Frank, Rimerman Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1977560 Palo Alto, CA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$1,509,575

-$950,175 QoQ

Shares Held

9,636

-26.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,057

of 2,443 holders

Holding Since

Sep 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Frank, Rimerman Advisors LLC holds $15,292,240 across 20 Software - Application names. CRM ranks #2 (9.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CDNS	Cadence Design Systems Inc	5,019	$1,883,731
2	CRM	Salesforce, Inc. This page	9,636	$1,509,575
3	SAP	Sap SE	8,480	$1,306,852
4	SHOP	Shopify Inc.	10,661	$1,217,272
5	ADP	Automatic Data Processing Inc	5,413	$1,212,241
6	PAYX	Paychex Inc	11,690	$1,149,477
7	DDOG	Datadog, Inc.	4,103	$1,068,257
8	ADBE	Adobe Inc.	4,050	$830,331

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,509,575	9,636	-26.9%	Shares	Sole	2026-07-27
2026-03-31	$2,459,750	13,177	-0.5%	Shares	Sole	2026-04-29
2025-12-31	$3,509,527	13,248	+10.4%	Shares	Sole	2026-01-15
2025-09-30	$2,843,289	11,997	-27.5%	Shares	Sole	2025-11-04
2025-06-30	$4,514,110	16,554	-5.1%	Shares	Sole	2025-08-11
2025-03-31	$4,680,198	17,440	-3.5%	Shares	Sole	2025-05-12
2024-12-31	$6,043,683	18,077	+7.6%	Shares	Sole	2025-02-10
2024-09-30	$4,599,149	16,803	+5.7%	Shares	Sole	2024-10-24
2024-06-30	$4,086,347	15,894	+1000.7%	Shares	Sole	2024-08-13
2024-03-31	$434,903	1,444	0.0%	Shares	Sole	2024-05-09
2023-12-31	$379,974	1,444	0.0%	Shares	Sole	2024-02-13
2023-09-30	$292,814	1,444	0.0%	Shares	Sole	2023-11-14
2023-06-30	$305,059	1,444	0.0%	Shares	Sole	2023-08-14
2023-03-31	$288,482	1,444	0.0%	Shares	Sole	2023-05-15
2022-09-30	$207,704	1,444	—	Shares	Sole	2023-09-07
No filing history on record for this holder in this stock.