Ballast, Inc.

Position in CRM — Salesforce, Inc.

CIK 1730477 Lexington, KY

Position in CRM

as of Jun 30, 2026 · filed Jul 10, 2026 Compact

Position Value

$1,525,398

+$345,271 QoQ

Shares Held

9,737

+54.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.82%

of 13F equity value

Holder Rank

#1,056

of 2,451 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Ballast, Inc. holds $1,813,702 across 2 Software - Application names. CRM ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	9,737	$1,525,398
2	SHOP	Shopify Inc.	2,525	$288,304

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,525,398	9,737	+54.0%	Shares	Sole	2026-07-10
2026-03-31	$1,180,127	6,322	+1.5%	Shares	Sole	2026-05-15
2025-12-31	$1,649,594	6,227	+8.3%	Shares	Sole	2026-02-03
2025-09-30	$1,362,987	5,751	+0.2%	Shares	Sole	2025-11-07
2025-06-30	$1,564,695	5,738	+6.1%	Shares	Sole	2025-11-07
2025-03-31	$1,451,290	5,408	+5.4%	Shares	Sole	2025-05-12
2024-12-31	$1,715,781	5,132	-4.4%	Shares	Sole	2025-01-16
2024-09-30	$1,468,727	5,366	-1.1%	Shares	Sole	2024-10-16
2024-06-30	$1,394,767	5,425	+6.1%	Shares	Sole	2024-07-15
2024-03-31	$1,540,535	5,115	+0.1%	Shares	Sole	2024-05-06
2023-12-31	$1,344,119	5,108	-4.5%	Shares	Sole	2024-01-18
2023-09-30	$1,084,873	5,350	-4.9%	Shares	Sole	2023-10-18
2023-06-30	$1,188,971	5,628	+5.1%	Shares	Sole	2023-07-19
2023-03-31	$1,069,821	5,355	+7.6%	Shares	Sole	2023-04-19
2022-12-31	$659,767	4,976	+45.3%	Shares	Sole	2023-01-26
2022-09-30	$492,652	3,425	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.