CMH Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1657516 PORTSMOUTH, NH

Position in CRM

as of Jun 30, 2026 · filed Jul 9, 2026 Compact

Position Value

$4,677,397

-$1,092,946 QoQ

Shares Held

29,857

-3.4% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

1.26%

of 13F equity value

Holder Rank

#663

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

CMH Wealth Management LLC holds $15,749,682 across 3 Software - Application names. CRM ranks #2 (29.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SNOW	Snowflake Inc.	26,614	$6,773,263
2	CRM	Salesforce, Inc. This page	29,857	$4,677,397
3	NOW	ServiceNow, Inc.	43,302	$4,299,022

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$4,677,397	29,857	-3.4%	Shares	Sole	2026-07-09
2026-03-31	$5,770,343	30,912	-16.9%	Shares	Sole	2026-04-13
2025-12-31	$9,856,771	37,208	+37.3%	Shares	Sole	2026-01-13
2025-09-30	$6,424,122	27,106	-1.1%	Shares	Sole	2025-10-21
2025-06-30	$7,477,159	27,420	+5.8%	Shares	Sole	2025-07-11
2025-03-31	$6,955,086	25,917	-17.6%	Shares	Sole	2025-04-14
2024-12-31	$10,510,332	31,437	-3.0%	Shares	Sole	2025-01-16
2024-09-30	$8,873,404	32,419	-0.6%	Shares	Sole	2024-10-15
2024-06-30	$8,381,717	32,601	+2.3%	Shares	Sole	2024-07-11
2024-03-31	$9,596,799	31,864	-33.7%	Shares	Sole	2024-04-12
2023-12-31	$12,643,087	48,047	+0.6%	Shares	Sole	2024-01-19
2023-09-30	$9,682,947	47,751	+2.8%	Shares	Sole	2023-10-13
2023-06-30	$9,814,083	46,455	+1.2%	Shares	Sole	2023-07-17
2023-03-31	$9,169,702	45,899	+20.5%	Shares	Sole	2023-04-10
2022-12-31	$5,050,485	38,091	-7.9%	Shares	Sole	2023-01-12
2022-09-30	$5,947,784	41,350	+5.6%	Shares	Sole	2022-10-24
2022-06-30	$6,462,636	39,158	+69.1%	Shares	Sole	2022-07-15
2022-03-31	$4,916,269	23,155	+10.6%	Shares	Sole	2022-04-13
2021-12-31	$5,320,465	20,936	+3.1%	Shares	Sole	2022-01-18
2021-09-30	$5,507,122	20,305	+2.9%	Shares	Sole	2021-10-28
2021-06-30	$4,819,447	19,730	+11.1%	Shares	Sole	2021-07-19
2021-03-31	$3,763,446	17,763	+7.5%	Shares	Sole	2021-04-19
2020-12-31	$3,676,863	16,523	+10.0%	Shares	Sole	2021-02-01
2020-09-30	$3,774,826	15,020	-0.7%	Shares	Sole	2020-10-20
2020-06-30	$2,834,490	15,131	-9.6%	Shares	Sole	2020-07-23
2020-03-31	$2,408,929	16,731	—	Shares	Sole	2020-04-16
No filing history on record for this holder in this stock.