Relyea Zuckerberg Hanson LLC

Position in CRM — Salesforce, Inc.

CIK 1793691 STAMFORD, CT

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$241,099

-$353,818 QoQ

Shares Held

1,539

-51.7% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,963

of 2,457 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Relyea Zuckerberg Hanson LLC holds $8,815,708 across 8 Software - Application names. CRM ranks #7 (2.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	FSLY	Fastly, Inc.	257,338	$4,724,725
2	ADP	Automatic Data Processing Inc	9,109	$2,039,960
3	PAYX	Paychex Inc	4,973	$488,995
4	NOW	ServiceNow, Inc.	4,168	$413,799
5	UBER	Uber Technologies, Inc	5,282	$381,149
6	CDNS	Cadence Design Systems Inc	842	$316,019
7	CRM	Salesforce, Inc. This page	1,539	$241,099
8	SNOW	Snowflake Inc.	825	$209,962

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,099	1,539	-51.7%	Shares	Sole	2026-07-16
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.