Benchmark Investment Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1910971 CHICAGO, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$536,717

-$170,388 QoQ

Shares Held

3,426

-9.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

#1,533

of 2,451 holders

Holding Since

Dec 2021

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Benchmark Investment Advisors LLC holds $5,708,300 across 5 Software - Application names. CRM ranks #3 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	35,101	$2,532,888
2	NOW	ServiceNow, Inc.	18,475	$1,834,198
3	CRM	Salesforce, Inc. This page	3,426	$536,717
4	CDNS	Cadence Design Systems Inc	1,076	$403,844
5	ROP	Roper Technologies Inc	1,184	$400,653

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$536,717	3,426	-9.6%	Shares	Sole	2026-08-12
2026-03-31	$707,105	3,788	-2.7%	Shares	Sole	2026-05-13
2025-09-30	$922,641	3,893	-3.3%	Shares	Sole	2025-11-13
2025-03-31	$1,080,149	4,025	+259.4%	Shares	Sole	2025-05-15
2024-12-31	$374,449	1,120	-0.9%	Shares	Sole	2025-02-13
2024-09-30	$309,292	1,130	+0.4%	Shares	Sole	2024-11-13
2024-06-30	$289,237	1,125	0.0%	Shares	Sole	2024-08-12
2024-03-31	$338,827	1,125	-13.7%	Shares	Sole	2024-05-15
2023-12-31	$342,871	1,303	-67.3%	Shares	Sole	2024-05-15
2022-12-31	$528,371	3,985	-18.8%	Shares	Sole	2023-02-21
2022-09-30	$705,535	4,905	+83.0%	Shares	Sole	2022-11-14
2022-06-30	$442,307	2,680	-16.1%	Shares	Sole	2022-08-08
2022-03-31	$678,150	3,194	+2.9%	Shares	Sole	2022-05-16
2021-12-31	$788,819	3,104	—	Shares	Sole	2022-02-16
No filing history on record for this holder in this stock.