Cornerstone Wealth Group, LLC

Position in CRM — Salesforce, Inc.

CIK 1774879 HUNTERSVILLE, NC

Position in CRM

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$707,319

+$7,494 QoQ

Shares Held

4,515

+20.4% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

0.07%

of 13F equity value

Holder Rank

#1,384

of 2,451 holders

Holding Since

Mar 2020

15 quarters on record

Voting authority Sole 1% Shared 0% None 99%

Technology · as of Jun 30, 2026

Cornerstone Wealth Group, LLC holds $17,804,961 across 15 Software - Application names. CRM ranks #4 (4.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	ADP	Automatic Data Processing Inc	31,756	$7,111,756
2	UBER	Uber Technologies, Inc	52,588	$3,794,750
3	NOW	ServiceNow, Inc.	30,887	$3,066,461
4	CRM	Salesforce, Inc. This page	4,515	$707,319
5	CDNS	Cadence Design Systems Inc	1,376	$516,440
6	DDOG	Datadog, Inc.	1,461	$380,385
7	INTU	Intuit Inc.	1,303	$340,083
8	PAYX	Paychex Inc	2,843	$279,552

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$707,319	4,515	+20.4%	Shares	Sole	2026-07-27
2026-03-31	$699,825	3,749	+15.3%	Shares	Sole	2026-04-22
2025-12-31	$861,222	3,251	+13.8%	Shares	Sole	2026-01-26
2025-09-30	$677,109	2,857	+6.3%	Shares	Sole	2025-10-30
2025-06-30	$732,990	2,688	+4.9%	Shares	Sole	2025-07-28
2025-03-31	$687,806	2,563	-5.9%	Shares	Sole	2025-04-23
2024-12-31	$911,049	2,725	+19.3%	Shares	Sole	2025-01-22
2024-09-30	$625,153	2,284	-4.5%	Shares	Sole	2024-10-25
2024-06-30	$614,726	2,391	-82.4%	Shares	Sole	2024-07-24
2024-03-31	$4,081,892	13,553	-20.4%	Shares	Sole	2024-04-17
2023-12-31	$4,482,063	17,033	-3.6%	Shares	Sole	2024-02-13
2023-09-30	$3,583,730	17,673	+1994.0%	Shares	Sole	2023-10-18
2020-09-30	$212,114	844	-92.1%	Shares	Sole	2020-10-27
2020-06-30	$1,989,444	10,620	+8.4%	Shares	Sole	2020-07-27
2020-03-31	$1,411,004	9,800	—	Shares	Sole	2020-05-06
No filing history on record for this holder in this stock.