FORTRESS PRIVATE LEDGER, LLC

Position in CRM — Salesforce, Inc.

CIK 1718251 RALEIGH, NC

Position in CRM

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

Position Value

$1,083,147

+$134,491 QoQ

Shares Held

6,914

+36.0% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.36%

of 13F equity value

Holder Rank

#1,184

of 2,451 holders

Holding Since

Jun 2025

5 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

FORTRESS PRIVATE LEDGER, LLC holds $3,102,900 across 6 Software - Application names. CRM ranks #1 (34.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	6,914	$1,083,147
2	ADBE	Adobe Inc.	2,541	$520,955
3	NOW	ServiceNow, Inc.	4,664	$463,041
4	ADP	Automatic Data Processing Inc	1,692	$378,923
5	WDAY	Workday, Inc.	2,954	$361,628
6	UBER	Uber Technologies, Inc	4,091	$295,206

5 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,083,147	6,914	+36.0%	Shares	Sole	2026-08-07
2026-03-31	$948,656	5,082	-17.3%	Shares	Sole	2026-05-13
2025-12-31	$1,627,871	6,145	-6.8%	Shares	Sole	2026-02-12
2025-09-30	$1,563,015	6,595	+482.6%	Shares	Sole	2025-11-12
2025-06-30	$308,685	1,132	—	Shares	Sole	2025-08-14
No filing history on record for this holder in this stock.