Alpha Omega Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1665633 RICHMOND, VA

Position in CRM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$219,793

-$74,772 QoQ

Shares Held

1,403

-11.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#2,012

of 2,450 holders

Holding Since

Sep 2020

7 quarters on record

Voting authority Sole 99% Shared 0% None 1%

Technology · as of Jun 30, 2026

Alpha Omega Wealth Management LLC holds $3,358,592 across 6 Software - Application names. CRM ranks #5 (6.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADBE	Adobe Inc.	9,642	$1,976,802
2	PAYX	Paychex Inc	4,857	$477,588
3	ADP	Automatic Data Processing Inc	1,071	$239,850
4	ADSK	Autodesk, Inc.	1,218	$236,803
5	CRM	Salesforce, Inc. This page	1,403	$219,793
6	INTU	Intuit Inc.	796	$207,756

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$219,793	1,403	-11.1%	Shares	Sole	2026-07-20
2026-03-31	$294,565	1,578	+24.2%	Shares	Sole	2026-04-07
2025-12-31	$336,700	1,271	+18.8%	Shares	Sole	2026-01-22
2025-09-30	$253,590	1,070	-1.7%	Shares	Sole	2025-10-22
2025-06-30	$296,959	1,089	+28.9%	Shares	Sole	2025-07-15
2021-09-30	$229,180	845	+2.4%	Shares	Sole	2021-10-13
2020-09-30	$207,339	825	—	Shares	Sole	2020-11-05
No filing history on record for this holder in this stock.