Laurel Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1757128 CHARLOTTE, NC

Position in CRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,218,775

-$362,497 QoQ

Shares Held

14,163

+2.4% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.44%

of 13F equity value

Holder Rank

#902

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Laurel Wealth Advisors LLC holds $6,708,321 across 3 Software - Application names. CRM ranks #2 (33.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	14,592	$3,267,878
2	CRM	Salesforce, Inc. This page	14,163	$2,218,775
3	UBER	Uber Technologies, Inc	16,930	$1,221,668

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,218,775	14,163	+2.4%	Shares	Sole	2026-07-17
2026-03-31	$2,581,272	13,828	-3.1%	Shares	Sole	2026-05-13
2025-12-31	$3,781,855	14,276	-3.0%	Shares	Sole	2026-01-30
2025-09-30	$3,488,403	14,719	+17.2%	Shares	Sole	2025-11-12
2025-06-30	$3,424,168	12,557	+0.7%	Shares	Sole	2025-11-24
2025-03-31	$3,346,180	12,469	-1.3%	Shares	Sole	2025-04-15
2024-12-31	$4,224,259	12,635	-0.0%	Shares	Sole	2025-01-14
2024-09-30	$3,459,420	12,639	-0.0%	Shares	Sole	2024-11-05
2024-06-30	$3,250,515	12,643	-2.7%	Shares	Sole	2024-07-31
2024-03-31	$3,911,725	12,988	-0.3%	Shares	Sole	2024-05-13
2023-12-31	$3,428,187	13,028	+0.2%	Shares	Sole	2024-02-13
2023-09-30	$2,636,748	13,003	-4.4%	Shares	Sole	2023-11-14
2023-06-30	$2,874,826	13,608	-4.5%	Shares	Sole	2023-08-15
2023-03-31	$2,846,465	14,248	+0.1%	Shares	Sole	2023-05-08
2022-12-31	$1,887,153	14,233	-4.4%	Shares	Sole	2023-02-07
2022-09-30	$2,140,626	14,882	-0.1%	Shares	Sole	2022-11-15
2022-06-30	$2,458,105	14,894	-1.2%	Shares	Sole	2022-08-12
2022-03-31	$3,199,450	15,069	-1.8%	Shares	Sole	2022-05-02
2021-12-31	$3,898,100	15,339	+5.0%	Shares	Sole	2022-02-01
2021-09-30	$3,960,896	14,604	-2.7%	Shares	Sole	2021-11-12
2021-06-30	$3,665,027	15,004	+1.2%	Shares	Sole	2021-08-02
2021-03-31	$3,140,760	14,824	-0.4%	Shares	Sole	2021-05-04
2020-12-31	$3,313,249	14,889	+7.7%	Shares	Sole	2021-02-04
2020-09-30	$3,474,247	13,824	+3.7%	Shares	Sole	2020-11-10
2020-06-30	$2,497,858	13,334	+10.1%	Shares	Sole	2020-08-06
2020-03-31	$1,743,741	12,111	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.