ROMAN BUTLER FULLERTON & CO

Position in CRM — Salesforce, Inc.

CIK 733444 ST LOUIS, MO

Position in CRM

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

Position Value

$370,970

-$453,551 QoQ

Shares Held

2,368

-46.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.12%

of 13F equity value

Holder Rank

#1,708

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ROMAN BUTLER FULLERTON & CO holds $5,887,928 across 9 Software - Application names. CRM ranks #6 (6.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DDOG	Datadog, Inc.	7,936	$2,066,216
2	ADP	Automatic Data Processing Inc	3,684	$825,031
3	SHOP	Shopify Inc.	7,063	$806,453
4	ADBE	Adobe Inc.	2,171	$445,098
5	LIF	Life360, Inc.	7,250	$401,360
6	CRM	Salesforce, Inc. This page	2,368	$370,970
7	SAP	Sap SE	2,229	$343,511
8	UBER	Uber Technologies, Inc	4,427	$319,452

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$370,970	2,368	-46.4%	Shares	Sole	2026-08-06
2026-03-31	$824,521	4,417	+55.9%	Shares	Sole	2026-04-30
2025-12-31	$750,754	2,834	-30.4%	Shares	Sole	2026-01-26
2025-09-30	$965,064	4,072	+16.1%	Shares	Sole	2025-11-06
2025-06-30	$956,596	3,508	+20.7%	Shares	Sole	2025-07-30
2025-03-31	$780,122	2,907	-47.0%	Shares	Sole	2025-04-21
2024-12-31	$1,832,797	5,482	+78.4%	Shares	Sole	2025-01-30
2024-09-30	$841,110	3,073	-0.5%	Shares	Sole	2024-10-29
2024-06-30	$794,181	3,089	-60.8%	Shares	Sole	2024-07-15
2024-03-31	$2,375,105	7,886	+0.1%	Shares	Sole	2024-04-29
2023-12-31	$2,073,806	7,881	+1.4%	Shares	Sole	2024-01-31
2023-09-30	$1,576,817	7,776	-6.4%	Shares	Sole	2023-10-18
2023-06-30	$1,754,725	8,306	+96.8%	Shares	Sole	2023-07-25
2023-03-31	$843,271	4,221	+172.9%	Shares	Sole	2023-04-27
2022-12-31	$205,116	1,547	+4.3%	Shares	Sole	2023-01-23
2022-09-30	$213,314	1,483	-75.4%	Shares	Sole	2022-10-17
2022-06-30	$993,045	6,017	+305.7%	Shares	Sole	2022-07-26
2022-03-31	$314,870	1,483	-79.2%	Shares	Sole	2022-05-05
2021-12-31	$1,810,676	7,125	-1.3%	Shares	Sole	2022-01-24
2021-09-30	$1,957,394	7,217	+60.8%	Shares	Sole	2021-11-10
2021-06-30	$1,096,528	4,489	+5.9%	Shares	Sole	2021-07-29
2021-03-31	$898,116	4,239	-29.6%	Shares	Sole	2021-04-22
2020-12-31	$1,340,743	6,025	+1.6%	Shares	Sole	2021-02-01
2020-09-30	$1,490,076	5,929	0.0%	Shares	Sole	2020-10-15
2020-06-30	$1,110,679	5,929	-1.1%	Shares	Sole	2020-07-28
2020-03-31	$863,016	5,994	—	Shares	Sole	2020-04-13
No filing history on record for this holder in this stock.