MOODY LYNN LIEBERSON & WALKER, LLC

Position in CRM — Salesforce, Inc.

CIK 938592 BOSTON, MA

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$346,688

-$495,380 QoQ

Shares Held

2,213

-50.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,756

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

MOODY LYNN LIEBERSON & WALKER, LLC holds $5,746,087 across 6 Software - Application names. CRM ranks #3 (6.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	18,125	$4,059,093
2	SSNC	SS&C Technologies Holdings Inc	8,823	$547,467
3	CRM	Salesforce, Inc. This page	2,213	$346,688
4	ADBE	Adobe Inc.	1,595	$327,006
5	SAP	Sap SE	1,656	$255,206
6	INTU	Intuit Inc.	807	$210,627

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$346,688	2,213	-50.9%	Shares	Sole	2026-07-20
2026-03-31	$842,068	4,511	-1.6%	Shares	Sole	2026-04-13
2025-12-31	$1,214,082	4,583	-1.2%	Shares	Sole	2026-01-15
2025-09-30	$1,098,969	4,637	+0.2%	Shares	Sole	2025-10-20
2025-06-30	$1,262,009	4,628	-7.4%	Shares	Sole	2025-07-17
2025-03-31	$1,340,726	4,996	-0.2%	Shares	Sole	2025-04-28
2024-12-31	$1,673,655	5,006	0.0%	Shares	Sole	2025-01-21
2024-09-30	$1,370,192	5,006	-5.5%	Shares	Sole	2024-10-23
2024-06-30	$1,361,601	5,296	-72.1%	Shares	Sole	2024-07-25
2024-03-31	$5,723,624	19,004	+172.8%	Shares	Sole	2024-04-23
2023-12-31	$1,833,033	6,966	+5.4%	Shares	Sole	2024-01-24
2023-09-30	$1,339,564	6,606	-69.5%	Shares	Sole	2023-10-24
2023-06-30	$4,580,750	21,683	+336.2%	Shares	Sole	2023-07-27
2023-03-31	$993,106	4,971	-10.0%	Shares	Sole	2023-05-02
2022-12-31	$732,029	5,521	-0.1%	Shares	Sole	2023-02-01
2022-09-30	$794,859	5,526	-71.3%	Shares	Sole	2022-10-26
2022-06-30	$3,181,311	19,276	+242.0%	Shares	Sole	2022-07-28
2022-03-31	$1,196,635	5,636	-76.2%	Shares	Sole	2022-04-27
2021-12-31	$6,012,969	23,661	-10.5%	Shares	Sole	2022-01-26
2021-09-30	$7,169,971	26,436	+357.9%	Shares	Sole	2021-10-26
2021-06-30	$1,410,170	5,773	-0.9%	Shares	Sole	2021-07-28
2021-03-31	$1,234,778	5,828	-84.0%	Shares	Sole	2021-04-23
2020-12-31	$8,122,790	36,502	-1.1%	Shares	Sole	2021-01-26
2020-09-30	$9,275,969	36,909	-37.0%	Shares	Sole	2020-10-28
2020-06-30	$10,979,973	58,613	+36.3%	Shares	Sole	2020-07-24
2020-03-31	$6,191,427	43,002	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.