WRAPMANAGER INC

Position in CRM — Salesforce, Inc.

CIK 1266014 MILL VALLEY, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 5, 2026 Compact

Position Value

$343,242

-$107,752 QoQ

Shares Held

2,191

-9.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.27%

of 13F equity value

Holder Rank

#1,766

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WRAPMANAGER INC holds $1,000,058 across 3 Software - Application names. CRM ranks #2 (34.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	3,157	$360,466
2	CRM	Salesforce, Inc. This page	2,191	$343,242
3	NOW	ServiceNow, Inc.	2,985	$296,350

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$343,242	2,191	-9.3%	Shares	Sole	2026-08-05
2026-03-31	$450,994	2,416	-0.8%	Shares	Sole	2026-05-11
2025-12-31	$645,320	2,436	-14.6%	Shares	Sole	2026-02-06
2025-09-30	$675,687	2,851	-24.7%	Shares	Sole	2025-11-10
2025-06-30	$1,032,677	3,787	-1.3%	Shares	Sole	2025-08-08
2025-03-31	$1,029,160	3,835	+1.3%	Shares	Sole	2025-05-08
2024-12-31	$1,265,773	3,786	+0.6%	Shares	Sole	2025-02-04
2024-09-30	$1,029,970	3,763	-49.6%	Shares	Sole	2024-11-07
2024-06-30	$1,920,537	7,470	+1.3%	Shares	Sole	2024-08-08
2024-03-31	$2,219,997	7,371	+7.7%	Shares	Sole	2024-05-09
2023-12-31	$1,800,403	6,842	-3.2%	Shares	Sole	2024-02-07
2023-09-30	$1,432,843	7,066	-18.2%	Shares	Sole	2023-11-06
2023-06-30	$1,824,652	8,637	-1.1%	Shares	Sole	2023-08-08
2023-03-31	$1,744,279	8,731	+32.5%	Shares	Sole	2023-05-08
2022-12-31	$873,502	6,588	-24.3%	Shares	Sole	2023-02-06
2022-09-30	$1,251,983	8,704	+7.5%	Shares	Sole	2022-11-14
2022-06-30	$1,335,668	8,093	-6.5%	Shares	Sole	2022-08-05
2022-03-31	$1,838,054	8,657	-1.2%	Shares	Sole	2022-05-10
2021-12-31	$2,225,924	8,759	-0.3%	Shares	Sole	2022-02-07
2021-09-30	$2,381,582	8,781	+3.2%	Shares	Sole	2021-11-10
2021-06-30	$2,077,516	8,505	+2.9%	Shares	Sole	2021-08-04
2021-03-31	$1,750,681	8,263	+28.6%	Shares	Sole	2021-05-10
2020-12-31	$1,429,755	6,425	+4.4%	Shares	Sole	2021-02-08
2020-09-30	$1,546,371	6,153	+23.5%	Shares	Sole	2020-11-12
2020-06-30	$933,465	4,983	+3.9%	Shares	Sole	2020-08-11
2020-03-31	$690,240	4,794	—	Shares	Sole	2020-05-08
No filing history on record for this holder in this stock.