MILESTONE ASSET MANAGEMENT, LLC

Position in CRM — Salesforce, Inc.

CIK 1964722 PITTSBURGH, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$711,549

-$2,616,963 QoQ

Shares Held

4,542

-74.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.29%

of 13F equity value

Holder Rank

#1,378

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MILESTONE ASSET MANAGEMENT, LLC holds $7,063,107 across 6 Software - Application names. CRM ranks #5 (10.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	25,514	$2,913,188
2	NOW	ServiceNow, Inc.	11,813	$1,172,794
3	WDAY	Workday, Inc.	9,561	$1,170,457
4	ADBE	Adobe Inc.	4,984	$1,021,819
5	CRM	Salesforce, Inc. This page	4,542	$711,549
6	GRAB	Grab Holdings Ltd	19,443	$73,300

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$711,549	4,542	-74.5%	Shares	Sole	2026-07-15
2026-03-31	$3,328,512	17,831	+548.6%	Shares	Sole	2026-04-15
2025-12-31	$728,236	2,749	-72.3%	Shares	Sole	2026-01-28
2025-09-30	$2,348,196	9,908	+281.7%	Shares	Sole	2025-10-15
2025-06-30	$707,902	2,596	+33.0%	Shares	Other	2025-08-05
2025-03-31	$523,838	1,952	-50.2%	Shares	Other	2025-04-09
2024-12-31	$1,310,907	3,921	+22.0%	Shares	Other	2025-01-23
2024-09-30	$879,429	3,213	+4.9%	Shares	Other	2024-10-25
2024-06-30	$787,496	3,063	-9.1%	Shares	Sole	2024-07-19
2024-03-31	$1,014,675	3,369	+313.9%	Shares	Sole	2024-04-23
2023-12-31	$214,195	814	—	Shares	Sole	2024-01-23
No filing history on record for this holder in this stock.