Triangle Securities Wealth Management
Broker-DealerPosition in CRM — Salesforce, Inc.
CIK 1541353
RALEIGH, NC
Position in CRM
as of Jun 30, 2026
· filed Jul 14, 2026
Position Value
$1,307,797
-$325,938 QoQ
Shares Held
8,348
-4.6% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
0.53%
of 13F equity value
Holder Rank
#1,116
of 2,451 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Triangle Securities Wealth Management holds $4,462,860 across 4 Software - Application names. CRM ranks #2 (29.3% of the industry book) .
All Filings in CRM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,307,797 | 8,348 | Shares | Sole | 2026-07-14 | |
| 2026-03-31 | $1,633,735 | 8,752 | Shares | Sole | 2026-04-20 | |
| 2025-12-31 | $2,243,257 | 8,468 | Shares | Sole | 2026-01-13 | |
| 2025-09-30 | $2,014,737 | 8,501 | Shares | Sole | 2025-10-15 | |
| 2025-06-30 | $2,453,664 | 8,998 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $2,339,830 | 8,719 | Shares | Sole | 2025-04-10 | |
| 2024-12-31 | $2,932,742 | 8,772 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $2,448,883 | 8,947 | Shares | Sole | 2024-11-14 | |
| 2024-06-30 | $2,321,098 | 9,028 | Shares | Sole | 2024-07-10 | |
| 2024-03-31 | $2,706,102 | 8,985 | Shares | Sole | 2024-04-10 | |
| 2023-12-31 | $2,390,363 | 9,084 | Shares | Sole | 2024-01-10 | |
| 2023-09-30 | $1,854,220 | 9,144 | Shares | Sole | 2023-10-10 | |
| 2023-06-30 | $1,929,226 | 9,132 | Shares | Sole | 2023-07-13 | |
| 2023-03-31 | $1,865,945 | 9,340 | Shares | Sole | 2023-04-20 | |
| 2022-12-31 | $1,392,062 | 10,499 | Shares | Sole | 2023-01-11 | |
| 2022-09-30 | $1,582,671 | 11,003 | Shares | Sole | 2022-10-19 | |
| 2022-06-30 | $1,785,402 | 10,818 | Shares | Sole | 2022-07-11 | |
| 2022-03-31 | $2,218,319 | 10,448 | Shares | Sole | 2022-04-13 | |
| 2021-12-31 | $2,659,470 | 10,465 | Shares | Sole | 2022-01-14 | |
| 2021-09-30 | $2,841,029 | 10,475 | Shares | Sole | 2021-10-14 | |
| 2021-06-30 | $2,531,125 | 10,362 | Shares | Sole | 2021-07-12 | |
| 2021-03-31 | $2,118,700 | 10,000 | Shares | Sole | 2021-04-12 | |
| 2020-12-31 | $2,120,265 | 9,528 | Shares | Sole | 2021-01-11 | |
| 2020-09-30 | $2,409,907 | 9,589 | Shares | Sole | 2020-10-09 | |
| 2020-06-30 | $1,808,483 | 9,654 | Shares | Sole | 2020-07-08 | |
| 2020-03-31 | $1,376,736 | 9,562 | Shares | Sole | 2020-04-06 | |
| No filing history on record for this holder in this stock. | ||||||