SS&H Financial Advisors, Inc.

Position in CRM — Salesforce, Inc.

CIK 1911735 TROY, MI

Position in CRM

as of Jun 30, 2026 · filed Aug 4, 2026 Compact

Position Value

$313,320

New position

Shares Held

2,000

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,818

of 2,451 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

SS&H Financial Advisors, Inc. holds $1,850,928 across 5 Software - Application names. CRM ranks #3 (16.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	2,470	$553,156
2	NOW	ServiceNow, Inc.	5,000	$496,400
3	CRM	Salesforce, Inc. This page	2,000	$313,320
4	SHOP	Shopify Inc.	2,320	$264,897
5	INTU	Intuit Inc.	855	$223,155

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$313,320	2,000	—	Shares	Sole	2026-08-04
No filing history on record for this holder in this stock.