STEPH & CO

Position in CRM — Salesforce, Inc.

CIK 941519 MARINETTE, WI

Position in CRM

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

Position Value

$23,968

-$19,899 QoQ

Shares Held

153

-34.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.04%

of 13F equity value

Holder Rank

#2,271

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

STEPH & CO holds $132,457 across 4 Software - Application names. CRM ranks #2 (18.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	TYL	Tyler Technologies Inc	296	$86,568
2	CRM	Salesforce, Inc. This page	153	$23,968
3	ADBE	Adobe Inc.	56	$11,481
4	INTU	Intuit Inc.	40	$10,440

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$23,968	153	-34.9%	Shares	Sole	2026-07-16
2026-03-31	$43,867	235	+47.8%	Shares	Sole	2026-04-17
2025-12-31	$42,120	159	-10.7%	Shares	Sole	2026-01-23
2025-09-30	$42,186	178	+111.9%	Shares	Sole	2025-10-06
2025-06-30	$22,905	84	0.0%	Shares	Sole	2025-07-16
2025-03-31	$22,542	84	+33.3%	Shares	Sole	2025-04-23
2024-12-31	$21,062	63	-43.2%	Shares	Sole	2025-01-14
2024-09-30	$30,381	111	+19.4%	Shares	Sole	2024-10-15
2024-06-30	$23,910	93	-38.0%	Shares	Sole	2024-07-30
2024-03-31	$45,177	150	+127.3%	Shares	Sole	2024-04-12
2023-12-31	$17,367	66	0.0%	Shares	Sole	2024-01-31
2023-09-30	$13,383	66	0.0%	Shares	Sole	2023-10-26
2023-06-30	$13,943	66	0.0%	Shares	Sole	2023-07-14
2023-03-31	$13,185	66	-25.0%	Shares	Sole	2023-04-18
2022-12-31	$11,667	88	0.0%	Shares	Sole	2023-01-26
2022-09-30	$12,657	88	0.0%	Shares	Sole	2022-10-11
2022-06-30	$14,523	88	-77.8%	Shares	Sole	2022-07-13
2022-03-31	$84,291	397	0.0%	Shares	Sole	2022-04-15
2021-12-31	$100,889	397	+351.1%	Shares	Sole	2022-01-24
2021-09-30	$23,867	88	0.0%	Shares	Sole	2021-10-22
2021-06-30	$21,495	88	0.0%	Shares	Sole	2021-07-27
2021-03-31	$18,644	88	-9.3%	Shares	Sole	2021-04-16
2020-12-31	$21,585	97	0.0%	Shares	Sole	2021-01-29
2020-09-30	$24,378	97	-16.4%	Shares	Sole	2020-10-27
2020-06-30	$21,730	116	-8.7%	Shares	Sole	2020-07-15
2020-03-31	$18,285	127	—	Shares	Sole	2020-04-14
No filing history on record for this holder in this stock.