Rehmann Capital Advisory Group

Position in CRM — Salesforce, Inc.

CIK 1633037 LANSING, MI

Position in CRM

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$576,978

-$248,290 QoQ

Shares Held

3,683

-16.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,505

of 2,457 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Rehmann Capital Advisory Group holds $10,201,772 across 13 Software - Application names. CRM ranks #7 (5.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SSNC	SS&C Technologies Holdings Inc	25,143	$1,560,123
2	ADBE	Adobe Inc.	7,376	$1,512,227
3	ZM	Zoom Communications, Inc.	17,179	$1,482,719
4	CDNS	Cadence Design Systems Inc	2,614	$981,086
5	ADP	Automatic Data Processing Inc	4,122	$923,121
6	PAYX	Paychex Inc	7,234	$711,319
7	CRM	Salesforce, Inc. This page	3,683	$576,978
8	SAP	Sap SE	3,377	$520,429

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$576,978	3,683	-16.7%	Shares	Sole	2026-08-20
2026-03-31	$825,268	4,421	-5.5%	Shares	Sole	2026-05-15
2025-12-31	$1,239,248	4,678	-1.7%	Shares	Sole	2026-03-04
2025-09-30	$1,127,883	4,759	-2.1%	Shares	Sole	2025-11-13
2025-06-30	$1,325,273	4,860	-6.5%	Shares	Sole	2025-07-30
2025-03-31	$1,395,472	5,200	-11.0%	Shares	Sole	2025-04-30
2024-12-31	$1,954,158	5,845	+1.1%	Shares	Sole	2025-02-14
2024-09-30	$1,582,864	5,783	-1.9%	Shares	Sole	2024-11-18
2024-06-30	$1,515,347	5,894	+3.9%	Shares	Sole	2024-08-12
2024-03-31	$1,708,895	5,674	-1.3%	Shares	Sole	2024-05-03
2023-12-31	$1,512,791	5,749	+8.3%	Shares	Sole	2024-02-13
2023-09-30	$1,076,153	5,307	-2.7%	Shares	Sole	2023-11-14
2023-06-30	$1,152,634	5,456	-4.0%	Shares	Sole	2023-08-23
2023-03-31	$1,135,749	5,685	+11.9%	Shares	Sole	2023-05-12
2022-12-31	$673,822	5,082	-13.0%	Shares	Sole	2023-02-10
2022-09-30	$840,025	5,840	+2.7%	Shares	Sole	2022-11-14
2022-06-30	$938,087	5,684	+3.6%	Shares	Sole	2022-08-12
2022-03-31	$1,165,212	5,488	+28.9%	Shares	Sole	2022-06-03
2021-12-31	$1,081,577	4,256	+1.4%	Shares	Sole	2022-03-02
2021-09-30	$1,138,039	4,196	+6.3%	Shares	Sole	2021-11-16
2021-06-30	$963,889	3,946	-5.6%	Shares	Sole	2021-08-13
2021-03-31	$885,192	4,178	-9.8%	Shares	Sole	2021-05-26
2020-12-31	$1,031,204	4,634	+10.6%	Shares	Sole	2021-02-19
2020-09-30	$1,052,528	4,188	-6.7%	Shares	Sole	2020-11-19
2020-06-30	$841,299	4,491	+13.2%	Shares	Sole	2020-11-20
2020-03-31	$571,168	3,967	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.