DOVER ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1964541 RICHMOND, VA

Position in CRM

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

Position Value

$1,052,128

-$237,761 QoQ

Shares Held

6,716

-2.8% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#1,204

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

DOVER ADVISORS, LLC holds $3,459,875 across 3 Software - Application names. CRM ranks #2 (30.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	29,821	$2,151,883
2	CRM	Salesforce, Inc. This page	6,716	$1,052,128
3	ADBE	Adobe Inc.	1,248	$255,864

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,052,128	6,716	-2.8%	Shares	Sole	2026-08-07
2026-03-31	$1,289,889	6,910	+2.9%	Shares	Sole	2026-04-08
2025-12-31	$1,779,135	6,716	-8.7%	Shares	Sole	2026-02-10
2025-09-30	$1,743,372	7,356	-6.9%	Shares	Sole	2025-11-10
2025-06-30	$2,153,978	7,899	-5.9%	Shares	Sole	2025-07-08
2025-03-31	$2,251,540	8,390	+24.5%	Shares	Sole	2025-04-16
2024-12-31	$2,253,049	6,739	+4.5%	Shares	Sole	2025-02-04
2024-09-30	$1,765,155	6,449	+17.7%	Shares	Sole	2024-10-15
2024-06-30	$1,408,136	5,477	+72.4%	Shares	Sole	2024-07-31
2024-03-31	$956,547	3,176	+53.4%	Shares	Sole	2024-04-29
2023-12-31	$544,699	2,070	-24.9%	Shares	Sole	2024-02-05
2023-09-30	$559,267	2,758	+2.4%	Shares	Sole	2023-11-03
2023-06-30	$568,923	2,693	+0.7%	Shares	Sole	2023-08-01
2023-03-31	$534,211	2,674	+3.8%	Shares	Sole	2023-05-02
2022-12-31	$341,684	2,577	—	Shares	Sole	2023-02-14
No filing history on record for this holder in this stock.