BIP Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 1590214 ATLANTA, GA

Position in CRM

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

Position Value

$683,507

-$376,965 QoQ

Shares Held

4,363

-23.2% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#1,411

of 2,451 holders

Holding Since

Jun 2023

13 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

BIP Wealth, LLC holds $3,432,316 across 6 Software - Application names. CRM ranks #2 (19.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	14,320	$1,033,331
2	CRM	Salesforce, Inc. This page	4,363	$683,507
3	NOW	ServiceNow, Inc.	5,591	$555,074
4	SHOP	Shopify Inc.	4,632	$528,881
5	ADBE	Adobe Inc.	1,572	$322,291
6	WDAY	Workday, Inc.	2,526	$309,232

13 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$683,507	4,363	-23.2%	Shares	Sole	2026-08-03
2026-03-31	$1,060,472	5,681	-10.6%	Shares	Sole	2026-04-27
2025-12-31	$1,683,767	6,356	+140.0%	Shares	Sole	2026-01-21
2025-09-30	$627,576	2,648	+24.4%	Shares	Sole	2025-10-30
2025-06-30	$580,284	2,128	-1.1%	Shares	Sole	2025-07-31
2025-03-31	$577,510	2,152	-17.6%	Shares	Sole	2025-05-02
2024-12-31	$872,935	2,611	-0.1%	Shares	Sole	2025-02-14
2024-09-30	$715,203	2,613	+0.8%	Shares	Sole	2024-11-07
2024-06-30	$666,660	2,593	+3.1%	Shares	Sole	2024-08-08
2024-03-31	$757,467	2,515	+89.5%	Shares	Sole	2024-05-08
2023-12-31	$349,186	1,327	-7.8%	Shares	Sole	2024-02-02
2023-09-30	$292,003	1,440	+36.9%	Shares	Sole	2023-11-09
2023-06-30	$222,245	1,052	—	Shares	Sole	2023-07-27
No filing history on record for this holder in this stock.