Marietta Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1697847 MARIETTA, GA

Position in CRM

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$6,230,681

-$316,395 QoQ

Shares Held

39,772

+13.4% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

0.94%

of 13F equity value

Holder Rank

#571

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Jun 30, 2026

Marietta Wealth Management, LLC holds $18,443,798 across 3 Software - Application names. CRM ranks #2 (33.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	98,387	$7,099,605
2	CRM	Salesforce, Inc. This page	39,772	$6,230,681
3	INTU	Intuit Inc.	19,592	$5,113,512

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$6,230,681	39,772	+13.4%	Shares	Sole	2026-08-03
2026-03-31	$6,547,076	35,073	+19.9%	Shares	Sole	2026-04-21
2025-12-31	$7,746,233	29,241	+5.0%	Shares	Sole	2026-01-28
2025-09-30	$6,603,057	27,861	+5.1%	Shares	Sole	2025-10-20
2025-06-30	$7,231,738	26,520	+3.8%	Shares	Sole	2025-07-22
2025-03-31	$6,855,524	25,546	+3.9%	Shares	Sole	2025-04-22
2024-12-31	$8,218,165	24,581	+1.3%	Shares	Sole	2025-01-24
2024-09-30	$6,643,215	24,271	+4.6%	Shares	Sole	2024-10-22
2024-06-30	$5,963,434	23,195	+3.2%	Shares	Sole	2024-07-19
2024-03-31	$6,768,116	22,472	-10.3%	Shares	Sole	2024-04-25
2023-12-31	$6,593,498	25,057	-1.4%	Shares	Sole	2024-01-30
2023-09-30	$5,154,667	25,420	-1.4%	Shares	Sole	2023-10-30
2023-06-30	$5,448,606	25,791	-0.2%	Shares	Sole	2023-07-18
2023-03-31	$5,162,914	25,843	+8.4%	Shares	Sole	2023-04-27
2022-12-31	$3,160,150	23,834	-13.6%	Shares	Sole	2023-01-30
2022-09-30	$3,969,552	27,597	+5.3%	Shares	Sole	2022-10-20
2022-06-30	$4,324,543	26,203	+11.2%	Shares	Sole	2022-08-08
2022-03-31	$5,003,320	23,565	+7.5%	Shares	Sole	2022-04-12
2021-12-31	$5,568,242	21,911	+0.9%	Shares	Sole	2022-01-28
2021-09-30	$5,889,271	21,714	+3.4%	Shares	Sole	2021-11-12
2021-06-30	$5,131,624	21,008	+3.8%	Shares	Sole	2021-08-12
2021-03-31	$4,286,765	20,233	+12.6%	Shares	Sole	2021-05-06
2020-12-31	$3,999,531	17,973	+9.7%	Shares	Sole	2021-02-09
2020-09-30	$4,118,129	16,386	-3.9%	Shares	Sole	2020-11-04
2020-06-30	$3,193,227	17,046	+6.2%	Shares	Sole	2020-08-05
2020-03-31	$2,310,591	16,048	—	Shares	Sole	2020-05-14
No filing history on record for this holder in this stock.