Unified Investment Management

Position in CRM — Salesforce, Inc.

CIK 2054855 Atlanta, GA

Position in CRM

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$922,709

-$166,600 QoQ

Shares Held

4,943

+20.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.42%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Unified Investment Management holds $3,228,218 across 5 Software - Application names. CRM ranks #1 (28.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	4,943	$922,709
2	PTC	Ptc Inc.	5,756	$820,172
3	UBER	Uber Technologies, Inc	8,579	$617,087
4	ADBE	Adobe Inc.	2,208	$536,720
5	ASUR	Asure Software Inc	38,550	$331,530

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
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.