RESOURCES MANAGEMENT CORP /CT/ /ADV

Position in CRM — Salesforce, Inc.

CIK 749044 WEST HARTFORD, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$2,243,684

-$351,775 QoQ

Shares Held

14,322

+3.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#900

of 2,450 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

RESOURCES MANAGEMENT CORP /CT/ /ADV holds $13,969,920 across 5 Software - Application names. CRM ranks #3 (16.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	28,424	$6,365,554
2	SNOW	Snowflake Inc.	12,116	$3,083,522
3	CRM	Salesforce, Inc. This page	14,322	$2,243,684
4	NOW	ServiceNow, Inc.	18,055	$1,792,500
5	PTC	Ptc Inc.	4,266	$484,660

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,243,684	14,322	+3.0%	Shares	Sole	2026-08-14
2026-03-31	$2,595,459	13,904	+13.4%	Shares	Sole	2026-05-15
2025-12-31	$3,249,121	12,265	+1.5%	Shares	Sole	2026-02-13
2025-09-30	$2,863,197	12,081	+27.4%	Shares	Sole	2025-11-14
2025-06-30	$2,586,191	9,484	+30.0%	Shares	Sole	2025-08-15
2025-03-31	$1,957,954	7,296	+30.1%	Shares	Sole	2025-05-16
2024-12-31	$1,874,588	5,607	-6.7%	Shares	Sole	2025-02-14
2024-09-30	$1,644,175	6,007	+1.1%	Shares	Sole	2024-11-15
2024-06-30	$1,527,688	5,942	+5.7%	Shares	Sole	2024-08-14
2024-03-31	$1,692,330	5,619	-30.8%	Shares	Sole	2024-05-15
2023-12-31	$2,136,433	8,119	+0.4%	Shares	Sole	2024-02-14
2023-09-30	$1,640,084	8,088	+1.2%	Shares	Sole	2023-11-16
2023-06-30	$1,688,178	7,991	+266266.7%	Shares	Sole	2023-08-16
2023-03-31	$599	3	-100.0%	Shares	Sole	2023-05-11
2022-12-31	$1,223,938	9,231	-10.6%	Shares	Sole	2023-02-08
2022-09-30	$1,484,860	10,323	+1.7%	Shares	Sole	2022-11-15
2022-06-30	$1,675,816	10,154	+4.5%	Shares	Sole	2022-08-10
2022-03-31	$2,063,538	9,719	+2.2%	Shares	Sole	2022-05-20
2021-12-31	$2,416,522	9,509	+6.8%	Shares	Sole	2022-02-04
2021-09-30	$2,414,671	8,903	+0.7%	Shares	Sole	2021-11-12
2021-06-30	$2,160,079	8,843	+10.6%	Shares	Sole	2021-08-10
2021-03-31	$1,693,900	7,995	+40.9%	Shares	Sole	2021-05-13
2020-12-31	$1,262,412	5,673	+1117.4%	Shares	Sole	2021-02-16
2020-09-30	$117,115	466	0.0%	Shares	Sole	2020-11-12
2020-06-30	$87,295	466	0.0%	Shares	Sole	2020-08-11
2020-03-31	$67,094	466	—	Shares	Sole	2020-05-04
No filing history on record for this holder in this stock.