Connecticut Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1689829 FARMINGTON, CT

Position in CRM

as of Jun 30, 2026 · filed Jul 29, 2026 Compact

Position Value

$352,798

-$76,169 QoQ

Shares Held

2,252

-2.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,743

of 2,457 holders

Holding Since

Sep 2020

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Connecticut Wealth Management, LLC holds $3,841,990 across 6 Software - Application names. CRM ranks #4 (9.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,816	$1,750,393
2	NOW	ServiceNow, Inc.	8,186	$812,706
3	FICO	Fair Isaac Corp	345	$412,199
4	CRM	Salesforce, Inc. This page	2,252	$352,798
5	CDNS	Cadence Design Systems Inc	751	$281,865
6	INTU	Intuit Inc.	889	$232,029

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$352,798	2,252	-2.0%	Shares	Sole	2026-07-29
2026-03-31	$428,967	2,298	+0.6%	Shares	Sole	2026-05-01
2025-12-31	$605,319	2,285	-38.7%	Shares	Sole	2026-02-12
2025-09-30	$883,299	3,727	+2.9%	Shares	Sole	2025-11-13
2025-06-30	$987,683	3,622	+0.1%	Shares	Sole	2025-08-14
2025-03-31	$971,194	3,619	+0.1%	Shares	Sole	2025-05-15
2024-12-31	$1,208,602	3,615	+83.4%	Shares	Sole	2025-02-18
2024-09-30	$539,482	1,971	-1.1%	Shares	Sole	2024-11-13
2024-06-30	$512,400	1,993	+3.9%	Shares	Sole	2024-08-13
2024-03-31	$577,964	1,919	-1.3%	Shares	Sole	2024-05-01
2023-12-31	$511,544	1,944	+1.1%	Shares	Sole	2024-02-06
2023-09-30	$389,945	1,923	+0.3%	Shares	Sole	2023-10-19
2023-06-30	$404,985	1,917	+27.9%	Shares	Sole	2023-07-25
2022-09-30	$215,616	1,499	+22.6%	Shares	Sole	2022-11-02
2022-06-30	$201,843	1,223	+20.3%	Shares	Sole	2022-07-12
2022-03-31	$215,929	1,017	-28.4%	Shares	Sole	2022-04-18
2021-12-31	$360,864	1,420	-13.0%	Shares	Sole	2022-01-24
2021-09-30	$442,902	1,633	+18.5%	Shares	Sole	2021-11-02
2021-06-30	$336,604	1,378	-29.0%	Shares	Sole	2021-07-29
2021-03-31	$411,027	1,940	+10.7%	Shares	Sole	2021-05-12
2020-12-31	$390,095	1,753	0.0%	Shares	Sole	2021-01-29
2020-09-30	$440,563	1,753	—	Shares	Sole	2020-10-13
No filing history on record for this holder in this stock.