Annis Gardner Whiting Capital Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1998414 TAMPA, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$1,083,773

-$122,488 QoQ

Shares Held

6,918

+7.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.24%

of 13F equity value

Holder Rank

#1,183

of 2,451 holders

Holding Since

Sep 2023

12 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Annis Gardner Whiting Capital Advisors, LLC holds $10,470,989 across 12 Software - Application names. CRM ranks #5 (10.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	30,604	$2,208,384
2	SHOP	Shopify Inc.	14,349	$1,638,368
3	ROP	Roper Technologies Inc	3,901	$1,320,059
4	ADP	Automatic Data Processing Inc	5,002	$1,120,197
5	CRM	Salesforce, Inc. This page	6,918	$1,083,773
6	SNOW	Snowflake Inc.	3,012	$766,554
7	ADSK	Autodesk, Inc.	3,001	$583,454
8	TEAM	Atlassian Corp	5,783	$449,859

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,773	6,918	+7.1%	Shares	Sole	2026-08-10
2026-03-31	$1,206,261	6,462	+4.0%	Shares	Sole	2026-05-06
2025-12-31	$1,646,680	6,216	+7.1%	Shares	Sole	2026-02-09
2025-09-30	$1,375,548	5,804	+130.5%	Shares	Sole	2025-11-03
2025-06-30	$686,633	2,518	+39.2%	Shares	Sole	2025-08-11
2025-03-31	$485,463	1,809	-2.0%	Shares	Sole	2025-05-09
2024-12-31	$617,173	1,846	+4.7%	Shares	Sole	2025-02-12
2024-09-30	$482,550	1,763	+11.2%	Shares	Sole	2024-11-14
2024-06-30	$407,760	1,586	-8.6%	Shares	Sole	2024-08-12
2024-03-31	$522,848	1,736	+84.3%	Shares	Sole	2024-05-13
2023-12-31	$247,877	942	+10.8%	Shares	Sole	2024-02-09
2023-09-30	$172,363	850	—	Shares	Sole	2023-11-08
No filing history on record for this holder in this stock.