Stratos Wealth Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1707202 BEACHWOOD, OH

Position in CRM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$653,428

-$5,370,972 QoQ

Shares Held

4,171

-87.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.08%

of 13F equity value

Holder Rank

#1,433

of 2,451 holders

Holding Since

Jun 2020

25 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Stratos Wealth Advisors, LLC holds $3,579,480 across 5 Software - Application names. CRM ranks #3 (18.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	16,898	$1,219,359
2	SNOW	Snowflake Inc.	4,002	$1,018,509
3	CRM	Salesforce, Inc. This page	4,171	$653,428
4	ADP	Automatic Data Processing Inc	1,608	$360,111
5	MSTR	Strategy Inc	3,774	$328,073

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$653,428	4,171	-87.1%	Shares	Sole	2026-08-11
2026-03-31	$6,024,400	32,273	-24.5%	Shares	Sole	2026-04-28
2025-12-31	$11,318,014	42,724	+9.3%	Shares	Sole	2026-01-20
2025-09-30	$9,266,700	39,100	+13.9%	Shares	Sole	2025-11-06
2025-06-30	$9,360,356	34,326	-0.7%	Shares	Sole	2025-07-29
2025-03-31	$9,274,521	34,560	-3.0%	Shares	Sole	2025-04-30
2024-12-31	$11,915,521	35,640	+1.3%	Shares	Sole	2025-01-27
2024-09-30	$9,631,307	35,188	+0.8%	Shares	Sole	2024-10-17
2024-06-30	$8,974,075	34,905	+4.6%	Shares	Sole	2024-07-24
2024-03-31	$10,052,786	33,378	+3.3%	Shares	Sole	2024-04-16
2023-12-31	$8,504,684	32,320	-2.1%	Shares	Sole	2024-01-24
2023-09-30	$6,691,942	33,001	+18.2%	Shares	Sole	2023-10-24
2023-06-30	$5,900,280	27,929	+3.8%	Shares	Sole	2023-07-18
2023-03-31	$5,377,078	26,915	-0.3%	Shares	Sole	2023-04-27
2022-12-31	$3,579,001	26,993	+792.6%	Shares	Sole	2023-01-19
2022-09-30	$434,972	3,024	+10.2%	Shares	Sole	2022-10-24
2022-06-30	$452,869	2,744	+8.3%	Shares	Sole	2022-07-22
2022-03-31	$537,806	2,533	-30.1%	Shares	Sole	2022-04-26
2021-12-31	$920,967	3,624	+0.9%	Shares	Sole	2022-01-14
2021-09-30	$973,951	3,591	-1.9%	Shares	Sole	2021-10-19
2021-06-30	$894,272	3,661	+35.7%	Shares	Sole	2021-07-19
2021-03-31	$571,625	2,698	+8.7%	Shares	Sole	2021-04-27
2020-12-31	$552,541	2,483	+14.3%	Shares	Sole	2021-01-29
2020-09-30	$546,118	2,173	+10.9%	Shares	Sole	2020-10-29
2020-06-30	$367,166	1,960	—	Shares	Sole	2020-07-28
No filing history on record for this holder in this stock.