HARRELL INVESTMENT PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 1802882 AUSTIN, TX

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$1,709,160

-$437,545 QoQ

Shares Held

10,910

-5.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.41%

of 13F equity value

Holder Rank

#1,004

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

HARRELL INVESTMENT PARTNERS, LLC holds $5,635,343 across 5 Software - Application names. CRM ranks #2 (30.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	15,121	$1,726,515
2	CRM	Salesforce, Inc. This page	10,910	$1,709,160
3	ADSK	Autodesk, Inc.	6,236	$1,212,403
4	PAYX	Paychex Inc	7,203	$708,270
5	WDAY	Workday, Inc.	2,279	$278,995

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,709,160	10,910	-5.1%	Shares	Sole	2026-07-09
2026-03-31	$2,146,705	11,500	-6.5%	Shares	Sole	2026-04-22
2025-12-31	$3,257,598	12,297	-0.2%	Shares	Sole	2026-01-15
2025-09-30	$2,920,788	12,324	-3.3%	Shares	Sole	2025-10-23
2025-06-30	$3,475,706	12,746	+4.6%	Shares	Sole	2025-07-15
2025-03-31	$3,271,576	12,191	-7.0%	Shares	Sole	2025-04-21
2024-12-31	$4,381,060	13,104	+1.0%	Shares	Sole	2025-01-21
2024-09-30	$3,550,292	12,971	+1.1%	Shares	Sole	2024-10-11
2024-06-30	$3,299,621	12,834	+1.8%	Shares	Sole	2024-07-18
2024-03-31	$3,797,879	12,610	-5.9%	Shares	Sole	2024-05-10
2023-12-31	$3,525,812	13,399	+1.6%	Shares	Sole	2024-01-22
2023-09-30	$2,674,870	13,191	+0.9%	Shares	Sole	2023-10-30
2023-06-30	$2,760,745	13,068	-0.8%	Shares	Sole	2023-08-08
2023-03-31	$2,632,101	13,175	+6.9%	Shares	Sole	2023-05-04
2022-12-31	$1,633,773	12,322	-9.3%	Shares	Sole	2023-02-13
2022-09-30	$1,954,210	13,586	+8.2%	Shares	Sole	2022-11-14
2022-06-30	$2,072,572	12,558	+5.8%	Shares	Sole	2022-08-15
2022-03-31	$2,519,389	11,866	+11.8%	Shares	Sole	2022-05-16
2021-12-31	$2,698,352	10,618	+2.3%	Shares	Sole	2022-02-14
2021-09-30	$2,816,077	10,383	+3.9%	Shares	Sole	2021-11-12
2021-06-30	$2,441,967	9,997	-1.0%	Shares	Sole	2021-08-16
2021-03-31	$2,139,463	10,098	-5.0%	Shares	Sole	2021-05-17
2020-12-31	$2,365,716	10,631	-3.4%	Shares	Sole	2021-02-16
2020-09-30	$2,765,776	11,005	+2.8%	Shares	Sole	2020-11-13
2020-06-30	$2,005,742	10,707	+0.6%	Shares	Sole	2020-08-14
2020-03-31	$1,532,235	10,642	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.