Compass Ion Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1621100 CONSHOHOCKEN, PA

Position in CRM

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

Position Value

$604,080

New position

Shares Held

3,856

first reported quarter

Ownership

0.000%

of shares outstanding

% of Portfolio

0.22%

of 13F equity value

Holder Rank

#1,474

of 2,451 holders

Holding Since

Jun 2026

1 quarter on record

Voting authority Sole 99% Shared 1% None 0%

Technology · as of Jun 30, 2026

Compass Ion Advisors, LLC holds $5,109,406 across 4 Software - Application names. CRM ranks #2 (11.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MSTR	Strategy Inc	43,182	$3,753,811
2	CRM	Salesforce, Inc. This page	3,856	$604,080
3	NOW	ServiceNow, Inc.	3,810	$378,256
4	PAYX	Paychex Inc	3,796	$373,259

1 filing row on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$604,080	3,856	—	Shares	Other	2026-08-12
No filing history on record for this holder in this stock.