Verdence Capital Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1719305 HUNT VALLEY, MD

Position in CRM

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

Position Value

$1,043,668

+$347,016 QoQ

Shares Held

6,662

+78.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,211

of 2,451 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 31% Shared 0% None 69%

Technology · as of Jun 30, 2026

Verdence Capital Advisors LLC holds $16,547,826 across 16 Software - Application names. CRM ranks #4 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	51,514	$5,065,371
2	SHOP	Shopify Inc.	18,751	$2,140,989
3	ADP	Automatic Data Processing Inc	7,628	$1,708,290
4	CRM	Salesforce, Inc. This page	6,662	$1,043,668
5	APPF	Appfolio Inc	5,349	$857,712
6	CDNS	Cadence Design Systems Inc	2,245	$842,593
7	PTC	Ptc Inc.	5,426	$616,447
8	UBER	Uber Technologies, Inc	8,237	$594,381

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,043,668	6,662	+78.5%	Shares	Sole	2026-07-29
2026-03-31	$696,652	3,732	+63.2%	Shares	Sole	2026-04-30
2025-12-31	$605,849	2,287	-6.5%	Shares	Sole	2026-01-29
2025-09-30	$579,939	2,447	+7.6%	Shares	Sole	2025-10-29
2025-06-30	$620,369	2,275	+2.6%	Shares	Sole	2025-07-25
2025-03-31	$595,222	2,218	+3.9%	Shares	Sole	2025-05-02
2024-12-31	$713,794	2,135	-1.8%	Shares	Sole	2025-02-06
2024-09-30	$595,045	2,174	+11.2%	Shares	Sole	2024-11-01
2024-06-30	$502,630	1,955	+1.8%	Shares	Sole	2024-07-25
2024-03-31	$578,265	1,920	-0.3%	Shares	Sole	2024-04-25
2023-12-31	$506,544	1,925	+4.7%	Shares	Sole	2024-02-01
2023-09-30	$372,912	1,839	+21.7%	Shares	Sole	2023-10-25
2023-06-30	$319,213	1,511	+14.4%	Shares	Sole	2023-07-31
2023-03-31	$263,909	1,321	—	Shares	Sole	2023-04-24
No filing history on record for this holder in this stock.