LaSalle St. Investment Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1966193 ELMHURST, IL

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$276,034

-$65,758 QoQ

Shares Held

1,762

-3.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,890

of 2,451 holders

Holding Since

Mar 2023

14 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LaSalle St. Investment Advisors, LLC holds $2,083,930 across 4 Software - Application names. CRM ranks #3 (13.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	12,499	$1,086,538
2	ADP	Automatic Data Processing Inc	2,301	$515,308
3	CRM	Salesforce, Inc. This page	1,762	$276,034
4	CDNS	Cadence Design Systems Inc	549	$206,050

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$276,034	1,762	-3.8%	Shares	Sole	2026-08-11
2026-03-31	$341,792	1,831	+10.9%	Shares	Sole	2026-05-08
2025-12-31	$437,366	1,651	+1.0%	Shares	Sole	2026-02-17
2025-09-30	$387,258	1,634	-43.6%	Shares	Sole	2025-11-13
2025-06-30	$790,255	2,898	-9.5%	Shares	Sole	2025-08-14
2025-03-31	$859,288	3,202	+30.4%	Shares	Sole	2025-05-12
2024-12-31	$820,780	2,455	+45.9%	Shares	Sole	2025-02-13
2024-09-30	$460,653	1,683	-0.2%	Shares	Sole	2024-11-14
2024-06-30	$433,470	1,686	-11.6%	Shares	Sole	2024-08-12
2024-03-31	$502	1,908	0.0%	Shares	Sole	2024-05-13
2023-12-31	$5,020	1,908	+21.1%	Shares	Sole	2024-02-13
2023-09-30	$319,581	1,576	+7.4%	Shares	Sole	2023-11-14
2023-06-30	$310,129	1,468	+10.3%	Shares	Sole	2023-08-11
2023-03-31	$265,907	1,331	—	Shares	Sole	2023-05-12
No filing history on record for this holder in this stock.