LIBERTY WEALTH MANAGEMENT LLC

Position in CRM — Salesforce, Inc.

CIK 1769302 OAKLAND, CA

Position in CRM

as of Jun 30, 2026 · filed Aug 6, 2026 Compact

Position Value

$252,379

-$48,346 QoQ

Shares Held

1,611

0.0% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.11%

of 13F equity value

Holder Rank

#1,933

of 2,451 holders

Holding Since

Mar 2020

20 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

LIBERTY WEALTH MANAGEMENT LLC holds $2,000,310 across 4 Software - Application names. CRM ranks #4 (12.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	4,213	$943,501
2	INTU	Intuit Inc.	2,090	$545,490
3	ADBE	Adobe Inc.	1,263	$258,940
4	CRM	Salesforce, Inc. This page	1,611	$252,379

20 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$252,379	1,611	0.0%	Shares	Sole	2026-08-06
2026-03-31	$300,725	1,611	-17.2%	Shares	Sole	2026-05-12
2025-12-31	$515,249	1,945	-0.2%	Shares	Sole	2026-02-04
2025-09-30	$461,676	1,948	-6.2%	Shares	Sole	2025-10-31
2025-06-30	$566,104	2,076	+14.0%	Shares	Sole	2025-08-01
2024-12-31	$608,814	1,821	+102.8%	Shares	Sole	2025-02-10
2024-09-30	$245,791	898	-89.9%	Shares	Sole	2024-11-04
2024-06-30	$244	8,890	+978.9%	Shares	Sole	2024-08-07
2024-03-31	$248,172	824	-5.6%	Shares	Sole	2024-05-03
2023-12-31	$229,721	873	-12.5%	Shares	Sole	2024-02-09
2023-06-30	$210,837	998	-34.5%	Shares	Sole	2023-08-10
2023-03-31	$304,264	1,523	+79.6%	Shares	Sole	2023-05-03
2021-12-31	$215,502	848	-37.0%	Shares	Sole	2022-02-15
2021-09-30	$365,061	1,346	+41.5%	Shares	Sole	2021-11-15
2021-06-30	$232,300	951	+86.1%	Shares	Sole	2021-08-13
2021-03-31	$108,265	511	0.0%	Shares	Sole	2021-05-17
2020-12-31	$113,712	511	+1.8%	Shares	Sole	2021-02-09
2020-09-30	$126,162	502	-0.4%	Shares	Sole	2020-11-05
2020-06-30	$94,414	504	+96.1%	Shares	Sole	2020-08-04
2020-03-31	$37,002	257	—	Shares	Sole	2020-04-27
No filing history on record for this holder in this stock.