BURKETT FINANCIAL SERVICES, LLC

Position in CRM — Salesforce, Inc.

CIK 1762716 ROCK HILL, SC

Position in CRM

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

Position Value

$126,267

-$23,815 QoQ

Shares Held

806

+0.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.37%

of 13F equity value

Holder Rank

#2,111

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BURKETT FINANCIAL SERVICES, LLC holds $191,210 across 5 Software - Application names. CRM ranks #1 (66.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	806	$126,267
2	MSTR	Strategy Inc	562	$48,854
3	ROP	Roper Technologies Inc	23	$7,782
4	ADP	Automatic Data Processing Inc	27	$6,046
5	PAYX	Paychex Inc	23	$2,261

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$126,267	806	+0.2%	Shares	Sole	2026-07-02
2026-03-31	$150,082	804	-5.1%	Shares	Sole	2026-04-01
2025-12-31	$224,378	847	-4.5%	Shares	Sole	2026-01-05
2025-09-30	$210,219	887	+0.2%	Shares	Sole	2025-11-24
2025-06-30	$241,330	885	+0.1%	Shares	Sole	2025-07-01
2025-03-31	$237,230	884	+0.1%	Shares	Sole	2025-04-11
2024-12-31	$295,213	883	-9.8%	Shares	Sole	2025-01-06
2024-09-30	$267,962	979	+0.2%	Shares	Sole	2024-10-08
2024-06-30	$251,186	977	-4.8%	Shares	Sole	2024-07-10
2024-03-31	$309,010	1,026	-4.6%	Shares	Sole	2024-04-01
2023-12-31	$283,138	1,076	—	Shares	Sole	2024-02-12
No filing history on record for this holder in this stock.