Cornerstone Advisory, LLC

Position in CRM — Salesforce, Inc.

CIK 1668189 HUNT VALLEY, MD

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$205,067

-$104,431 QoQ

Shares Held

1,309

-21.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,051

of 2,451 holders

Holding Since

Sep 2021

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cornerstone Advisory, LLC holds $1,758,154 across 5 Software - Application names. CRM ranks #4 (11.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	3,361	$752,695
2	UBER	Uber Technologies, Inc	5,520	$398,323
3	MSTR	Strategy Inc	3,080	$267,744
4	CRM	Salesforce, Inc. This page	1,309	$205,067
5	NOW	ServiceNow, Inc.	1,353	$134,325

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$205,067	1,309	-21.0%	Shares	Sole	2026-07-29
2026-03-31	$309,498	1,658	+5.1%	Shares	Sole	2026-05-04
2025-12-31	$417,763	1,577	+15.4%	Shares	Sole	2026-01-28
2025-09-30	$323,742	1,366	+24.2%	Shares	Sole	2025-11-07
2025-06-30	$299,959	1,100	-3.8%	Shares	Sole	2025-07-30
2025-03-31	$306,735	1,143	+11.2%	Shares	Sole	2025-05-07
2024-12-31	$343,691	1,028	+32.3%	Shares	Sole	2025-02-18
2024-09-30	$212,672	777	-8.7%	Shares	Sole	2024-11-12
2024-03-31	$256,304	851	-23.9%	Shares	Sole	2024-05-08
2023-12-31	$294,453	1,119	+5.2%	Shares	Sole	2024-02-13
2023-09-30	$215,757	1,064	+8.6%	Shares	Sole	2023-11-14
2023-06-30	$207,034	980	-15.4%	Shares	Sole	2023-07-20
2023-03-31	$231,545	1,159	+3.8%	Shares	Sole	2023-05-04
2022-03-31	$237,161	1,117	-38.7%	Shares	Sole	2022-05-20
2021-12-31	$462,770	1,821	+139.3%	Shares	Sole	2022-02-23
2021-09-30	$206,398	761	—	Shares	Sole	2021-11-16
No filing history on record for this holder in this stock.