Davis Investment Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1963865 CHARLOTTE, NC

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$331,962

-$161,033 QoQ

Shares Held

2,119

-19.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#1,788

of 2,451 holders

Holding Since

Dec 2025

3 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Davis Investment Partners, LLC holds $1,476,341 across 3 Software - Application names. CRM ranks #3 (22.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	9,035	$651,965
2	PAYC	Paycom Software, Inc.	3,918	$492,414
3	CRM	Salesforce, Inc. This page	2,119	$331,962

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$331,962	2,119	-19.8%	Shares	Sole	2026-08-07
2026-03-31	$492,995	2,641	+12.4%	Shares	Sole	2026-04-20
2025-12-31	$622,538	2,350	—	Shares	Sole	2026-01-06
No filing history on record for this holder in this stock.