Dakota Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1631353 PALM BEACH GARDENS, FL

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$9,236,830

+$7,432,478 QoQ

Shares Held

58,961

+510.0% QoQ

Ownership

0.007%

of shares outstanding

% of Portfolio

0.28%

of 13F equity value

Holder Rank

#489

of 2,462 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Dakota Wealth Management holds $37,235,822 across 16 Software - Application names. CRM ranks #2 (24.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	54,493	$12,203,707
2	CRM	Salesforce, Inc. This page	58,961	$9,236,830
3	PAYX	Paychex Inc	47,839	$4,704,008
4	UBER	Uber Technologies, Inc	46,392	$3,347,646
5	CDNS	Cadence Design Systems Inc	5,741	$2,154,712
6	CVLT	Commvault Systems Inc	5,946	$842,726
7	DT	Dynatrace, Inc.	18,409	$808,339
8	DOCU	Docusign, Inc.	17,563	$780,148

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$9,236,830	58,961	+510.0%	Shares	Defined	2026-08-07
2026-03-31	$1,804,352	9,666	-74.0%	Shares	Defined	2026-05-07
2025-12-31	$9,853,592	37,196	+11.5%	Shares	Defined	2026-01-13
2025-09-30	$7,908,690	33,370	+9.3%	Shares	Sole	2025-11-10
2025-06-30	$8,324,407	30,527	+321.6%	Shares	Defined	2025-07-16
2025-03-31	$1,942,926	7,240	-87.0%	Shares	Defined	2025-05-02
2024-12-31	$18,637,225	55,745	+664.8%	Shares	Sole	2025-01-17
2024-09-30	$1,995,072	7,289	-25.8%	Shares	Defined	2024-10-23
2024-06-30	$2,525,493	9,823	-63.7%	Shares	Defined	2024-07-22
2024-03-31	$8,154,749	27,076	+27.6%	Shares	Defined	2024-04-24
2023-12-31	$5,584,620	21,223	-46.3%	Shares	Defined	2024-01-30
2023-09-30	$8,012,851	39,515	-10.6%	Shares	Sole	2023-10-24
2023-06-30	$9,333,677	44,181	+702.1%	Shares	Other	2023-07-31
2023-03-31	$1,100,388	5,508	-0.4%	Shares	Other	2023-04-14
2022-12-31	$733,354	5,531	+22.3%	Shares	Sole	2023-02-08
2022-09-30	$650,299	4,521	+0.5%	Shares	Other	2022-11-10
2022-06-30	$742,349	4,498	+0.2%	Shares	Sole	2022-08-05
2022-03-31	$953,103	4,489	-23.9%	Shares	Sole	2022-05-13
2021-12-31	$1,498,349	5,896	-48.6%	Shares	Sole	2022-02-10
2021-09-30	$3,112,248	11,475	-1.0%	Shares	Sole	2021-11-15
2021-06-30	$2,831,332	11,591	+56.2%	Shares	Sole	2021-08-02
2021-03-31	$1,571,862	7,419	-2.6%	Shares	Sole	2021-05-10
2020-12-31	$1,694,787	7,616	+267.9%	Shares	Sole	2021-02-12
2020-09-30	$520,231	2,070	+1.2%	Shares	Sole	2020-11-04
2020-06-30	$383,277	2,046	-0.5%	Shares	Sole	2020-08-07
2020-03-31	$296,166	2,057	—	Shares	Other	2020-04-29
No filing history on record for this holder in this stock.