NEVILLE RODIE & SHAW INC

Position in CRM — Salesforce, Inc.

CIK 71210 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 6, 2026 Compact

Position Value

$977,558

-$378,599 QoQ

Shares Held

6,240

-14.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,238

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 35% Shared 0% None 65%

Technology · as of Jun 30, 2026

NEVILLE RODIE & SHAW INC holds $6,836,315 across 4 Software - Application names. CRM ranks #2 (14.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	23,933	$5,359,795
2	CRM	Salesforce, Inc. This page	6,240	$977,558
3	INTU	Intuit Inc.	1,069	$279,009
4	ROP	Roper Technologies Inc	650	$219,953

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$977,558	6,240	-14.1%	Shares	Sole	2026-07-06
2026-03-31	$1,356,157	7,265	-72.1%	Shares	Sole	2026-04-01
2025-12-31	$6,900,905	26,050	-40.6%	Shares	Sole	2026-01-06
2025-09-30	$10,393,161	43,853	-26.9%	Shares	Sole	2025-10-01
2025-06-30	$16,353,219	59,970	+4.6%	Shares	Sole	2025-07-02
2025-03-31	$15,384,005	57,326	+7.5%	Shares	Sole	2025-04-01
2024-12-31	$17,823,466	53,311	+4.2%	Shares	Sole	2025-01-06
2024-09-30	$14,000,540	51,151	+0.4%	Shares	Sole	2024-10-01
2024-06-30	$13,096,931	50,941	-1.8%	Shares	Sole	2024-07-01
2024-03-31	$15,622,507	51,871	+8.2%	Shares	Sole	2024-04-09
2023-12-31	$12,615,984	47,944	+16.4%	Shares	Sole	2024-01-02
2023-09-30	$8,355,347	41,204	-1.3%	Shares	Sole	2023-10-10
2023-06-30	$8,822,851	41,763	+12.3%	Shares	Sole	2023-07-06
2023-03-31	$7,431,416	37,198	+5.5%	Shares	Sole	2023-04-04
2022-12-31	$4,676,847	35,273	-23.4%	Shares	Sole	2023-01-03
2022-09-30	$6,625,989	46,065	-5.9%	Shares	Sole	2022-10-04
2022-06-30	$8,083,494	48,979	-2.0%	Shares	Sole	2022-07-06
2022-03-31	$10,608,993	49,967	-3.2%	Shares	Sole	2022-04-05
2021-12-31	$13,118,698	51,622	+2.7%	Shares	Sole	2022-01-05
2021-09-30	$13,638,026	50,284	+0.4%	Shares	Sole	2021-10-06
2021-06-30	$12,233,285	50,081	-2.4%	Shares	Sole	2021-07-06
2021-03-31	$10,871,261	51,311	-0.5%	Shares	Sole	2021-04-08
2020-12-31	$11,479,432	51,586	+10.1%	Shares	Sole	2021-03-04
2020-09-30	$11,774,593	46,851	+2.5%	Shares	Sole	2020-10-01
2020-06-30	$8,565,851	45,726	0.0%	Shares	Sole	2020-07-15
2020-03-31	$6,583,629	45,726	—	Shares	Sole	2020-04-01
No filing history on record for this holder in this stock.