Nicholas Hoffman & Company, LLC.

Position in CRM — Salesforce, Inc.

CIK 1678953 ATLANTA, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$479,379

-$142,978 QoQ

Shares Held

3,060

-8.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,597

of 2,457 holders

Holding Since

Jun 2021

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Nicholas Hoffman & Company, LLC. holds $49,222,637 across 6 Software - Application names. CRM ranks #4 (1.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	170,921	$44,610,381
2	ADP	Automatic Data Processing Inc	11,680	$2,615,736
3	ADBE	Adobe Inc.	3,904	$800,398
4	CRM	Salesforce, Inc. This page	3,060	$479,379
5	NOW	ServiceNow, Inc.	3,896	$386,794
6	SAP	Sap SE	2,141	$329,949

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$479,379	3,060	-8.2%	Shares	Sole	2026-08-04
2026-03-31	$622,357	3,334	-4.9%	Shares	Sole	2026-04-29
2025-12-31	$928,244	3,504	+0.1%	Shares	Sole	2026-02-02
2025-09-30	$829,263	3,499	+1.2%	Shares	Sole	2025-11-12
2025-06-30	$943,234	3,459	+20.0%	Shares	Sole	2025-08-06
2025-03-31	$773,413	2,882	+52.8%	Shares	Sole	2025-06-23
2024-12-31	$630,546	1,886	+20.5%	Shares	Sole	2025-06-23
2024-09-30	$428,356	1,565	+1.4%	Shares	Sole	2025-06-23
2024-06-30	$396,705	1,543	-2.6%	Shares	Sole	2024-08-02
2024-03-31	$477,069	1,584	0.0%	Shares	Sole	2024-04-22
2023-12-31	$416,813	1,584	0.0%	Shares	Sole	2024-02-01
2023-09-30	$321,203	1,584	-1.7%	Shares	Sole	2023-11-06
2023-06-30	$340,339	1,611	0.0%	Shares	Sole	2023-08-09
2023-03-31	$321,845	1,611	+9.7%	Shares	Sole	2023-05-15
2022-09-30	$211,157	1,468	+16.7%	Shares	Sole	2022-11-04
2022-06-30	$207,620	1,258	0.0%	Shares	Sole	2022-08-09
2022-03-31	$267,098	1,258	0.0%	Shares	Sole	2022-05-10
2021-12-31	$319,695	1,258	+9.0%	Shares	Sole	2022-02-10
2021-09-30	$312,987	1,154	+11.0%	Shares	Sole	2021-11-04
2021-06-30	$254,040	1,040	—	Shares	Sole	2021-08-10
No filing history on record for this holder in this stock.