INSPIRION WEALTH ADVISORS, LLC

Position in CRM — Salesforce, Inc.

CIK 1633448 LIBERTYVILLE, IL

Position in CRM

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

Position Value

$195,511

-$24,386 QoQ

Shares Held

1,248

+5.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#2,066

of 2,451 holders

Holding Since

Mar 2023

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

INSPIRION WEALTH ADVISORS, LLC holds $5,219,986 across 5 Software - Application names. CRM ranks #5 (3.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	32,915	$4,029,454
2	UBER	Uber Technologies, Inc	7,930	$572,228
3	ZM	Zoom Communications, Inc.	2,529	$218,277
4	NOW	ServiceNow, Inc.	2,060	$204,516
5	CRM	Salesforce, Inc. This page	1,248	$195,511

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$195,511	1,248	+5.9%	Shares	Sole	2026-07-07
2026-03-31	$219,897	1,178	+4.2%	Shares	Sole	2026-04-08
2023-09-30	$229,344	1,131	0.0%	Shares	Sole	2023-10-13
2023-06-30	$238,935	1,131	-2.0%	Shares	Sole	2023-07-20
2023-03-31	$230,546	1,154	—	Shares	Sole	2023-04-07
No filing history on record for this holder in this stock.