Bay Harbor Wealth Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1767989 Hunt Valley, MD

Position in CRM

as of Jun 30, 2026 · filed Jul 28, 2026 Compact

Position Value

$5,013

-$960 QoQ

Shares Held

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.02%

of 13F equity value

Holder Rank

#2,375

of 2,451 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Bay Harbor Wealth Management, LLC holds $255,129 across 33 Software - Application names. CRM ranks #7 (2.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	UBER	Uber Technologies, Inc	1,529	$110,332
2	NOW	ServiceNow, Inc.	762	$75,651
3	CDNS	Cadence Design Systems Inc	52	$19,516
4	DDOG	Datadog, Inc.	31	$8,071
5	SNOW	Snowflake Inc.	25	$6,362
6	ADSK	Autodesk, Inc.	28	$5,443
7	CRM	Salesforce, Inc. This page	32	$5,013
8	ZM	Zoom Communications, Inc.	44	$3,797

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,013	32	0.0%	Shares	Other	2026-07-28
2026-03-31	$5,973	32	-17.9%	Shares	Other	2026-04-14
2025-12-31	$10,331	39	+14.7%	Shares	Other	2026-02-02
2025-09-30	$8,058	34	+17.2%	Shares	Other	2025-10-09
2025-06-30	$7,908	29	-91.0%	Shares	Sole	2025-07-22
2025-03-31	$86,948	324	+3.2%	Shares	Other	2025-05-12
2024-12-31	$104,979	314	+1.3%	Shares	Other	2025-01-27
2024-09-30	$84,850	310	-4.3%	Shares	Other	2024-10-24
2024-06-30	$83,300	324	-0.3%	Shares	Other	2024-07-24
2024-03-31	$97,883	325	+0.3%	Shares	Other	2024-04-22
2023-12-31	$85,257	324	+0.3%	Shares	Other	2024-01-26
2023-09-30	$65,497	323	+2.9%	Shares	Other	2023-10-25
2023-06-30	$66,335	314	+1327.3%	Shares	Other	2023-07-19
2020-12-31	$4,895	22	-56.0%	Shares	Sole	2021-02-09
2020-09-30	$12,566	50	—	Shares	Sole	2020-10-27
No filing history on record for this holder in this stock.