WP Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1697796 San Francisco, CA

Position in CRM

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

Position Value

$3,078,369

+$1,403,006 QoQ

Shares Held

19,650

+118.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.12%

of 13F equity value

Holder Rank

#791

of 2,451 holders

Holding Since

Mar 2021

22 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WP Advisors, LLC holds $7,099,707 across 5 Software - Application names. CRM ranks #1 (43.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	19,650	$3,078,369
2	INTU	Intuit Inc.	6,343	$1,655,523
3	UBER	Uber Technologies, Inc	15,127	$1,091,564
4	NOW	ServiceNow, Inc.	9,456	$938,791
5	SHOP	Shopify Inc.	2,938	$335,460

22 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$3,078,369	19,650	+118.9%	Shares	Sole	2026-07-29
2026-03-31	$1,675,363	8,975	+5.3%	Shares	Sole	2026-05-04
2025-12-31	$2,258,092	8,524	+7.5%	Shares	Sole	2026-01-28
2025-09-30	$1,879,173	7,929	+5.8%	Shares	Sole	2025-10-22
2025-06-30	$2,043,811	7,495	+14.6%	Shares	Sole	2025-08-08
2025-03-31	$1,754,537	6,538	-0.5%	Shares	Sole	2025-05-12
2024-12-31	$2,196,213	6,569	-1.3%	Shares	Sole	2025-02-03
2024-09-30	$1,821,813	6,656	-11.1%	Shares	Sole	2024-11-07
2024-06-30	$1,924,393	7,485	-0.6%	Shares	Sole	2024-07-30
2024-03-31	$2,267,885	7,530	-1.5%	Shares	Sole	2024-05-08
2023-12-31	$2,011,705	7,645	+0.6%	Shares	Sole	2024-01-31
2023-09-30	$1,541,533	7,602	-0.3%	Shares	Sole	2023-10-30
2023-06-30	$1,610,857	7,625	+2.7%	Shares	Sole	2023-07-26
2023-03-31	$1,482,567	7,421	+0.8%	Shares	Sole	2023-04-14
2022-12-31	$976,392	7,364	-14.9%	Shares	Sole	2023-01-20
2022-09-30	$1,244,359	8,651	+34.5%	Shares	Sole	2022-10-24
2022-06-30	$1,061,372	6,431	+84.6%	Shares	Sole	2022-07-12
2022-03-31	$739,510	3,483	+13.9%	Shares	Sole	2022-04-25
2021-12-31	$776,875	3,057	-1.5%	Shares	Sole	2022-02-02
2021-09-30	$842,138	3,105	-1.4%	Shares	Sole	2021-10-20
2021-06-30	$769,450	3,150	+1.6%	Shares	Sole	2021-07-22
2021-03-31	$656,797	3,100	—	Shares	Sole	2021-05-06
No filing history on record for this holder in this stock.