ROMANO BROTHERS AND COMPANY

Position in CRM — Salesforce, Inc.

CIK 200648 EVANSTON, IL

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$499,902

-$97,628 QoQ

Shares Held

3,191

-0.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,573

of 2,451 holders

Holding Since

Sep 2022

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROMANO BROTHERS AND COMPANY holds $9,774,558 across 7 Software - Application names. CRM ranks #6 (5.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	49,099	$3,542,983
2	ADBE	Adobe Inc.	12,452	$2,552,909
3	NOW	ServiceNow, Inc.	13,131	$1,303,645
4	NICE	NICE Ltd.	10,625	$965,281
5	ADP	Automatic Data Processing Inc	2,875	$643,856
6	CRM	Salesforce, Inc. This page	3,191	$499,902
7	PAYX	Paychex Inc	2,705	$265,982

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$499,902	3,191	-0.3%	Shares	Sole	2026-07-22
2026-03-31	$597,530	3,201	+11.9%	Shares	Sole	2026-04-22
2025-12-31	$757,907	2,861	-8.5%	Shares	Sole	2026-01-14
2025-09-30	$740,862	3,126	-13.1%	Shares	Sole	2025-10-21
2025-06-30	$980,865	3,597	-9.5%	Shares	Sole	2025-07-22
2025-03-31	$1,066,194	3,973	+2.4%	Shares	Sole	2025-04-10
2024-12-31	$1,296,531	3,878	-0.3%	Shares	Sole	2025-01-16
2024-09-30	$1,065,005	3,891	-1.2%	Shares	Sole	2024-10-22
2024-06-30	$1,012,974	3,940	-2.5%	Shares	Sole	2024-07-17
2024-03-31	$1,216,466	4,039	-2.2%	Shares	Sole	2024-04-17
2023-12-31	$1,086,505	4,129	-13.7%	Shares	Sole	2024-01-29
2023-09-30	$969,896	4,783	+14.5%	Shares	Sole	2023-10-17
2023-06-30	$882,644	4,178	+2.5%	Shares	Sole	2023-07-13
2023-03-31	$814,702	4,078	-4.0%	Shares	Sole	2023-04-13
2022-12-31	$563,242	4,248	+7.2%	Shares	Sole	2023-01-18
2022-09-30	$569,750	3,961	—	Shares	Sole	2022-10-18
No filing history on record for this holder in this stock.