CreativeOne Wealth, LLC

Position in CRM — Salesforce, Inc.

CIK 1739728 OVERLAND PARK, KS

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Position in CRM

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$2,469,643

-$1,066,904 QoQ

Shares Held

13,230

-0.9% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.18%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

23 quarters on record

Voting authority Sole 0.ToString("F0")% Shared 0.ToString("F0")% None 100.ToString("F0")%

Common Shares in CRM Over Time

Shares Held

Position Value (USD)

Derivatives in CRM

reported options exposure · as of Dec 31, 2020

CallValue

$333,795

CallShares

1,500

PutValue

$333,795

PutShares

1,500

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Software - Application

Technology · as of Mar 31, 2026

CreativeOne Wealth, LLC holds $28,768,192 across 18 Software - Application names. CRM ranks #4 (8.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	PAYX	Paychex Inc	61,674	$5,681,408
2	INTU	Intuit Inc.	8,811	$3,809,699
3	NOW	ServiceNow, Inc.	24,014	$2,510,663
4	CRM	Salesforce, Inc. This page	13,230	$2,469,643
5	UBER	Uber Technologies, Inc	31,562	$2,270,254
6	SHOP	Shopify Inc.	17,785	$2,109,656
7	ZM	Zoom Communications, Inc.	20,319	$1,633,443
8	ADP	Automatic Data Processing Inc	7,589	$1,541,932

All Filings in CRM

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25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$2,469,643	13,230	-0.9%	Shares	Other	2026-05-15
2025-12-31	$3,536,547	13,350	+9.6%	Shares	Other	2026-02-13
2025-09-30	$2,887,134	12,182	-2.9%	Shares	Other	2025-11-13
2025-06-30	$3,422,531	12,551	+10.2%	Shares	Other	2025-08-12
2025-03-31	$3,056,887	11,391	+26.7%	Shares	Other	2025-05-14
2024-12-31	$3,005,960	8,991	-9.5%	Shares	Other	2025-02-13
2024-09-30	$2,719,308	9,935	+36.6%	Shares	Other	2024-11-13
2024-06-30	$1,869,373	7,271	-3.3%	Shares	Other	2024-08-14
2024-03-31	$2,264,873	7,520	+180.6%	Shares	Other	2024-05-14
2023-12-31	$705,215	2,680	+6.6%	Shares	Sole	2024-02-09
2023-09-30	$509,788	2,514	-62.3%	Shares	Other	2023-10-17
2023-06-30	$1,407,624	6,663	-17.5%	Shares	Other	2023-08-16
2023-03-31	$1,614,022	8,079	+21.6%	Shares	Other	2023-05-15
2022-12-31	$881,060	6,645	-4.7%	Shares	Sole	2023-02-15
2022-09-30	$1,002,996	6,973	+9.4%	Shares	Sole	2022-11-15
2022-06-30	$1,051,634	6,372	-24.5%	Shares	Sole	2022-08-12
2022-03-31	$1,791,130	8,436	+45.2%	Shares	Other	2022-05-13
2021-12-31	$1,475,986	5,808	+23.4%	Shares	Sole	2022-02-15
2021-09-30	$1,276,632	4,707	+10.3%	Shares	Other	2021-11-16
2021-06-30	$1,042,543	4,268	-45.4%	Shares	Other	2021-08-13
2021-03-31	$1,655,975	7,816	+421.1%	Shares	Other	2021-05-17
2020-12-31	$333,795	1,500	0.0%	Call	Sole	2021-02-12
2020-12-31	$333,795	1,500	-79.8%	Put	Sole	2021-02-12
2020-12-31	$1,654,065	7,433	+297.7%	Shares	Sole	2021-02-12
2020-09-30	$469,716	1,869	—	Shares	Other	2020-11-13
No filing history on record for this holder in this stock.