Signature Wealth Management Group

Position in CRM — Salesforce, Inc.

CIK 1736666 ATLANTA, GA

Position in CRM

as of Mar 31, 2026 · filed Apr 1, 2026 Compact

Position Value

$205,710

-$1,680,979 QoQ

Shares Held

1,102

-84.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Dec 2020

21 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Mar 31, 2026

Signature Wealth Management Group holds $4,747,777 across 4 Software - Application names. CRM ranks #4 (4.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	33,713	$3,105,641
2	NOW	ServiceNow, Inc.	10,716	$1,120,357
3	INTU	Intuit Inc.	731	$316,069
4	CRM	Salesforce, Inc. This page	1,102	$205,710

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$205,710	1,102	-84.5%	Shares	Sole	2026-04-01
2025-12-31	$1,886,689	7,122	+0.9%	Shares	Sole	2026-01-15
2025-09-30	$1,672,035	7,055	-1.0%	Shares	Sole	2025-10-29
2025-06-30	$1,943,461	7,127	+0.3%	Shares	Sole	2025-08-01
2025-03-31	$1,906,161	7,103	+3.9%	Shares	Sole	2025-04-17
2024-12-31	$2,285,814	6,837	+1.1%	Shares	Sole	2025-02-10
2024-09-30	$1,850,279	6,760	+12.4%	Shares	Sole	2024-10-15
2024-06-30	$1,545,685	6,012	+37.6%	Shares	Sole	2024-07-15
2024-03-31	$1,315,855	4,369	+6.8%	Shares	Sole	2024-04-22
2023-12-31	$1,076,242	4,090	-36.3%	Shares	Sole	2024-01-09
2023-06-30	$1,355,444	6,416	-7.2%	Shares	Sole	2023-07-10
2023-03-31	$1,381,878	6,917	+3.6%	Shares	Sole	2023-04-14
2022-12-31	$885,038	6,675	-36.8%	Shares	Sole	2023-01-10
2022-09-30	$1,519,238	10,562	-6.0%	Shares	Sole	2022-11-02
2022-06-30	$1,853,729	11,232	+3.8%	Shares	Sole	2022-07-14
2022-03-31	$2,297,939	10,823	+41.6%	Shares	Sole	2022-04-14
2021-12-31	$1,941,807	7,641	+12.8%	Shares	Sole	2022-01-31
2021-09-30	$1,837,515	6,775	+12.7%	Shares	Sole	2021-10-26
2021-06-30	$1,468,062	6,010	+15.8%	Shares	Sole	2021-07-16
2021-03-31	$1,100,029	5,192	+9.0%	Shares	Sole	2021-04-15
2020-12-31	$1,060,132	4,764	—	Shares	Sole	2021-01-15
No filing history on record for this holder in this stock.