Aries Wealth Management

Position in CRM — Salesforce, Inc.

CIK 1729515 PORTLAND, ME

Position in CRM

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$531,704

+$22,282 QoQ

Shares Held

3,394

+24.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.19%

of 13F equity value

Holder Rank

#1,535

of 2,451 holders

Holding Since

Jun 2024

9 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Aries Wealth Management holds $4,963,414 across 6 Software - Application names. CRM ranks #4 (10.7% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	7,057	$1,580,415
2	UBER	Uber Technologies, Inc	16,231	$1,171,228
3	NOW	ServiceNow, Inc.	9,768	$969,767
4	CRM	Salesforce, Inc. This page	3,394	$531,704
5	PTC	Ptc Inc.	4,404	$500,338
6	SNOW	Snowflake Inc.	825	$209,962

9 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$531,704	3,394	+24.4%	Shares	Sole	2026-07-24
2026-03-31	$509,422	2,729	-6.0%	Shares	Sole	2026-05-15
2025-12-31	$769,033	2,903	+1.4%	Shares	Sole	2026-01-30
2025-09-30	$678,531	2,863	+26.3%	Shares	Sole	2025-11-10
2025-06-30	$617,915	2,266	+30.2%	Shares	Sole	2025-07-28
2025-03-31	$466,946	1,740	+56.3%	Shares	Sole	2025-04-17
2024-12-31	$372,109	1,113	0.0%	Shares	Sole	2025-01-30
2024-09-30	$304,639	1,113	+24.9%	Shares	Sole	2024-10-31
2024-06-30	$229,076	891	—	Shares	Sole	2024-07-25
No filing history on record for this holder in this stock.