Betterment LLC

Position in CRM — Salesforce, Inc.

CIK 1633901 NEW YORK, NY

Position in CRM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$350,605

+$74,521 QoQ

Shares Held

2,238

+51.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#1,746

of 2,451 holders

Holding Since

Mar 2026

2 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Betterment LLC holds $2,002,702 across 6 Software - Application names. CRM ranks #2 (17.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	4,624	$459,070
2	CRM	Salesforce, Inc. This page	2,238	$350,605
3	INTU	Intuit Inc.	1,256	$327,816
4	MSTR	Strategy Inc	3,561	$309,557
5	UBER	Uber Technologies, Inc	3,967	$286,258
6	ADBE	Adobe Inc.	1,314	$269,396

2 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$350,605	2,238	+51.3%	Shares	Sole	2026-08-14
2026-03-31	$276,084	1,479	—	Shares	Sole	2026-05-14
No filing history on record for this holder in this stock.