Sterling Investment Counsel, LLC

Position in CRM — Salesforce, Inc.

CIK 1925853 Buffalo, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,045,705

-$131,249 QoQ

Shares Held

6,675

+5.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#1,208

of 2,457 holders

Holding Since

Dec 2021

19 quarters on record

Voting authority Sole 93% Shared 0% None 7%

Technology · as of Jun 30, 2026

Sterling Investment Counsel, LLC holds $4,790,339 across 5 Software - Application names. CRM ranks #3 (21.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	20,147	$2,000,194
2	UBER	Uber Technologies, Inc	19,813	$1,429,706
3	CRM	Salesforce, Inc. This page	6,675	$1,045,705
4	ADP	Automatic Data Processing Inc	923	$206,705
5	SOUN	Soundhound Ai, Inc.	16,697	$108,029

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,045,705	6,675	+5.9%	Shares	Sole	2026-07-20
2026-03-31	$1,176,954	6,305	+24.9%	Shares	Sole	2026-04-16
2025-12-31	$1,337,000	5,047	+12.5%	Shares	Sole	2026-01-27
2025-09-30	$1,063,419	4,487	+234.9%	Shares	Sole	2025-10-21
2025-06-30	$365,404	1,340	-69.0%	Shares	Sole	2025-07-21
2025-03-31	$1,158,241	4,316	+277.9%	Shares	Sole	2025-04-21
2024-12-31	$381,804	1,142	-69.8%	Shares	Sole	2025-01-22
2024-09-30	$1,034,349	3,779	+1.4%	Shares	Sole	2024-10-22
2024-06-30	$957,954	3,726	+4.7%	Shares	Sole	2024-07-25
2024-03-31	$1,072,200	3,560	+5.1%	Shares	Sole	2024-04-26
2023-12-31	$891,518	3,388	+13.8%	Shares	Sole	2024-01-12
2023-09-30	$603,676	2,977	-1.0%	Shares	Sole	2023-10-19
2023-06-30	$635,047	3,006	+2.6%	Shares	Sole	2023-07-17
2023-03-31	$585,155	2,929	-4.4%	Shares	Sole	2023-04-18
2022-12-31	$406,123	3,063	-11.1%	Shares	Sole	2023-01-20
2022-09-30	$495,528	3,445	+15.1%	Shares	Sole	2022-10-21
2022-06-30	$494,129	2,994	+28.1%	Shares	Sole	2022-10-20
2022-03-31	$496,191	2,337	+119.4%	Shares	Sole	2022-05-10
2021-12-31	$270,648	1,065	—	Shares	Sole	2022-04-29
No filing history on record for this holder in this stock.