Ascentis Independent Advisors

Position in CRM — Salesforce, Inc.

CIK 1845003 DALLAS, TX

Position in CRM

as of Mar 31, 2026 · filed Apr 28, 2026 Compact

Position Value

$3,643,421

-$1,836,242 QoQ

Shares Held

19,518

-5.6% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2021

15 quarters on record

Voting authority Sole 100.ToString("F0")% Shared 0.ToString("F0")% None 0.ToString("F0")%

Technology · as of Mar 31, 2026

Ascentis Independent Advisors holds $11,316,652 across 37 Software - Application names. CRM ranks #1 (32.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	19,518	$3,643,421
2	UBER	Uber Technologies, Inc	30,918	$2,223,927
3	PAYX	Paychex Inc	11,155	$1,027,597
4	SAP	Sap SE	4,061	$695,282
5	SHOP	Shopify Inc.	4,756	$564,153
6	ADP	Automatic Data Processing Inc	2,453	$498,396
7	NOW	ServiceNow, Inc.	4,413	$461,374
8	INTU	Intuit Inc.	962	$415,946

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$3,643,421	19,518	-5.6%	Shares	Sole	2026-04-28
2025-12-31	$5,479,663	20,685	-1.5%	Shares	Sole	2026-01-29
2025-09-30	$4,976,763	20,999	-6.8%	Shares	Sole	2025-10-21
2025-06-30	$6,143,160	22,528	+8.0%	Shares	Sole	2025-07-14
2025-03-31	$5,597,989	20,860	+0.4%	Shares	Sole	2025-04-23
2024-12-31	$6,948,046	20,782	+884.0%	Shares	Sole	2025-01-24
2024-09-30	$578,008	2,112	-90.5%	Shares	Sole	2024-10-29
2024-06-30	$5,691,679	22,138	+0.8%	Shares	Sole	2024-07-29
2023-12-31	$5,779,080	21,962	-0.9%	Shares	Sole	2024-02-02
2023-09-30	$4,494,618	22,165	+0.8%	Shares	Sole	2023-10-20
2023-06-30	$4,647,508	21,999	+1496.4%	Shares	Sole	2023-07-19
2023-03-31	$275,296	1,378	-31.2%	Shares	Sole	2023-06-01
2022-03-31	$425,489	2,004	+50.0%	Shares	Sole	2022-05-18
2021-12-31	$339,517	1,336	-29.5%	Shares	Sole	2022-02-11
2021-09-30	$514,233	1,896	—	Shares	Sole	2021-11-15
No filing history on record for this holder in this stock.