Gilliland Jeter Wealth Management LLC
Position in CRM — Salesforce, Inc.
CIK 2009886
LITTLE ROCK, AR
Position in CRM
as of Jun 30, 2026
· filed Jul 29, 2026
Position Value
$2,390,631
-$584,515 QoQ
Shares Held
15,260
-4.3% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.86%
of 13F equity value
Holder Rank
#879
of 2,451 holders
Holding Since
Dec 2023
11 quarters on record
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Gilliland Jeter Wealth Management LLC holds $4,661,522 across 4 Software - Application names. CRM ranks #1 (51.3% of the industry book) .
All Filings in CRM
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $2,390,631 | 15,260 | Shares | Sole | 2026-07-29 | |
| 2026-03-31 | $2,975,146 | 15,938 | Shares | Sole | 2026-04-24 | |
| 2025-12-31 | $3,674,301 | 13,870 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $3,315,156 | 13,988 | Shares | Sole | 2025-10-28 | |
| 2025-06-30 | $3,291,640 | 12,071 | Shares | Sole | 2025-07-24 | |
| 2025-03-31 | $3,296,265 | 12,283 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $4,166,754 | 12,463 | Shares | Sole | 2025-01-28 | |
| 2024-09-30 | $3,556,314 | 12,993 | Shares | Sole | 2024-10-17 | |
| 2024-06-30 | $3,328,673 | 12,947 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $3,913,231 | 12,993 | Shares | Sole | 2024-05-02 | |
| 2023-12-31 | $3,527,391 | 13,405 | Shares | Sole | 2024-02-02 | |
| No filing history on record for this holder in this stock. | ||||||