Capital Group Private Client Services, Inc.
Position in CRM — Salesforce, Inc.
CIK 1857666
Los Angeles, CA
Position in CRM
as of Jun 30, 2026
· filed Aug 12, 2026
Position Value
$5,915,481
-$3,095,453 QoQ
Shares Held
37,760
-21.8% QoQ
Ownership
0.005%
of shares outstanding
% of Portfolio
0.09%
of 13F equity value
Holder Rank
#589
of 2,451 holders
Holding Since
Jun 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Capital Group Private Client Services, Inc. holds $24,046,264 across 7 Software - Application names. CRM ranks #2 (24.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | SHOP |
Shopify Inc.
|
85,503 | $9,762,732 | |
| 2 | CRM |
Salesforce, Inc.
This page
|
37,760 | $5,915,481 | |
| 3 | PAYX |
Paychex Inc
|
32,684 | $3,213,817 | |
| 4 | FICO |
Fair Isaac Corp
|
2,055 | $2,455,272 | |
| 5 | SAP |
Sap SE
|
13,595 | $2,095,125 | |
| 6 | CDNS |
Cadence Design Systems Inc
|
1,074 | $403,093 | |
| 7 | NOW |
ServiceNow, Inc.
|
2,022 | $200,744 |
All Filings in CRM
Export CSV
13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,915,481 | 37,760 | Shares | Defined | 2026-08-12 | |
| 2026-03-31 | $9,010,934 | 48,272 | Shares | Defined | 2026-05-13 | |
| 2025-12-31 | $19,199,087 | 72,474 | Shares | Defined | 2026-02-11 | |
| 2025-09-30 | $18,009,867 | 75,991 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $75,114,369 | 275,457 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $66,085,528 | 246,257 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $81,465,188 | 243,667 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $67,435,027 | 246,374 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $65,597,265 | 255,143 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $79,412,732 | 263,672 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $54,622,864 | 207,581 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $35,068,975 | 172,941 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $28,137,508 | 133,189 | Shares | Defined | 2023-08-11 | |
| No filing history on record for this holder in this stock. | ||||||