Fragasso Financial Advisors Inc

Position in CRM — Salesforce, Inc.

CIK 1613331 SEWICKLEY, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,801,746

-$288,771 QoQ

Shares Held

11,501

+2.7% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.42%

of 13F equity value

Holder Rank

#983

of 2,450 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Fragasso Financial Advisors Inc holds $6,946,276 across 5 Software - Application names. CRM ranks #2 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	5,794	$2,174,604
2	CRM	Salesforce, Inc. This page	11,501	$1,801,746
3	ADP	Automatic Data Processing Inc	6,690	$1,498,225
4	UBER	Uber Technologies, Inc	17,389	$1,254,790
5	ADBE	Adobe Inc.	1,058	$216,911

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,801,746	11,501	+2.7%	Shares	Sole	2026-07-09
2026-03-31	$2,090,517	11,199	-25.1%	Shares	Sole	2026-04-07
2025-12-31	$3,961,464	14,954	-2.5%	Shares	Sole	2026-01-07
2025-09-30	$3,634,395	15,335	-3.7%	Shares	Sole	2025-10-06
2025-06-30	$4,342,315	15,924	+32.5%	Shares	Sole	2025-07-09
2025-03-31	$3,224,345	12,015	-42.4%	Shares	Sole	2025-04-09
2024-12-31	$6,974,458	20,861	-7.3%	Shares	Sole	2025-01-13
2024-09-30	$6,162,033	22,513	+2.4%	Shares	Sole	2024-10-07
2024-06-30	$5,654,657	21,994	-8.5%	Shares	Sole	2024-07-09
2024-03-31	$7,242,776	24,048	-1.8%	Shares	Sole	2024-04-10
2023-12-31	$6,440,877	24,477	-4.4%	Shares	Sole	2024-01-08
2023-09-30	$5,190,965	25,599	-2.7%	Shares	Sole	2023-12-06
2023-06-30	$5,559,729	26,317	-35.6%	Shares	Sole	2023-07-10
2023-03-31	$8,161,212	40,851	+19.1%	Shares	Sole	2023-04-13
2022-12-31	$4,546,643	34,291	+4.6%	Shares	Sole	2023-01-24
2022-09-30	$4,715,362	32,782	+30.1%	Shares	Sole	2022-10-13
2022-06-30	$4,158,347	25,196	-13.1%	Shares	Sole	2022-08-30
2022-03-31	$6,153,245	28,981	+16.6%	Shares	Sole	2022-04-06
2021-12-31	$6,318,180	24,862	+3.2%	Shares	Sole	2022-01-19
2021-09-30	$6,533,418	24,089	+19.1%	Shares	Sole	2021-10-08
2021-06-30	$4,938,650	20,218	+22.6%	Shares	Sole	2021-07-19
2021-03-31	$3,493,948	16,491	+9.9%	Shares	Sole	2021-05-27
2020-12-31	$3,338,617	15,003	—	Shares	Sole	2021-02-04
No filing history on record for this holder in this stock.