MainStreet Investment Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1729854 CHICAGO, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$809,305

-$121,804 QoQ

Shares Held

5,166

+3.6% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#1,324

of 2,457 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MainStreet Investment Advisors LLC holds $10,532,569 across 4 Software - Application names. CRM ranks #4 (7.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	43,937	$4,320,325
2	CDNS	Cadence Design Systems Inc	11,020	$4,136,026
3	UBER	Uber Technologies, Inc	17,557	$1,266,913
4	CRM	Salesforce, Inc. This page	5,166	$809,305

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$809,305	5,166	+3.6%	Shares	Sole	2026-08-12
2026-03-31	$931,109	4,988	-6.8%	Shares	Sole	2026-05-11
2025-12-31	$1,417,798	5,352	-0.1%	Shares	Sole	2026-02-10
2025-09-30	$1,269,846	5,358	+412.7%	Shares	Sole	2025-11-10
2025-06-30	$284,961	1,045	+9.1%	Shares	Sole	2025-08-11
2025-03-31	$257,088	958	-15.1%	Shares	Sole	2025-04-30
2024-12-31	$377,458	1,129	+6.2%	Shares	Sole	2025-02-14
2024-09-30	$290,953	1,063	+14.7%	Shares	Sole	2024-11-12
2023-12-31	$243,930	927	-2.8%	Shares	Defined	2024-02-09
2022-03-31	$202,553	954	+5.5%	Shares	Defined	2022-05-02
2021-12-31	$229,733	904	-11.9%	Shares	Defined	2022-02-01
2021-09-30	$278,271	1,026	+16.1%	Shares	Defined	2021-11-08
2021-06-30	$215,934	884	-33.5%	Shares	Defined	2021-08-05
2020-12-31	$295,742	1,329	+4.5%	Shares	Defined	2021-02-09
2020-09-30	$319,679	1,272	+6.4%	Shares	Defined	2020-11-09
2020-06-30	$223,859	1,195	-81.5%	Shares	Sole	2020-08-14
2020-03-31	$930,542	6,463	—	Shares	Sole	2020-05-11
No filing history on record for this holder in this stock.