WEALTH ENHANCEMENT ADVISORY SERVICES, LLC
Position in CRM — Salesforce, Inc.
CIK 1632972
PLYMOUTH, MN
Position in CRM
as of Jun 30, 2026
· filed Jul 15, 2026
Position Value
$25,593,074
-$10,020,015 QoQ
Shares Held
163,367
-14.4% QoQ
Ownership
0.020%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#14
of 305 holders
Holding Since
Sep 2020
19 quarters on record
Voting authority
Sole 3.7896038391851525.ToString("F0")%
Shared 0.ToString("F0")%
None 96.21039616081485.ToString("F0")%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Derivatives in CRM
reported options exposure · as of Jun 30, 2026CallValue
$156,660
CallShares
1,000
PutValue
$0
PutShares
0
Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.
Position in Software - Application
Technology · as of Jun 30, 2026WEALTH ENHANCEMENT ADVISORY SERVICES, LLC holds $435,306,642 across 101 Software - Application names. CRM ranks #4 (5.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NOW |
ServiceNow, Inc.
|
501,815 | $49,820,193 | |
| 2 | INTU |
Intuit Inc.
|
161,048 | $42,033,528 | |
| 3 | ADP |
Automatic Data Processing Inc
|
175,697 | $39,347,343 | |
| 4 | CRM |
Salesforce, Inc.
This page
|
163,367 | $25,593,074 | |
| 5 | SNOW |
Snowflake Inc.
|
97,262 | $24,753,179 | |
| 6 | ADSK |
Autodesk, Inc.
|
104,658 | $20,347,608 | |
| 7 | ADBE |
Adobe Inc.
|
98,678 | $20,230,963 | |
| 8 | SHOP |
Shopify Inc.
|
164,440 | $18,775,759 |
All Filings in CRM
Export CSV
27 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $25,593,074 | 163,367 | Shares | Sole | 2026-07-15 | |
| 2026-06-30 | $156,660 | 1,000 | Call | Sole | 2026-07-15 | |
| 2026-03-31 | $35,613,089 | 190,781 | Shares | Sole | 2026-04-08 | |
| 2025-12-31 | $52,806,894 | 199,339 | Shares | Sole | 2026-01-08 | |
| 2025-09-30 | $44,694,882 | 188,586 | Shares | Sole | 2025-10-29 | |
| 2025-06-30 | $3,135,935 | 11,500 | Call | Sole | 2025-07-10 | |
| 2025-06-30 | $48,434,652 | 177,618 | Shares | Sole | 2025-07-10 | |
| 2025-03-31 | $48,150,761 | 179,426 | Shares | Sole | 2025-04-16 | |
| 2025-03-31 | $9,929,320 | 37,000 | Call | Sole | 2025-04-16 | |
| 2024-12-31 | $54,280,815 | 162,357 | Shares | Sole | 2025-03-17 | |
| 2024-12-31 | $2,607,774 | 7,800 | Call | Sole | 2025-03-17 | |
| 2024-09-30 | $218,968 | 800 | Put | Sole | 2024-10-24 | |
| 2024-09-30 | $36,575,319 | 133,628 | Shares | Sole | 2024-10-24 | |
| 2024-06-30 | $33,683,185 | 131,012 | Shares | Sole | 2024-07-16 | |
| 2024-06-30 | $205,680 | 800 | Put | Sole | 2024-07-16 | |
| 2024-03-31 | $43,423,831 | 144,179 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $19,452,887 | 73,926 | Shares | Sole | 2024-01-30 | |
| 2023-12-31 | $78,942 | 300 | Call | Sole | 2024-01-30 | |
| 2023-09-30 | $101,390 | 500 | Call | Sole | 2023-11-13 | |
| 2023-09-30 | $14,341,615 | 70,725 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $515,896 | 2,442 | Shares | Sole | 2023-07-21 | |
| 2023-03-31 | $657,076 | 3,289 | Shares | Sole | 2023-04-25 | |
| 2022-03-31 | $209,559 | 987 | Shares | Sole | 2022-04-18 | |
| 2021-12-31 | $285,133 | 1,122 | Shares | Sole | 2022-02-08 | |
| 2021-09-30 | $264,168 | 974 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $1,424,826 | 5,833 | Shares | Sole | 2021-08-10 | |
| 2020-09-30 | $3,775,580 | 15,023 | Shares | Sole | 2020-11-12 | |
| No filing history on record for this holder in this stock. | ||||||