Glassy Mountain Advisors, Inc.

Position in CRM — Salesforce, Inc.

CIK 1914617 BETHESDA, MD

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$3,664,277

+$424,620 QoQ

Shares Held

23,390

+34.8% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

1.50%

of 13F equity value

Holder Rank

#746

of 2,451 holders

Holding Since

Dec 2021

17 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Glassy Mountain Advisors, Inc. holds $5,663,016 across 2 Software - Application names. CRM ranks #1 (64.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	23,390	$3,664,277
2	ADBE	Adobe Inc.	9,749	$1,998,739

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,664,277	23,390	+34.8%	Shares	Sole	2026-07-31
2026-03-31	$3,239,657	17,355	+10.9%	Shares	Sole	2026-05-08
2025-12-31	$4,147,430	15,656	+21.4%	Shares	Sole	2026-02-10
2025-09-30	$3,055,404	12,892	-0.0%	Shares	Sole	2025-11-06
2025-06-30	$3,516,882	12,897	+953.7%	Shares	Sole	2025-07-22
2025-03-31	$328,472	1,224	0.0%	Shares	Sole	2025-04-28
2024-12-31	$409,219	1,224	0.0%	Shares	Sole	2025-01-27
2024-09-30	$335,021	1,224	-1.6%	Shares	Sole	2024-10-29
2024-06-30	$319,832	1,244	+1.6%	Shares	Sole	2024-08-01
2024-03-31	$368,644	1,224	0.0%	Shares	Sole	2024-04-25
2023-12-31	$322,083	1,224	0.0%	Shares	Sole	2024-01-30
2023-09-30	$248,202	1,224	0.0%	Shares	Sole	2023-10-10
2023-06-30	$258,582	1,224	-2.5%	Shares	Sole	2023-07-06
2022-12-31	$166,400	1,255	+2.5%	Shares	Sole	2023-01-11
2022-06-30	$202,008	1,224	0.0%	Shares	Sole	2022-07-11
2022-03-31	$259,879	1,224	0.0%	Shares	Sole	2022-04-12
2021-12-31	$311,055	1,224	—	Shares	Sole	2022-03-09
No filing history on record for this holder in this stock.