Deane Retirement Strategies, Inc.
PensionPosition in CRM — Salesforce, Inc.
CIK 1659346
NEW ORLEANS, LA
Position in CRM
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$4,796,929
-$70,491 QoQ
Shares Held
30,620
+17.4% QoQ
Ownership
0.004%
of shares outstanding
% of Portfolio
3.07%
of 13F equity value
Holder Rank
#659
of 2,451 holders
Holding Since
Sep 2025
4 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, 2026Deane Retirement Strategies, Inc. holds $14,427,095 across 3 Software - Application names. CRM ranks #2 (33.2% of the industry book) .
All Filings in CRM
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4 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $4,796,929 | 30,620 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $4,867,420 | 26,075 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $6,958,126 | 26,266 | Shares | Sole | 2026-01-28 | |
| 2025-09-30 | $4,625,766 | 19,518 | Shares | Sole | 2025-10-14 | |
| No filing history on record for this holder in this stock. | ||||||