-02-08
2020-09-30	$305,353	1,215	-17.6%	Shares	Sole	2020-10-26
2020-06-30	$276,311	1,475	0.0%	Shares	Sole	2020-08-04
2020-03-31	$212,370	1,475	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.