SEVEN MILE ADVISORY

Position in CRM — Salesforce, Inc.

CIK 1987932 EWING, NJ

Position in CRM

as of Mar 31, 2026 · filed Apr 14, 2026 Compact

Position Value

$252,004

-$265,895 QoQ

Shares Held

1,350

-30.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.25%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Jun 2023

12 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Technology · as of Mar 31, 2026

SEVEN MILE ADVISORY holds $1,699,706 across 7 Software - Application names. CRM ranks #2 (14.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,457	$528,689
2	CRM	Salesforce, Inc. This page	1,350	$252,004
3	SAP	Sap SE	1,398	$239,351
4	INTU	Intuit Inc.	518	$223,972
5	NOW	ServiceNow, Inc.	2,036	$212,863
6	CDNS	Cadence Design Systems Inc	752	$208,958
7	RBBN	Ribbon Communications Inc.	15,976	$33,869

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$252,004	1,350	-30.9%	Shares	Sole	2026-04-14
2025-12-31	$517,899	1,955	-20.9%	Shares	Sole	2026-02-13
2025-09-30	$585,864	2,472	+20.9%	Shares	Sole	2025-11-13
2025-06-30	$557,378	2,044	-2.0%	Shares	Sole	2025-08-14
2025-03-31	$559,530	2,085	+18.3%	Shares	Sole	2025-05-13
2024-12-31	$589,089	1,762	+2.3%	Shares	Sole	2025-02-12
2024-09-30	$471,602	1,723	+19.2%	Shares	Sole	2024-11-13
2024-06-30	$371,509	1,445	+2.5%	Shares	Sole	2024-08-08
2024-03-31	$424,663	1,410	+3.2%	Shares	Sole	2024-05-08
2023-12-31	$359,449	1,366	+5.2%	Shares	Sole	2024-02-09
2023-09-30	$263,411	1,299	+2.8%	Shares	Sole	2023-11-13
2023-06-30	$267,032	1,264	—	Shares	Sole	2023-08-08
No filing history on record for this holder in this stock.