CX Institutional

Position in CRM — Salesforce, Inc.

CIK 1737089 AUBURN, IN

Position in CRM

as of Jun 30, 2026 · filed Jul 2, 2026 Compact

Position Value

$8,112,168

-$1,994,705 QoQ

Shares Held

51,782

-4.4% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#508

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CX Institutional holds $35,694,889 across 31 Software - Application names. CRM ranks #2 (22.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	51,997	$10,660,424
2	CRM	Salesforce, Inc. This page	51,782	$8,112,168
3	UBER	Uber Technologies, Inc	99,789	$7,200,774
4	ADP	Automatic Data Processing Inc	16,743	$3,749,594
5	CDNS	Cadence Design Systems Inc	2,241	$841,092
6	NOW	ServiceNow, Inc.	8,415	$835,441
7	FICO	Fair Isaac Corp	438	$523,313
8	DDOG	Datadog, Inc.	1,880	$489,476

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$8,112,168	51,782	-4.4%	Shares	Sole	2026-07-02
2026-03-31	$10,106,873	54,143	+16.6%	Shares	Sole	2026-04-06
2025-12-31	$12,300,830	46,434	+7.5%	Shares	Sole	2026-02-02
2025-09-30	$10,235,082	43,186	+78.0%	Shares	Sole	2025-10-23
2025-06-30	$6,615,186	24,259	+319.3%	Shares	Sole	2025-07-16
2025-03-31	$1,552,462	5,785	-1.2%	Shares	Sole	2025-04-15
2024-12-31	$1,958,505	5,858	+3.9%	Shares	Sole	2025-01-21
2024-09-30	$1,542,903	5,637	+2.0%	Shares	Sole	2024-10-11
2024-06-30	$1,420,991	5,527	-0.7%	Shares	Sole	2024-07-11
2024-03-31	$1,675,765	5,564	-0.8%	Shares	Sole	2024-04-15
2023-12-31	$1,476,215	5,610	+3.6%	Shares	Sole	2024-01-12
2023-09-30	$1,097,648	5,413	-2.1%	Shares	Sole	2023-10-18
2023-06-30	$1,167,634	5,527	+6.9%	Shares	Sole	2023-07-26
2023-03-31	$1,032,463	5,168	+139.8%	Shares	Sole	2023-05-04
2022-12-31	$285,731	2,155	-37.5%	Shares	Sole	2023-02-03
2022-09-30	$496,248	3,450	-80.0%	Shares	Sole	2022-11-04
2022-06-30	$2,850,240	17,270	+92.7%	Shares	Sole	2022-08-02
2022-03-31	$1,903,236	8,964	+39.0%	Shares	Sole	2022-05-09
2021-12-31	$1,638,630	6,448	+329.0%	Shares	Sole	2022-01-18
2021-09-30	$407,643	1,503	+7.1%	Shares	Sole	2021-11-10
2021-06-30	$342,710	1,403	-83.0%	Shares	Sole	2021-08-04
2021-03-31	$1,750,046	8,260	+92.8%	Shares	Sole	2021-04-15
2020-12-31	$953,541	4,285	+449.4%	Shares	Sole	2021-01-12
2020-09-30	$196,029	780	+16.8%	Shares	Sole	2020-10-13
2020-06-30	$125,136	668	+461.3%	Shares	Sole	2020-08-06
2020-03-31	$17,133	119	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.