Sawyer & Company, Inc

Position in CRM — Salesforce, Inc.

CIK 1722436 BOSTON, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$3,006,148

-$573,622 QoQ

Shares Held

19,189

+0.1% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.08%

of 13F equity value

Holder Rank

#801

of 2,451 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Sawyer & Company, Inc holds $14,457,589 across 4 Software - Application names. CRM ranks #4 (20.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	20,043	$4,488,629
2	PAYX	Paychex Inc	39,960	$3,929,266
3	FICO	Fair Isaac Corp	2,539	$3,033,546
4	CRM	Salesforce, Inc. This page	19,189	$3,006,148

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,006,148	19,189	+0.1%	Shares	Sole	2026-07-23
2026-03-31	$3,579,770	19,177	-0.5%	Shares	Sole	2026-04-23
2025-12-31	$5,106,405	19,276	-0.6%	Shares	Sole	2026-02-02
2025-09-30	$5,289	19,397	0.0%	Shares	Sole	2025-10-07
2025-06-30	$5,289,367	19,397	+1.7%	Shares	Sole	2025-07-09
2025-03-31	$5,118,698	19,074	-0.8%	Shares	Sole	2025-04-22
2024-12-31	$6,427,494	19,225	+0.3%	Shares	Sole	2025-01-14
2024-09-30	$5,245,104	19,163	+1.8%	Shares	Sole	2024-10-10
2024-06-30	$4,837,336	18,815	+0.2%	Shares	Sole	2024-07-31
2024-03-31	$5,657,666	18,785	-1.2%	Shares	Sole	2024-04-16
2023-12-31	$5,004,133	19,017	-6.9%	Shares	Sole	2024-01-17
2023-09-30	$4,143,606	20,434	-0.4%	Shares	Sole	2023-10-25
2023-06-30	$4,335,055	20,520	+0.1%	Shares	Sole	2023-07-13
2023-03-31	$4,096,888	20,507	-0.3%	Shares	Sole	2023-04-19
2022-12-31	$2,728,171	20,576	-0.4%	Shares	Sole	2023-01-11
2022-09-30	$2,970,439	20,651	+112.5%	Shares	Sole	2022-10-25
2022-06-30	$1,604,188	9,720	-0.5%	Shares	Sole	2022-07-20
2022-03-31	$2,074,366	9,770	+1.2%	Shares	Sole	2022-04-26
2021-12-31	$2,453,625	9,655	+1.5%	Shares	Sole	2022-01-14
2021-09-30	$2,579,302	9,510	+3.0%	Shares	Sole	2021-11-03
2021-06-30	$2,254,612	9,230	+46050.0%	Shares	Sole	2021-07-29
2021-03-31	$4,237	20	—	Shares	Sole	2021-04-22
No filing history on record for this holder in this stock.