LIBERTY ONE INVESTMENT MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 1807328 LIBERTYVILLE, IL

Position in CRM

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

Position Value

$241,413

-$498,546 QoQ

Shares Held

1,541

-61.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.03%

of 13F equity value

Holder Rank

#1,956

of 2,451 holders

Holding Since

Mar 2024

10 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY ONE INVESTMENT MANAGEMENT, LLC holds $7,519,117 across 5 Software - Application names. CRM ranks #5 (3.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	15,471	$4,037,931
2	NOW	ServiceNow, Inc.	14,053	$1,395,181
3	UBER	Uber Technologies, Inc	15,571	$1,123,603
4	CDNS	Cadence Design Systems Inc	1,921	$720,989
5	CRM	Salesforce, Inc. This page	1,541	$241,413

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$241,413	1,541	-61.1%	Shares	Sole	2026-08-13
2026-03-31	$739,959	3,964	+71.3%	Shares	Sole	2026-05-14
2025-12-31	$613,001	2,314	-46.0%	Shares	Sole	2026-02-13
2025-09-30	$1,016,493	4,289	+33.6%	Shares	Sole	2025-10-27
2025-06-30	$875,607	3,211	+1.5%	Shares	Sole	2025-07-30
2025-03-31	$849,359	3,165	+1.2%	Shares	Sole	2025-04-30
2024-12-31	$1,045,115	3,126	-15.4%	Shares	Sole	2025-01-16
2024-09-30	$1,011,905	3,697	-2.5%	Shares	Sole	2024-10-31
2024-06-30	$974,923	3,792	+769.7%	Shares	Sole	2024-07-22
2024-03-31	$131,314	436	—	Shares	Sole	2024-04-30
No filing history on record for this holder in this stock.