MOSELEY INVESTMENT MANAGEMENT INC

Position in CRM — Salesforce, Inc.

CIK 906396 BRADENTON, FL

Position in CRM

as of Mar 31, 2026 · filed Apr 21, 2026 Compact

Position Value

$208,323

-$455,011 QoQ

Shares Held

1,116

-55.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

MOSELEY INVESTMENT MANAGEMENT INC holds $1,026,387 across 3 Software - Application names. CRM ranks #3 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	1,201	$411,198
2	SHOP	Shopify Inc.	3,430	$406,866
3	CRM	Salesforce, Inc. This page	1,116	$208,323

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$208,323	1,116	-55.4%	Shares	Sole	2026-04-21
2025-12-31	$663,334	2,504	-25.7%	Shares	Sole	2026-01-20
2025-09-30	$798,927	3,371	-6.4%	Shares	Sole	2025-10-27
2025-06-30	$982,229	3,602	-1.7%	Shares	Sole	2025-07-24
2025-03-31	$983,539	3,665	+4.0%	Shares	Sole	2025-04-15
2024-12-31	$1,178,178	3,524	+29.4%	Shares	Sole	2025-01-14
2024-09-30	$745,312	2,723	-26.9%	Shares	Sole	2024-10-16
2024-06-30	$957,697	3,725	-4.6%	Shares	Sole	2024-07-16
2024-03-31	$1,175,505	3,903	-6.2%	Shares	Sole	2024-04-04
2023-12-31	$1,094,925	4,161	-7.9%	Shares	Sole	2024-01-25
2023-09-30	$916,160	4,518	-0.9%	Shares	Sole	2023-10-16
2023-06-30	$963,134	4,559	-3.7%	Shares	Sole	2023-07-06
2023-03-31	$945,958	4,735	+1.7%	Shares	Sole	2023-05-03
2022-12-31	$617,604	4,658	-4.3%	Shares	Sole	2023-01-24
2022-09-30	$700,069	4,867	+0.6%	Shares	Sole	2022-10-13
2022-06-30	$798,463	4,838	-10.2%	Shares	Sole	2022-07-15
2022-03-31	$1,143,343	5,385	-22.0%	Shares	Sole	2022-04-21
2021-12-31	$1,754,005	6,902	-0.1%	Shares	Sole	2022-01-25
2021-09-30	$1,874,130	6,910	+0.2%	Shares	Sole	2021-10-27
2021-06-30	$1,684,974	6,898	+0.7%	Shares	Sole	2021-08-11
2021-03-31	$1,450,673	6,847	+22.2%	Shares	Sole	2021-04-19
2020-12-31	$1,247,058	5,604	+10.5%	Shares	Sole	2021-01-26
2020-09-30	$1,274,192	5,070	+5.1%	Shares	Sole	2020-11-04
2020-06-30	$903,492	4,823	+2.4%	Shares	Sole	2020-07-24
2020-03-31	$678,289	4,711	—	Shares	Sole	2020-04-20
No filing history on record for this holder in this stock.