Principle Wealth Partners LLC

Position in CRM — Salesforce, Inc.

CIK 1743413 MADISON, CT

Position in CRM

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,066,541

+$41,163 QoQ

Shares Held

6,808

+23.9% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.09%

of 13F equity value

Holder Rank

#1,193

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

Principle Wealth Partners LLC holds $8,145,151 across 9 Software - Application names. CRM ranks #3 (13.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	11,071	$2,479,350
2	NOW	ServiceNow, Inc.	18,182	$1,805,108
3	CRM	Salesforce, Inc. This page	6,808	$1,066,541
4	SNOW	Snowflake Inc.	3,531	$898,639
5	UBER	Uber Technologies, Inc	8,541	$616,318
6	ADBE	Adobe Inc.	1,849	$379,081
7	MSTR	Strategy Inc	3,771	$327,813
8	PAYX	Paychex Inc	3,142	$308,952

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,066,541	6,808	+23.9%	Shares	Sole	2026-08-07
2026-03-31	$1,025,378	5,493	-41.8%	Shares	Sole	2026-05-07
2025-12-31	$2,501,015	9,441	-2.0%	Shares	Sole	2026-02-06
2025-09-30	$2,283,495	9,635	-0.1%	Shares	Sole	2025-11-03
2025-06-30	$2,629,004	9,641	+4.1%	Shares	Sole	2025-07-30
2025-03-31	$2,484,745	9,259	+0.5%	Shares	Sole	2025-05-06
2024-12-31	$3,078,844	9,209	-0.2%	Shares	Sole	2025-01-29
2024-09-30	$2,524,701	9,224	+3.4%	Shares	Sole	2024-11-13
2024-06-30	$2,294,360	8,924	-0.7%	Shares	Sole	2024-08-13
2024-03-31	$2,705,499	8,983	-2.2%	Shares	Sole	2024-04-23
2023-12-31	$2,416,414	9,183	+1.3%	Shares	Sole	2024-02-05
2023-09-30	$1,838,809	9,068	+3.2%	Shares	Sole	2023-11-01
2023-06-30	$1,855,919	8,785	-1.1%	Shares	Sole	2023-07-31
2023-03-31	$1,775,045	8,885	-0.4%	Shares	Sole	2023-05-10
2022-12-31	$1,183,365	8,925	-1.2%	Shares	Sole	2023-02-02
2022-09-30	$1,298,731	9,029	+16.3%	Shares	Sole	2022-11-14
2022-06-30	$1,281,370	7,764	+14.9%	Shares	Sole	2022-08-02
2022-03-31	$1,434,646	6,757	+65.3%	Shares	Sole	2022-05-12
2021-12-31	$1,038,629	4,087	+3.9%	Shares	Sole	2022-02-11
2021-09-30	$1,066,708	3,933	+1.0%	Shares	Sole	2021-11-16
2021-06-30	$950,943	3,893	+0.6%	Shares	Sole	2021-08-13
2021-03-31	$819,936	3,870	+1.7%	Shares	Sole	2021-05-18
2020-12-31	$846,726	3,805	+13.8%	Shares	Sole	2021-02-16
2020-09-30	$840,665	3,345	+1.0%	Shares	Sole	2020-11-16
2020-06-30	$620,249	3,311	+1.3%	Shares	Sole	2020-08-14
2020-03-31	$470,526	3,268	—	Shares	Sole	2020-05-13
No filing history on record for this holder in this stock.