Opes Wealth Management LLC

Position in CRM — Salesforce, Inc.

CIK 1766918 MENLO PARK, CA

Position in CRM

as of Mar 31, 2026 · filed Apr 29, 2026 Compact

Position Value

$235,950

-$132,009 QoQ

Shares Held

1,264

-9.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.13%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Sep 2020

20 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Technology · as of Mar 31, 2026

Opes Wealth Management LLC holds $1,163,365 across 5 Software - Application names. CRM ranks #4 (20.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WDAY	Workday, Inc.	3,053	$396,645
2	NOW	ServiceNow, Inc.	2,575	$269,216
3	ADBE	Adobe Inc.	1,076	$261,554
4	CRM	Salesforce, Inc. This page	1,264	$235,950
5			22,500	$0

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$235,950	1,264	-9.0%	Shares	Sole	2026-04-29
2025-12-31	$367,959	1,389	-1.7%	Shares	Sole	2026-02-02
2025-09-30	$334,881	1,413	-4.5%	Shares	Sole	2025-11-24
2025-06-30	$403,581	1,480	-1.0%	Shares	Sole	2025-07-31
2025-03-31	$401,198	1,495	+17.7%	Shares	Sole	2025-05-06
2024-12-31	$424,599	1,270	-3.5%	Shares	Sole	2025-01-30
2024-09-30	$360,202	1,316	+3.8%	Shares	Sole	2024-10-29
2024-06-30	$326,002	1,268	-2.8%	Shares	Sole	2024-08-05
2024-03-31	$393,039	1,305	+0.8%	Shares	Sole	2024-05-03
2023-12-31	$340,766	1,295	+2.9%	Shares	Sole	2024-01-31
2023-09-30	$255,097	1,258	-11.1%	Shares	Sole	2023-11-03
2023-06-30	$298,932	1,415	+27.4%	Shares	Sole	2023-08-03
2023-03-31	$221,955	1,111	0.0%	Shares	Sole	2023-05-02
2022-03-31	$235,887	1,111	+0.9%	Shares	Sole	2022-05-05
2021-12-31	$279,797	1,101	-0.1%	Shares	Sole	2022-01-31
2021-09-30	$298,884	1,102	+14.8%	Shares	Sole	2021-10-29
2021-06-30	$234,499	960	-1.0%	Shares	Sole	2021-08-03
2021-03-31	$205,513	970	0.0%	Shares	Sole	2021-05-10
2020-12-31	$215,854	970	+0.4%	Shares	Sole	2021-01-29
2020-09-30	$242,775	966	—	Shares	Sole	2020-11-09
No filing history on record for this holder in this stock.