Unified Investment Management

Position in CRM — Salesforce, Inc.

CIK 2054855 Atlanta, GA

Position in CRM

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

Position Value

$708,886

-$213,823 QoQ

Shares Held

4,525

-8.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.97%

of 13F equity value

Holder Rank

#1,386

of 2,462 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Unified Investment Management holds $2,736,674 across 5 Software - Application names. CRM ranks #1 (25.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,525	$708,886
2	PTC	Ptc Inc.	6,014	$683,250
3	UBER	Uber Technologies, Inc	8,689	$626,998
4	WDAY	Workday, Inc.	3,361	$411,453
5	ASUR	Asure Software Inc	38,550	$306,087

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$708,886	4,525	-8.5%	Shares	Sole	2026-07-27
2026-03-31	$922,709	4,943	+20.2%	Shares	Sole	2026-04-29
2025-12-31	$1,089,309	4,112	+7.3%	Shares	Sole	2026-02-09
2025-09-30	$907,947	3,831	-1.1%	Shares	Sole	2025-10-27
2025-06-30	$1,056,673	3,875	+1.5%	Shares	Sole	2025-07-15
2025-03-31	$1,024,866	3,819	-5.7%	Shares	Sole	2025-04-25
2024-12-31	$1,353,702	4,049	—	Shares	Sole	2025-02-06
No filing history on record for this holder in this stock.