KELLY LAWRENCE W & ASSOCIATES INC/CA

Position in CRM — Salesforce, Inc.

CIK 920441 PASADENA, CA

Position in CRM

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

Position Value

$1,816,159

-$403,907 QoQ

Shares Held

11,593

-2.5% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.40%

of 13F equity value

Holder Rank

#977

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 51% Shared 0% None 49%

Technology · as of Jun 30, 2026

KELLY LAWRENCE W & ASSOCIATES INC/CA holds $20,984,906 across 4 Software - Application names. CRM ranks #3 (8.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	99,890	$9,917,079
2	ROP	Roper Technologies Inc	27,239	$9,217,404
3	CRM	Salesforce, Inc. This page	11,593	$1,816,159
4	ADP	Automatic Data Processing Inc	153	$34,264

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,816,159	11,593	-2.5%	Shares	Sole	2026-08-14
2026-03-31	$2,220,066	11,893	-2.0%	Shares	Sole	2026-05-15
2025-12-31	$3,213,622	12,131	+1.9%	Shares	Sole	2026-02-17
2025-09-30	$2,821,722	11,906	+2.0%	Shares	Sole	2025-11-14
2025-06-30	$3,183,927	11,676	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$3,207,975	11,954	-2.3%	Shares	Sole	2025-05-14
2024-12-31	$4,090,192	12,234	+0.7%	Shares	Sole	2025-02-13
2024-09-30	$3,323,933	12,144	+19.1%	Shares	Sole	2024-11-14
2024-06-30	$2,621,134	10,195	+3.2%	Shares	Sole	2024-08-13
2024-03-31	$2,975,658	9,880	-5.7%	Shares	Sole	2024-05-15
2023-12-31	$2,756,391	10,475	0.0%	Shares	Sole	2024-02-14
2023-09-30	$2,124,120	10,475	-2.8%	Shares	Sole	2023-11-14
2023-06-30	$2,276,326	10,775	-3.1%	Shares	Sole	2023-08-14
2023-03-31	$2,222,552	11,125	0.0%	Shares	Sole	2023-05-15
2022-12-31	$1,475,063	11,125	-49.0%	Shares	Sole	2023-02-14
2022-09-30	$3,139,308	21,825	+24.7%	Shares	Sole	2022-11-15
2022-06-30	$2,888,200	17,500	+21.7%	Shares	Sole	2022-08-15
2022-03-31	$3,054,223	14,385	+9.5%	Shares	Sole	2022-05-16
2021-12-31	$3,337,997	13,135	-0.5%	Shares	Sole	2022-02-11
2021-09-30	$3,581,460	13,205	0.0%	Shares	Sole	2021-11-15
2021-06-30	$3,225,585	13,205	+7.1%	Shares	Sole	2021-08-16
2021-03-31	$2,613,416	12,335	+252.4%	Shares	Sole	2021-05-17
2020-12-31	$778,855	3,500	-71.2%	Shares	Sole	2021-02-12
2020-09-30	$3,056,051	12,160	-77.1%	Shares	Sole	2020-11-13
2020-06-30	$9,967,828	53,210	-0.3%	Shares	Sole	2020-08-14
2020-03-31	$7,683,492	53,365	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.