Covenant Asset Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1697717 CHESTER, NJ

Position in CRM

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

Position Value

$949,672

New position

Shares Held

6,062

first reported quarter

Ownership

0.001%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

#1,254

of 2,451 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Covenant Asset Management, LLC holds $16,201,981 across 6 Software - Application names. CRM ranks #3 (5.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	90,675	$10,353,271
2	ADP	Automatic Data Processing Inc	16,384	$3,669,196
3	CRM	Salesforce, Inc. This page	6,062	$949,672
4	MSTR	Strategy Inc	5,616	$488,198
5	PAYX	Paychex Inc	4,887	$480,538
6	NOW	ServiceNow, Inc.	2,630	$261,106

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$949,672	6,062	—	Shares	Sole	2026-07-20
No filing history on record for this holder in this stock.