Wilson & Boucher Capital Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1903579 MORAGA, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 19, 2026 Compact

Position Value

$207,574

-$39,763 QoQ

Shares Held

1,325

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#2,041

of 2,451 holders

Holding Since

Dec 2021

16 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Wilson & Boucher Capital Management, LLC holds $663,536 across 2 Software - Application names. CRM ranks #2 (31.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	ADP	Automatic Data Processing Inc	2,036	$455,962
2	CRM	Salesforce, Inc. This page	1,325	$207,574

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$207,574	1,325	0.0%	Shares	Sole	2026-08-19
2026-03-31	$247,337	1,325	0.0%	Shares	Sole	2026-05-18
2025-12-31	$351,005	1,325	-39.1%	Shares	Sole	2026-02-05
2025-09-30	$515,475	2,175	0.0%	Shares	Sole	2025-10-22
2025-06-30	$593,100	2,175	0.0%	Shares	Sole	2025-07-07
2025-03-31	$583,683	2,175	0.0%	Shares	Sole	2025-05-15
2024-12-31	$727,167	2,175	0.0%	Shares	Sole	2025-02-19
2024-09-30	$595,319	2,175	+64.2%	Shares	Sole	2024-11-18
2024-06-30	$340,657	1,325	0.0%	Shares	Sole	2024-08-15
2024-03-31	$399,063	1,325	0.0%	Shares	Sole	2024-05-01
2023-12-31	$348,660	1,325	0.0%	Shares	Sole	2024-02-12
2023-09-30	$268,683	1,325	0.0%	Shares	Sole	2023-11-16
2023-06-30	$279,919	1,325	0.0%	Shares	Sole	2023-08-10
2023-03-31	$264,708	1,325	-3.3%	Shares	Sole	2023-05-11
2022-03-31	$290,878	1,370	+11.7%	Shares	Sole	2022-04-12
2021-12-31	$311,817	1,227	—	Shares	Sole	2022-02-14
No filing history on record for this holder in this stock.