FLC Capital Advisors

Position in CRM — Salesforce, Inc.

CIK 1713697 PALM DESERT, CA

Position in CRM

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

Position Value

$526,847

-$190,525 QoQ

Shares Held

3,363

-12.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,538

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FLC Capital Advisors holds $1,740,144 across 3 Software - Application names. CRM ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	13,706	$989,024
2	CRM	Salesforce, Inc. This page	3,363	$526,847
3	NOW	ServiceNow, Inc.	2,259	$224,273

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$526,847	3,363	-12.5%	Shares	Sole	2026-07-20
2026-03-31	$717,372	3,843	-20.9%	Shares	Sole	2026-05-04
2025-12-31	$1,286,402	4,856	-19.2%	Shares	Sole	2026-02-11
2025-09-30	$1,424,133	6,009	+5.0%	Shares	Sole	2025-10-17
2025-06-30	$1,560,604	5,723	+54.7%	Shares	Sole	2025-07-29
2025-03-31	$992,932	3,700	+8.8%	Shares	Sole	2025-05-05
2024-12-31	$1,136,722	3,400	0.0%	Shares	Sole	2025-01-16
2024-09-30	$930,614	3,400	+2.7%	Shares	Sole	2024-10-16
2024-06-30	$851,515	3,312	+3.5%	Shares	Sole	2024-07-15
2024-03-31	$963,776	3,200	0.0%	Shares	Sole	2024-05-06
2023-12-31	$842,048	3,200	+15.0%	Shares	Sole	2024-01-18
2023-09-30	$564,133	2,782	-3.9%	Shares	Sole	2024-01-18
2023-06-30	$611,808	2,896	0.0%	Shares	Sole	2023-08-11
2023-03-31	$578,562	2,896	0.0%	Shares	Sole	2023-04-27
2022-12-31	$383,980	2,896	-28.4%	Shares	Sole	2023-01-30
2022-09-30	$581,688	4,044	-11.0%	Shares	Sole	2022-10-14
2022-06-30	$749,776	4,543	+2.3%	Shares	Sole	2022-07-27
2022-03-31	$943,337	4,443	+0.4%	Shares	Sole	2022-04-25
2021-12-31	$1,125,033	4,427	-6.9%	Shares	Sole	2022-01-26
2021-09-30	$1,289,379	4,754	-0.1%	Shares	Sole	2021-10-13
2021-06-30	$1,162,480	4,759	0.0%	Shares	Sole	2021-08-12
2021-03-31	$1,008,289	4,759	+7.9%	Shares	Sole	2021-04-23
2020-12-31	$981,802	4,412	+5.9%	Shares	Sole	2021-02-10
2020-09-30	$1,047,250	4,167	-20.9%	Shares	Sole	2020-10-23
2020-06-30	$986,667	5,267	+1.2%	Shares	Sole	2020-07-10
2020-03-31	$749,703	5,207	—	Shares	Sole	2020-04-09
No filing history on record for this holder in this stock.