Private Wealth Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1335851 MILL VALLEY, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$2,206,712

-$552,643 QoQ

Shares Held

14,086

-4.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.16%

of 13F equity value

Holder Rank

#905

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 71% Shared 0% None 29%

Technology · as of Jun 30, 2026

Private Wealth Partners, LLC holds $5,981,550 across 5 Software - Application names. CRM ranks #2 (36.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	10,857	$2,225,902
2	CRM	Salesforce, Inc. This page	14,086	$2,206,712
3	CDNS	Cadence Design Systems Inc	2,550	$957,066
4	ADP	Automatic Data Processing Inc	1,335	$298,973
5	UBER	Uber Technologies, Inc	4,059	$292,897

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,206,712	14,086	-4.7%	Shares	Sole	2026-08-03
2026-03-31	$2,759,355	14,782	-19.6%	Shares	Sole	2026-04-28
2025-12-31	$4,871,429	18,389	-6.6%	Shares	Sole	2026-01-27
2025-09-30	$4,663,923	19,679	+0.7%	Shares	Sole	2025-11-04
2025-06-30	$5,326,999	19,535	-2.4%	Shares	Sole	2025-08-01
2025-03-31	$5,369,883	20,010	+25.5%	Shares	Sole	2025-04-22
2024-12-31	$5,329,554	15,941	+8.3%	Shares	Sole	2025-02-03
2024-09-30	$4,028,463	14,718	-3.9%	Shares	Sole	2024-10-29
2024-06-30	$3,939,286	15,322	-2.9%	Shares	Sole	2024-08-08
2024-03-31	$4,750,813	15,774	+1.4%	Shares	Sole	2024-05-09
2023-12-31	$4,093,932	15,558	+1.3%	Shares	Sole	2024-02-02
2023-09-30	$3,115,106	15,362	-0.7%	Shares	Sole	2023-11-07
2023-06-30	$3,268,614	15,472	+14.5%	Shares	Sole	2023-08-03
2023-03-31	$2,698,428	13,507	+4.2%	Shares	Sole	2023-05-04
2022-12-31	$1,717,968	12,957	-18.6%	Shares	Sole	2023-01-25
2022-09-30	$2,290,652	15,925	+1.2%	Shares	Sole	2022-10-27
2022-06-30	$2,596,574	15,733	-21.6%	Shares	Sole	2022-08-02
2022-03-31	$4,259,351	20,061	-1.7%	Shares	Sole	2022-05-02
2021-12-31	$5,185,014	20,403	+10.0%	Shares	Sole	2022-02-07
2021-09-30	$5,028,690	18,541	+0.5%	Shares	Sole	2021-11-12
2021-06-30	$4,504,583	18,441	+0.3%	Shares	Sole	2021-08-12
2021-03-31	$3,895,653	18,387	-0.4%	Shares	Sole	2021-05-04
2020-12-31	$4,106,568	18,454	+0.3%	Shares	Sole	2021-02-03
2020-09-30	$4,622,277	18,392	+2.5%	Shares	Sole	2020-10-29
2020-06-30	$3,361,074	17,942	0.0%	Shares	Sole	2020-07-31
2020-03-31	$2,583,289	17,942	—	Shares	Sole	2020-04-24
No filing history on record for this holder in this stock.