Circle Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1578242 SUMMIT, NJ

Position in CRM

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

Position Value

$1,131,711

+$887,756 QoQ

Shares Held

7,224

+791.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#1,160

of 2,457 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Circle Wealth Management, LLC holds $13,301,583 across 10 Software - Application names. CRM ranks #6 (8.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	12,395	$3,154,527
2	ZM	Zoom Communications, Inc.	23,813	$2,055,300
3	SHOP	Shopify Inc.	16,897	$1,929,299
4	CDNS	Cadence Design Systems Inc	4,446	$1,668,672
5	WDAY	Workday, Inc.	12,462	$1,525,598
6	CRM	Salesforce, Inc. This page	7,224	$1,131,711
7	SAP	Sap SE	5,629	$867,485
8	UBER	Uber Technologies, Inc	7,016	$506,274

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,131,711	7,224	+791.9%	Shares	Sole	2026-08-12
2024-03-31	$243,955	810	-68.7%	Shares	Sole	2024-05-14
2023-12-31	$681,269	2,589	+6.0%	Shares	Sole	2024-02-15
2023-09-30	$495,391	2,443	+2.6%	Shares	Sole	2023-11-15
2023-06-30	$502,798	2,380	-0.3%	Shares	Sole	2023-08-11
2023-03-31	$477,074	2,388	+0.4%	Shares	Sole	2023-05-09
2022-12-31	$315,431	2,379	+116.7%	Shares	Sole	2023-02-13
2021-12-31	$279,034	1,098	-9.0%	Shares	Sole	2022-02-14
2021-09-30	$327,362	1,207	+8.8%	Shares	Sole	2021-11-12
2021-06-30	$270,895	1,109	0.0%	Shares	Sole	2021-08-16
2021-03-31	$234,963	1,109	-6.6%	Shares	Sole	2021-05-17
2020-12-31	$264,143	1,187	0.0%	Shares	Sole	2021-02-18
2020-09-30	$298,316	1,187	-6.0%	Shares	Sole	2020-11-16
2020-06-30	$236,597	1,263	-32.9%	Shares	Sole	2020-08-14
2020-03-31	$271,114	1,883	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.