Accordant Advisory Group Inc

Position in CRM — Salesforce, Inc.

CIK 2013499 ANNAPOLIS, MD

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$23,499

-$4,501 QoQ

Shares Held

150

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,272

of 2,450 holders

Holding Since

Mar 2024

4 quarters on record

Technology · as of Jun 30, 2026

Accordant Advisory Group Inc holds $4,533,341 across 6 Software - Application names. CRM ranks #4 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	16,780	$1,665,918
2	UBER	Uber Technologies, Inc	19,787	$1,427,829
3	INTU	Intuit Inc.	5,377	$1,403,397
4	CRM	Salesforce, Inc. This page	150	$23,499
5	ZM	Zoom Communications, Inc.	139	$11,997
6	CRNC	Cerence Inc.	62	$701

4 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,499	150	0.0%	Shares	Sole	2026-07-27
2026-03-31	$28,000	150	+1775.0%	Shares	Sole	2026-05-11
2025-03-31	$2,146	8	-98.5%	Shares	Sole	2025-04-16
2024-03-31	$163,841	544	—	Shares	Sole	2024-04-22
No filing history on record for this holder in this stock.