1 NORTH WEALTH SERVICES LLC

Position in CRM — Salesforce, Inc.

CIK 1641761 ANNAPOLIS, MD

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$1,566

-$300 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

#2,415

of 2,451 holders

Holding Since

Mar 2025

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

1 NORTH WEALTH SERVICES LLC holds $166,961 across 6 Software - Application names. CRM ranks #6 (0.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	670	$76,500
2	DDOG	Datadog, Inc.	200	$52,072
3	ADP	Automatic Data Processing Inc	75	$16,796
4	SNOW	Snowflake Inc.	65	$16,542
5	ADBE	Adobe Inc.	17	$3,485
6	CRM	Salesforce, Inc. This page	10	$1,566

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,566	10	0.0%	Shares	Sole	2026-08-03
2026-03-31	$1,866	10	0.0%	Shares	Sole	2026-05-04
2025-12-31	$2,649	10	0.0%	Shares	Sole	2026-02-13
2025-09-30	$2,370	10	0.0%	Shares	Sole	2025-11-13
2025-06-30	$2,726	10	0.0%	Shares	Sole	2025-07-23
2025-03-31	$2,683	10	—	Shares	Sole	2025-05-15
No filing history on record for this holder in this stock.