Relyea Zuckerberg Hanson LLC

Position in CRM — Salesforce, Inc.

CIK 1793691 STAMFORD, CT

Position in CRM

as of Mar 31, 2026 · filed Apr 30, 2026 Compact

Position Value

$594,917

+$12,645 QoQ

Shares Held

3,187

+45.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

14 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

Relyea Zuckerberg Hanson LLC holds $12,020,468 across 8 Software - Application names. CRM ranks #3 (4.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLY	Fastly, Inc.	259,838	$7,550,892
2	ADP	Automatic Data Processing Inc	11,189	$2,273,381
3	CRM	Salesforce, Inc. This page	3,187	$594,917
4	PAYX	Paychex Inc	4,675	$430,661
5	UBER	Uber Technologies, Inc	5,651	$406,476
6	INTU	Intuit Inc.	694	$300,071
7	NOW	ServiceNow, Inc.	2,371	$247,888
8	CDNS	Cadence Design Systems Inc	778	$216,182

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$594,917	3,187	+45.0%	Shares	Sole	2026-04-30
2025-12-31	$582,272	2,198	-2.9%	Shares	Sole	2026-01-20
2025-09-30	$536,568	2,264	-15.6%	Shares	Sole	2025-10-21
2025-06-30	$731,081	2,681	+15.3%	Shares	Sole	2025-07-22
2025-03-31	$623,937	2,325	-0.5%	Shares	Sole	2025-04-16
2024-12-31	$780,994	2,336	+5.3%	Shares	Sole	2025-01-15
2024-09-30	$607,088	2,218	+13.6%	Shares	Sole	2024-10-17
2024-06-30	$502,116	1,953	+0.9%	Shares	Sole	2024-10-31
2024-03-31	$582,783	1,935	+0.7%	Shares	Sole	2024-10-31
2023-12-31	$505,755	1,922	+8.3%	Shares	Sole	2024-10-31
2023-09-30	$359,731	1,774	+0.7%	Shares	Sole	2024-10-31
2023-06-30	$372,028	1,761	+10.6%	Shares	Sole	2023-07-17
2023-03-31	$318,049	1,592	+100.5%	Shares	Sole	2023-04-18
2020-09-30	$199,548	794	—	Shares	Sole	2020-10-16
No filing history on record for this holder in this stock.