Position in CRM
as of Jun 30, 2026
· filed Aug 11, 2026
Position Value
$279,324
-$269,112 QoQ
Shares Held
1,783
-39.3% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.36%
of 13F equity value
Holder Rank
#1,881
of 2,451 holders
Holding Since
Dec 2021
12 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CRM Over Time
Shares Held
Position Value (USD)
Position in Software - Application
Technology · as of Jun 30, 2026Core Wealth Advisors, Inc. holds $279,324 across 1 Software - Application name. CRM ranks #1 (100.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | CRM |
Salesforce, Inc.
This page
|
1,783 | $279,324 |
All Filings in CRM
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12 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $279,324 | 1,783 | Shares | Sole | 2026-08-11 | |
| 2026-03-31 | $548,436 | 2,938 | Shares | Sole | 2026-05-18 | |
| 2025-12-31 | $1,136,993 | 4,292 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $1,057,494 | 4,462 | Shares | Sole | 2025-11-14 | |
| 2025-06-30 | $1,474,707 | 5,408 | Shares | Sole | 2025-08-14 | |
| 2025-03-31 | $1,855,977 | 6,916 | Shares | Sole | 2025-05-15 | |
| 2024-12-31 | $2,774,604 | 8,299 | Shares | Sole | 2025-02-14 | |
| 2024-09-30 | $2,311,207 | 8,444 | Shares | Sole | 2024-11-13 | |
| 2024-06-30 | $2,086,366 | 8,115 | Shares | Sole | 2024-08-15 | |
| 2024-03-31 | $2,748,568 | 9,126 | Shares | Sole | 2024-05-15 | |
| 2023-12-31 | $2,558,773 | 9,724 | Shares | Sole | 2024-02-14 | |
| 2021-12-31 | $6,353 | 25 | Shares | Sole | 2022-02-14 | |
| No filing history on record for this holder in this stock. | ||||||