ZWJ INVESTMENT COUNSEL INC

Position in CRM — Salesforce, Inc.

CIK 842782 Atlanta, GA

Position in CRM

as of Jun 30, 2026 · filed Jul 16, 2026 Compact

Position Value

$338,855

+$111,098 QoQ

Shares Held

2,163

+125.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#482

of 743 holders

Holding Since

Dec 2020

16 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

ZWJ INVESTMENT COUNSEL INC holds $115,755,089 across 8 Software - Application names. CRM ranks #7 (0.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	585,407	$42,242,969
2	ROP	Roper Technologies Inc	122,387	$41,414,536
3	SSNC	SS&C Technologies Holdings Inc	464,215	$28,804,540
4	ADP	Automatic Data Processing Inc	8,369	$1,874,237
5	ADBE	Adobe Inc.	2,229	$456,989
6	PDFS	Pdf Solutions Inc	5,813	$411,502
7	CRM	Salesforce, Inc. This page	2,163	$338,855
8	SHOP	Shopify Inc.	1,852	$211,461

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$338,855	2,163	+125.1%	Shares	Sole	2026-07-16
2025-09-30	$227,757	961	+4.9%	Shares	Sole	2025-10-15
2025-06-30	$249,784	916	-4.7%	Shares	Sole	2025-07-21
2025-03-31	$257,893	961	-7.2%	Shares	Sole	2025-04-28
2024-12-31	$346,365	1,036	+7.5%	Shares	Sole	2025-01-16
2024-09-30	$263,856	964	+0.1%	Shares	Sole	2024-10-16
2024-06-30	$247,587	963	-4.2%	Shares	Sole	2024-07-19
2024-03-31	$302,685	1,005	-6.5%	Shares	Sole	2024-04-26
2023-12-31	$282,875	1,075	+1.9%	Shares	Sole	2024-01-31
2023-09-30	$213,932	1,055	-24.5%	Shares	Sole	2023-11-14
2022-03-31	$296,611	1,397	0.0%	Shares	Sole	2022-05-10
2021-12-31	$355,019	1,397	0.0%	Shares	Sole	2022-03-31
2021-09-30	$378,894	1,397	+45.7%	Shares	Sole	2022-03-31
2021-06-30	$234,254	959	-11.5%	Shares	Sole	2022-03-31
2021-03-31	$229,667	1,084	-40.3%	Shares	Sole	2021-05-06
2020-12-31	$404,337	1,817	—	Shares	Sole	2021-02-26
No filing history on record for this holder in this stock.