ADVOCATE GROUP LLC

Position in CRM — Salesforce, Inc.

CIK 1853401 MINNETONKA, MN

Position in CRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$2,652,723

+$22,357 QoQ

Shares Held

16,933

+20.2% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.50%

of 13F equity value

Holder Rank

#847

of 2,451 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ADVOCATE GROUP LLC holds $6,236,075 across 3 Software - Application names. CRM ranks #2 (42.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	13,504	$2,768,590
2	CRM	Salesforce, Inc. This page	16,933	$2,652,723
3	PAYX	Paychex Inc	8,286	$814,762

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,652,723	16,933	+20.2%	Shares	Sole	2026-07-17
2026-03-31	$2,630,366	14,091	+10.3%	Shares	Sole	2026-04-13
2025-12-31	$3,384,755	12,777	+1.5%	Shares	Sole	2026-01-20
2025-09-30	$2,982,408	12,584	+4.6%	Shares	Sole	2025-10-20
2025-06-30	$3,281,278	12,033	—	Shares	Sole	2025-07-25
No filing history on record for this holder in this stock.