Capital Analysts, LLC

Position in CRM — Salesforce, Inc.

CIK 1624758 FORT WASHINGTON, PA

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Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$879,018

-$183,507 QoQ

Shares Held

5,611

-1.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,283

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Capital Analysts, LLC holds $6,987,914 across 27 Software - Application names. CRM ranks #2 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	49,664	$3,583,753
2	CRM	Salesforce, Inc. This page	5,611	$879,018
3	NOW	ServiceNow, Inc.	5,221	$514,869
4	CDNS	Cadence Design Systems Inc	1,063	$398,965
5	TYL	Tyler Technologies Inc	1,270	$371,424
6	ADBE	Adobe Inc.	1,644	$337,052
7	ADP	Automatic Data Processing Inc	1,153	$258,213
8	SAP	Sap SE	1,243	$191,557

All Filings in CRM

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$879,018	5,611	-1.4%	Shares	Defined	2026-08-05
2026-03-31	$1,062,525	5,692	-71.4%	Shares	Defined	2026-05-14
2025-12-31	$5,264,291	19,872	+3.5%	Shares	Defined	2026-05-15
2025-09-30	$4,550,163	19,199	+2.9%	Shares	Defined	2025-11-14
2025-06-30	$5,089,485	18,664	+0.3%	Shares	Defined	2025-08-13
2025-03-31	$4,994,984	18,613	+5.6%	Shares	Defined	2025-05-14
2024-12-31	$5,893,234	17,627	+1.3%	Shares	Defined	2025-02-14
2024-09-30	$4,761,732	17,397	+11.1%	Shares	Defined	2024-11-13
2024-06-30	$4,026,700	15,662	+10.8%	Shares	Defined	2024-08-14
2024-03-31	$4,256,274	14,132	+0.9%	Shares	Defined	2024-05-14
2023-12-31	$3,684,222	14,001	+7.9%	Shares	Defined	2024-01-30
2023-09-30	$2,631,070	12,975	+5.2%	Shares	Defined	2023-11-13
2023-06-30	$2,605,680	12,334	-2.8%	Shares	Defined	2023-08-11
2023-03-31	$2,535,607	12,692	-6.0%	Shares	Defined	2023-05-05
2022-12-31	$1,790,892	13,507	+15.3%	Shares	Defined	2023-02-08
2022-09-30	$1,684,940	11,714	+0.7%	Shares	Defined	2022-11-14
2022-06-30	$1,919,084	11,628	-28.3%	Shares	Defined	2022-08-12
2022-03-31	$3,444,679	16,224	+1.9%	Shares	Defined	2022-05-12
2021-12-31	$4,044,478	15,915	+12.0%	Shares	Defined	2022-02-10
2021-09-30	$3,853,764	14,209	+4.0%	Shares	Defined	2021-11-04
2021-06-30	$3,336,238	13,658	+2.8%	Shares	Defined	2021-11-15
2021-03-31	$2,815,116	13,287	+48.1%	Shares	Defined	2021-05-17
2020-12-31	$1,996,094	8,970	-13.9%	Shares	Sole	2021-02-16
2020-09-30	$2,618,000	10,417	+23.8%	Shares	Sole	2020-11-12
2020-06-30	$1,575,819	8,412	-5.6%	Shares	Sole	2020-08-07
2020-03-31	$1,282,573	8,908	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.