Resonant Capital Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1803236 Madison, WI

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$3,661,614

+$1,201,491 QoQ

Shares Held

23,373

+77.4% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.56%

of 13F equity value

Holder Rank

#747

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Resonant Capital Advisors, LLC holds $18,170,722 across 19 Software - Application names. CRM ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	17,955	$4,021,022
2	CRM	Salesforce, Inc. This page	23,373	$3,661,614
3	UBER	Uber Technologies, Inc	35,704	$2,576,400
4	ADBE	Adobe Inc.	9,941	$2,038,103
5	DOCU	Docusign, Inc.	17,974	$798,405
6	SAP	Sap SE	3,889	$599,333
7	CDNS	Cadence Design Systems Inc	1,488	$558,476
8	NOW	ServiceNow, Inc.	4,767	$473,267

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,661,614	23,373	+77.4%	Shares	Sole	2026-07-27
2026-03-31	$2,460,123	13,179	+13.9%	Shares	Sole	2026-04-29
2025-12-31	$3,064,478	11,568	+9.8%	Shares	Sole	2026-01-29
2025-09-30	$2,497,506	10,538	+10.9%	Shares	Sole	2025-10-29
2025-06-30	$2,590,009	9,498	+11.4%	Shares	Sole	2025-07-31
2025-03-31	$2,288,574	8,528	+7.1%	Shares	Sole	2025-04-28
2024-12-31	$2,660,932	7,959	+10.5%	Shares	Sole	2025-01-24
2024-09-30	$1,970,985	7,201	+109.5%	Shares	Sole	2024-10-18
2024-06-30	$883,909	3,438	+6.6%	Shares	Sole	2024-08-01
2024-03-31	$971,606	3,226	+96.6%	Shares	Sole	2024-05-01
2023-12-31	$431,812	1,641	+4.5%	Shares	Sole	2024-01-31
2023-09-30	$318,364	1,570	+3.4%	Shares	Sole	2023-10-31
2023-06-30	$320,692	1,518	+13.4%	Shares	Sole	2023-07-25
2023-03-31	$267,505	1,339	-15.9%	Shares	Sole	2023-04-21
2022-12-31	$211,215	1,593	—	Shares	Sole	2023-01-23
No filing history on record for this holder in this stock.