Virtue Capital Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1729985 BRENTWOOD, TN

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$367,681

-$83,313 QoQ

Shares Held

2,347

-2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,712

of 2,451 holders

Holding Since

Jun 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Virtue Capital Management, LLC holds $2,491,720 across 5 Software - Application names. CRM ranks #3 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	12,480	$900,556
2	CDNS	Cadence Design Systems Inc	1,759	$660,187
3	CRM	Salesforce, Inc. This page	2,347	$367,681
4	DDOG	Datadog, Inc.	1,318	$343,154
5	SNOW	Snowflake Inc.	865	$220,142

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$367,681	2,347	-2.9%	Shares	Sole	2026-08-05
2026-03-31	$450,994	2,416	-24.8%	Shares	Sole	2026-05-07
2025-12-31	$850,626	3,211	-63.8%	Shares	Sole	2026-02-18
2025-09-30	$242,382	8,878	+161.1%	Shares	Sole	2026-02-18
2025-06-30	$927,146	3,400	+33.0%	Shares	Sole	2025-08-13
2025-03-31	$686,196	2,557	+12.3%	Shares	Sole	2025-05-15
2024-12-31	$760,935	2,276	-7.3%	Shares	Sole	2025-02-26
2024-09-30	$672,231	2,456	+19.2%	Shares	Sole	2024-11-18
2024-06-30	$529,626	2,060	-10.2%	Shares	Sole	2024-08-13
2024-03-31	$690,906	2,294	-4.6%	Shares	Sole	2024-05-15
2023-12-31	$536,016	2,037	—	Principal	Sole	2024-02-15
2023-09-30	$487,685	2,405	0.0%	Shares	Sole	2023-11-14
2023-06-30	$508,080	2,405	-2.5%	Shares	Sole	2023-07-18
2023-03-31	$492,857	2,467	-29.2%	Shares	Sole	2023-05-11
2022-12-31	$461,810	3,483	-56.3%	Shares	Sole	2023-02-10
2022-03-31	$1,692,827	7,973	-7.7%	Shares	Sole	2022-05-16
2021-12-31	$2,195,683	8,640	+5.8%	Shares	Sole	2022-01-24
2021-09-30	$2,215,596	8,169	+8.3%	Shares	Sole	2021-11-12
2021-06-30	$1,842,528	7,543	+9.8%	Shares	Sole	2021-07-15
2021-03-31	$1,454,911	6,867	+10.7%	Shares	Sole	2021-05-13
2020-12-31	$1,380,576	6,204	-40.8%	Shares	Sole	2021-02-16
2020-09-30	$2,632,074	10,473	+33.1%	Shares	Sole	2020-11-16
2020-06-30	$1,474,099	7,869	—	Shares	Sole	2020-08-10
No filing history on record for this holder in this stock.