LexAurum Advisors, LLC

Position in CRM — Salesforce, Inc.

CIK 1729677 OVERLAND PARK, KS

Position in CRM

as of Jun 30, 2026 · filed Jul 15, 2026 Compact

Position Value

$250,342

-$44,596 QoQ

Shares Held

1,598

+1.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,936

of 2,451 holders

Holding Since

Jun 2020

19 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LexAurum Advisors, LLC holds $1,682,540 across 4 Software - Application names. CRM ranks #3 (14.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	SHOP	Shopify Inc.	5,385	$614,859
2	NOW	ServiceNow, Inc.	6,034	$599,055
3	CRM	Salesforce, Inc. This page	1,598	$250,342
4	UBER	Uber Technologies, Inc	3,025	$218,284

19 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$250,342	1,598	+1.1%	Shares	Sole	2026-07-15
2026-03-31	$294,938	1,580	+6.7%	Shares	Sole	2026-04-13
2025-09-30	$350,997	1,481	+45.6%	Shares	Sole	2025-11-06
2025-03-31	$272,922	1,017	-4.8%	Shares	Sole	2025-04-14
2024-12-31	$357,064	1,068	+33.8%	Shares	Sole	2025-01-21
2024-09-30	$218,420	798	-21.1%	Shares	Sole	2024-10-17
2024-06-30	$260,185	1,012	-4.6%	Shares	Sole	2024-07-15
2024-03-31	$319,551	1,061	0.0%	Shares	Sole	2024-04-10
2023-12-31	$279,191	1,061	-7.4%	Shares	Sole	2024-01-10
2023-09-30	$232,385	1,146	-2.3%	Shares	Sole	2023-10-16
2023-03-31	$234,341	1,173	-0.9%	Shares	Sole	2023-04-11
2022-03-31	$251,386	1,184	-6.7%	Shares	Sole	2022-05-04
2021-12-31	$322,490	1,269	-4.5%	Shares	Sole	2022-01-24
2021-09-30	$360,451	1,329	-7.0%	Shares	Sole	2021-11-03
2021-06-30	$349,061	1,429	-6.5%	Shares	Sole	2021-07-19
2021-03-31	$323,949	1,529	-1.3%	Shares	Sole	2021-04-22
2020-12-31	$344,698	1,549	+6.0%	Shares	Sole	2021-01-20
2020-09-30	$367,429	1,462	+24.7%	Shares	Sole	2020-10-22
2020-06-30	$219,550	1,172	—	Shares	Sole	2020-07-22
No filing history on record for this holder in this stock.