Douglas Lane & Associates, LLC

Position in CRM — Salesforce, Inc.

CIK 1672594 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 14, 2026 Compact

Position Value

$56,969,095

-$68,296 QoQ

Shares Held

363,648

+19.0% QoQ

Ownership

0.044%

of shares outstanding

% of Portfolio

0.85%

of 13F equity value

Holder Rank

#13

of 743 holders

Holding Since

Sep 2020

13 quarters on record

Voting authority Sole 3% Shared 0% None 97%

Technology · as of Jun 30, 2026

Douglas Lane & Associates, LLC holds $216,108,194 across 10 Software - Application names. CRM ranks #2 (26.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ROP	Roper Technologies Inc	182,369	$61,711,845
2	CRM	Salesforce, Inc. This page	363,648	$56,969,095
3	WDAY	Workday, Inc.	329,994	$40,397,865
4	INTU	Intuit Inc.	104,847	$27,365,067
5	UBER	Uber Technologies, Inc	227,103	$16,387,752
6	ADSK	Autodesk, Inc.	59,543	$11,576,350
7	ADP	Automatic Data Processing Inc	2,833	$634,450
8	ADBE	Adobe Inc.	2,966	$608,089

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$56,969,095	363,648	+19.0%	Shares	Sole	2026-07-14
2026-03-31	$57,037,391	305,552	+10.7%	Shares	Sole	2026-04-15
2025-12-31	$73,149,863	276,131	+9.3%	Shares	Sole	2026-01-22
2025-09-30	$59,896,536	252,728	+25.4%	Shares	Sole	2025-10-10
2025-06-30	$54,971,304	201,589	+35.6%	Shares	Sole	2025-07-07
2025-03-31	$39,887,151	148,633	+4.1%	Shares	Sole	2025-04-09
2024-12-31	$47,722,598	142,741	+57.5%	Shares	Sole	2025-01-08
2024-09-30	$24,808,253	90,637	+8777.3%	Shares	Sole	2024-10-10
2022-03-31	$216,778	1,021	-4.1%	Shares	Sole	2022-04-25
2021-12-31	$270,648	1,065	+16.4%	Shares	Sole	2022-01-25
2021-09-30	$248,166	915	+10.1%	Shares	Sole	2021-10-21
2021-06-30	$202,988	831	-2.9%	Shares	Sole	2021-07-19
2020-09-30	$215,129	856	—	Shares	Sole	2020-10-19
No filing history on record for this holder in this stock.