Moss Adams Wealth Advisors LLC

Position in CRM — Salesforce, Inc.

CIK 1661245 SEATTLE, WA

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$541,886

-$84,764 QoQ

Shares Held

3,459

+3.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,527

of 2,451 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 22% Shared 0% None 78%

Technology · as of Jun 30, 2026

Moss Adams Wealth Advisors LLC holds $5,786,221 across 13 Software - Application names. CRM ranks #4 (9.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADSK	Autodesk, Inc.	3,916	$761,348
2	ZM	Zoom Communications, Inc.	7,846	$677,187
3	INTU	Intuit Inc.	2,480	$647,280
4	CRM	Salesforce, Inc. This page	3,459	$541,886
5	CDNS	Cadence Design Systems Inc	1,433	$537,833
6	DDOG	Datadog, Inc.	1,856	$483,227
7	UBER	Uber Technologies, Inc	6,423	$463,483
8	ADP	Automatic Data Processing Inc	1,748	$391,463

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$541,886	3,459	+3.0%	Shares	Other	2026-07-27
2026-03-31	$626,650	3,357	-2.4%	Shares	Other	2026-04-23
2025-12-31	$911,555	3,441	+3.3%	Shares	Other	2026-01-26
2025-09-30	$789,210	3,330	-6.7%	Shares	Other	2025-10-21
2025-06-30	$973,775	3,571	+31.7%	Shares	Other	2025-07-17
2025-03-31	$727,523	2,711	+3.0%	Shares	Other	2025-04-14
2024-12-31	$879,621	2,631	+9.8%	Shares	Other	2025-01-15
2024-09-30	$656,082	2,397	+39.8%	Shares	Other	2024-10-18
2024-06-30	$440,669	1,714	-8.4%	Shares	Other	2024-07-23
2024-03-31	$563,507	1,871	+125.7%	Shares	Other	2024-05-07
2023-12-31	$218,142	829	—	Shares	Sole	2024-02-06
No filing history on record for this holder in this stock.