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Equibles

Glen Eagle Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 2029317 KINGSTON, NJ
Back to CRM Full portfolio

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026
Position Value
$2,149,218
+$690,392 QoQ
Shares Held
13,719
+75.5% QoQ
Ownership
0.002%
of shares outstanding
% of Portfolio
0.52%
of 13F equity value
Holder Rank
#918
of 2,471 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority Sole 100% Shared 0% None 0%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Position in Software - Application

Technology · as of Jun 30, 2026

Glen Eagle Advisors, LLC holds $3,342,514 across 24 Software - Application names. CRM ranks #1 (64.3% of the industry book) .

# Ticker Company Shares Value (USD) Open
1 CRM
Salesforce, Inc.
This page 		13,719 $2,149,218
2 ADP
Automatic Data Processing Inc
 1,513 $338,836
3 NOW
ServiceNow, Inc.
 3,028 $300,619
4 PAYX
Paychex Inc
 1,395 $137,170
5 ADBE
Adobe Inc.
 627 $128,547
6 INTU
Intuit Inc.
 253 $66,033
7 SNOW
Snowflake Inc.
 216 $54,972
8 TYL
Tyler Technologies Inc
 185 $54,105

All Filings in CRM

Export CSV
26 filing rows on record
Report Date Value (USD) Shares
2026-06-30 $2,149,218 13,719
2026-03-31 $1,458,826 7,815
2025-12-31 $2,939,971 11,098
2025-09-30 $2,470,725 10,425
2025-06-30 $2,125,345 7,794
2025-03-31 $1,745,681 6,505
2024-12-31 $1,724,808 5,159
2024-09-30 $1,281,783 4,683
2024-06-30 $937,386 3,646
2024-03-31 $1,092,681 3,628
2023-12-31 $951,251 3,615
2023-09-30 $767,725 3,786
2023-06-30 $804,689 3,809
2023-03-31 $758,364 3,796
2022-12-31 $488,726 3,686
2022-09-30 $555,510 3,862
2022-06-30 $657,519 3,984
2022-03-31 $874,546 4,119
2021-12-31 $991,361 3,901
2021-09-30 $958,762 3,535
2021-06-30 $868,868 3,557
2021-03-31 $721,629 3,406
2020-12-31 $710,538 3,193
2020-09-30 $681,328 2,711
2020-06-30 $494,738 2,641
2020-03-31 $313,012 2,174