Orange Investment Advisors, Inc.

Position in CRM — Salesforce, Inc.

CIK 943442 GOSHEN, NY

Position in CRM

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$4,315,826

-$1,268,780 QoQ

Shares Held

27,549

-7.9% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

0.71%

of 13F equity value

Holder Rank

#681

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 88% Shared 0% None 12%

Technology · as of Jun 30, 2026

Orange Investment Advisors, Inc. holds $12,458,546 across 4 Software - Application names. CRM ranks #1 (34.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	27,549	$4,315,826
2	NOW	ServiceNow, Inc.	37,453	$3,718,333
3	ADBE	Adobe Inc.	14,041	$2,878,685
4	ADP	Automatic Data Processing Inc	6,902	$1,545,702

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,315,826	27,549	-7.9%	Shares	Sole	2026-07-21
2026-03-31	$5,584,606	29,917	-5.1%	Shares	Sole	2026-04-22
2025-12-31	$8,347,049	31,509	-11.7%	Shares	Sole	2026-02-06
2025-09-30	$8,456,397	35,681	+0.3%	Shares	Sole	2025-10-16
2025-06-30	$9,696,311	35,558	-10.5%	Shares	Sole	2025-07-21
2025-03-31	$10,665,699	39,744	+8.9%	Shares	Sole	2025-04-11
2024-12-31	$12,200,036	36,491	-8.2%	Shares	Sole	2025-01-10
2024-09-30	$10,878,056	39,743	+44.8%	Shares	Sole	2024-10-25
2024-06-30	$7,057,137	27,449	+0.3%	Shares	Sole	2024-07-02
2024-03-31	$8,243,296	27,370	+16.8%	Shares	Sole	2024-04-12
2023-12-31	$6,165,107	23,429	-12.3%	Shares	Sole	2024-01-12
2023-09-30	$5,419,701	26,727	-6.5%	Shares	Sole	2023-10-27
2023-06-30	$6,041,190	28,596	-3.0%	Shares	Sole	2023-07-17
2023-03-31	$5,890,713	29,486	+31.3%	Shares	Sole	2023-04-06
2022-12-31	$2,977,043	22,453	-29.5%	Shares	Sole	2023-02-01
2022-09-30	$4,578,139	31,828	+3.7%	Shares	Sole	2022-10-11
2022-06-30	$5,063,262	30,679	-5.9%	Shares	Sole	2022-07-18
2022-03-31	$6,925,666	32,619	-4.0%	Shares	Sole	2022-04-20
2021-12-31	$8,636,862	33,986	+3.6%	Shares	Sole	2022-01-24
2021-09-30	$8,894,388	32,794	+0.4%	Shares	Sole	2021-10-26
2021-06-30	$7,976,881	32,656	-2.1%	Shares	Sole	2021-07-07
2021-03-31	$7,067,559	33,358	+0.7%	Shares	Sole	2021-04-23
2020-12-31	$7,374,866	33,141	+2.8%	Shares	Sole	2021-01-15
2020-09-30	$8,104,316	32,247	+1.3%	Shares	Sole	2020-10-13
2020-06-30	$5,962,339	31,828	-0.2%	Shares	Sole	2020-07-07
2020-03-31	$4,591,522	31,890	—	Shares	Sole	2020-04-29
No filing history on record for this holder in this stock.