Capital Advantage, Inc.

Position in CRM — Salesforce, Inc.

CIK 1628896 Walnut Creek, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 13, 2026 Compact

Position Value

$263,972

-$57,847 QoQ

Shares Held

1,685

-2.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,909

of 2,451 holders

Holding Since

Mar 2020

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Capital Advantage, Inc. holds $3,234,123 across 4 Software - Application names. CRM ranks #4 (8.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	14,191	$1,737,262
2	ADP	Automatic Data Processing Inc	2,963	$663,563
3	DJCO	Daily Journal Corp	947	$569,326
4	CRM	Salesforce, Inc. This page	1,685	$263,972

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$263,972	1,685	-2.3%	Shares	Sole	2026-07-13
2026-03-31	$321,819	1,724	-18.6%	Shares	Sole	2026-04-13
2025-12-31	$560,814	2,117	+6.9%	Shares	Sole	2026-01-07
2025-09-30	$469,260	1,980	-1.1%	Shares	Sole	2025-10-22
2025-06-30	$546,198	2,003	-1.7%	Shares	Sole	2025-07-11
2025-03-31	$546,917	2,038	0.0%	Shares	Sole	2025-04-10
2024-12-31	$681,364	2,038	+42.3%	Shares	Sole	2025-02-14
2021-03-31	$303,397	1,432	0.0%	Shares	Sole	2021-04-26
2020-12-31	$318,662	1,432	0.0%	Shares	Sole	2021-02-17
2020-09-30	$359,890	1,432	0.0%	Shares	Sole	2020-11-12
2020-06-30	$268,256	1,432	0.0%	Shares	Sole	2020-08-13
2020-03-31	$206,179	1,432	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.