Occidental Asset Management, LLC

Position in CRM — Salesforce, Inc.

CIK 1770994 Burlingame, CA

Position in CRM

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

Position Value

$5,007,010

-$421,913 QoQ

Shares Held

31,961

+9.9% QoQ

Ownership

0.004%

of shares outstanding

% of Portfolio

0.83%

of 13F equity value

Holder Rank

#649

of 2,457 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Technology · as of Jun 30, 2026

Occidental Asset Management, LLC holds $5,768,992 across 3 Software - Application names. CRM ranks #1 (86.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	CRM	Salesforce, Inc. This page	31,961	$5,007,010
2	SHOP	Shopify Inc.	3,475	$396,775
3	SNOW	Snowflake Inc.	1,435	$365,207

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$5,007,010	31,961	+9.9%	Shares	Sole	2026-08-07
2026-03-31	$5,428,923	29,083	+7.0%	Shares	Sole	2026-04-16
2025-12-31	$7,203,432	27,192	+5.8%	Shares	Sole	2026-01-08
2025-09-30	$6,092,796	25,708	+80.5%	Shares	Sole	2025-10-29
2025-06-30	$3,884,741	14,246	+20.2%	Shares	Sole	2025-07-14
2025-03-31	$3,180,334	11,851	+6.2%	Shares	Sole	2025-05-15
2024-12-31	$3,731,122	11,160	+146.8%	Shares	Sole	2025-01-15
2024-09-30	$1,237,716	4,522	-8.8%	Shares	Sole	2024-10-15
2024-06-30	$1,274,444	4,957	+10.1%	Shares	Sole	2024-07-15
2024-03-31	$1,356,514	4,504	-7.3%	Shares	Sole	2024-04-16
2023-12-31	$1,278,070	4,857	+0.1%	Shares	Sole	2024-01-19
2023-09-30	$984,091	4,853	-24.8%	Shares	Sole	2023-10-18
2023-06-30	$1,363,260	6,453	0.0%	Shares	Sole	2023-07-12
2023-03-31	$1,289,180	6,453	+15.3%	Shares	Sole	2023-05-11
2022-12-31	$742,106	5,597	+45.1%	Shares	Sole	2023-01-24
2022-09-30	$554,790	3,857	-9.5%	Shares	Sole	2022-11-08
2022-06-30	$703,565	4,263	+2.2%	Shares	Sole	2022-07-18
2022-03-31	$886,011	4,173	+3.4%	Shares	Sole	2022-05-04
2021-12-31	$1,025,414	4,035	+40.6%	Shares	Sole	2022-02-01
2021-09-30	$778,401	2,870	+39.5%	Shares	Sole	2021-11-03
2021-06-30	$502,707	2,058	0.0%	Shares	Sole	2021-08-17
2021-03-31	$436,028	2,058	+0.2%	Shares	Sole	2021-05-06
2020-12-31	$457,076	2,054	+2.2%	Shares	Sole	2021-01-28
2020-09-30	$504,901	2,009	0.0%	Shares	Sole	2020-11-10
2020-06-30	$376,345	2,009	-17.5%	Shares	Sole	2020-07-17
2020-03-31	$350,735	2,436	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.