Focus Partners Wealth

Position in CRM — Salesforce, Inc.

CIK 1542153 ST LOUIS, MO

Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$176,790,863

-$60,390,742 QoQ

Shares Held

947,077

+5.8% QoQ

Ownership

0.116%

of shares outstanding

% of Portfolio

0.39%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2023

10 quarters on record

Voting authority Sole 55.64515111628826.ToString("F0")% Shared 0.7466452478374411.ToString("F0")% None 43.6082036358743.ToString("F0")%

Technology · as of Mar 31, 2026

Focus Partners Wealth holds $743,357,285 across 64 Software - Application names. CRM ranks #1 (23.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	947,077	$176,790,863
2	NOW	ServiceNow, Inc.	995,592	$104,089,143
3	UBER	Uber Technologies, Inc	1,137,864	$81,846,557
4	INTU	Intuit Inc.	131,933	$57,045,190
5	FICO	Fair Isaac Corp	52,278	$55,808,856
6	ADBE	Adobe Inc.	175,229	$42,594,665
7	ADP	Automatic Data Processing Inc	185,700	$37,730,526
8	ROP	Roper Technologies Inc	81,637	$28,888,068

10 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$176,790,863	947,077	+5.8%	Shares	Sole	2026-05-15
2025-12-31	$237,181,605	895,329	+256.3%	Shares	Sole	2026-02-13
2025-09-30	$59,555,493	251,289	-0.2%	Shares	Sole	2025-11-14
2025-06-30	$68,675,885	251,846	+8.9%	Shares	Sole	2025-08-14
2025-03-31	$62,071,936	231,301	+4.3%	Shares	Sole	2025-05-20
2024-12-31	$74,122,966	221,706	+415.5%	Shares	Sole	2025-05-29
2024-09-30	$11,771,993	43,009	-79.2%	Shares	Sole	2024-11-14
2024-06-30	$53,256,722	207,144	+392.8%	Shares	Sole	2024-08-15
2024-03-31	$12,660,402	42,036	+113.7%	Shares	Sole	2024-05-16
2023-12-31	$5,174,911	19,666	—	Shares	Sole	2024-02-15
No filing history on record for this holder in this stock.