PERSONAL CFO SOLUTIONS, LLC

Position in CRM — Salesforce, Inc.

CIK 1677501 CHESTER, NJ

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$608,780

-$119,419 QoQ

Shares Held

3,886

-0.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.10%

of 13F equity value

Holder Rank

#1,470

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 4% Shared 0% None 96%

Technology · as of Jun 30, 2026

PERSONAL CFO SOLUTIONS, LLC holds $8,342,433 across 14 Software - Application names. CRM ranks #5 (7.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NOW	ServiceNow, Inc.	18,404	$1,827,149
2	SHOP	Shopify Inc.	9,476	$1,081,969
3	UBER	Uber Technologies, Inc	12,068	$870,826
4	INTU	Intuit Inc.	2,405	$627,705
5	CRM	Salesforce, Inc. This page	3,886	$608,780
6	ADBE	Adobe Inc.	2,750	$563,805
7	YOU	Clear Secure, Inc.	7,904	$440,489
8	ADSK	Autodesk, Inc.	2,202	$428,112

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$608,780	3,886	-0.4%	Shares	Sole	2026-08-07
2026-03-31	$728,199	3,901	+0.1%	Shares	Sole	2026-04-30
2025-12-31	$1,032,089	3,896	+4.6%	Shares	Defined	2026-01-22
2025-09-30	$882,351	3,723	-11.2%	Shares	Defined	2025-11-10
2025-06-30	$1,142,843	4,191	+15.0%	Shares	Defined	2025-08-12
2025-03-31	$977,903	3,644	-20.5%	Shares	Defined	2025-04-30
2024-12-31	$1,533,237	4,586	+6.8%	Shares	Defined	2025-02-07
2024-09-30	$1,175,310	4,294	-46.2%	Shares	Defined	2024-11-14
2024-06-30	$2,052,172	7,982	-2.5%	Shares	Defined	2024-08-09
2024-03-31	$2,466,061	8,188	+6.0%	Shares	Defined	2024-05-13
2023-12-31	$2,031,703	7,721	-6.9%	Shares	Defined	2024-02-13
2023-09-30	$1,682,060	8,295	+10.6%	Shares	Defined	2023-11-13
2023-06-30	$1,584,872	7,502	-17.2%	Shares	Defined	2023-08-10
2023-03-31	$1,810,006	9,060	+5.5%	Shares	Defined	2023-05-09
2022-12-31	$1,139,080	8,591	-6.3%	Shares	Defined	2023-02-14
2022-09-30	$1,318,293	9,165	+18.5%	Shares	Defined	2022-11-01
2022-06-30	$1,276,749	7,736	+3.2%	Shares	Defined	2022-08-05
2022-03-31	$1,591,975	7,498	+3.9%	Shares	Defined	2022-05-02
2021-12-31	$1,834,564	7,219	+2.5%	Shares	Defined	2022-02-11
2021-09-30	$1,909,388	7,040	-0.2%	Shares	Defined	2021-11-18
2021-06-30	$1,722,592	7,052	-9.1%	Shares	Defined	2021-07-22
2021-03-31	$1,643,687	7,758	+21.4%	Shares	Defined	2021-04-21
2020-12-31	$1,422,411	6,392	-0.7%	Shares	Defined	2021-02-09
2020-09-30	$2,000	6,437	-2.5%	Shares	Defined	2020-11-02
2020-06-30	$1,237,314	6,605	-1.0%	Shares	Defined	2020-08-03
2020-03-31	$960,634	6,672	—	Shares	Defined	2020-04-30
No filing history on record for this holder in this stock.