CALTON & ASSOCIATES, INC.

Position in CRM — Salesforce, Inc.

CIK 822648 Tampa, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 10, 2026 Compact

Position Value

$343,555

-$128,720 QoQ

Shares Held

2,193

-13.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

#1,765

of 2,451 holders

Holding Since

Mar 2020

17 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

CALTON & ASSOCIATES, INC. holds $343,555 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	CRM	Salesforce, Inc. This page	2,193	$343,555

17 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,555	2,193	-13.3%	Shares	Sole	2026-08-10
2026-03-31	$472,275	2,530	+15.5%	Shares	Sole	2026-05-13
2025-12-31	$580,417	2,191	+45.3%	Shares	Sole	2026-02-10
2025-09-30	$357,396	1,508	+24.9%	Shares	Sole	2025-11-07
2025-06-30	$329,136	1,207	+3.3%	Shares	Sole	2025-08-12
2025-03-31	$313,444	1,168	+56.4%	Shares	Sole	2025-05-15
2024-09-30	$204,461	747	-56.7%	Shares	Sole	2024-10-21
2022-06-30	$284,694	1,725	-14.1%	Shares	Sole	2022-07-12
2022-03-31	$426,338	2,008	+1.2%	Shares	Sole	2022-04-26
2021-12-31	$504,193	1,984	-18.9%	Shares	Sole	2022-01-13
2021-09-30	$663,132	2,445	-6.4%	Shares	Sole	2021-11-05
2021-06-30	$637,788	2,611	+4.5%	Shares	Sole	2021-08-11
2021-03-31	$529,251	2,498	-11.9%	Shares	Sole	2021-05-03
2020-12-31	$631,095	2,836	+8.5%	Shares	Sole	2021-01-25
2020-09-30	$656,950	2,614	+29.7%	Shares	Sole	2020-10-30
2020-06-30	$377,469	2,015	-12.1%	Shares	Sole	2020-08-10
2020-03-31	$330,002	2,292	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.