MB, LEVIS & ASSOCIATES, LLC

Position in CRM — Salesforce, Inc.

CIK 2065807 CENTER VALLEY, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 22, 2026 Compact

Position Value

$48,721

-$9,333 QoQ

Shares Held

311

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#2,209

of 2,451 holders

Holding Since

Dec 2022

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MB, LEVIS & ASSOCIATES, LLC holds $1,998,978 across 5 Software - Application names. CRM ranks #4 (2.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,764	$1,738,747
2	MSTR	Strategy Inc	1,600	$139,088
3	NOW	ServiceNow, Inc.	725	$71,978
4	CRM	Salesforce, Inc. This page	311	$48,721
5	DOCU	Docusign, Inc.	10	$444

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$48,721	311	0.0%	Shares	Sole	2026-07-22
2026-03-31	$58,054	311	0.0%	Shares	Sole	2026-04-08
2025-12-31	$82,387	311	0.0%	Shares	Sole	2026-01-14
2025-09-30	$73,707	311	0.0%	Shares	Sole	2025-10-15
2025-06-30	$84,806	311	0.0%	Shares	Sole	2025-07-29
2025-03-31	$83,459	311	0.0%	Shares	Sole	2025-05-07
2024-12-31	$103,976	311	0.0%	Shares	Sole	2025-05-07
2024-09-30	$85,123	311	0.0%	Shares	Sole	2025-05-07
2024-06-30	$79,958	311	0.0%	Shares	Sole	2025-05-07
2024-03-31	$93,666	311	0.0%	Shares	Sole	2025-05-07
2023-12-31	$81,836	311	0.0%	Shares	Sole	2025-05-07
2023-09-30	$63,064	311	0.0%	Shares	Sole	2025-05-07
2023-06-30	$65,701	311	0.0%	Shares	Sole	2025-05-07
2023-03-31	$62,131	311	0.0%	Shares	Sole	2025-05-07
2022-12-31	$41,235	311	—	Shares	Sole	2025-05-07
No filing history on record for this holder in this stock.