CBIZ Investment Advisory Services, LLC

Position in CRM — Salesforce, Inc.

CIK 1795934 INDEPENDENCE, OH

Position in CRM

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$9,086

-$1,740 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,360

of 2,457 holders

Holding Since

Mar 2020

9 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CBIZ Investment Advisory Services, LLC holds $36,889 across 7 Software - Application names. CRM ranks #1 (24.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	58	$9,086
2	UBER	Uber Technologies, Inc	120	$8,659
3	CDNS	Cadence Design Systems Inc	19	$7,131
4	ADBE	Adobe Inc.	29	$5,945
5	NOW	ServiceNow, Inc.	23	$2,283
6	WDAY	Workday, Inc.	16	$1,958
7	INTU	Intuit Inc.	7	$1,827

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,086	58	0.0%	Shares	Sole	2026-08-13
2026-03-31	$10,826	58	-70.9%	Shares	Sole	2026-05-12
2025-12-31	$52,717	199	+35.4%	Shares	Sole	2026-02-09
2025-09-30	$34,839	147	+10.5%	Shares	Sole	2025-11-06
2025-06-30	$36,267	133	+18.8%	Shares	Sole	2025-08-11
2025-03-31	$30,056	112	+314.8%	Shares	Sole	2025-06-03
2024-12-31	$9,026	27	+237.5%	Shares	Sole	2025-02-10
2024-09-30	$2,189	8	—	Shares	Sole	2024-11-12
2020-03-31	$20,589	143	—	Principal	Sole	2020-05-15
No filing history on record for this holder in this stock.