Compton Wealth Advisory Group, LLC
Position in CRM — Salesforce, Inc.
CIK 1761044
VIRGINIA BEACH, VA
Position in CRM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$1,476,520
-$294,418 QoQ
Shares Held
9,425
-0.7% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.94%
of 13F equity value
Holder Rank
#1,071
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Compton Wealth Advisory Group, LLC holds $2,051,396 across 2 Software - Application names. CRM ranks #1 (72.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
9,425 | $1,476,520 | |
| 2 | ADBE |
Adobe Inc.
|
2,804 | $574,876 |
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,476,520 | 9,425 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $1,770,938 | 9,487 | Shares | Sole | 2026-04-14 | |
| 2025-12-31 | $2,486,445 | 9,386 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,297,004 | 9,692 | Shares | Sole | 2025-10-09 | |
| 2025-06-30 | $2,377,856 | 8,720 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,224,436 | 8,289 | Shares | Sole | 2025-04-29 | |
| 2024-12-31 | $2,730,473 | 8,167 | Shares | Sole | 2025-01-13 | |
| 2024-09-30 | $2,105,377 | 7,692 | Shares | Sole | 2024-10-10 | |
| 2024-06-30 | $1,777,075 | 6,912 | Shares | Sole | 2024-07-12 | |
| 2024-03-31 | $2,032,965 | 6,750 | Shares | Sole | 2024-04-11 | |
| 2023-12-31 | $1,776,195 | 6,750 | Shares | Sole | 2024-01-19 | |
| 2023-09-30 | $1,165,579 | 5,748 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $1,211,153 | 5,733 | Shares | Sole | 2023-07-26 | |
| 2023-03-31 | $1,141,343 | 5,713 | Shares | Sole | 2023-04-26 | |
| 2022-12-31 | $533,409 | 4,023 | Shares | Sole | 2023-02-02 | |
| 2022-09-30 | $1,067,580 | 7,422 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,280,380 | 7,758 | Shares | Sole | 2022-07-29 | |
| 2022-03-31 | $1,672,656 | 7,878 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $1,885,136 | 7,418 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $1,823,412 | 6,723 | Shares | Sole | 2021-11-02 | |
| 2021-06-30 | $1,683,264 | 6,891 | Shares | Sole | 2021-07-21 | |
| 2021-03-31 | $1,368,892 | 6,461 | Shares | Sole | 2021-05-04 | |
| 2020-12-31 | $1,329,171 | 5,973 | Shares | Sole | 2021-05-17 | |
| 2020-09-30 | $1,737,877 | 6,915 | Shares | Sole | 2020-11-05 | |
| 2020-06-30 | $1,267,287 | 6,765 | Shares | Sole | 2020-08-10 | |
| 2020-03-31 | $1,073,370 | 7,455 | Shares | Sole | 2020-05-11 | |
| No filing history on record for this holder in this stock. | ||||||