AssuredPartners Investment Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 2055492 Tampa, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$266,322

+$8,345 QoQ

Shares Held

1,700

+23.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#1,909

of 2,457 holders

Holding Since

Dec 2024

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

AssuredPartners Investment Advisors, LLC holds $4,770,303 across 6 Software - Application names. CRM ranks #5 (5.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	27,919	$2,771,798
2	PAYX	Paychex Inc	6,237	$613,284
3	UBER	Uber Technologies, Inc	6,397	$461,607
4	SOUN	Soundhound Ai, Inc.	66,792	$432,144
5	CRM	Salesforce, Inc. This page	1,700	$266,322
6	MSTR	Strategy Inc	2,590	$225,148

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$266,322	1,700	+23.0%	Shares	Sole	2026-08-10
2026-03-31	$257,977	1,382	-1.4%	Shares	Sole	2026-04-13
2025-12-31	$371,403	1,402	-51.8%	Shares	Sole	2026-02-03
2025-06-30	$792,437	2,906	+24.7%	Shares	Sole	2025-07-29
2025-03-31	$625,547	2,331	+2.8%	Shares	Sole	2025-04-23
2024-12-31	$758,260	2,268	—	Shares	Sole	2025-02-12
No filing history on record for this holder in this stock.