Focus Partners Wealth

Position in CRM — Salesforce, Inc.

CIK 1542153 ST LOUIS, MO

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$156,258,480

-$20,532,383 QoQ

Shares Held

997,437

+5.3% QoQ

Ownership

0.121%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#92

of 2,457 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 33% Shared 1% None 66%

Technology · as of Jun 30, 2026

Focus Partners Wealth holds $721,540,045 across 66 Software - Application names. CRM ranks #1 (21.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	997,437	$156,258,480
2	NOW	ServiceNow, Inc.	984,634	$97,754,463
3	UBER	Uber Technologies, Inc	1,250,165	$90,211,906
4	FICO	Fair Isaac Corp	58,900	$70,372,542
5	ADP	Automatic Data Processing Inc	193,798	$43,401,062
6	INTU	Intuit Inc.	118,380	$30,897,180
7	ADBE	Adobe Inc.	149,964	$30,745,619
8	ROP	Roper Technologies Inc	68,647	$23,229,458

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$156,258,480	997,437	+5.3%	Shares	Sole	2026-08-12
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	+4.9%	Shares	Sole	2025-05-20
2024-12-31	$73,726,117	220,519	+412.7%	Shares	Sole	2025-05-20
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.