Waldron Private Wealth LLC

Position in CRM — Salesforce, Inc.

CIK 1598180 BRIDGEVILLE, PA

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$521,991

-$65,646 QoQ

Shares Held

3,332

+5.8% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,548

of 2,457 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Waldron Private Wealth LLC holds $4,557,216 across 7 Software - Application names. CRM ranks #3 (11.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,270	$1,813,845
2	UBER	Uber Technologies, Inc	13,218	$953,810
3	CRM	Salesforce, Inc. This page	3,332	$521,991
4	WDAY	Workday, Inc.	3,873	$474,132
5	ADP	Automatic Data Processing Inc	1,918	$429,536
6	IDCC	InterDigital, Inc.	1,234	$349,382
7	AIFF	Firefly Neuroscience, Inc.	12,000	$14,520

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$521,991	3,332	+5.8%	Shares	Sole	2026-07-20
2026-03-31	$587,637	3,148	-5.8%	Shares	Sole	2026-04-10
2025-12-31	$885,329	3,342	-7.8%	Shares	Sole	2026-01-14
2025-09-30	$858,651	3,623	+7.2%	Shares	Sole	2025-10-30
2025-06-30	$921,964	3,381	-1.9%	Shares	Sole	2025-07-31
2025-03-31	$924,768	3,446	-52.5%	Shares	Sole	2025-05-08
2024-12-31	$2,426,231	7,257	-6.6%	Shares	Sole	2025-01-24
2024-09-30	$2,127,272	7,772	+13.4%	Shares	Sole	2024-10-21
2024-06-30	$1,761,906	6,853	+0.5%	Shares	Sole	2024-07-31
2024-03-31	$2,053,746	6,819	-9.1%	Shares	Sole	2024-05-09
2023-12-31	$1,973,286	7,499	-4.7%	Shares	Sole	2024-08-29
2023-09-30	$1,595,270	7,867	-0.8%	Shares	Sole	2024-08-29
2023-06-30	$1,675,714	7,932	-7.0%	Shares	Sole	2024-08-29
2023-03-31	$1,703,723	8,528	-20.5%	Shares	Sole	2024-08-29
2022-12-31	$1,423,088	10,733	0.0%	Shares	Sole	2023-02-08
2022-09-30	$1,543,834	10,733	+13.5%	Shares	Sole	2022-11-14
2022-06-30	$1,560,123	9,453	+9.0%	Shares	Sole	2022-08-03
2022-03-31	$1,842,088	8,676	+7.1%	Shares	Sole	2022-05-04
2021-12-31	$2,058,961	8,102	+79.6%	Shares	Sole	2022-02-02
2021-09-30	$1,223,202	4,510	+17.0%	Shares	Sole	2021-11-02
2021-06-30	$941,905	3,856	-2.8%	Shares	Sole	2021-08-06
2021-03-31	$840,488	3,967	+9.1%	Shares	Sole	2021-05-11
2020-12-31	$808,896	3,635	+0.1%	Shares	Sole	2021-02-12
2020-09-30	$912,291	3,630	+6.5%	Shares	Sole	2020-11-13
2020-06-30	$638,607	3,409	+5.5%	Shares	Sole	2020-08-11
2020-03-31	$465,343	3,232	—	Shares	Sole	2020-05-05
No filing history on record for this holder in this stock.