Kuhn & Co Investment Counsel

Position in CRM — Salesforce, Inc.

CIK 2011958 Chicago, IL

Position in CRM

as of Jun 30, 2026 · filed Jul 31, 2026 Compact

Position Value

$407,316

-$64,399 QoQ

Shares Held

2,600

+2.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.45%

of 13F equity value

Holder Rank

#1,672

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Kuhn & Co Investment Counsel holds $1,726,638 across 4 Software - Application names. CRM ranks #3 (23.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	5,671	$557,629
2	UBER	Uber Technologies, Inc	5,987	$432,021
3	CRM	Salesforce, Inc. This page	2,600	$407,316
4	ADBE	Adobe Inc.	1,608	$329,672

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$407,316	2,600	+2.9%	Shares	Sole	2026-07-31
2026-03-31	$471,715	2,527	+2.4%	Shares	Sole	2026-05-12
2025-12-31	$653,532	2,467	+0.9%	Shares	Sole	2026-02-09
2025-09-30	$579,465	2,445	-0.9%	Shares	Sole	2025-10-28
2025-06-30	$672,726	2,467	0.0%	Shares	Sole	2025-08-13
2025-03-31	$662,044	2,467	0.0%	Shares	Sole	2025-05-14
2024-12-31	$824,792	2,467	0.0%	Shares	Sole	2025-01-30
2024-09-30	$675,242	2,467	0.0%	Shares	Sole	2024-11-14
2024-06-30	$634,265	2,467	-0.6%	Shares	Sole	2024-08-08
2024-03-31	$747,227	2,481	0.0%	Shares	Sole	2024-05-10
2023-12-31	$652,850	2,481	—	Shares	Sole	2024-02-14
No filing history on record for this holder in this stock.