GILL CAPITAL PARTNERS, LLC

Position in CRM — Salesforce, Inc.

CIK 729563 DENVER, CO

Position in CRM

as of Jun 30, 2026 · filed Aug 20, 2026 Compact

Position Value

$137,860

-$26,409 QoQ

Shares Held

880

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#2,100

of 2,451 holders

Holding Since

Mar 2022

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

GILL CAPITAL PARTNERS, LLC holds $1,130,464 across 17 Software - Application names. CRM ranks #3 (12.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	4,816	$549,890
2	INTU	Intuit Inc.	750	$195,750
3	CRM	Salesforce, Inc. This page	880	$137,860
4	ADP	Automatic Data Processing Inc	540	$120,933
5	SNOW	Snowflake Inc.	196	$49,882
6	ADBE	Adobe Inc.	162	$33,213
7	MITK	Mitek Systems Inc	800	$16,104
8	SOUN	Soundhound Ai, Inc.	1,654	$10,701

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$137,860	880	0.0%	Shares	Sole	2026-08-20
2026-03-31	$164,269	880	-19.7%	Shares	Sole	2026-04-13
2025-12-31	$290,341	1,096	-2.4%	Shares	Sole	2026-02-10
2025-09-30	$266,151	1,123	+2.0%	Shares	Sole	2025-10-27
2025-06-30	$300,231	1,101	+21.8%	Shares	Sole	2025-07-31
2025-03-31	$242,597	904	-0.2%	Shares	Sole	2025-05-09
2024-12-31	$302,902	906	0.0%	Shares	Sole	2025-01-15
2024-09-30	$247,981	906	+7.5%	Shares	Sole	2024-10-08
2024-06-30	$216,735	843	+8.8%	Shares	Sole	2024-07-10
2024-03-31	$233,414	775	0.0%	Shares	Sole	2024-05-06
2023-12-31	$203,933	775	-27.2%	Shares	Sole	2024-01-08
2023-03-31	$212,565	1,064	-21.1%	Shares	Sole	2023-04-26
2022-06-30	$222,473	1,348	0.0%	Shares	Sole	2022-08-09
2022-03-31	$286,207	1,348	—	Shares	Sole	2022-05-11
No filing history on record for this holder in this stock.