MAGNOLIA CAPITAL ADVISORS LLC

Position in CRM — Salesforce, Inc.

CIK 1803662 RIDGELAND, MS

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$798,652

+$43,759 QoQ

Shares Held

5,098

+26.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.30%

of 13F equity value

Holder Rank

#1,331

of 2,457 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MAGNOLIA CAPITAL ADVISORS LLC holds $2,098,158 across 3 Software - Application names. CRM ranks #2 (38.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	2,641	$991,220
2	CRM	Salesforce, Inc. This page	5,098	$798,652
3	SHOP	Shopify Inc.	2,700	$308,286

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$798,652	5,098	+26.1%	Shares	Sole	2026-08-14
2026-03-31	$754,893	4,044	+10.6%	Shares	Sole	2026-05-15
2025-12-31	$968,775	3,657	-8.3%	Shares	Sole	2026-02-13
2025-09-30	$945,630	3,990	+1.3%	Shares	Sole	2025-11-13
2025-06-30	$1,074,125	3,939	-3.6%	Shares	Sole	2025-08-05
2025-03-31	$1,096,250	4,085	+3.3%	Shares	Sole	2025-05-13
2024-12-31	$1,322,275	3,955	+64.4%	Shares	Sole	2025-05-13
2024-09-30	$658,546	2,406	+0.5%	Shares	Sole	2024-10-30
2024-06-30	$615,240	2,393	-39.0%	Shares	Sole	2024-10-30
2024-03-31	$1,182,131	3,925	+20.1%	Shares	Sole	2024-05-02
2023-12-31	$860,204	3,269	-0.4%	Shares	Sole	2024-02-02
2023-09-30	$665,726	3,283	+0.2%	Shares	Sole	2023-11-03
2023-06-30	$692,087	3,276	+6.3%	Shares	Sole	2023-08-08
2023-03-31	$615,522	3,081	+8.6%	Shares	Sole	2023-05-15
2022-12-31	$376,157	2,837	+9.9%	Shares	Sole	2023-02-14
2022-09-30	$371,251	2,581	-4.1%	Shares	Sole	2022-11-14
2022-06-30	$444,287	2,692	-37.4%	Shares	Sole	2022-08-15
2022-03-31	$912,339	4,297	+4.1%	Shares	Sole	2022-05-16
2021-12-31	$1,049,048	4,128	+1.0%	Shares	Sole	2022-01-26
2021-09-30	$1,108,204	4,086	+79.6%	Shares	Sole	2021-11-10
2021-06-30	$555,714	2,275	+4.5%	Shares	Sole	2021-07-29
2021-03-31	$461,452	2,178	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.