Cape Investment Advisory, Inc.

Position in CRM — Salesforce, Inc.

CIK 1944437 MCDONOUGH, GA

Position in CRM

as of Jun 30, 2026 · filed Jul 23, 2026 Compact

Position Value

$657,345

-$202,829 QoQ

Shares Held

4,196

-8.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,428

of 2,443 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Cape Investment Advisory, Inc. holds $2,617,694 across 37 Software - Application names. CRM ranks #1 (25.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,196	$657,345
2	ADSK	Autodesk, Inc.	2,866	$557,207
3	UBER	Uber Technologies, Inc	6,725	$485,275
4	ADBE	Adobe Inc.	2,316	$474,825
5	SPSC	Sps Commerce Inc	2,715	$155,216
6	SAP	Sap SE	412	$63,492
7	ADP	Automatic Data Processing Inc	189	$42,325
8	SHOP	Shopify Inc.	308	$35,167

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$657,345	4,196	-8.9%	Shares	Sole	2026-07-23
2026-03-31	$860,174	4,608	-3.0%	Shares	Defined	2026-05-15
2025-12-31	$1,258,057	4,749	+18.7%	Shares	Sole	2026-02-17
2025-09-30	$948,474	4,002	+5.3%	Shares	Defined	2025-12-29
2025-06-30	$1,035,949	3,799	+3.0%	Shares	Defined	2025-08-19
2025-03-31	$990,248	3,690	-3.3%	Shares	Defined	2025-05-16
2024-12-31	$1,275,468	3,815	-0.2%	Shares	Defined	2025-02-05
2024-09-30	$1,046,393	3,823	+30.6%	Shares	Defined	2024-11-14
2024-06-30	$752,531	2,927	+49.9%	Shares	Defined	2024-08-15
2024-03-31	$587,903	1,952	+0.5%	Shares	Defined	2024-06-21
2023-12-31	$511,017	1,942	+1.5%	Shares	Defined	2024-02-12
2023-09-30	$387,918	1,913	+1.3%	Shares	Defined	2023-11-07
2023-06-30	$399,070	1,889	+0.7%	Shares	Defined	2023-10-12
2023-03-31	$374,787	1,876	—	Shares	Defined	2023-10-12
No filing history on record for this holder in this stock.