Cordgrass Capital Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1912040 RALEIGH, NC

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$825,441

-$260,418 QoQ

Shares Held

5,269

-9.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.46%

of 13F equity value

Holder Rank

#1,310

of 2,451 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cordgrass Capital Advisors, LLC holds $1,500,972 across 3 Software - Application names. CRM ranks #1 (55.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	5,269	$825,441
2	PAYX	Paychex Inc	4,507	$443,173
3	SNOW	Snowflake Inc.	913	$232,358

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$825,441	5,269	-9.4%	Shares	Sole	2026-08-06
2026-03-31	$1,085,859	5,817	-13.2%	Shares	Sole	2026-05-07
2025-12-31	$1,776,221	6,705	-7.1%	Shares	Sole	2026-02-02
2025-09-30	$1,710,192	7,216	-19.0%	Shares	Sole	2025-11-04
2025-06-30	$2,428,849	8,907	+0.1%	Shares	Sole	2025-07-31
2025-03-31	$2,388,672	8,901	-2.8%	Shares	Sole	2025-05-12
2024-12-31	$3,060,456	9,154	-1.9%	Shares	Sole	2025-02-07
2024-09-30	$2,552,893	9,327	+4.8%	Shares	Sole	2024-11-06
2024-06-30	$2,288,961	8,903	+0.1%	Shares	Sole	2024-07-18
2024-03-31	$2,679,899	8,898	+0.6%	Shares	Sole	2024-04-23
2023-12-31	$2,327,210	8,844	-3.6%	Shares	Sole	2024-02-09
2023-09-30	$1,860,709	9,176	+1.3%	Shares	Sole	2023-10-19
2023-06-30	$1,913,381	9,057	-0.9%	Shares	Sole	2023-07-27
2023-03-31	$1,825,190	9,136	+12.5%	Shares	Sole	2023-04-24
2022-12-31	$1,076,365	8,118	-10.4%	Shares	Sole	2023-01-18
2022-09-30	$1,303,190	9,060	+5.1%	Shares	Sole	2022-11-03
2022-06-30	$1,423,139	8,623	+3.5%	Shares	Sole	2022-07-25
2022-03-31	$1,768,837	8,331	+7.8%	Shares	Sole	2022-05-11
2021-12-31	$1,963,154	7,725	—	Shares	Sole	2022-02-17
No filing history on record for this holder in this stock.