SALESFORCE INC · CUSIP 79466L302 · CIK 919497
As of 2026-06-30, MIDDLETON & CO INC/MA reported 58.98K CRM (shares), valued at $9.24M, or 0.98% of its reported non-derivative portfolio. Filed 2026-08-10.
Verify history & sources →Shares decreased 2.05%; reported value decreased 17.80%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds.
Left: % · Right: Shares · Independently scaled axes
Exact data and methodology
Axes scale independently; a crossing does not mean equal values. Weight uses each quarter's total reported non-derivative value. Same CUSIP; missing quarters are gaps, not zero. Revised history may include later disclosures.
| Quarter | Weight | Quantity | Source |
|---|---|---|---|
| Q2 2026 | 0.98% | 58,980 | SEC filing ↗Filed Aug 10, 2026 |
| Q1 2026 | 1.28% | 60,216 | SEC filing ↗Filed May 8, 2026 |
| Q4 2025 | 1.71% | 60,859 | SEC filing ↗Filed Jan 29, 2026 |
| Q3 2025 | 1.53% | 59,617 | SEC filing ↗Filed Oct 29, 2025 |
| Q2 2025 | 1.82% | 59,385 | SEC filing ↗Filed Aug 6, 2025 |
| Q1 2025 | 1.87% | 59,517 | SEC filing ↗Filed May 9, 2025 |
| Q4 2024 | 2.24% | 60,642 | SEC filing ↗Filed Feb 5, 2025 |
| Q3 2024 | 1.84% | 60,980 | SEC filing ↗Filed Oct 23, 2024 |
| Q2 2024 | 1.79% | 60,021 | SEC filing ↗Filed Aug 12, 2024 |
| Q1 2024 | 2.13% | 61,200 | SEC filing ↗Filed May 14, 2024 |
| Q4 2023 | 2.05% | 62,533 | SEC filing ↗Filed Feb 13, 2024 |
History & evidence by quarter
| Quarter | Weight | Quantity | Value | Change explained | Source |
|---|---|---|---|---|---|
| Q4 2023 | 2.05% | 62,533 | $16.45M | The prior quarter is outside the free window. Sign in for the comparison. | SEC filing ↗ Filed Feb 13, 2024 |
| Q1 2024 | 2.13% | 61,200 | $18.43M | Shares decreased 2.13%; reported value increased 12.02%, and weight changed +0.08 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 14, 2024 |
| Q2 2024 | 1.79% | 60,021 | $15.43M | Shares decreased 1.93%; reported value decreased 16.28%, and weight changed -0.34 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 12, 2024 |
| Q3 2024 | 1.84% | 60,980 | $16.69M | Shares increased 1.60%; reported value increased 8.16%, and weight changed +0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 23, 2024 |
| Q4 2024 | 2.24% | 60,642 | $20.27M | Shares decreased 0.55%; reported value increased 21.47%, and weight changed +0.40 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Feb 5, 2025 |
| Q1 2025 | 1.87% | 59,517 | $15.97M | Shares decreased 1.86%; reported value decreased 21.22%, and weight changed -0.37 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 9, 2025 |
| Q2 2025 | 1.82% | 59,385 | $16.19M | Shares decreased 0.22%; reported value increased 1.39%, and weight changed -0.05 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 6, 2025 |
| Q3 2025 | 1.53% | 59,617 | $14.13M | Shares increased 0.39%; reported value decreased 12.75%, and weight changed -0.29 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Oct 29, 2025 |
| Q4 2025 | 1.71% | 60,859 | $16.12M | Shares increased 2.08%; reported value increased 14.11%, and weight changed +0.18 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Jan 29, 2026 |
| Q1 2026 | 1.28% | 60,216 | $11.24M | Shares decreased 1.06%; reported value decreased 30.28%, and weight changed -0.43 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed May 8, 2026 |
| Q2 2026 | 0.98% | 58,980 | $9.24M | Shares decreased 2.05%; reported value decreased 17.80%, and weight changed -0.30 pp. Weight depends on both the security valuation and total portfolio value, not trade proceeds. | SEC filing ↗ Filed Aug 10, 2026 |
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Figures are as reported to the SEC and merged with later amendments where Akkru could match them. Preview limits apply to what is listed, not to the totals, which come from the complete reported data. Nothing is zero-filled: a missing quarter or month is shown as missing.