Private Advisory Group LLC

Position in CRM — Salesforce, Inc.

CIK 1632965 REDMOND, WA

Position in CRM

as of Mar 31, 2026 · filed May 8, 2026 Compact

Position Value

$634,864

-$6,614,612 QoQ

Shares Held

3,401

-87.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

16 quarters on record

Voting authority Sole 86% Shared 9% None 5%

Technology · as of Mar 31, 2026

Private Advisory Group LLC holds $13,094,222 across 6 Software - Application names. CRM ranks #2 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	INTU	Intuit Inc.	26,142	$11,303,277
2	CRM	Salesforce, Inc. This page	3,401	$634,864
3	BILL	BILL Holdings, Inc.	9,569	$366,492
4	UBER	Uber Technologies, Inc	3,962	$284,986
5	MNTN	MNTN, Inc.	30,965	$272,492
6	SNOW	Snowflake Inc.	1,539	$232,111

16 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$634,864	3,401	-87.4%	Shares	Other	2026-05-08
2025-03-31	$7,249,476	27,014	+90.2%	Shares	Other	2025-05-08
2024-12-31	$4,748,822	14,204	+5.3%	Shares	Other	2025-04-11
2024-09-30	$3,691,800	13,488	+1031.5%	Shares	Sole	2024-10-09
2024-06-30	$306,463	1,192	-28.8%	Shares	Sole	2024-07-23
2024-03-31	$504,476	1,675	+75.8%	Shares	Sole	2024-05-14
2023-12-31	$250,772	953	-46.5%	Shares	Sole	2024-02-13
2023-09-30	$361,151	1,781	-47.2%	Shares	Sole	2023-11-13
2023-06-30	$712,368	3,372	+105.2%	Shares	Sole	2024-01-12
2023-03-31	$328,238	1,643	+13.5%	Shares	Sole	2023-05-12
2022-09-30	$208,136	1,447	+8.6%	Shares	Sole	2022-11-14
2022-06-30	$219,833	1,332	+15.8%	Shares	Sole	2022-08-12
2022-03-31	$244,168	1,150	+33.9%	Shares	Sole	2022-05-13
2021-12-31	$218,297	859	0.0%	Shares	Sole	2022-01-27
2021-09-30	$232,977	859	+2.9%	Shares	Sole	2021-10-22
2020-09-30	$209,852	835	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.