MCRAE CAPITAL MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 320376 Morristown, NJ

Position in CRM

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$5,393,020

-$6,449,698 QoQ

Shares Held

34,425

-45.7% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.11%

of 13F equity value

Holder Rank

#624

of 2,450 holders

Holding Since

Mar 2022

18 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

MCRAE CAPITAL MANAGEMENT INC holds $14,466,056 across 3 Software - Application names. CRM ranks #2 (37.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	71,895	$8,801,385
2	CRM	Salesforce, Inc. This page	34,425	$5,393,020
3	ADP	Automatic Data Processing Inc	1,213	$271,651

18 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,393,020	34,425	-45.7%	Shares	Sole	2026-07-17
2026-03-31	$11,842,718	63,442	+2.6%	Shares	Sole	2026-05-14
2025-12-31	$16,385,213	61,852	+15.5%	Shares	Sole	2026-02-11
2025-09-30	$12,696,564	53,572	+1.0%	Shares	Sole	2025-11-07
2025-06-30	$14,464,022	53,042	+15.1%	Shares	Sole	2025-08-06
2025-03-31	$12,362,540	46,067	-0.3%	Shares	Sole	2025-05-13
2024-12-31	$15,455,072	46,227	+9.3%	Shares	Sole	2025-01-30
2024-09-30	$11,579,027	42,304	+6.7%	Shares	Sole	2024-10-24
2024-06-30	$10,194,529	39,652	+42.9%	Shares	Sole	2024-07-24
2024-03-31	$8,356,841	27,747	-1.2%	Shares	Sole	2024-04-18
2023-12-31	$7,390,813	28,087	+1.4%	Shares	Sole	2024-01-22
2023-09-30	$5,618,425	27,707	+1.4%	Shares	Sole	2023-10-17
2023-06-30	$5,770,989	27,317	+1.8%	Shares	Sole	2023-07-21
2023-03-31	$5,358,499	26,822	-0.2%	Shares	Sole	2023-04-19
2022-12-31	$3,563,621	26,877	-2.7%	Shares	Sole	2023-01-20
2022-09-30	$3,973,148	27,622	-38.4%	Shares	Sole	2022-10-20
2022-06-30	$7,401,548	44,847	-1.8%	Shares	Sole	2022-07-20
2022-03-31	$9,693,469	45,655	—	Shares	Sole	2022-04-21
No filing history on record for this holder in this stock.