WealthShield Partners, LLC

Position in CRM — Salesforce, Inc.

CIK 1729303 CARY, NC

Position in CRM

as of Jun 30, 2026 · filed Aug 12, 2026 Compact

Position Value

$2,135,275

-$366,663 QoQ

Shares Held

13,630

+1.7% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.70%

of 13F equity value

Holder Rank

#918

of 2,451 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

WealthShield Partners, LLC holds $10,215,255 across 5 Software - Application names. CRM ranks #3 (20.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	67,493	$4,870,294
2	CDNS	Cadence Design Systems Inc	7,198	$2,701,553
3	CRM	Salesforce, Inc. This page	13,630	$2,135,275
4	ADP	Automatic Data Processing Inc	1,252	$280,385
5	NOW	ServiceNow, Inc.	2,294	$227,748

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$2,135,275	13,630	+1.7%	Shares	Sole	2026-08-12
2026-03-31	$2,501,938	13,403	-7.8%	Shares	Sole	2026-05-01
2025-12-31	$3,852,586	14,543	+1.1%	Shares	Sole	2026-02-03
2025-09-30	$3,409,008	14,384	+32.5%	Shares	Sole	2025-10-31
2025-06-30	$2,961,140	10,859	+4.0%	Shares	Sole	2025-08-08
2025-03-31	$2,802,751	10,444	+22.0%	Shares	Sole	2025-05-09
2024-12-31	$2,862,533	8,562	-7.0%	Shares	Sole	2025-02-04
2024-09-30	$2,519,226	9,204	-8.1%	Shares	Sole	2024-11-04
2024-06-30	$2,575,884	10,019	+11.4%	Shares	Sole	2024-07-26
2024-03-31	$2,709,114	8,995	-1.6%	Shares	Sole	2024-04-29
2023-12-31	$2,406,152	9,144	-49.9%	Shares	Sole	2024-01-23
2023-09-30	$3,701,951	18,256	+30.3%	Shares	Sole	2023-10-25
2023-06-30	$2,959,752	14,010	+16.4%	Shares	Sole	2023-08-03
2023-03-31	$2,403,952	12,033	-8.2%	Shares	Sole	2023-05-08
2022-12-31	$1,738,785	13,114	+22.6%	Shares	Sole	2023-02-13
2022-09-30	$1,538,512	10,696	+12.8%	Shares	Sole	2022-11-04
2022-06-30	$1,564,579	9,480	-26.2%	Shares	Sole	2022-08-11
2022-03-31	$2,725,551	12,837	+86.4%	Shares	Sole	2022-05-09
2021-12-31	$1,749,685	6,885	+13.0%	Shares	Sole	2022-02-10
2021-09-30	$1,653,085	6,095	+13.7%	Shares	Sole	2021-11-12
2021-06-30	$1,309,775	5,362	+17.0%	Shares	Sole	2021-08-06
2021-03-31	$971,000	4,583	+16.1%	Shares	Sole	2021-05-17
2020-12-31	$878,103	3,946	+12.4%	Shares	Sole	2021-02-16
2020-09-30	$882,635	3,512	-0.6%	Shares	Other	2020-10-30
2020-06-30	$661,649	3,532	+122.8%	Shares	Other	2020-08-13
2020-03-31	$228,208	1,585	—	Shares	Other	2020-05-12
No filing history on record for this holder in this stock.